no_free_lunch Posted April 12, 2017 Share Posted April 12, 2017 Good read from greenwood investors. If nothing else check out their portfolio summary, including point form investment thesis, on the last page. I recognize many of the names on their list and own a few as well. https://www.gwinvestors.com/wp-content/uploads/2017.04.06-Q1-2017-Letter-Conscious-Capitalists-w-Appendix.pdf Link to comment Share on other sites More sharing options...
arcticfox Posted April 12, 2017 Share Posted April 12, 2017 Thank you for sharing. Some good ideas and a couple of good thoughts. I know the road hasn't been easy for value investors and managers that chart their own course, but their performance the last 5-6 years has been below average. Link to comment Share on other sites More sharing options...
no_free_lunch Posted April 12, 2017 Author Share Posted April 12, 2017 Honestly, I don't know too much about them. I just view these types of letters as a source of ideas, it is especially helpful when there is some explanation/thesis behind the ideas. You definitely still need to do due dilligence. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted April 12, 2017 Share Posted April 12, 2017 "their" seems like a far reach for someone who is 90% of the time doing all the work himself. Steven is one of those guy's whose track record currently does not reflect his true capabilities. Link to comment Share on other sites More sharing options...
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