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...
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