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STREETS OF VALUE
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Deep Value | Special Situations | Money
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STREETS OF VALUE – Deep Value | Special Situations | Money Skip to content STREETS OF VALUE Deep Value | Special Situations | Money Twitter Email Menu Home About March 2020 Portfolio Update March 29, 2020 Streets of Value Investment Ideas , Quickview March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against the ACWI EUR Index which was Continue reading Kofola Československo a.s (KOFOL.PR) February 23, 2020 Streets of Value Investment Ideas Coca Cola and Pepsi dominate pretty much every soft drinks market in the world. There are only a handful of companies that have managed to successfully compete with these two behemoths in their local markets. Continue reading Hidden Champions November 24, 2019 Streets of Value Quickview I’ve been reading Hermann Simon’s excellent “Hidden Champions of the 21st Century” recently. In the book, Simon examines...
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