Value Investing World

Value Investing World

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Value Investing World
Value Investing World
Links - 6/24/2020

Links - 6/24/2020

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Joe Koster
Jun 24, 2020
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Value Investing World
Value Investing World
Links - 6/24/2020
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“Marathon looks to invest in two phases of an industry’s capital cycle. From what is misleadingly labelled the “growth” universe, we search for businesses whose high returns are believed to be more sustainable than most investors expect. Here, the good company manages to resist becoming a mediocre one. From the low return, or “value” universe, our aim i…

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