Maksim Tkachenko/iStock via Getty Images The following segment was excerpted from this fund letter. Azenta Life Sciences (NASDAQ:AZTA) Life Science Tools is a sector that we have always favored as it is recession resistant, and […]
undefined undefined Thesis Ferrari (NYSE:RACE) is trading very expensive at a 2023 P/E > x30 and EV/Revenue x7. Even for a luxury company, this valuation premium is not justified, in my opinion. LVMH, for example […]
Jan Hetfleisch Thesis We have a young kid and have created a small UTMA (Uniform Transfers To Minors) account for him. We have set some buy limit orders for Ford (NYSE:F) in this account at […]
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