Fahroni The following segment was excerpted from this fund letter. Asbury Automotive (NYSE:ABG): The Distribution Theme Our holdings in car and branded capital equipment dealerships, convenience stores, building product distributors, automobile transportation logistics, and capital […]
Cristian Martin/iStock via Getty Images Love it or hate it, there’s no denying that we live in a dangerous world. The activities that many of us engage in have varying degrees of danger to them. […]
NicoElNino The following segment was excerpted from this fund letter. Ashtead Group plc (OTCPK:ASHTF): Public LBOs Our broadcast TV franchises, leasing, building products distributors, plastic packaging, and roll-on/rolloff (RORO) shipping fall into this category. One […]
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