Jonathan Verenger
Long/short equity, growth at reasonable price, deep value, research analyst

Guanwei Recycling: Valuation Looks Very Attractive

My basic investing mantra is to be where the majority of people aren't. Over the past year plus I've written about several industries or themes that are completely unloved, even hated, by investors that I thought were potential opportunities for significant long-term gains. A few have fizzled out, but a lot of the companies and industries I've covered have risen substantially.

I've recentl...

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