Investing 501
Long only, value, special situations, deep value

Children's Place: Could Ascena Retail Group Come Knocking Next Year?

It has been said that there is "no substitute for experience" in investing and we find that to be true. One thing that experience in investing helps with is allowing the investor or analyst to recognize when opportunities with similar characteristics to successful investments present themselves. While working for a hedge fund a couple of years ago, two companies that we invested in, Tw...

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