Dear Superinvestor Reader,
The Brexit has brought with it turmoil for the overall market with European and British companies getting hit the worst of all.
When certain sectors, companies or stock markets are getting sold off we do always do the same thing....
We turn to the Superinvestors we follow to help understand what is happening and where it is creating opportunities.
One such Superinvestor is Jim Grant. Jim doesn't run a hedge fund but he has enormous credibility in our eyes. Listening to him helped us avoid bubbles in technology, housing and also find opportunities on the long side.
You can listen to Grant's view on the Brexit via the link below.
We hope you are having a great weekend. We are spending ours writing up the July 1, 2016 issue of the Superinvestor Bulletin which will be released this week.
Our focus.....a European stalwart that is a huge position in the portfolios of two or our Superinvestors.
Enjoy the rest of the weekend!
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.