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ValueWalk
ValueWalk
Rowan Street Capital commentary for the month of July 2022. Dear Partners, On Wall Street and in today’s world of information overload, you are constantly bombarded with new ideas that constantly appear “sexier” than what you already know well or the stock is going up much faster than the stocks in your portfolio. If you really think about it, you only need a few best ideas, few extraordinary businesses in your life. The key is to stick with them as long as they remain extraordinary. This is truly the path to extraordinary wealth! And no one knows this better than Charlie — below is one of my …
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