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Retail Carnage (Part 1) – Perception vs Reality

As a value investor, it should not be surprising that I have been spending a lot of time on the retail and restaurant sector over the last year or so. The space has been pummeled by Wall Street in recent quarters, as the thesis gains steam that we have essentially reached “game over” for traditional… Continue reading Retail Carnage (Part 1) – Perception vs Reality →
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