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Ideas from Q3 investor letters

11/5/2019

 
The number of investment ideas and full-fledged stock writeups in the public domain has got to be at an all-time high. Whether its on Value Investor's Club, SumZero, Seeking Alpha, or simply on twitter, there are probably multiple writeups on the vast majority of publicly traded equities.

I look at all the above. But one of the places I enjoy browsing for ideas the most is in quarterly investor letters. The folks at r/securityanalysis make this process extremely easy by collating a vast array of publicly-available letters. Here is the posting for Q3 if you want to check it out.

Below are a few ideas from that post that I thought were interesting.

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    What this is

    Informal thoughts on stocks and markets from our CIO, Evan Tindell.

    Nothing on this page should be considered investment advice. We may comment on stocks that our clients hold positions in. At the time of publication, we believe all information to be correct as presented. We make no commitment to update posts if the facts change.

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