My take on JPM's Top Three Questions for Dish
Building permits analysis indicates hidden opportunity for their enterprise business
Warning: 25-30 minute read | Analysis of Baupost's 6th Largest Holding
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White space analysis of Ollie's Bargain Outlet using alternative data
Hi readers, The name of this newsletter was inspired by Mohnish Pabrai, and his coined term, “Hidden Compounders”. These companies are what he…
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Hi readers, This newsletter was inspired by Mohnish Pabrai, and his coined term, “Hidden Compounders”. These companies are what he classifies as the…

Hidden Compounders