Special Situations Newsletter: July 2021

  • July 1, 2021
Through much of the month of June, as I looked at various investment opportunities, the one thing that stood out was just how well companies were performing despite the pandemic and in some instances because of the pandemic. On a recent trip through Las Vegas and Zion National Park in Utah, it became evident that for most intents and purposes, the pandemic was over. Even California officially opened up two weeks ago. The market was correct in anticipating this and… Please check out the full newsletter from the attached PDF.  

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