Larry Robbins On Monsanto's Impenetrable Moat and Hertz's Core ValueVW Staff
In the company's annual investor letter, Glenview Capital's Larry Robbins shared his thesis on a couple of his holdings including Monsanto Company (NYSE:MON), Dollar General Corp. (NYSE:DG) and Global Payments Inc (NYSE:GPN). The letter also discussed Hertz Global Holdings, Inc. (NYSE:HTZ) which was not among Glenview's long positions until the end of 2013. The letter expands on Robbins idea of owning "convertible equities", stocks that return . . .
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