Arquitos Capital Management 1Q20 Commentary “Survival mode is the right mode to be in right now”Jacob Wolinsky
Arquitos Capital Management commentary for the first quarter ended March 31, 2020.
I approach investing like I’m buying the business outright and retaining management. This mindset ties valuation to understanding and forces me to think through qualitative factors and potential threats to long-term earnings power. - Allan Mecham
Arquitos returned -19 . . .
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