Ensemble Capital: Contrarian Long Thesis For Title Insurance – ValueWalk Premium
First American Financial

Ensemble Capital: Contrarian Long Thesis For Title Insurance

The fifth Contrarian Investor Virtual Conference is over, and investors are mulling over the stock picks that were presented. Sean Stannard-Stockton of Ensemble Capital Management was among the presenters. He offered his long thesis for First American Financial, a title insurance company.

Q3 2020 hedge fund letters, conferences and more

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