GDS Investments Mid-Year 2019 Investor Update: Our Favorite High Quality Stocks In This Bubbly Market

GDS Investments mid-year letter to investors for the year of 2019. Q2 hedge fund letters, conference, scoops etc For some time, we included in our Mid-Year Letters and Year-End Letters our insight about the political environment and government tension which have characterized the last several years of American life. We consistently strove to remind ourselves that the shenanigans and political tension on display in Washington and state capitols were a sideshow. We reminded you that sideshow was, ultimately, separate and apart from the nation’s financial health and that investors should look beyond the turmoil with an eye on long-term gains…