How would you like to own a business that is currently printing 8% per year organic sales growth with 50% gross margins zero marketing costs and a one-year waiting list for its products? It sounds too good to be true right? Q3 hedge fund letters, conference, scoops etc It’s not. This is the profile of luxury carmaker Ferrari as presented at the 2018 London Sohn conference by Dureka Carrasquillo of Canada Pension Plan Investment Board. If you’re looking for more timely hedge fund insight, ValueWalk’s exclusive newsletter Hidden Value Stocks offers exclusive access to under-the-radar value hedge funds and their ideas. Click here to find out more and…
London Sohn: Dureka Carrasquillo – Explosive Growth Ahead For This Car Maker
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk