Outerwall Inc (OUTR): The Little Redbox That Could by Aeternitas Investing [klarman] Reprinted below is the section from the JRW Financial Q2 2015 Management Commentary in which I detail some of the thinking behind our long thesis for Outerwall, Inc.. I like to highlight one of our investments in each of these quarterly letters to give a bit more information as to what we look for in our research, how we analyze the businesses we own, and what our outlook for the future is for our holdings. Last quarter’s letter went into depth about our position in World Wrestling Entertainment….
This content is exclusively for paying members of Hedge Fund Alpha
Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Don’t have an account?
Subscribe now and get 7 days free!
