Fat Pitch Financials Portfolio Update
I’m a little behind on updating you on the performance of the Fat Pitch Financials Portfolio. Let me quickly update
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S&P 500 Passes 1,500, Time for Special Situations?
It’s hard to believe that the S&P 500 surpassed 1,500 today. I’m starting to question the margin of safety on
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Valuing Unilever PLC (UL)
In my last post, I discussed the competitive advantage that Unilever has in its global brands. But in addition to
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Unilever – Brand Names at a Value Price
Unilever (UL & UN) recently popped up on one of the value screens that I follow, and I was a
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