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Should You Hold IAC? - Vimarsana News

Should You Hold IAC?

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here. During the quarter the strategy returned -6.0% net of fees compared to the S&P 500’s -3.3% return. As the quarter demonstrated, the markets are uncertain. In addition, you […]

Source: yahoo.com
Polen Focus Growth Sold Amazon.com (AMZN) as Shares Appreciated Nearly 40% - Vimarsana News

Polen Focus Growth Sold Amazon.com (AMZN) as Shares Appreciated Nearly 40%

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here.