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September 24, 2020

Playing The Housing Recovery…


Over the past few months, I’ve been writing a lot about Event-Driven strategies, mainly because I see an unusual amount of opportunity there. That said, Event-Driven remains a small piece of my book. The core of what I do is inflection investing—finding a theme that’s inflecting better and get there before anyone else realizes it. With that preamble out of the way, today the ... Read More
Categories: Investments
Positions Mentioned: CNR
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