Every summer our research team identifies a theme or a sector that is currently out of favor on Wall Street and profiles individual companies within that space that we believe offer a compelling investment opportunity for long-term investors. This year’s chosen theme was conglomerates/holding companies. John Heins of Value Investor Insight featured parts of this report in his latest issue. He was kind enough to give us permission to share the article with our readers.
To read this article in its entirety, click here.
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