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EGFEY - Greece: An Attractive Dislocation Opportunity
EFG Eurobank Ergasias SA ADR 2015
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The Investment Opportunity
I believe that the public markets reward contrarianism, especially when it is tied to common sense, and my playbook for a dislocation is:
An investment that has had abysmal performance. Ideally, investors will have been burned badly and/or are fatigued by the