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In the Saga Partners Investor Letter sent out this week, we provided an update to our investment in Linamar (OTCPK:LIMAF, LNR-CA). Below is the excerpt from the recent letter.
Source: Factset Research Systems, Inc.
Sales and operating income grew a respective 16% and 15% in 2018 and are expected to grow a respective 3% and decline 1% in 2019.
People often ask how we find investment ideas and our answer is fairly vague… we read a lot; industry publications, papers, other investor letters, books, etc. We came about Linamar in early 2017 after