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RACE - Narrowing Focus During Chaos - Buy Triseo Olin And WestRock. Short Ferrari
Ferrari N.V.
Source: Prati Management from March 9, 2020
Earlier this week, we published our TOP 10 portfolio ideas (above) on March 10, 2020. Today is Thursday, March 12, 2020, and what a difference a couple of days make. We still believe in the companies and would encourage investors to read it for more background and for a broader base of ideas. (Bullet-Proof Portfolio - Top 10 Ideas). We identified many ideas with great yields and given the decimation of the equity markets this week, those names are even cheaper now with higher yields. While we