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Rondure Global Advisors is a women-owned investment adviser focused on high-quality equity investing for the long-term. We are deeply client-focused and actively cost-conscious, as we are heavily invested alongside our clients for the long haul. We are consciously articulating portfol...
Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. Volatility, after all, is what creates the occasional dislocations in the market that all...
Fiduciary Management, Inc. is an independent money management firm. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. The FMI International portfolios’ exposure to Russia and Ukraine is quite limite...
European discount retailer upgraded first half earnings guidance for a second time. Earnings are set to double, revenues are up and the retailer is doing well amidst pandemic restrictions. The shares are getting pricier, but short term, I still see value. For further details...
U.K. discount retailer B&M European Value Retail ( BMRPF ) has had a good year. At 460p, the shares are about 17% ahead of what they were when I recommended them in my June piece on Seeking Alpha, " Well-Poised Retailer For A Reopened U.K.: B&M European Value Retail ." They have recent...
U.K. discount retailer B&M ( BMRPF ) has performed strongly during the pandemic. It recently released guidance for its first half results and it is higher than I expected. Despite recent share price increases, the company remains a buy. B&M: Positive Uplift From Lockdown and Recessio...
B&M European Value Retail (BMRPF) (BMRRY) is a budget homewares retailer in the U.K. with a clear value proposition which is well-poised to weather the economic ravages of the lockdown and a stumbling British economy. About B&M B&M has an estate of 656 stores in the U.K. tradin...
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