Value Investing Q3 Letter Recaps: LAZ, Small Banks (MFBP & CZBS), and BOX
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re […]