A deep-dive summary of the Spring 2025 Graham & Doddsville newsletter—highlighting contrarian picks, deep value plays, and the reasoning behind them.
Well done! Thanks!
I used to own CSL, bought at a single digit P/E, sold after 100% gain, still a solid company.
It is interesting that RF has a position in deep value with a single digit P/E and another with premium valuation.
I concur with a few of these and have skin in the game as well. I will read the letter too. You did an excellent job summarizing the letter.
Thanks, MoS! Yeah, they're great investors! I really enjoyed Fan's interview.
Well done! Thanks!
I used to own CSL, bought at a single digit P/E, sold after 100% gain, still a solid company.
It is interesting that RF has a position in deep value with a single digit P/E and another with premium valuation.
I concur with a few of these and have skin in the game as well. I will read the letter too. You did an excellent job summarizing the letter.
Thanks, MoS! Yeah, they're great investors! I really enjoyed Fan's interview.