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Random Ramblings July 2024: stock price driving narrative + investing in products you don't like (podcast #257)
www.yetanothervalueblog.com
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Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA (podcast #256)
www.yetanothervalueblog.com
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Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK (podcast #255)
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Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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Yet Another Value Blog
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