In June, Costco Wholesale (COST.US) fell more than 15% in reaction to the news Amazon.com (AMZN.US) is acquiring Whole Foods Market (WFM.US). We think Costco’s competitive advantage is durable and thus initiated a position. Show More
Arowana
Given recent news, it seems timely to provide an update to our previous note on Elders Hybrids (ASX:ELDPA) that we published on the 3rd of July 2015 http://aavof.com/elders-hybrid-securities-eldpa/. Show More