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Latest
Buy Hold Sell
Listed Series 2024
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
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Arowana AVOF
Latest news and analysis on Arowana AVOF
July 20, 2017 16:37
Costco: Not even Amazon can penetrate this fortress
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...
Contrarian Value Fund
Arowana
July 20, 2017 16:37
June 16, 2017 16:02
Weight Watchers International (WTW) – A Turnaround
“The worse a situation becomes, the less it takes to turn it around, and the bigger the upside.”* WTW is one of our fund’s largest positions and has advanced over 50%...
Contrarian Value Fund
Arowana
June 16, 2017 16:02
May 19, 2017 15:26
Stock Story: Silver Chef (SIV) - When Fear Becomes Your Friend
We invest in a world of inherent uncertainty. Information asymmetry and constant change are unavoidable features of markets. So, what do you do when you see a stock –...
Contrarian Value Fund
Arowana
May 19, 2017 15:26
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