Typical research sweep | Value Investing News

Typical research sweep

  • Another way is to go through 13F-HR filings of various fund managers I respect and try to examine some of their holdings.
  • Corepoint’s financials don’t show an entity making a ton of money on operations and are instead banking on land.
  • The income statement is very low margin and the industry is competitive to the point where they’d need to be the lowest cost producer on the virtue of localized economies of scale – this has been tried before in many instances.
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