Tag Archives: Investing in retailers

Lecture 9: A Great Investor Discusses Investing in Retailers and ANN

This lecture is a supplement to Lecture 5 found here: http://csinvesting.org/2011/09/13/lecture-5-a-value-investor-in-retail-discusses-anf-aeos-aro/

Note the speaker’s┬álimited circle of competence and how differently retailers are analyzed from Wall Street consensus.┬áRetailers can offer opportunity due to their volatile stock prices.

If you have the stomach and can take a two-year horizon while taking a business like approach, then you will enjoy this speaker’s thoughts.

Lecture 9: http://www.scribd.com/doc/68793236/Lecture-9-a-Great-Investor-Discusses-Investing-in-Retailers-and-ANN

There are several links in the above document which will help you review the companies discussed in the lecture.

Lecture 5: A Value Investor in Retail Discusses ANF, AEOS, ARO

This lecture will show you the power of focused investing. This investor invests mostly in mid-cap to small cap retail companies. A small circle of competence can be powerful indeed if the investor knows the circle well.

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