Investment Ideas: BH Macro sags, real asset managers going cheap, and why LendInvest is cheap
Plus, broker updates on the shipping funds and why there seems to be upside on the Arix share price
Programming notes – as it’s the summer holidays, I’m switching next week (w/c 24th July) to a weekly schedule with a note released every Friday. This might be a combination of macro, ideas, and links or a deep dive into one stock in particular. This will go through all of August until the first week of September.
There will also be no letter this coming…
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