By Dimitrios Koutsoumpos
This should be a very short post about Canfor Pulp (CFX.TO) as a cyclical bargain. That’s because the content is the refined and enriched version of a whatsapp group chat between attendees of the Quality Value Investing, a meetup group in London. The idea behind publishing it, is that a good investment idea should be described in a few sentences, even if it has demanded more work, and research in the background. Read More
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y Dimitrios Koutsoumpos
What an alien year 2020 was. I wish you and whoever you love to be healthy, and I hope for a return to normality in 2021. Outside Greece, stock prices have returned to the pre-pandemic levels, whereas in Greece we are close to reach them. Prices, especially for shorter periods, can be illusionary. What do you think? Are you a bad investor if your portfolio declined -40% until March? Are you a great investor if it doubled later on? Read More
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