June Real Worth Stocks Newsletter
Small cap value, net-nets and merger arbitrage opportunities for you
This month I cover:
1. June stock pick: a high quality UK specialist retailer stock with a competitive advantage, now trading at a reduced multiple after a pandemic boom
2. Mental Model: feedback loops applied to banking and employee incentives
3. Stock watchlist: which stocks I am watching at the moment
4. Real Worth Stocks model portfolio update: one buy and one sell
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