Unusual Value @unusualvalue
Founder and Portfolio Manager. Seeking a frictionless mind and a seeing eye. Finding value in duration. Long term, concentrated, global, fundamental. London, England Joined September 2015-
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Garnett Station Partners’ Matt Perelman and Alex Sloane have put together an incredible track record of investing in retail franchises. Their key markers for quality in retail investing are worth remembering: 1/ Long-tenured general managers 2/ Same-store-sales growth (not…
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