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British American Tobacco: A case study on the impact of high inflation through their publicly-listed Zimbabwean subsidiary.
Disclosure: We own British American Tobacco and only own a position in British American Tobacco Zimbabwe through the parent’s interest.
Mar 31
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British American Tobacco: A case study on the impact of high inflation through their publicly-listed Zimbabwean subsidiary.
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Inflation and Stocks: The first rule of a happy life is low expectations – PBR, BATS/BTI
We realized that we accidentally built what might seem like a prepper's stock portfolio of guns, canned vegetables, building supplies, and oil, with a…
Mar 18
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CanadianValueInvestors
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Canadian Value Investors’ Substack
Inflation and Stocks: The first rule of a happy life is low expectations – PBR, BATS/BTI
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Always Thinking About Relative Value – MEQ, BTI, and The “Magnificent” Seven
Here’s the latest from Canadian Value Investors!
Feb 5
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CanadianValueInvestors
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Canadian Value Investors’ Substack
Always Thinking About Relative Value – MEQ, BTI, and The “Magnificent” Seven
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