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Time to take a second bite from this apple

www.alphaletter.co

Time to take a second bite from this apple

Grit Alpha
Sep 9, 2021
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Share this post

Time to take a second bite from this apple

www.alphaletter.co

I love re-investing in companies that I have already made money and done the work on. The due diligence process is much simpler and requires more of a “maintenance” approach rather than a full out pedal to the metal approach.

Update a few quarters in my model, read the recent financials and go through the transcripts. There is no need to rebuild an enti…

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