The Bear Case for Darden (Part II)

The Bear Case for Darden (Part II)

In Part I, we provided you with a thumbnail history of the restaurant chain, Darden Restaurants, Inc. (DRI).  We also detailed some ways in which DRI has …

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The Bull Case for Darden (Part I)

The Bull Case for Darden (Part I)

A Happy and Blessed New Year Wish to each of you, our readers! As you know, I normally hold “disclosures” until the article’s end. But in this instance, …

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The Chinese Conundrum

The Chinese Conundrum

In Part I of our extended look at the current investment world of China, we took great pains to offer a balanced view of the strengths and weaknesses of China, …

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What Is The Chinese Conundrum of China?

What Is The Chinese Conundrum of China?

For untold centuries, the annals of Western Civilization have repeatedly described the fascination that China and “the Orient”[1] have held for explorers, …

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Why Was Facebook Kicked Out Of MOAT?

Why Was Facebook Kicked Out Of MOAT?

You have seen us often reiterate the importance of a holistic approach to investing, because investing involves far too many dimensions and variables for any …

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