carrentals
Whitney Tilson’s email to investors discussing how car rentals explain the 2021 economy; how accounting giants craft favorable tax rules from inside government; revolt of the delivery workers. Q2 2021 hedge fund letters, conferences and more How Car Rentals Explain The 2021 Economy1) I think what's happening in the car rental sector is a representative case study for what's happening in our economy – extreme dislocations during and in the first phase of the emergence from the COVID-19 pandemic, followed by a slow return toward normalcy – which bodes well for the future: How Car Rentals Explain...
ValueWalk
Whitney Tilson’s email to investors discussing that his book, The Art of Playing Defense, is an Amazon bestseller; U.S. bank stocks shine; he sold his airline stocks too early; air travel is back, including all the things you hated; the airline safety revolution; carpocalypse; tips for homebuyers. Q1 2021 hedge fund letters, conferences and more The Art of Playing Defense1) Deep gratitude to those of you who bought my new book, The Art of Playing Defense: How to Get Ahead By Not Falling Behind, when it launched yesterday! It hit No. 1 in the Amazon Kindle store in two categories, Family Health...
ValueWalk
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