Gustavo Ballvé on August 22nd, 2011
Corporate Strategy, Food for thought, Home, Industries, Investment Themes, Portfolio Management, Retailing, Signal or Noise

Certainly one of the most-discussed articles this weekend, this NYT piece looks at the subset of American retail that is doing pretty well in this recession. Another article – this one in the Institutional Investor – highlights the interest by big-name investors (Buffett, Ackman, Leon Black) in the segment. Signal or noise?

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