Some funds I covered this week noted some "special situations" or rather compound mispricings involving Korean stocks (probably given the peculiar nature of that market) and a couple of European names plus a special situation involving a Latin American infra stock.
most of raper's content always seems paywalled, but my impression is that his activism has a very high effort/liquidity ratio .
Some funds I covered this week noted some "special situations" or rather compound mispricings involving Korean stocks (probably given the peculiar nature of that market) and a couple of European names plus a special situation involving a Latin American infra stock.
https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-march-14-2023