Ira Rothberg examines the Hennessy Focus Fund’s (HFCSX) investment strategy. HFCSX seeks competitively advantages, exceptionally managed businesses with large growth opportunities and the potential to create outsized value over the next decade or longer. He then goes over his stocks to watch which include Ashtead Group (ASHTY) and AST SpaceMobile (ASTS).
The Watch List
12 Jul 2024
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