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Category: TRTN

CHEFPosted onFebruary 12, 2021February 12, 2021

Opting for quality and selling struggling businesses (TRTN, YELP, CHEF)

I’ll start this letter off with some decisions I made this week that reflect a general theme in my portfolio for the last few weeks…

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TRTNPosted onOctober 23, 2020January 30, 2021

$TRTN – strong buy after knocking the cover off Q3 earnings

Triton – a shipping container leasing company – reported Q3 earnings this AM. Readers might not be familiar with Triton, so a quick overview: Triton…

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