Well-respected Coho Capital is up 20.7% net for the first two quarters of the year, coming out ahead of the S&P 500's 18.5% gain. In their second-quarter letter to investors, which was reviewed by ValueWalk, Coho's Jake Rosser highlighted their position in one stock, comparing it to Geico when Benjamin Graham invested in it years ago.
Q2 hedge fund letters, conference, scoops etc
A case study of Geico
Rosser started with a case study of Geico at the time Graham invested.
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