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Not Simple To Value, Compass Diversified Holdings Looks Appealing Nonetheless

2015-05-22 13:17:35| Footwear - Topix.net

Two recent additions to the portfolio seem consistent with Compass's strategy of identifying companies that can generate double-digit margins with decent revenue growth over the long term. Conglomerates have always presented investors with valuation challenges, as few companies provide the level of detail necessary to value the components and even those that do often lack proper benchmarks.

Tags: simple holdings nonetheless appealing

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