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Weekly Thoughts | Chenmark Capital Management

Our weekly newsletter provides a brief snapshot of issues we have been working on internally, research topics we have been pursuing, or interesting articles or media that have come across our desk and impacted our thinking.
April 15, 2019
Sea Island, GA

Weekly Thoughts: Ugh, Millennials

Here is something that caught our eye this week: Ugh, Millennials Changing trends in stalwart industries  As our business is oriented around lengthy holding periods, a central tenant to our deal evaluation process is whether or not we think we can own something for a long […]