Argosy Investors Q1 2026 Letter
Argosy Investors' Q1 2026 letter highlights significant portfolio adjustments made by Mike Loeb. The letter discusses strategic investments in companies like FirstService Corp and Capital One Financial, emphasizing their potential for strong returns. Additionally, it critiques the valuation of Pool Corporation, suggesting it is undervalued given its market position and growth prospects.
- ▪Mike Loeb reshaped the portfolio by reallocating capital to more attractive investment opportunities.
- ▪Argosy Investors increased their stake in FirstService Corp, viewing its current price as a good entry point for long-term returns.
- ▪Capital One Financial's merger with Discover Financial Services is expected to enhance margins by shifting away from Visa and Mastercard.
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