Company Analysis

Booth-Laird Q1 2015 Newsletter

Attached is our first quarter 2015¬†newsletter, which covers two broad topics as follows: First, we provide a primer on “melting ice cube” investments, using Western Union (WU) and Outerwall (OUTR) as examples. ¬† We then provide an update on Weight Watchers (WTW) and explain why we believe it is not a melting ice cube. Second, … » Continue Reading