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--- public:sotm:reading_2023 [2023/12/19 16:32] – [2023-12-11] raju
+++ public:sotm:reading_2023 [2023/12/21 17:33] (current) – [2023-12-18] raju
@@ Line 1: / Line 1: @@
+==== 2023-12-21 ====
+Notes from https://www.barrons.com/amp/articles/fidelitys-joel-tillinghast-is-moving-on-his-investing-lessons-will-endure-1d7cce1d
+  * a call-center company like Concentrix or Teleperformance
+  * value stocks
+    * low price/earnings multiple
+    * a high free-cash-flow yield
+  * HealthSouth Rehab
 ==== 2023-12-18 ====
 Notes from https://www.wsj.com/business/retail/uniqlo-self-checkout-rfid-holiday-shopping-fast-retailing-c4287e2f?mod=wsjhp_columnists_pos2