Been on my radar for awhile. It's a large position for Chanticleer Holdings, a value fund out of Charlotte.Here's a good interview with the MAAL President:http://seekingalpha.com/article/592071-interview-with-tim-klusas-president-of-marketing-alliance
Interesting. Thanks for the link.
Here's a link to a newsletter writeup: http://www.classicvalueinvestors.com/pdf/Marketingalliance.pdf
Thanks for the link. This business does not have a competitive advantage. That concept is often misapplied. Nevertheless, it does look like quite good value.
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Been on my radar for awhile. It's a large position for Chanticleer Holdings, a value fund out of Charlotte.
ReplyDeleteHere's a good interview with the MAAL President:
http://seekingalpha.com/article/592071-interview-with-tim-klusas-president-of-marketing-alliance
Interesting. Thanks for the link.
ReplyDeleteHere's a link to a newsletter writeup: http://www.classicvalueinvestors.com/pdf/Marketingalliance.pdf
ReplyDeleteThanks for the link.
DeleteThis business does not have a competitive advantage. That concept is often misapplied. Nevertheless, it does look like quite good value.