Diving Deep: Achieving Outperformance By Using Environmental Research
Brown Advisory
SEPTEMBER 12, 2016
In July, they each gained validation for their success—their share prices surged by double digits—after Softbank announced a plan to buy ARM Holdings and Danone said it will acquire WhiteWave. We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. That compares with a median return of 11.7%
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