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For Woodson, There’s No Place Like Homes
The Tiger Seed, which posted triple-digit gains thanks to a big bet on Peloton, is now loading up on this “contrarian” sector.
Woodson Capital Management has made a big bet on homebuilder stocks.The Tiger Seed headed by Jim Davis told clients in its first-quarter letter that 8.8 percent of its capital is invested in the sector.Woodson described the big investment as a “contrarian long view,” noting that the group’s share prices have
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