Qualivian Investment Partners 3Q20 Letter: Watsco Investment Thesis – HEDGE accordingly

Qualivian Investment Partners letter for the third quarter ended September 30, 2020, discussinf their investment thesis on Watsco Inc (NYSE:WSO).Q3 2020 hedge fund letters, conferences and more“If you want above average returns, then stop thinking like everyone else. Turn off the news, the financial pundits, and think for yourself” — Ian CassellExecutive SummaryReaders of investment letters fall into several categories:Those who read the entire letter in detail,Those who skim, andThose who are only interested in the twitter version. For this category here is the tweet:“Our performance in Q3 w…

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HEDGE accordingly