The Charles Schwab Corporation
SCHW
position
long
Wilmot Kidd and John Hill, Central Securities
Thesis
Schwab is considered the most interest rate sensitive stock, and while the market has adjusted to interest rate expectations, the potential for higher marginal returns makes it an attractive long-term investment.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The assertion about Schwab being interest rate sensitive remains valid, but without knowing how the stock has performed or any catalysts that may have occurred, we cannot draw a definitive conclusion.
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