Toll Brothers, Inc.
TOL
position
long
Edgar Wachenheim III
Thesis
Edgar Wachenheim III included Toll Brothers in his discussion of contrarian investments, indicating he believes in its potential for recovery and growth.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The mention of Toll Brothers as a contrarian investment suggests potential, but without further information, we cannot determine the outcome of the investment. Therefore, the confidence in this assessment is low.
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