Looking for value in the overlooked margins of the market.
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Recent interview and podcasts
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I recently began co-hosting the Bulldog Investor Podcast with Fred Rockwell. For anyone who didn't know I was doing this I wanted to s...
Neglected or distressed?
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There is a common perception about value investing that it involves purchasing shares of companies on the brink of financial ruin with the h...
5 comments:
The Solitron proxy battle heats up
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The proxy battle between Solitron management and Eriksen Capital Management has reached new heights. Solitron is clearly worried that they ...
7 comments:
Announcing The Microcap Conference
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One of the most common questions I'm asked regarding micro cap stocks is "how do you find new investment ideas?" One problem...
4 comments:
Winland Electronics a case of hidden value laying in plain sight
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It's not often that a value fund piles into a stock with a $5m market cap. Especially a fund with billions under management, but that...
8 comments:
Benzinga interview plus thoughts on Goldman vs Lending Club
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I had the chance to be a guest on the Benzinga PreMarket Prep show again in June. A video of the interview can be found below. One of the ...
4 comments:
West End Indiana, a cheap bank with a slate full of activists
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I grew up on the edge of nothing, well it seemed like the edge of nothing; a few miles from the county line. The invisible county line was ...
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