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Registered Investment Advisor. RI born and bred. Value/Contrarian Investor. Nothing I write should influence your investment decisions.
Value investing ideas and thoughts. Mostly spin-offs, apparent value opportunities, hunting where others are fearful and exciting micro-caps. Why One-Pagers? As Einstein said, "“If you can't explain it simply, you don't understand it well enough."
This publication is an outlet for me to publish my research on individual companies. I am building a watchlist of high quality companies with periodic updates on their valuation. Also included is a podcast where I answer Q&A and interview investors.