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."
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."
A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.