Slight change of pace from my usual postings today. Regular readers are well-aware of my investing focus: the smallest, least-analyzed companies, often churning out profits in unglamorous industries. Many times the stocks of these companies are difficult to buy in size, and sometimes even finding financial information is a challenge. My reasoning for targeting my efforts in this arena is pretty simple: why compete with more investors than I need to? The data on the results investing in tiny, illiquid stocks are compelling (a decent white paper can be found
Value Investing at the Frontiers
Value Investing at the Frontiers
Value Investing at the Frontiers
Slight change of pace from my usual postings today. Regular readers are well-aware of my investing focus: the smallest, least-analyzed companies, often churning out profits in unglamorous industries. Many times the stocks of these companies are difficult to buy in size, and sometimes even finding financial information is a challenge. My reasoning for targeting my efforts in this arena is pretty simple: why compete with more investors than I need to? The data on the results investing in tiny, illiquid stocks are compelling (a decent white paper can be found