IN THIS ISSUE
MBAC Fertilizer: There's Value in Growing Food
By Cara Jacobsen, D3 Family Funds
Blind Faith
By Steven Romick, First Pacific Advisors
A Small Cap Biotech That is a Cash Flow Genera
By Tim Eriksen, Eriksen Capital Management
What the Market Expects from Apple
By Galileo Russell
Residential Housing Presents a Compelling Inve
By Jeff Pintar, Pintar Investment Company
Bears Light Up Universal Display
By Jeff Uscher
FINANCIAL AND BUSINESS NEWSFINANCIAL AND BUSINESS VIDEOSVALUE INVESTING ARTICLESVALUE INVESTING VIDEOS |
THIS MONTH'S ISSUE![]()
A Small Cap Biotech That is a Cash Flow Generating Machine
By Tim Eriksen, Eriksen Capital Management
The goal of every enterprising investor is to achieve attractive absolute returns and to outperform a passive index approach over time. The best way to achieve that is to focus on the least efficient segments of the stock universe. As Seth Klarman wrote in Margin of Safety, “ample investment opportunities may exist in the securities that are excluded from consideration by most institutional investors. Picking through the crumbs left by the investment elephants can be rewarding.” In other words, we should fish where others are not.
LEAVE A COMMENT
You must be logged in to post a comment.
|