During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Lack of Institutional Coverage Creates Opportunities. Here’s an excerpt from the episode: Gwen: Yeah. And so, there’s an extremely valuable asset there, but there’s no institutional coverage of the company. And so, the market has never that I’ve observed– I … Read More
The Best Returns Can Be Found In Small Illiquid Value Stocks
https://www.youtube.com/watch?v=gJoyXVvvbdc?start=1786 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusses how the best returns can be found in small illiquid stocks. Here’s an excerpt from the interview: Tobias Carlisle: A lot of the positions we’ve been discussing so far … Read More