Beat Wall Street Professionals At Their Own Game
"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful"
- Warren Buffett
Ideas. Conviction. Results.
Special Situations
Investments generated from specific corporate actions outside the realm of typical market sentiment.
Value Ideas
Deep value and contrarian investing ideas typically with a 12 - 24 month time horizon
Market Musings
General commentary on market events, corporate transactions, and macro developments
Recent Posts
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