General Situations & Co.
I help investors uncover stocks Wall Street completely ignores. I research obscure, deep market mispricings where the downside is protected by cash, assets or business fundamentals.
“Focus on undiscovered stocks with asymmetric payoffs. Clear, honest assumptions. Real work, not hype.”...”
I, Bayes, Investor's Log
“Thoughtful and smart value investor”...”
Price to Tangible Bruce, Price to Tangible Bruce