Random Ramblings June 2024: franchisees, blam...

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Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub

Ian Cassel has been picking microcaps for twenty years, and his argument in Stock Picker is that the edge everyone assumes has been arbitraged away is actually coming back. Not the spreadsheet edge. The one that comes from getting on a plane, spending a full day with a CEO instea ... Show more

. 55min 0sec

UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares

A quarter of the companies on the London Stock Exchange's main board have disappeared in four years. Private equity keeps paying 50 and 60 percent premiums and still walking away with a bargain, because the starting valuations are broken. Swen Lorenz of Undervalued-Shares has spe ... Show more

. 56min 57sec

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