by mister bob | May 25, 2021 7:37 pm
In a market that’s featured growth stocks for so many years, I’m wondering if there are any good sources for good value companies, particularly small cap value. The Motley Fool[1] does small cap but they mostly focus on hyper growth companies with high P/Es (with a few exceptions like Camper Holdings).
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There are always folks looking for those, but they’re not sexy and popular and they often require a lot of patience, so they don’t lead to lots of teaser pitches. I keep an eye out for them, like Tiptree, and love to find “hidden value” in smaller stocks, but they tend to be oddball stories that I come by almost accidentally.