These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Kerrisdale Capital is a little bit unusual — they are a value-oriented investment manager, but they also publish pretty heavily, including on their own free email distribution list and […]
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About a month ago I wrote a Friday File for the Irregulars that was based on a pitch the Motley Fool was making for an Internet banking company — it was all about how bricks and mortar are dead, and about how a prescient “mysterious investor” at the Motley Fool had a history of picking […]
It’s been a very long time since I’ve looked at a teaser from the Motley Fool’s Hidden Gems service — that’s the “small cap value” newsletter which used to be run by Tom Gardner. It’s now edited by Andy Cross over at the Motley Fool, and has dropped some of the “value focus” but still […]
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