Topic Archives: Osmium Partners

September 9, 2014 / Travis Johnson, Stock Gumshoe

John Lewis, Osmium Partners — “Compounding and Engagement” and value creation

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. Osmium focuses on small stocks ($100 million to $1 billion) and on long-term holdings (2-4 years, which gives you an advantage in learning more about the company). They have […]

April 4, 2014 / Travis Johnson, Stock Gumshoe

John Lewis, “Value: 180 Degrees From North to South”

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. Osmium Partners is a pretty young hedge fund, they invest in small cap companies and work actively with company management and aim for 2-4 year holding periods. John Lewis […]

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vivianlewis on “The Biggest Social Media Opportunity EVER?” (“Microcap” pick from Stephen Leeb) / May 11, 8:49am

I have an idea for a trunaround stock in the wedding business, the laggard Spark Networks which is being harrassed by d...