Recently I was asked to be interview for Hidden Value Stocks via ValueWalk. I talk strategy, philosophy and share the updated theses on our holdings in IDT Corp. (IDT) and Basic-Fit (BFIT.AS). Please enjoy the interview below.
Recently, I was invited to interview on Sunday’s Idea Brunch, a weekly interview series with emerging managers. The PDF of my interview is below, and I would highly recommend subscribing to the substa
I recently conducted an interview that can be viewed on Seeking Alpha about specific aspects of my investment process and strategy. We talk decision making, idea generation and I share the long thesis
