Public Holdings

A Wealth of Strategic Guidance

We look for opportunities where the market’s price per share is well below our estimate of a company’s intrinsic value per share.

With a background operating businesses, we believe that markets do not always value businesses correctly.  Frequently this is due to human emotions, behavioral biases or investors’ beliefs about the economy (the macro environment) impacting the prices of companies (the micro), often expressed through passive investment products such as index funds and ETFs.

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