Curious if you have any updated thoughts on Truxton at the current price and economic environment.
Thanks for your thorough answers to my last couple of questions.
Somewhat off topic – will there come a point where you share with premium members your latest 30% foreign investment in the managed […]
Given that you’ve written about NC previously and disclosed it was a 50% holding in your personal account, I’m curious to hear your thoughts on the company’s valuation at its current price? Would you […]
Jeffrey Fleming commented on the post, “Farmer Mac” A.K.A. Federal Agricultural Mortgage Corporation (AGM): The Freddie Mac of Farms and Ranches Has a P/E Below 9 and an ROE Above Most Banks 1 year, 2 months ago
I really enjoy reading your thinking on investing. I understand why it makes sense that the average overlooked stock is likely to perform better than the average well known stock, but why do you […]
I’m curious why this stock was at the top of your watch list as of 4/1/19 if the small float makes it uninvestable for your managed accounts?
Thanks for the detailed reply, Geoff.
Your explanation makes it all the more interesting that you put 50% of your portfolio in NC. Why was that?
Also my question on relative vs. absolute value wasn’t as […]
Thank you for the very lucid and interesting write ups on NC. You have a real knack for explaining complex ideas in a very accessible manner.
Others have asked why you were willing to put 50% of your […]