Jeffrey Fleming

Geoff –

Curious if you have any updated thoughts on Truxton at the current price and economic environment.

Thanks.

Geoff –

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 […]

Geoff –

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 […]

Geoff –

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 […]

Geoff –

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.

Jeff

That’s a very fascinating way to look at investing.

With all of the above particularly the discussion on position sizing, why did you put 50% of your portfolio in NC?

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 […]

Geoff –
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 […]