Value-oriented ideas and special situations, generally mid/small cap. Also, orphaned and unfashionable investment ideas, ideally with a catalyst and the prospect of asymmetric upside/downside payoffs. Contrarian tendencies. To some extent I’ll go anywhere if it’s cheap and I’m more influenced by momentum and quality than I used to be.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of HROW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Not intended as investment advice. Author’s opinion only. Seek professional investment and tax advice. Investment involves risk of complete loss. Author’s position may change without notice. Write up may contain errors and/or inaccuracies and will not be updated. Small caps stocks may be volatile and/or illiquid. Loss-making firms carry additional risk.
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