Partner24 Posted Wednesday at 04:40 PM Share Posted Wednesday at 04:40 PM (edited) Hi, Do you know some good value investors who specialize in microcaps and nanocaps stocks? A lot of investors overlook them, or can't invest due to their portfolio size (e.g. institutional investors). Some of them offer good value in net-net, arbitrage, or good and cheap companies. Thank you in advance, Cheers! Edited Wednesday at 04:41 PM by Partner24 Link to comment Share on other sites More sharing options...
gfp Posted Wednesday at 04:42 PM Share Posted Wednesday at 04:42 PM https://www.eriksencapitalmgmt.com/investor-letters Link to comment Share on other sites More sharing options...
Masterofnone Posted Wednesday at 04:58 PM Share Posted Wednesday at 04:58 PM +1 also you might check out David Waters: https://alluvialcapital.com/ Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted Wednesday at 05:17 PM Share Posted Wednesday at 05:17 PM I enjoyed reading the few Santa Monica letters that I have been able to find. Link to comment Share on other sites More sharing options...
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