My Investing phliosophy
Mispriced Special Busninesses
stable margins
dividend record
more then 10 years of constant dividends
cometitive advantages
great long term prospects
selling below intrinsic value
Event Driven Investments
Institutions dont want it
Insiders do want it
hidden investment opportunities are uncovered
Blance Sheet Bargins
low P/B
High insider ownership
at least 35%
no long term debt
selling below Liquidation
below NCAV is a plus
price within 10% of 52 week low
investment traits/goals
turn over every rock
Bottom up analysis
Focus on small to mid cap stocks