Scott Reardon - Study The Greats
The Business Brew
00:00
What's Your Investment Journey Like?
After chuck, what was your investment journey like? Well, then i started a fund, a deep value, quantitative strategy. Then from there, i actually wound up creating another strategy that's kind of our flagship strategy right now - which is not quantitative but it's very systematic. How do you do that? First thing we look at is its pay offs. We want something where we think it's worth at least a hundred % more than here it's trading right now. And then the second thing would be, we want things that are in oligopoles or duopoles, or that have high market share in a fragmented market. The third thing would be something that has very low
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