Ian Cassel – Investing In Tiny Stocks - [Invest Like the Best, EP.24]
Invest Like the Best with Patrick O'Shaughnessy
How to Discipline Yourself on Price
I try to leave myself where I think I can at least make 50 percent just on the arbitrage of just not people knowing this company exists, you know, yet. And normally I pay up to an amount with my initial investment when I initially start buying something. So pretty much discounted cash flow approach to valuation. I try to make it based on earnings because that's ultimately what drive these things over time. Yeah. Do you care about the statistical cheapness in the portfolios? Like do you know what the P.E. of the portfolio, for example, is today that you own? I couldn't even tell you what my performance was last year. You know, I don't keep
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