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Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)
Value Hive Podcast
How to Build a Tracking Position
Do you incorporate, because some managers do this and I've flirted with this idea as well as establishing a tracking position. Do you ever experiment with tracking positions? I do actually. And I think there's probably more people who do that than admit because I feel like it sounds irresponsible to do that. It actually keeps me focused on this thing because I'm now building a position. But it also gets rid of that little weakness I have a little panic in the back of my mind where I'm like, "That's so freaking cheap"
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