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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

CHAPTER

Permian - How Do You Find the Right Companies?

We've developed a pretty cool screening tool that we've been using for a long time. What this tool does is it searches the written word, and that can mean SEC filings, cell side research reports, et cetera,. And a number of other phrases that indicate potential CEO change or a transformational acquisition. We filter towards geographies where we can communicate with that a translator. In areas like China or Japan, it's much harder for us because we don't want to do our diligence with a translator. So once we do that, then we filter out the internal hires and are looking only for outside hires.

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