Mario Cibelli - Seeing Value in SMID
The Business Brew
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The Importance of a Balanced Portfolio
When you have so much choice between cheap small cap stocks, are you looking for a business that maybe should be sold and you could go activist or something like Carter's. How do you think about the opportunity cost of buying more special situation type businesses versus looking for something that can grow in compound for a while? Yeah, it's a good question. I've always tried to maintain a balance with our portfolio. We have some names that I, that I, we have some names in the portfolio that I think really probably shouldn't be independent publicly traded companies.
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