Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management
Monetary Matters with Jack Farley
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Investing in Controversy and Growth
This chapter explores the complexities of investing in companies addressing societal issues, specifically gun violence. Focused investors discuss their methodology, emphasizing direct user feedback over public criticisms and the importance of adapting strategies as market conditions evolve. By analyzing case studies of distressed companies and reflecting on market dynamics, they highlight the critical role of thorough due diligence and risk management in achieving potential returns.
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