Value Investing with Legends cover image

Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

Value Investing with Legends

CHAPTER

Investing in the Backwater of the Markets

At the time we were targeting, we're doing small cap value investing in launch in two thousand at a time when large cap growth was all the rage. The idea that you could even be in the dialogue with it, c o or board of directors, at that time just wasn't how the world worked. We targeted the backwater of the markets with a strategy that was ludicrous on its face. But we got lucky in some respects, corporate scandals hit in two thousand one, two thousand two. So enron worldcom, adelphia tyco revealed that these corporate chieftains were not as infallible as we might have thought. And so that was a massive shift. You had

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