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Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast

The Acquirers Podcast

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Stitch Fix - How to Generate Alfa in the Markets?

Stitch fix is a bit of a battle ground stock, so, um, there's a lot of people who will disagree with us. The great part is, in these battle ground stocks though, is you got strong opinions on both sides, which leads to massive overpricing and underpricing. And we just have our opinion on what we think t the the business is worth, what the quality is, and we take advantage of what the market does on any given day. We lean on that heavily in the small cap markets, because small cap markets are incredibly inefficient.

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