Lead-Lag Live cover image

The Stock Market Is Stupidly Overvalued With Mark Spiegel

Lead-Lag Live

00:00

Is a Micro Cap Company Really a Good Value Investor?

Mark O'Mara: I run a small hedge fund that's just under 18 million dollars. With this kind of money, I can take a position in a company with a 30 or 35 million dollar market cap. He says his main screen is enterprise value to revenue - less times its annual gross profit. "I don't worry about fraud because these companies have been around like forever and no one cares about them"

Play episode from 40:12
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app