
Mike from Non-Gaap on the Corporate Dark Arts
Yet Another Value Podcast
Investing in Cheap Companies Is the Way to Go
"I started my career as a big Seth Klarman Stan, you know, also Joel Greenblatt Stan. So very event-driven deep value," he says. "Back then, it really worked and I always joke that even though as a category, I'm probably more of a traditional GARP investor." 'When you do friendly activism, the goal is to be behind the scenes'
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