Small-cap stocks: Turning over many rocks in search of a few gems
Capital Ideas Podcast
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Investing in Industrial Companies and Roll-Ups: A Portfolio Manager's Perspective
The chapter explores the speaker's experience as an industrial analyst and their investment strategy focusing on small-cap industrials and roll-up companies like Transdime. They discuss the benefits of diversification, the success of roll-ups in slow-growing industries like industrial manufacturing, and the favorable environment for such companies in Sweden. The speaker shares insights on navigating challenging periods in the financial markets, the importance of staying informed through company meetings, and the rewarding aspects of being a professional investor despite the inevitable challenges.
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