Compounders Podcast

Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital

Jun 6, 2024
Tom Bachrach, an eclectic investor, discusses his approach to finding undervalued smaller companies in unconventional markets. Topics include seeking healthy financials, investing in commodities, and the importance of insider alignment. He also explores the investments in uranium, coal, and other unconventional assets within his portfolio.
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ADVICE

Adaptability in Investing

  • Adapt your investment plans over time.
  • Markets are unpredictable, and unforeseen events can disrupt long-term strategies.
INSIGHT

Structural Advantages

  • PFH Capital leverages its small size and global custody relationships.
  • This allows them to invest in illiquid, overlooked markets worldwide.
ADVICE

Long-Term Focus

  • Structure your fund for long-term investments to avoid short-term pressures.
  • Filter investors who prioritize quarterly statements over long-term value.
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