Abigail Zimmerman

James and Abigail Zimmerman, father-daughter investors at Lowell Capital, share their insights into the world of cash-generating businesses. They emphasize the importance of free cash flow yield as a guiding metric and discuss how strong balance sheets can weather market storms. The duo explains navigating their circle of competence and the need for simplicity in investment strategies. They also highlight how to discern management alignments and the risks posed by certain retailers, providing a comprehensive view for aspiring investors.

Jim and Abigail Zimmerman, partners at Lowell Capital, delve into small-cap value investment strategies focused on growth at value prices. They discuss the importance of cash flow management and balance sheets in identifying undervalued companies while avoiding value traps. The duo offers insights on market conditions, with emphasis on small-cap stocks and the fundamentals over economic predictions. They explore innovative projects in urban development and invest in both Canadian giants and niche innovators, shedding light on resilience in the packaging industry.