James 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.