Nicholas E. Radice

Nicholas E. Radice, a distressed and real asset investor, combines the investment philosophies of Ian Cumming and Peter Thiel. He discusses his unique approach to investing in forgotten market corners like microcaps and dark stocks. Radice emphasizes simplicity in investment strategies, the importance of a long-term perspective, and the value of understanding one’s circle of competence. He shares lessons from his early experiences and reflects on the potential of counter-cyclical investing, all while navigating the complexities of valuation and market dynamics.