a johnny johnson 13 éve
380
My Investing phliosophy
My Investing phliosophy
investment traits/goals
Focus on small to mid cap stocks
Bottom up analysis
turn over every rock
Blance Sheet Bargins
price within 10% of 52 week low
selling below Liquidation
below NCAV is a plus
no long term debt
High insider ownership
at least 35%
low P/B
Event Driven Investments
hidden investment opportunities are uncovered
Insiders do want it
Institutions dont want it
Mispriced Special Busninesses
selling below intrinsic value
great long term prospects
cometitive advantages
dividend record
more then 10 years of constant dividends
stable margins