Value-oriented ideas and special situations, generally mid/small cap. Also, orphaned and unfashionable investment ideas, ideally with a catalyst and the prospect of asymmetric upside/downside payoffs. Contrarian tendencies. To some extent I’ll go anywhere if it’s cheap and I’m more influenced by momentum and quality than I used to be.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of CURI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Not intended as investment advice. Investing involves material risk. Seek professional investment and tax advice before any investment decision. Write up may contain errors and inaccuracies and will not be updated. Write up is author’s opinion only. Authors’ views and investment holdings may change without notice. Investment in smaller and less liquid companies can carry additional risk.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Read the full article here