“We fish deeper and we fish alone, and I think that’s really it. We are looking for companies that are unloved, there is no institutional sponsorship, there’s no analyst coverage, where there’s very little liquidity, and where management is pretty quiet—they have been sort of ‘run silent, run deep.’” —Paul Sonkin
Links - 07/05/2023
Links - 07/05/2023
Links - 07/05/2023
“We fish deeper and we fish alone, and I think that’s really it. We are looking for companies that are unloved, there is no institutional sponsorship, there’s no analyst coverage, where there’s very little liquidity, and where management is pretty quiet—they have been sort of ‘run silent, run deep.’” —Paul Sonkin