Yaron Naymark
1 Main Capital
Concentrated, long-biased value in small caps knocked down by non-fundamental selling.
Best for Small-cap investors who like buying good businesses while others are forced to sell.
Why I read Yaron
Yaron says no to most ideas and sizes up the few that pass. Each letter explains why a stock is on sale and what has to happen for the market to see it.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗