Tips by Carlo Cannell
We look for certain behaviour patterns in management that are consistent with an efficient and prudent guardianship of our assets. If we visit a fan...
Tags: value investing, management
We basically spend our time trying to uncover the promising turnarounds, dullards and assorted investment misfits in the market's underbrush that are...
[W]e basically spend our time trying to uncover the promising turnarounds, dullards and assorted investment misfits in the market’s underbrush that...
We look for certain behavior patterns in management that are consistent with an efficient and prudent guardianship of our assets. If we visit a fan...
Tags: management, behavior
One of the key ways we manage risk is by buying securities for which there are minimal expectations. If expectations are minimal or no one is paying...
By having a high cash balance, one is suggesting that he has some wisdom or knowledge about timing the market for which he or she should be...
We short because I think it is the most prudent way to manage a portfolio, from a risk perspective, and because I believe the key to successful...
An important way we try to minimize risk is by actively deploying short sales. We don’t do it primarily for that reason – we do it to generate...
When there is a cyclone of wealth transfer into an area, some of the participants in the fledgling industry will be real companies whose products and...
