Tips by Boykin Curry

We don’t do traditional screens and are actually looking for situations in which the publicly available information that a computer can analyze is...
We spend time early in our research process speaking with competitors, the one group with a vested interest in telling us why our thesis is wrong....
Making judgments about management is important to us and something I think value managers tend to underweight. You can analyze something...
We generally want to invest at a price where if our growth thesis is totally wrong, we can still expect to earn at least an 8% nominal cash-on-cash...