Tips by Randall Abramson

We don’t ascribe to the view you shouldn’t meet with management to avoid being “sold.” A personal connection gives us a better understanding...
Essentially, we forecast three years out what we believe a company is going to earn and then, based on its expected return on capital, its capital...
One challenge we’ve had in shorting is with growing but grossly overvalued companies, in which the market can delude itself for a long time. We gave...
Back in the late 1990s we invested in a few too many “concept” stocks – earlier stage companies with developing technologies where the stories...