Tips by Robert Lietzow

Our sweet spot tends to be in the $2-3 billion range, where the companies are clearly established but can still be under the radar. We also can get a...
Our best source of ideas is probably other investors we highly respect. I don’t have a problem sharing ideas and research – we get as much as we...
Once we understand the business and where we think it’s going, we’ll estimate the sustainable free cash flow the company can generate – net...
One lesson learned after enduring a few too many round trips is to take more of an IRR [internal rate of return] focus on when to sell – what is the...
Some of my biggest investment drubbings have come from not responding quickly to inconsistencies in what management is saying over time or in...