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HMHC - SA Interview: Value Investing With A Catalyst With Courage & Conviction Investing
Houghton Mifflin Harcourt Company
Courage & Conviction Investing is an individual investor with experience on the buy-side that is constantly questing for inflection points, catalysts, and undervalued stocks.
How he successfully pivoted during 2020 (and earned 93%), why he avoids buying low-quality businesses, and the significant work (and reward) in finding stocks that can exceed analysts’ estimates are topics discussed.
Courage & Conviction Investing shares a long thesis on Houghton Mifflin Harcourt.