When two of my favorite investors/writers both like an under-the-radar stock, I get interested. When the stock subsequently goes down more, I get excited. One of the great ways to find good investments is by looking for other people's best ideas that go on to hit even cheaper valuations before turning the corner.
That brings us to today's topic, Polaris Infrastructure (RAMPF) (liquidity is much better in Canada under the ticker PIF). Polaris is a Canadian company with one main asset, its geothermal power facility in northwestern Nicaragua. There were previous problems ramping