- 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.
For further details see:
SA Interview: Value Investing With A Catalyst With Courage & Conviction Investing