This column has always been centered on finding asymmetrical opportunities, in which we alert you to unseen risks in certain securities, or when a security’s price has overly discounted risk.
The market selloff has created several extremely attractive opportunities in the small cap sector – even to the point where businesses that have both profits and cash flow are selling below tangible book value. Not only that, some of these stocks are in sectors that will significantly benefit from disruptions in the employment and credit markets. So not only have they been sold off to