Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.
Companies and shareholders will end up deserving each other, and our job is to find the ones that deserve to be found.
I was recently interviewed by Kyle Grieve on The Investor's Podcast.
The company has a vision of becoming $1 billion business that “owns” the fresh deli space, through a combination of organic growth and acquisitions.
When I reflect on all my big winners and most of the top performing companies profiled on MicroCapClub - EVERY SINGLE ONE was an ugly duckling at one point.
Over time you realize finding ideas before others often means finding ideas with others. Stock picking isn’t a zero-sum game.