Coveting Obscurity

10/31/2012

James Vanasek and Don Noone of VN Capital explain how they unearth ideas that are typically well out of plain sight, what virtues they see in portfolio inactivity, the lesson they learned from getting frustrated by management, and why they see unrecognized value in AirBoss of America, Breeze-Eastern, Big Rock Brewery and Ceres Global Ag Corp.


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