Gaining Leverage

06/30/2020

Daniel Barker and Eric Almeraz of Apis Capital explain how they think they can gain a competitive advantage, how they source ideas in a global 15,000-stock universe, how they try to avoid the value investor's curse of selling too soon, and what they think the market is missing in Intelligent Systems, Tokai Carbon Korea, Kambi Group and Royal Mail. 

If you are a subscriber, log in to access the issue and bonus archive: