“Quirky is fine with me”


Jim Roumell of Roumell Asset Management describes why he's leery of “blue-chips-are-on-sale” arguments, the part of an investment's return he'll leave to people like Warren Buffett, the “liberating” insight he got from Marty Whitman, and why he believes QAD, Tecumseh Products, KVH, Tejon Ranch and certain closed-end bond funds are mispriced.

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