Start Here
My name is Joe Raymond and I'm a portfolio manager at Caldwell Sutter Capital. We are long-term fundamental investors focused on inactively traded and tightly held securities.
This is my personal blog where I write about anything I find interesting. Most of it relates to old business history and investment case studies.
You can read more about my background in this post.
For more on my investment strategy, I did a Q&A with The Mikro Kap which can be found here.
Good Places to Start
Here are a few of my favorite cases:
From Bankruptcy to 1,000 Bagger
Alphabetical List of Cases
Here's a full list of every company I've written about:
Disclaimer
This content is for informational and entertainment purposes only. Nothing herein constitutes financial, investment, legal, or tax advice, nor should it be construed as a recommendation to buy, sell, or hold any securities or assets. The information provided is based on publicly available data and personal opinions, which may not be complete, accurate, or up to date. Any investment decisions you make should be based on your own research and consultation with a qualified financial professional. The author(s) and publisher assume no responsibility or liability for any actions taken based on the content provided.