Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.
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“Nat has such a unique way of looking at businesses and investing, is a crystal-clear writer, is an independent thinker, and is a genuinely nice and thoughtful person. I value his opinion immensely.”
“Nat is great at finding interesting special situations in small cap stocks. He's also one of the most independent thinkers I know. I highly recommend his work. ”