Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
Transcript preview
Preview only
Does it ever feel like you're a marketing professional just Speaking into the void. Void. Void. But with LinkedIn ads, you can know you're reaching the right decision makers, a network of a 130,000,000 of them, in fact. You can even target buyers by job title, industry, company, seniority, skills, and did I say job title? See how you can avoid the void and reach the right buyers with LinkedIn ads. Spend $250 on your first campaign and get a free $250 credit for the next one. Get started at linkedin.com/campaign. Terms and conditions apply.
The Jack Welch Management Institute at Strayer University helps you go from I know the way to I've arrived with our top 10 ranked online MBA. Gain skills you can learn today and apply tomorrow. Get ready to go from make it happen to made it happen, and keep striving. Visit strayer.edu/jackwelchmba to learn more. Strayer University is certified to operate in Virginia by Shev and as many campuses, including at 2121 Fifteenth North in Arlington, Virginia.
I think we're live. This is value after hours. I am Tobias Carlisle, joined as always by my cohost, Jake Taylor. Our special guest today is Steven Farrington. He is unemployed value degen on Twitter and Substack. Welcome, Steven. How are you?
Oh, I'm I'm fantastic, and I'm I'm a huge fan, so I'm gonna try not to fanboy out too hard here. But, but, yeah, it's Welcome. Very grateful for the opportunity.
You're welcome. Your focus is small cap value. Take us through a little bit about your philosophy and, your history, how you got to this point.
Yeah. Well, small caps, I I feel if you're looking for value, the best thing is to go where the mispricing is the most extreme. And then sometimes the mispricing lasts so long that, you know, even after the fundamentals have improved, the prices still haven't adjusted. So it can be a little frustrating. I've learned over time that a lot of things that are are cheap really turn out to be more cyclical. And so knowing what I know now, maybe I'd be the the the cyclical degen, but there's just a lot of things that have a huge enormous cyclicality. And, you know, at the bottom, people are saying, o
Yeah. You wanna you wanna Tesla blog or a Tesla Twitter account? That way you have millions of followers.
That would be fantastic.
So tell us a little bit about your philosophy. How do you identify undervalued small caps, and what are you looking for?
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.