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Re: valuemind post# 124166

Wednesday, 05/21/2025 8:37:32 PM

Wednesday, May 21, 2025 8:37:32 PM

Post# of 130766
Quick response, harder to produce results for a couple reasons.

One, yes harder to invest increasing sizes obviously.

But two, and just as (maybe more?) importantly, there are so many boutique/microcap hedge funds with very very competent people scouring the space so getting in front of them is very difficult and valuations often are not close to as cheap as I like. I still do it, but it is way more difficult than even ten years ago.

OK now back to lurking. :)

I don't mind stealing bread from the mouths of decadence... But I can't feed on the powerless when my cup's already overfilled.
-Temple of the Dog

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