Andrew Martin is the CEO of Fairlight Capital. Fairlight invests in small call value stocks all over the world. In this episode Andrew talks about finding these value names, his diligence process, the firm's use of AI, and how to know whether to sell a loser. Fairlight's investor letters: https://www.fairlightcapital.com/investor-letters Follow Andrew on Twitter: https://x.com/Fairlight_Cap Follow the show on Twitter: https://x.com/halfkelly Support the show: https://riskofruinpod.substack.co...

Risk of Ruin

Half Kelly Media

Turning Over 70,000 Rocks

MAY 14, 202653 MIN
Risk of Ruin

Turning Over 70,000 Rocks

MAY 14, 202653 MIN

Description

Andrew Martin is the CEO of Fairlight Capital. Fairlight invests in small call value stocks all over the world. In this episode Andrew talks about finding these value names, his diligence process, the firm's use of AI, and how to know whether to sell a loser.Fairlight's investor letters: https://www.fairlightcapital.com/investor-lettersFollow Andrew on Twitter: https://x.com/Fairlight_CapFollow the show on Twitter: https://x.com/halfkellySupport the show: https://riskofruinpod.substack.com/LEGAL DISCLAIMER:  This content is for informational purposes only and should not be considered financial, legal, or tax advice. Investing involves risk, including potential loss of principal. Always consult with a certified financial professional to consider your personal circumstances before making any investment decisions.