Planet MicroCap reposted this
[New Compounders Podcast] I love this interview with Thomas Bachrach. Tom is an eclectic investor who travels around the world looking for mispriced smaller companies, especially those in markets that a lot of other investors shy away from. He also is willing to invest in sectors that other people shun for various reasons (coal for example). With all of that as background, here is what we covered in the conversation: · The founding inspiration for PFH Capital; · The countries and markets he tends to gravitate towards; · What it means to seek companies with healthy financials; · Why he is interested in investing in companies with exposure to commodities; and · What people are totally missing about coal Please enjoy the full interview here: https://lnkd.in/gcN3G7jk