Steven Reiman
Long/short equity, value, research analyst, small-cap

Escalade: A Tale Of Two Businesses

"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair."

-Charles Dickens, A Tale of Two Cities

It is pretentious to start an investment write-up with a quote from a Dickens novel but this one fits so well with the subject matter at hand that I could not resist. Situations where a business has a poorly performing division masking the performance of a healthy and growing segment are the bread...

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