Jonathan Verenger
Long/short equity, growth at reasonable price, deep value, research analyst

Guanwei Recycling: Valuation Looks Very Attractive

My basic investing mantra is to be where the majority of people aren't. Over the past year plus I've written about several industries or themes that are completely unloved, even hated, by investors that I thought were potential opportunities for significant long-term gains. A few have fizzled out, but a lot of the companies and industries I've covered have risen substantially.

I've recently been focusing a lot of my time researching the Chinese small cap sector because, in much the same vein as my other articles, the entire group is thoroughly despised by investors. Thanks in part to a few bad apples uncovered by Muddy Waters (as well as recent reports on companies like NQ Mobile (NYSE:NQ) and...

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