Whopper Investments
Deep value, special situations, event-driven, arbitrage

IDT's Hidden Value Should Call To Value Investors

Most of my investments center, in one way or another, around a simple thesis: in order to beat the market, you need to do something different than the market.

Of course, there are a variety of ways to beat the market. The typical model is to do so by trying to outmodel each and everyone; i.e. following a bunch of macro indicators and supply chain checks that indicate retailer X is going to grow at 10% this quarter, while the street thinks they will grow at 8%, so and using that prediction to buy the stock. That's one method for generating outperformance, but it's not an easy one- most actively managed funds follow this method and underperform the market.


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