Outsourced Analyst by Terrier Investing

“High-quality small cap coverage by a hedge fund manager. Early access to best ideas.”

Get access to this idea and more premium content by Terrier Investing

  • Objective, unbiased coverage of high-potential small-cap names from a buyside perspective.
  • I run a concentrated long-only hedge fund.
  • Names will typically skew towards underlooked/underfollowed, high quality, "understandable" companies.
  • Research depth ranges from desktop to management calls to (occasionally) facility tours.
  • Early access to some best-idea writeups (like LQDT, LGIH, CRAI, BOOM, CSWI, FC).
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