As a value investor, you never know where your next adventure will take you. One day you might find yourself synthesizing an under the radar one billion market capitalization company and the next day you're getting up to speed on a micro-cap
Second Wind Capital is a catalyst driven oriented service with an underpinning tied to value and out of favor sectors. Half of the portfolio is buy and hold and the other half is more trading focused. Total portfolio returns were +93% in 2020.
Courage & Conviction has been investing for over twenty years and has spent five years working as a buy-side analyst within a $45 billion investment-grade bond department, 3.5 years as an energy analyst, in addition to various other corporate finance roles. He has been a full time investor and author since 2020.
He leads the investing group Second Wind Capital, providing in-depth analysis on under-the-radar smallcap value ideas. He shares his real-money portfolio and does research based on fundamentals, synthesizing industry ecosystems and regularly interviewing management teams. He teaches community members to embrace volatility and exercise patience to drive alpha creation.
Analyst’s Disclosure:I am/we are long JAKK. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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