There are stock pickers and there are buyers of businesses.
Nowadays, most investors claim they are business focused investors buying fractional shares of entire businesses; but the truth is only a few really are. Even fewer investors can actually run the businesses they own; perhaps the greatest test of a true ownership mentality.
When a shrewd, activist investor possesses the ability to also successfully operate a business he’s taken over from the vast incompetent —and one comes across this rare combination in executive leadership—outside passive minority investors would be wise to take notice. This rare combination has the potential to make you substantial money over time.
I believe I own such a situation today. What is it? You’ll have to call me (!)
