Falbe: A 100-stock watchlist requires only 1-2 deeply discounted names annually
Jim Falbe · Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) · Jun 8, 2023 · at 56:27
Jim Falbe, founder of Saguaro Capital Management, explains why he is patient waiting for premium businesses like Games Workshop to hit valuation targets.
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“If we have a full list of a hundred names, we only need one or two to have that type of a discount each year for us to have a really successful investment philosophy and process.”
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