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Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing
In this discussion, Chris Waller, founder and CIO of Plural Investing, a graduate of Oxford and the value investing program at Columbia Business School, provides insights into his approach to value investing in #smallcap stocks. Specifically, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-year timeframe. He dives deep into his investments in Currency Exchange International (CXI) and Kyndryl, discussing their backgrounds, potential risks, and future prospects. He also touches on the importance of thorough research, industry checks, and growth potential for these small-cap companies.
00:00 Introduction and Guest Background
00:25 Chris Waller's Investment Strategy and Fund Overview
03:51 Deep Dive into CXI Stock
14:05 Discussion on Market Cap and Position Sizing
15:29 Exploration of Kyndryl Stock
22:02 Understanding the Risks and Catalysts
28:03 Wrap-up and Final Thoughts
Investment Disclaimer:
The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results.
Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed.
Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances.
No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein.
Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.
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In this discussion, Chris Waller, founder and CIO of Plural Investing, a graduate of Oxford and the value investing program at Columbia Business School, provides insights into his approach to value investing in #smallcap stocks. Specifically, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-year timeframe. He dives deep into his investments in Currency Exchange International (CXI) and Kyndryl, discussing their backgrounds, potential risks, and future prospects. He also touches on the importance of thorough research, industry checks, and growth potential for these small-cap companies.
00:00 Introduction and Guest Background
00:25 Chris Waller's Investment Strategy and Fund Overview
03:51 Deep Dive into CXI Stock
14:05 Discussion on Market Cap and Position Sizing
15:29 Exploration of Kyndryl Stock
22:02 Understanding the Risks and Catalysts
28:03 Wrap-up and Final Thoughts
Investment Disclaimer:
The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results.
Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed.
Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances.
No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein.
Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.