Wednesday, September 30, 2009

Paul Sorkin: We Fish Deeper and We Fish Alone

This is a great video of Paul Sorkin, Hummingbird Value Fund and Columbia University Professor, about micro cap investing.

Memorable quote:
We fish deeper and we fish alone.
One company he talks about that caught my attention is Fortress International Group, Inc. (FIGI). He is confident that it can easily grow at 20% per year. At the time of the interview he was buying at $1.15, it currently trades at $0.55
Fortress International Group, Inc., through its subsidiaries, engages in consulting, planning, designing, building, and maintaining facilities, such as data centers, trading floors, call centers, network operation centers, communication facilities, laboratories, and secure bunkers. Its services include technology consulting, energy and green solutions consulting, engineering and design management, construction management, system installations, operations management, and facilities management and maintenance. The company also offers expertise for electrical, mechanical, telecommunications, security, fire protection, and building automation systems for the facilities. It serves government and homeland defense agencies, and private sector businesses in the United States.




I will be taking a closer look at this one.

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