I am an investment professional, with ~7 years of buyside investment experience at large institutional asset managers. I have also been actively investing in the stock market for ~10 years since my college days. I have a bernedoodle puppy called Plum, whom the blog is named after.

My Investment Philosophy

All my investments need to satisfy the following 3 criteria:

  1. Under-followed, misunderstood or otherwise unfairly hated by the market

  2. Trade at an undeniably cheap valuation based on traditional metrics

  3. Have near-term catalysts to close the discount and create value

I believe that such opportunities can consistently generate alpha, as the risk/return profiles tend to be asymmetric - i.e. the cheap valuation affords downside protection, while the catalysts give you a “free look” at the upside.

I have found over time that setups of this kind are most reliably found in the small-cap and micro-cap universes, as there is limited sell-side coverage and market awareness, while larger funds are unable to access them due to liquidity constraints. I am excited to share my ideas and findings with my subscribers.

Always happy to connect with other investors to discuss ideas. Please email me at plumfamilyfund@gmail.com or follow me on twitter @Plum_Capital

The ideas presented in this Substack are for informational and entertainment purposes only, and should not be considered investment advice. Always consult with your financial advisor and do your own due diligence before making any investment decision.

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Bernedoodle puppy. Likes turning over rocks


Plum Capital

Bernedoodle puppy. Likes to turn over rocks