[W]e basically spend our time trying to uncover the promising turnarounds, dullards and assorted investment misfits in the market’s underbrush that are largely neglected by the investment community. One of the key metrics we assign to our companies is an “analyst ratio,” which is simply the number of analysts who follow a company. The lower the better – as of the end of last year, about 65% of the companies in our portfolio had virtually no analyst coverage.
//Carlo Cannell
//Carlo Cannell
