John Lewis, Osmium Partners — “Compounding and Engagement” and value creation

Osmium focuses on small stocks ($100 million to $1 billion) and on long-term holdings (2-4 years, which gives you an advantage in learning more about the company). They have a wall of fame and wall of shame in their office. Osmium 8 process for picking stocks and managing investment. -low valuation -growth ability -good capital […]