“So having a small portfolio helps us get into those without too much risk. But small ADT stocks can be ignored by instos because they know that they would move the price if they bought or sold.”

Quality At Value - Value Investing In Shares · Global Consequences: QAV AU #949

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What was described

keep the portfolio small to be able to invest in small ADT stocks that have no broker coverage

Said nearby on the same subject

“Where is momentum most profitable? It will be in the small stocks, the stocks with little analyst coverage, the stocks outside the US.”
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Alex Edmans
The Rational Reminder Podcast ·
Contrarian take Share this moment
“Momentum will be strongest in small stocks and stocks with little analyst coverage because they are more likely to be under-reacted to.”
AE
Alex Edmans
The Rational Reminder Podcast ·
Contrarian take Share this moment
“A few small adjustments can add years of longevity to a portfolio.”
♫
Said on Retire Right Radio
Why it worked Share this moment
“Call the small business person, have them recommend some people… tell them you spoke to the small business person.”
EC
Eric Coffey
Govcon Giants ·
How they work Share this moment

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