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May
15
In yesterday's comments, Vik, Jeff, Miguel S, and likely a number of others that did not post comments were curious: How the heck did I find Graham, and why was I looking at it in the first place? I think that question is posed to a lot of non-conventionalists that preach "FIND THE CASH FLOW!" and "BUY BUSINESSES WITH MOATS!", and then buy a bunch of companies that look a lot like overpriced or soon-to-fail garbage with little or no cash flow.
Legendary investor Peter Lynch said, "The person that turns over the most rocks wins the game. And that's always been my philosophy." You won't find a Graham Corporation — or any Small Fish for that matter — in a traditional stock screen for solid companies. Let's look at how you can turn over more rocks.
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