Pound the Rock Investing
"When nothing seems to help, I go and look at a stonecutter hammering away at his rock perhaps a hundred times without as much as a crack showing in it. Yet at the hundred & first blow it will split in two, & I know it was not that blow that did it, but all that had gone before."
WageWorks (WAGE) – not as cheap as it looks
My Investment Checklist
American Shared Hospital Services (AMS) – very cheap, but with some hair
Planet Fitness (PLNT) – impressive but too expensive
Key resources that helped me improve as an investor
Introduction to the Value Investing Process: A Lecture by Bruce Greenwald
Some updated thoughts on RumbleOn Inc. (RMBL)
RumbleOn Inc. (RMBL) – a potential fat pitch
CRH Medical Corp. (CRHM) Q2 update and thoughts on valuation
Greystone Capital Seeking Alpha Interview