Unique Razor & Blade Model in Affordable Jewellery - Mid-Cap Company at a Bargain Price, Strong ...

• One of my favorite places to find a big gap between value and price is in misunderstood business models.
• Speculators obsess over price charts, traders panic over quarterly results, and most investors stop digging once they’ve skimmed the income statement and balance sheet.
• The result? Some genuinely strong and unique businesses sit right there in plain sight… completely ignored.

Spotify was a great example about three years ago. Hardly anyone wanted to think deeply about how audio consumption was growing like crazy—or how Spotify was quietly becoming the engine behind music discovery.