Kenneth Shubin is the Founder and Portfolio Manager of Spencer Capital Management, and the Chairman of Spencer Capital Holdings.
The firm has a successful long-term track record investing in undervalued securities and special situations. The firm occasionally takes activist positions where it seeks to influence corporate decision making of a Company.
Charlie Munger: Invert And Use “Disconfirming Evidence”
Charlie Munger is considered to be one of the best investors and thinkers alive today. His thoughts and statements on investment research, investment psychology, and general rational behavior are often incredibly insightful. Anyone can learn something from this billionaire investor and philosopher. Q2 2020 hedge fund letters, conferences and more If you’re looking for value Read More