‘Transition Companies’ Provide Successful Investment Opportunities | Value Investing News

‘Transition Companies’ Provide Successful Investment Opportunities

  • During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses special situation investing and ‘transition companies’.
  • Steven Kiel: There might have been, back in the day, five years ago, there were things like tax loss, [inaudible 00:02:56] was more important as well, and other type of off balance sheet items or incentives based on that.
  • Steven Kiel: But then all the way on the other side there’s great examples for smaller companies that we’ve owned as well that are a little bit more unique I think.
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