Since my earlier post featured an interview with microcap value investor Paul Sonkin, I thought I would dig into the past and post two interviews that Sonkin did with Barron’s. The picks are dated but the methodology is very fresh and definitely worth studying.
Areas of Neglect – March 4, 2002
As the Hummingbird Flies – November 24, 2003
The more a stock is followed and analyzed, the more it tends to be efficiently priced. For this reason, Sonkin focuses on stocks that are off the beaten track and which have a higher probability of being mispriced.