by Erik Kobayashi-Solomon | Sep 6, 2017 | Research
Last week, I published a Small Cap Diary brief for CorEnergy Infrastructure Trust CORR, a REIT specializing in energy infrastructure assets that is generating a dividend yield of around 9%…
by Erik Kobayashi-Solomon | Sep 4, 2017 | Research
This is a company with which I have a bit of history, since a colleague at a hedge fund at which I worked was invested in this company in the…
by Erik Kobayashi-Solomon | Sep 1, 2017 | Commentary
This week, I had the pleasure of attending Three Part Advisors’ Midwest IDEAS Conference, highlighting promising small- and micro-cap companies that are often overlooked by research analysts at bulge bracket investment…
by Erik Kobayashi-Solomon | Aug 31, 2017 | Research
This company caught my eye at last year’s conference as well, and I published a Small Cap Diary about the firm at the time. This year, I took a bit…
by Erik Kobayashi-Solomon | Aug 31, 2017 | Research
I have to calm myself when I get too excited about a stock – especially a small cap stock – but this firm looks very interesting to me. Essentially, the…