Turning Over 70,000 Rocks
Risk of Ruin

Turning Over 70,000 Rocks

May 14, 2026
53:39
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About this episode

Andrew Martin is the CEO of Fairlight Capital. Fairlight invests in small call value stocks all over the world. In this episode Andrew talks about finding these value names, his diligence process, the firm's use of AI, and how to know whether to sell a loser. Fairlight's investor letters: https://www.fairlightcapital.com/investor-letters Follow Andrew on Twitter: https://x.com/Fairlight_Cap Follow the show on Twitter: https://x.com/halfkelly Support the show: https://riskofruinpod.substack.co...

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Episode Details

Author
Half Kelly Media
Show Type
full
Audio Format
audio/mpeg

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