For this episode I talked to Steven Kiel from Arquitos Capital.

Arquitos is an unconventional hedge-fund with a great track record. They invest in a small number of unique companies.

In this episode Steven talks about his investment philosophy and process. He also talks about 3 companies he is currently invested in -

  • Enterprise Diversified (SYTE)
  • Nam Tai Property (NTP)
  • Mma Capital Holdings (MMAC)


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