The Cheapest Stock You’re Going to See
RealVision, Trade Ideas
In this interview with Justine Underhill, Jeff Meyers of Cobia Capital makes his Real Vision debut with a look at a European performance marketing company that appears to be trading at shockingly low valuations.
Many people think value investing and technology investing are mutually exclusive. As the most visible technology stocks sport high multiples, some investors assume that is the case for the entire sector, while value investing is linked to more mundane industries like manufacturing and financials. Jeff Meyers of Cobia Capital has spent the past twenty plus years investing in the conjunction of technology and value, and not only assures you that the combination exists, but it can be quite profitable for your portfolio.
Meet SumZero’s Top Investor
Who is the best investor on SumZero? With the release of SumZero’s analyst rankings feature, we now know. Jeffrey Meyers, founder and portfolio manager at Cobia Capital Management in New York topped SumZero Long-Only and Best All-Time rankings with an average return of 137%… We sat down with Mr. Meyers to discuss his philosophy on value investing which has served him so well over the years.
The Most Dangerous Trap For Stock Pickers (And 9 Ways Top Investors Avoid It)
In the career of all investors there comes a time where you’ll get excited about an investment. If you’ve done your homework, then you already know the maxim that emotions and investing shouldn’t mix. Facts, logic, hard work, and careful due diligence need to take precedence in order to outperform the vast body of investment professionals that constitute Mr. Market…
To get insight into best practices for avoiding confirmation bias, Luke Schiefelbein of Forbes spoke with Jeff Meyers, founder of Cobia Capital Management, Henrik Heffermehl, portfolio manager at Park Lane, and John Rolfe, founder of Argand Capital Advisors, the three top-ranked investors (out of over 10,000 professional analysts on SumZero). Their wisdom is aggregated into 9 rules for avoiding confirmation bias.
Some of the best-performing equity funds pursue strategies such as global macro and event-driven opportunities that allow them to use leverage and hedging techniques to make the most of their relatively small bets, says David Kabiller, co-founder of AQR Capital Management. Jeff Meyers’ technology-focused, long-short fund Cobia is one example.
Jeff Meyers founded Cobia Capital, a value oriented long/short equity fund in 2008. In the decade since, Meyers has carved out a niche and reputation for himself unmatched within the small cap technology space… Forbes contributor Luke Schiefelbein sat down with Meyers to hear about his European small cap strategy and his thoughts on value investing.
Of the 16,240 analysts posting stock ideas on SumZero, based on performance Jeffrey Meyers’ ideas have him ranked #1 in 5 different categories this month, including #1 All-Time.