Ep. 153 - Finding Special Companies, Special Situations, Special Opportunities with Billy Duberstein, Portfolio Manager at Stone Oak Capital, LLC

Planet MicroCap Podcast | MicroCap Investing Strategies - A podcast by Planet MicroCap

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For this episode of the Planet MicroCap Podcast, I spoke with Billy Duberstein. He is the Portfolio Manager at Stone Oak Capital, LLC. We were introduced by Matthew Peterson - thank you, Matt - we're starting a new group called "Friends of Matt", or "FOM". As it states on Billy's website, the firm's "Opportunity Fund" is, "a concentrated, value-based hedge fund, that aims for aggressive capital appreciation and superior long-term returns." The focus for this interview is to learn more about Billy's strategy for finding opportunities that fit his fund's criteria, in particular, how he finds Special Companies and Special Situations.