Ep. 145 - Private Company Valuation Methodology for Public Securities with Keith Smith, Portfolio Manager at Bonhoeffer Capital

For this episode of the Planet MicroCap Podcast, I spoke with Keith Smith, CFA. He is the Portfolio Manager at Bonhoeffer Capital. Keith joined me on the Willow Oak Asset Management - Affiliated Funds Roundtable back in August and it was time to highlight his investing philosophy and strategy. I have to say, Keith is a never-ending pit of information with an insatiable appetite to go down every rabbit hole to accumulate as much knowledge as he can. If there’s one thing to take away from this interview, as an investor, go down the rabbit hole and fill your brain with details, facts, intelligence - it’ll all help you on your investing journey. You will enjoy learning more about Keith’s private company valuation methodology that he uses to assess public securities.