Capital Employed Podcast #47
Temporary Value Dislocations
A conversation with Tim Delaney, Co-Founder of Immersion Investments
For this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments
Tim founded Immersion Investments with David Polansky. Together they run a concentrated portfolio of small and micro-cap equities.
“At our previous firm, David and I found an incredible amount of success searching for publicly-traded companies with long-term growth potential. We believe most of these opportunities reside in smaller capitalization companies where large institutional investors cannot participate.
Frequently, our investments carry some level of misunderstanding by the marketplace, which depresses the valuation afforded to the company. Where there is long-term growth opportunity and temporary value dislocation, we believe there is ample opportunity to generate significant returns.”
In this episode we discuss the Immersion investing style, research process, and two stocks in they’re bullish on for the long term.
Stocks featured
Legacy Housing (LEGH)
eDreams Odigeo Sa (EDR)
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Disclaimer
This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.
Temporary Value Dislocations