Isaac Aydelman Writer Page

Isaac Aydelman Net Net Hunter

Isaac Aydelman — Writer

Isaac is a student of economics and junior analyst at Navat Capital. He was drawn to net net investing for their historical returns and how the strategy paired well with his personality. He now focuses on tiny companies trading below net current asset value that have strong asymmetrical upside. This focus sometimes steers him towards companies trading below liquidation value according to other measures of value, but he sticks to a strong net asset value framework.

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