In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital.
In this interview we discuss Yaron’s investment philosophy – finding companies with long runways and an ability to compound their earnings at high rates of return. We then get stuck into a specific company that Yaron is looking at, and suffice to say it is an interesting one. RCI Hospitality (NASDAQ: RICK) is an operator of US-military themed restaurants, strip clubs, nightclubs and gentlemen’s clubs. Yaron explains his process to research RCI and his investment thesis for the company.
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