Ep. 247 - Finding Anomalies, Community Banks, RCI 3.0 and LDI Pension Crisis with Andrew Martin and Nick Peters, Fairlight Capital LLC

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Martin and Nick Peters, CEO and CIO of Fairlight Capital LLC. Fairlight Capital LLC is an alternative investment manager with exposure to Small and MicroCap stocks that I've been following for a while, and its long overdue to have Andrew and Nick on the show. They recently published the Q3 2022 investor letter, so I wanted to dive in to a bunch of topics they brought up in there: value in US community banks, LDI Pension Crisis, outlook for the remainder of 2022, plus their investing strategy and research process, where we talk about their investment in RCI Hospitality.

For more information about Fairlight Capital, please visit: https://www.fairlightcapital.com/ 

You can Follow Fairlight Capital on Twitter @Fairlight_Cap: https://twitter.com/Fairlight_Cap 

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