Extreme Value Investing and the Generalist Biotech Strategy with Erik Conrad, Portfolio Manager at Peapod Lane Capital

Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Erik Conrad, Portfolio Manager at Peapod Lane Capital. I was introduced to Erik by Doug Porter from Acuitas Investments (thank you Doug!) and had the chance to meet him recently in New York. Erik is a self-described extreme value investor and while uncovering what that means to him, we started getting into his generalist strategy investing in Healthcare. We've been covering the bloodbath in Healthcare/Biotech here at the podcast, and so I wanted to learn more about how Erik is approaching looking at a sector that's been beaten down.

For more information about Peapod Lane Capital, please visit: https://peapodlane.com/

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