Candace Weir

I love the challenge of investing for a competitive person there's nothing better than when you absolutely nail something that no one else was getting. It's also a great business for people who are intellectually curious. I've followed the battery industry for 20 years, but I learned several new things from my conversation earlier today [...]

Candace Weir

When something approaches our price target, we will reassess it carefully and the decision to sell often has a lot to do with the alternatives we have. We think it's overly bold of us to try to time going in and out of cash, so we're apt to let something we know well run if [...]

Candace Weir

We stick primarily to smaller companies because if we can't speak with senior management on a regular basis, we aren't interested. Otherwise we're just playing with numbers. We've always focused on small caps, but what makes them even more interesting today is that sell-side Wall Street research has never been worse. Everyone has cut back [...]