To be a good investor, you have to fish where the fish are

Exploring Charlie Munger's Value Investing Strategy

Charlie Munger's value investing principle, "fishing where the fish are," advocates for investing in underexplored markets where competition is scarce, potentially leading to significant gains due to market mispricing. This article builds on this concept by continuing our analysis of a company that recently secured an investment from a notable private equity firm yet remains largely unnoticed by the public. We aim to determine if this firm has tapped into a market ripe with opportunities that might yield a 10X return soon.