Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn’t afraid to go where others won’t. He scours the corners of the globe to find interesting, off-the-beaten path securities.
In this episode, Thomas discusses his investment process, where he’s finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories from investments gone bad. Finally, we touch on specific markets that are ripe for investment (hint: it’s Poland).
Student of value investing for over 13 years spending his time in small to micro-cap companies, spin-offs, SPACs and deep value liquidation situations.