ValueWalk's Raul Panganiban interviews Steven Kiel, founder and portfolio manager of Arquitos Capital and chairman of Enterprise Diversified. In this part, Steven discusses the time arbitrage, selling on the self sell basis, the objective of Willow Oak Asset Management, talks about Geoff Gannon and Andrew Kuhn, having a similar investment philosophy, and the people he follows on Twitter.
Q2 hedge fund letters, conference, scoops etc
- See part 1 here.
- See part 2 here.
- See part 4 here.

And then when you evaluate your ideas, is there a time horizon that you try to shoot for?
Where certain advantages you can have...

