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

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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