EPISODE · May 14, 2026 · 53 MIN
Turning Over 70,000 Rocks
from Risk of Ruin · host Half Kelly Media
Andrew Martin is the CEO of Fairlight Capital. Fairlight invests in small call value stocks all over the world. In this episode Andrew talks about finding these value names, his diligence process, the firm's use of AI, and how to know whether to sell a loser.Fairlight's investor letters: https://www.fairlightcapital.com/investor-lettersFollow Andrew on Twitter: https://x.com/Fairlight_CapFollow the show on Twitter: https://x.com/halfkellySupport the show: https://riskofruinpod.substack.com/LEGAL DISCLAIMER: This content is for informational purposes only and should not be considered financial, legal, or tax advice. Investing involves risk, including potential loss of principal. Always consult with a certified financial professional to consider your personal circumstances before making any investment decisions.
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Turning Over 70,000 Rocks
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