Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns)

Gillies prizes portfolio "accuracy" (batting average) and absolute returns over index-relative performance, illustrated across six revisited stock picks.

• Nelnet's hidden value: Trades near 1.1-1.3x book with a 27% stake in Huddle carried at zero on the books; dividend has grown 10.9%/year over 10 years.
• RCI Hospitality fraud exit: Stock halved after 2025 bribery/fraud indictment alleging up to $5,000/day in vouchers to a NY tax auditor for strip-club perks; Gillies treats corruption as a hard stop.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.