Jan 17, 2022 • 38M

Temporary Value Dislocations

A conversation with Tim Delaney, Co-Founder of Immersion Investments

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Jon Kingston
We talk to renowned equity investors about their favorite stocks.
Episode details

Capital Employed Podcast #47

Temporary Value Dislocations

A conversation with Tim Delaney, Co-Founder of Immersion Investments

For this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments

Tim founded Immersion Investments with David Polansky. Together they run a concentrated portfolio of small and micro-cap equities.

“At our previous firm, David and I found an incredible amount of success searching for publicly-traded companies with long-term growth potential. We believe most of these opportunities reside in smaller capitalization companies where large institutional investors cannot participate.

Frequently, our investments carry some level of misunderstanding by the marketplace, which depresses the valuation afforded to the company. Where there is long-term growth opportunity and temporary value dislocation, we believe there is ample opportunity to generate significant returns.”

In this episode we discuss the Immersion investing style, research process, and two stocks in they’re bullish on for the long term.

Stocks featured

Legacy Housing (LEGH)

eDreams Odigeo Sa (EDR)

Follow Tim and David




Hosted by Jon Kingston



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