9. The Best Company You’ve Never Heard Of

Good stock ideas can come from an unlimited number of sources, and I would much rather get a stock idea from Main Street than Wall Street.

About a dozen years ago, I had a student whose family friend operated an oilfield service company, and thought it might make a good company for Burkenroad to follow. The student made the connection, and the CEO was very impressed by our methods of finding and researching solid, lesser-known stocks.

The CEO turned out to be Charles Fabrikant, founder and largest individual shareholder of SEACOR Holdings (CKH), then called SEACOR SMIT. When I called the company, they agreed to meet with me and my students. Although the company is somewhat famous for not spending much ...

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