Dan Roller of Maran Capital Management updated his investment thesis on Clarus Corporation (US: CLAR) at Wide-Moat Investing Summit 2021.
Dan had presented his initial investment thesis on Clarus in January 2018.
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About the instructor:
Dan Roller is the founder of Maran Capital Management, a boutique investment manager based in Denver, CO. Dan has a firm commitment to disciplined value investing with a focus on inefficient areas of the market. He takes a long-term approach and manages a concentrated portfolio of his best ideas. Dan has been connecting dots and unearthing value for over fifteen years. Prior to forming Maran, he honed his investment philosophy and process for over a decade working in analyst and portfolio manager roles on the buyside in New York. Dan received a BSE in electrical engineering, with a second major in computer science, from Duke University in 2003. In addition to being a passionate value investor, Dan enjoys spending time with his wife and two daughters (after whom Maran is named), reading, and getting outdoors in the Rocky Mountains.