Investing in Hidden Gems
“Risk comes from not knowing what you’re doing.”
– Warren Buffett
Investment Philosophy
David's investment philosophy is looking for “diamonds in the rough". Companies which have long lost favor in the eyes of Wall Street and drastically need a comeback. He seeks to invest in companies for which he can actively work with management in order to restore much needed shareholder value.
In other investment scenarios, when management is already on the right track, he merely seeks to invest in order to join in for the ride. Although this investment strategy comes with substantial high risk, he believes that it can bear great reward. Through this meticulous Due Diligence process that is conducted on every potential investment, he feels that he can properly mitigate avoidable risk.
In other investment scenarios, when management is already on the right track, he merely seeks to invest in order to join in for the ride. Although this investment strategy comes with substantial high risk, he believes that it can bear great reward. Through this meticulous Due Diligence process that is conducted on every potential investment, he feels that he can properly mitigate avoidable risk.
As Warren Buffett once said, “fearful when others are greedy, and greedy when others are fearful.”
About David Lazar
David Lazar is currently a private investor who specializes in "Turnaround Situations" of distressed Nasdaq & NYSE companies. He focuses on companies whose market caps have eroded due to operational distress, leveraging deep sector knowledge to uncover latent valuation bridges.
David adopts an active partner model whereby capital is deployed alongside governance reforms, operational restructuring and strategic repositioning to unlock hidden value.
David has been involved in the Capital Markets for over a decade. He has diverse knowledge of financial, legal and operations management; public company management, accounting, private placements, audit preparation, capital raising, due diligence reviews, and SEC regulations.
David adopts an active partner model whereby capital is deployed alongside governance reforms, operational restructuring and strategic repositioning to unlock hidden value.
David has been involved in the Capital Markets for over a decade. He has diverse knowledge of financial, legal and operations management; public company management, accounting, private placements, audit preparation, capital raising, due diligence reviews, and SEC regulations.
Recent Investments/Transactions
5 min read
EMERYVILLE, Calif., Oct. 20, 2025 (GLOBE NEWSWIRE) -- NovaBay Pharmaceuticals, Inc. (NYSE American: NBY) ("NovaBay" or the "Company") announces that it has regained compliance with the NYSE American’s continued listing standards.
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13 min read
Source: Bloomberg.com, A multibillion-dollar capital markets experiment is unfolding on Wall Street, as entrepreneurs use blank-check companies and reverse mergers to take their holdings of digital assets public.
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