Continuing coverage, we're posting up notes from the Value Investing Congress. Below are notes from the presentation of Guy Gottfried of Rational Investment Group. His talk was entitled 'Underfollowed and Undervalued: More Small Cap Bargains.

Over the last 3 meetings, his 4 ideas on average have been up 55% in the 8 months after the conference (we've posted up Gottfried's presentation from the last conference as well).

His Checklist:
1. Do I understand the business?
2. Is the balance sheet sound?
3. Am I partnering with the right people?
4. Am I getting a great deal?

Two Small Cap Ideas