Abby and Jim Zimmerman: Fortress Balance Sheets, Holding Cash, and the Power of Simplicity

S1E181 - Abby and Jim Zimmerman: Fortress Balance Sheets, Holding Cash, and the Power of Simplicity

Published: December 1, 2025

Duration: 1:09:07

Jim and Abigail Zimmerman are a father-daughter investment team at Lowell Capital Management, combining Jim’s two decades of disciplined value investing since founding the firm in 2003 with Abby’s research-focused approach to identifying small-cap companies with fortress balance sheets and strong free cash flow generation.

The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off

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3:00 - Abby shares her first stock purchase of American Eagle in middle school, using it as a gatewa...

Abby and Jim Zimmerman: Fortress Balance Sheets, Holding Cash, and the Power of Simplicity - Talking Billions with Bogumil Baranowski