In this MicroCapClub radio program, Sean Marconi and I discuss the Facebook IPO and the social networking microcap benefactors (sort of) like SNAP Interactive (STVI) and Quepasa Corp (QPSA). We also talk about microcap management teams and the need for them to take the role of being “public” seriously. We both give examples of private “public” companies and some that were too promotional. Finally. Sean tells us about his trip to Denver for the holiday weekend and his follow on trip to the Bakken. I on the other hand will be held up in a cabin with my wife unconnected to the rest of the world. Have a great Memorial Day. See you next week! I apologize for the sound quality, we really didn’t record this in the middle of a hurricane. (Click the Play button below to Listen). Read More …
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As a full time microcap investor, I have a very easy (easy to comprehend, not to execute) investing strategy. I want to identify a bullish global market trend in its infancy and find the micro caps that will benefit from the trend before any other investor. In general, I want a stock with a gale force tail wind. The perfect situation is a bullish global market trend where there are only a handful of microcap companies that are benefactors. In this scenario a scarcity value occurs which acts like a second tail wind for the stock. Read More …
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1.) Companies that really have no business at all (60%).
2.) Real Companies that were coerced by investment bankers to go public way too early and are set up to fail (35%)
3.) Real Companies with Potential (5%)
When you really think about it, the micro cap space is a lot like American Idol. 60% of the contestants have no business being on the show, but it wouldn’t be nearly as entertaining if they weren’t. 35% of contestants have some talent (but not enough), likely coerced by their friends and loved ones to try out. 5% of contestants, the final 12 if you will, actually have some real talent but they still aren’t a layup for gold or platinum records.