
The Perils of Thesis Drift
The hardest part is catching yourself in the act of bad behavior and correcting it before it damages the portfolio.
The hardest part is catching yourself in the act of bad behavior and correcting it before it damages the portfolio.
The company expects to triple gold production over the next three years.
How do you stay detached when you are friendly with management and own a stock for a long-time?
The medium-term goal is $100 million in sales and $10 million in EBITDA.
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature.
Our mission is to raise the standard across the microcap ecosystem.
Not every winner is meant for you. You can learn from them, but don't get distracted by them.
Every microcap multi-bagger is the result of a management team that strung together two or more great quarters in a row. The more quarters they string together the higher the stock goes.
Bolton highlights the emotional and behavioral tendencies that most negatively impact our investing.
We dive into several of his investment approaches, including shorting, litigation funding, India IPOs, structured financings, activism, negative EV biotechs, crypto treasury stocks, and more.
In the most recent quarter Cannara delivered its highest revenue and profitability since inception.