SUMMIT“It’s not how well you play the game, it’s deciding what game you want to play.” Kwame Appiah There are countless games and strategies that can be played within the …
Investing Mastery Through Deliberate Practice
In 2010, Dan McLaughlin was a 30 year old commercial photographer who after much thought, decided to enlist himself in a 10,000 hour experiment of his own design. He wanted …
The Best Microcap Investor You’ve Never Heard Of
When I first started researching individual stocks, I initially decided to expand my search to the entire North American equity market. There was an investment firm named First Wilshire Securities …
The Vision To See Economic Moats
Nearly two decades ago when I was in my early 20’s, I fell into the role of director of our local service club’s community service committee. Within this role, I was …
MTY Food Group – A Case Study of a 100-Bagger
In late 2003, I had been investing in microcaps for about 3 years when I came across a small microcap company called MTY Food Group that was trading on the …
Building Your Network
About ten years ago, I was re-reading the classic investment book Common Stocks and Uncommon Profits written by the legendary investor Philip Fisher. In Chapter 10, Fisher wrote that during …
The Art of Interviewing Management
In the last blog post, Talking To Management, Ian argued for the importance of talking with management of microcap companies. Over my 15 years of investing in microcaps, talking with …