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Judas Goat
The world doesn’t need more sheep. The world doesn’t need another Judas goat.
6 min read
The world doesn’t need more sheep. The world doesn’t need another Judas goat.
When I was a private investor, I was super concentrated in 2-3 stocks. All it took was one or two big winners in any given year to have a phenomenal year which I would define as a portfolio return of 75%+.
This presentation isn't what you are expecting, but I think you will enjoy it.
Ron talks about finding great leaders and helping to build and scale platform companies.
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.
I was recently interviewed by Kyle Grieve on The Investor's Podcast.
When I reflect on all my big winners and most of the top performing companies profiled on MicroCapClub - EVERY SINGLE ONE was an ugly duckling at one point.
Over time you realize finding ideas before others often means finding ideas with others. Stock picking isn’t a zero-sum game.
Several multi-baggers are likely hiding in plain sight in the index. As part of our community, you gain access to this incredible tool and will be able to view its constituents.
BQE has developed unique intellectual property and holds patents for niche water treatment needs, and is a sole source provider on more than half of its projects.
I’ve found over the years that potential intelligent fanatics can be put into four categories.
A good rule of thumb is to be quieter than you want to be. Don't give people a reason to root against you. It's an asset when people can't tell whether you are winning or losing.