Three Golf Stories About Investing
Golf is the sport that is most like investing and stock picking. Your opponent isn’t the other players. The opponent is the golf course and yourself.
4 min read
Golf is the sport that is most like investing and stock picking. Your opponent isn’t the other players. The opponent is the golf course and yourself.
99% of the time in investing you need to be a stoic investor. The other 1% you need to be a savage.
I sat down with Bill Brewster to talk microcaps, conviction, patience, illiquidity, quality, value, and more during this hour-long conversation.
Make the extra effort to get on the ground yourself and talk to people. The types of subtleties, emotion, body language, you can only pick up on in person. 99% of investors won’t make the effort to do this, so this is a real difference maker.
Yen Liow presented “The Game Within The Game” at the MicroCap Leadership Summit 2021.
Brian Feroldi presented “Good Reasons to Ignore Valuation” at the MicroCap Leadership Summit 2021.
Assessing management and the board are a big part of my investment process.
Brian Bares and Ian Cassel discuss Bares Capital Management’s ascension from microcap to largecap at the MicroCap Leadership Summit 2021.
There are a bunch of small stocks that will 10x over the next five years that are waiting to be found. Institutions can’t buy them. Only you can.
I gave a presentation entitled “The MicroCap Advantage” to an investment group out of India hosted by Varinder Bansal, founder of Omkara Capital.
David Sable MD directs healthcare and life science investing for the Special Situations Funds and is portfolio manager of the Special Situations Life Sciences Fund.
David Gardner gave this presentation on Rule Breaker Investing at the MicroCap Leadership Summit in 2020.