Confession. I have invested in companies based on promise and promise alone in the past. I have met CEO’s and listened to pitches on opportunities so compelling that I’ve felt …
Lessons Learned after Two Years of Managing a MicroCap Fund
I launched Blueprint Capital Management with my partner, Jason Revland, in October of 2012. He wrote a post one year ago highlighting a series of lessons we had learned during …
The Herd Mentality
There is a pervasive herd mentality on Wall Street today. This is not a new phenomenon; however it is becoming even more evident due to the advent of new mediums. …
The Power of Due Diligence (Part 2)
Due diligence that goes above and beyond can often give you an edge that can yield large returns in the microcap space. Most astute investors read quarterly and annual financial …
How Do You Acquire Your Full MicroCap Positions?
A discussion on the member’s forum: Since micro cap ideas are so early stage and thus usually longer-term investments, I thought it might be interesting to discuss how people leg …
The Importance of Share Structure
Understanding share structure is an extremely important component of the due diligence process and in determining the value of an equity. This article will provide an introduction to the key …
How Do I Interview A CEO?
Interviewing a CEO can seem like a daunting task. What questions do I ask? How do I frame such questions to receive specific answers? Are those answers genuine? How do …
A Tale of Two Companies
This is Part 3 of a series of articles covering Top Image Systems (TISA) and Mitek Systems (MITK). In Part 1, Ian made the argument that Mitek should take advantage …
What Is Bad For Mitek Systems Is Good For Top Image Systems
Shares of Mitek Systems (MITK) have declined 45% over the past two weeks following news that the United States Automobile Association (USAA) had filed a lawsuit against the company alleging …