SUMMIT“Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have a big disadvantage.” – Peter Lynch What I like about the …
Bank of the Ozarks (OZRK): The Story of Intelligent Fanatic George Gleason
In March of 1979, George Gleason II became the owner/operator of a small Arkansas community bank in Ozark, Arkansas. Gleason’s background and how he purchased the bank was anything but …
DaVita HealthCare Partners (DVA): An Intelligent Fanatic Led Turn Around
In October 1999, Kent Thiry, a businessman with a positive track record in the dialysis industry and former Bain & Company consultant, was hired to lead the turnaround of a …
It’s Time to Change Your Perception of Microcaps
What truly is a microcap? The common answer would be a small public company with a market capitalization of less than $300 million. But does the label tell us anything …
Success Always Starts With Mistakes
Investing is hard. Microcap investing is even harder. Turning a small sum into your first million rarely happens in the time frames we want. No Pain No Gain. Symbolically, we would all like …