Educational Content

Microcaps are small emerging companies. The smaller the company, the more you are betting on the founder, CEO, and management’s ability to execute on their vision for the future. If …

Paul Lountzis spoke on the topic of qualitative investing and lessons learned at our MicroCap Leadership Summit 2018. In the presentation below, he provides some incredible insights into his qualitative framework …

The biggest impediment to long-term wealth creation is your desire to get rich as quickly as possible. You are going to run into people that got rich quickly by taking …

It is incredibly humbling, inspiring, and a bit scary when you realize that one great investment can make your year, decade, and even career. In 1980, Stewart Horejsi was having …

I gave this presentation at the Smallcap Discoveries Conference on October 18th, 2018. The audience seemed to really enjoy it. I hope you enjoy it as well. Investing is Hard. …

It’s human nature when you lose money quickly you want to make it back twice as quick. During these times it’s important to slow down, keep focused, and stick to …

When you are trying to find great businesses early, intelligent fanatics early, before it’s obvious in the financials, there are a lot of moving parts and imperfect information. These companies …

“Ben Graham called me on the phone, as I recall in 1969, maybe 1970. He said, ‘I’ve got a copy of your Growth Stock Outlook and I’ve been very intrigued …

When I was younger I would immediately take big positions. If I liked something, I would go all in. I was fearless. This strategy worked until it didn’t. Today I …

The luckiest part of my investing career is that I’ve been old enough (37) to have emotionally invested through two bear markets (1999-2001 and 2008-2009) but still young enough to …