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 …

I’m a full time private microcap investor. The smaller the company the greater the emphasis investors should place on selecting the right founders and CEO’s. I try to find and …

We are entering the graduation season which of course is the time of commencement speeches. It makes me reflect on what I want my children to know about investing particularly …

On June 30th 1997, Amazon.com (AMZN) was trading at a split adjusted $1.50 per share and was valued at $700 million. That day the stock traded 228,900 shares in a range …

Management competence is a significant factor that investors should research about a company prior to investing. To be more specific, I mostly mean the CEO. Being a CEO of a …

One of my favorite investors is Nicholas Sleep of Nomad Investment Partners. He is famous in qualitative investment circles, but rather unknown to the rest of the investment world. He …

Morgan Housel gave an incredible presentation on What Other Industries Teach Us About Investing at our second annual MicroCap Leadership Summit (MLS). Morgan Housel is a partner at The Collaborative …