SUMMITWhen it comes to position sizing, concentration, diversification, etc everyone will be different. There is no right or wrong. You find a strategy that gives you an edge and position …
Controlling the Pendulum of Emotions
When I read long-form investing articles I copy and paste the portions I connect with into word documents and categorize them into folders. I’ve accumulated around 500 files in 85 …
Intuitive Surgical – The Journey of the $70 billion Robotic Surgery Giant
Intuitive Surgical Inc. (ISRG) develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System. In 2000, …
Morgan Housel Interviews Brent Beshore at MicroCap Leadership Summit 2019
Brent Beshore was interviewed by Morgan Housel at the MicroCap Leadership Summit 2019. Brent Beshore is the founder and CEO of Adventur.es. Adventur.es is a family of companies investing in …
What is Chasing You?
At the turn of the 20th century a delicious white flaky fish known as Cod was gaining popularity. The fish was found in the North Atlantic and word quickly spread to …
Evolve or Die
Every successful investor has gone through situations that have rattled them to their core – that made them question their strategy, their abilities, everything. It happens after something you really …
The Price of Certainty
You learn from hindsight and get paid for foresight. Often times an opportunity exists because the conditions aren’t perfect yet. You have to pull the trigger in advance of all …
Use Your Edge
In 1997, Peter Lynch wrote a great article entitled, Use Your Edge. I’ve posted an excerpt of it below. So, what advice would I give to someone with $1 million to invest? …
Unbreakable
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you …
Buy And Verify
The “Coffee Can Portfolio” approach to investing might work for larger companies, but it’s the surest way to go broke in small microcap companies. Small microcaps evolve in different ways, …