SUMMITIn 1990, Terry Smith at age 37, purchased a single location collision repair business called Boyd Autobody in Winnipeg, Manitoba. Over the next few years he would acquire several other locations and in …
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 …
Would a 30 Year Old Warren Buffett be Studying Silicon Valley Tech Companies?
Kevin Martelli, who is part of the MicroCapClub community, has given me permission to republish a memo he wrote 18 months ago which I thought to be very thought provoking …
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 …
Patrick Industries (PATK): The Best Performing Stock Since 2009
On February 1, 2009, Todd M. Cleveland became the CEO of a $5 million market cap microcap called Patrick Industries (PATK). In just seven years, he would transform the company …
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 …
Middleby Corporation (MIDD): Case Study of an Intelligent Fanatic Led 100-Bagger
In 2001, Selim Bassoul became CEO of a $40 million market cap microcap called, Middleby Corporation (MIDD). He had joined Middleby in 1996 and turned around the company’s Southbend division, …
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 …
No Pain No Gain
So you want to be a full-time microcap investor? Perhaps you are focused on making your first million? In either case you are focused on growing your capital at high …
First…Dominate a Small Market
The majority of microcap success stories were first able to dominate a small niche market that was expanding. Once they dominated one small market, they used what they learned to …
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