Category Archive

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? …

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 …

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, …

Fund managers publish their quarterly letters around this time of year. Here is a good list by the way [HERE]. We investors like to act like we are reading them but …

As human beings we all experience emotions. However, acting in the way that those emotions dictate can be one of the worst things an investor can do as it usually …

We’ve all seen or heard the Ted Williams hitting grid analogy used to describe successful investing. Warren Buffett and others use it often. Be patient.  Know the strike zone. There are no-called …

Morgan Housel wrote an excellent article entitled Ironies of Luck which contains a great quote that states: “Luck is the flip side of risk.” This is something I’ve come to appreciate …

Investors are always looking for the perfect opportunity.  A good business you can buy at less than tangible book value. Why not throw in a couple long-term tailwinds and short-term catalysts. …

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 …