Education
Proven Survivors
When a management team handles themselves with honor and distinction in the worst of times, it allows you to trust them with the best of times.
Jan 14, 2026 · 4 min read min
Interview
Club Conversation with Aswath Damodaran, the Dean of Valuation
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 12, 2026 · 1 min read min
Business Breakdowns
Mama's Creations (MAMA) - The National Deli Solutions Company
The company has a vision of becoming a $1 billion business that “owns” the fresh deli space.
Jan 8, 2026 · 2 min read min
MicroCapGUTS Index
MicroCapGUTS Index Update: Q4 2025
MC-GUTS was up +37.6% in 2025, outperforming the iShares Microcap ETF +22.5%, S&P 500 +17.7%, and Nasdaq +20.8% respectively.
Jan 7, 2026 · 2 min read min
Announcement
Planet MicroCap Holdings LLC, owned by Ian Cassel, Acquires Planet MicroCap LLC to Expand into In-Person Events
Acquisition Unlocks Robust Synergies Across Online Community and In-Person Events
Jan 6, 2026 · 2 min read min
Interview
Club Conversation with Howard Marks, Oaktree’s Quiet Legend
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 5, 2026 · 1 min read min