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Learn From Our MicroCap Experts

Educational articles written by full-time investors — business breakdowns, interviews, and presentations.

The Spotlight
Education

The Spotlight

When you buy things to draw attention to yourself, all you attract is the wrong people.

Oct 8, 2025 · 5 min read min
MicroCapGUTS Index Update: Q3 2025
MicroCapGUTS Index

MicroCapGUTS Index Update: Q3 2025

MC-GUTS was up +32.4% YTD, outperforming the iShares Microcap ETF +15.2%, S&P 500 +14.7%, and Nasdaq +17.9% respectively.

Oct 3, 2025 · 2 min read min
Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking
Books

Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking

A brilliant book combining Buffett’s greatest investments with Sun Tzu’s timeless strategies.

Oct 2, 2025 · 6 min read min
The Myth and Math of 10-Baggers: What Investors Overlook
Evidence Based Research

The Myth and Math of 10-Baggers: What Investors Overlook

10X stocks are wonderful - if you can find them, position them, hold thru deep drawdowns, and avoid round-trippers

Sep 30, 2025 · 9 min read min
Looking Beyond the Numbers
Education

Looking Beyond the Numbers

A business always rises and falls to the quality level of management’s decision making.

Sep 23, 2025 · 6 min read min
Ascent Industries (ACNT): The Specialty Chemicals Business Executing a Transformation
Business Breakdowns

Ascent Industries (ACNT): The Specialty Chemicals Business Executing a Transformation

Chemicals-as-a-Service

Sep 19, 2025 · 2 min read min