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Learn From Our MicroCap Experts

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

Investing with GUTS: An Evidence Based Approach to MicroCaps
Presentation

Investing with GUTS: An Evidence Based Approach to MicroCaps

A quant approach to microcap investing.

May 9, 2025 · 1 min read min
Simply Better Brands (SBBC.V): The Team Behind the Growth of TRUBAR
Business Breakdowns

Simply Better Brands (SBBC.V): The Team Behind the Growth of TRUBAR

SBBC expanded TRUBARs regional and national footprint and achieved its goal of 15,000 stores by year-end 2024 with TRUBAR sales increasing 77% over 2023.

May 6, 2025 · 2 min read min
A Candid Buy-Side Perspective on Transformative Microcap Storytelling by Adam Epstein
Presentation

A Candid Buy-Side Perspective on Transformative Microcap Storytelling by Adam Epstein

Great stocks are a product of great fundamentals and great storytelling.

May 6, 2025 · 1 min read min
My Presentation from Planet MicroCap Las Vegas 2025
Presentation

My Presentation from Planet MicroCap Las Vegas 2025

You came for the companies, but you will come back because of the investors you met.

May 2, 2025 · 1 min read min
The Secret to Compounding
Education

The Secret to Compounding

When you take care of today, tomorrow takes care of itself.

May 1, 2025 · 6 min read min
SANUWAVE Health (SNWV): A Disruptive Razor-Blade Medical Device Company Growing 50%
Business Breakdowns

SANUWAVE Health (SNWV): A Disruptive Razor-Blade Medical Device Company Growing 50%

The company recently gave guidance for 50% growth in 2025 and expects 50% contribution margin on incremental revenue as they scale.

Apr 17, 2025 · 2 min read min