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
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
Education
The Secret to Compounding
When you take care of today, tomorrow takes care of itself.
May 1, 2025 · 6 min read min
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
Education
Michael Steinhardt - In His Own Words
Steinhardt was a fundamental stock picker, but he was short-term. He was also a top-down macro trader. He also shorted. He was so different. He didn’t fit in a box.
Apr 15, 2025 · 12 min read min
Education
The ROI of Your Mother
Customer delight cannot be measured, but is just as important as the things that are measured.
Apr 10, 2025 · 10 min read min