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Learn From Our MicroCap Experts

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

No One To Blame
Education

No One To Blame

Stock picking is an individual sport so the winning streaks are intoxicating and the losing streaks excruciating. It's how we deal with both extremes that sets us up for long-term success.

Dec 22, 2024 · 7 min read min
Grifting and Gullibility in Market Manias
Education

Grifting and Gullibility in Market Manias

It's when people are at their weakest and most desperate that grifters emerge in full force.

Dec 16, 2024 · 6 min read min
Learning from Mistakes
Education

Learning from Mistakes

“Sometimes you have to write bad songs to get to the good ones." - John Mayer

Dec 12, 2024 · 7 min read min
A Conversation with Harris Perlman
Interview

A Conversation with Harris Perlman

Microcap investing + financial independence

Dec 10, 2024 · 1 min read min
Research Solutions: The Bloomberg of Scientific Research
Business Breakdowns

Research Solutions: The Bloomberg of Scientific Research

Research Solutions is a SaaS subscription platform business that specializes in document distribution and management for the scientific, technical and medical community as well as academic institutions and corporations.

Dec 5, 2024 · 2 min read min
Haypp Group: The Market Leader in Nicotine Pouches
Business Breakdowns

Haypp Group: The Market Leader in Nicotine Pouches

Haypp is the largest online retailer of nicotine pouches in the world, operating multiple e-commerce stores in the US and in Europe.

Nov 21, 2024 · 2 min read min