My Presentation from Planet MicroCap Las Vegas 2025
You came for the companies, but you will come back because of the investors you met.
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
You came for the companies, but you will come back because of the investors you met.
When you take care of today, tomorrow takes care of itself.
The company recently gave guidance for 50% growth in 2025 and expects 50% contribution margin on incremental revenue as they scale.
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.
Customer delight cannot be measured, but is just as important as the things that are measured.
Every so often the market throws us a gut punch we didn't see coming. It hits us so hard it could almost bring Superman to his knees.