Presentation
Building Platform Companies by Ron Nixon
Ron talks about finding great leaders and helping to build and scale platform companies.
Aug 14, 2024 · 1 min read min
Presentation
The Story of LHC Group by co-founder Keith Myers
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.
Aug 8, 2024 · 1 min read min
Education
We Will Find You
Companies and shareholders will end up deserving each other, and our job is to find the ones that deserve to be found.
Aug 6, 2024 · 4 min read min
Interview
Ian Cassel Talks Full-Time Private Investing and The Skills of Stock Picking
I was recently interviewed by Kyle Grieve on The Investor's Podcast.
Jul 28, 2024 · 1 min read min
Business Breakdowns
Mama's Creations (MAMA) - A Diversified Food Supplier with Strong Growth Ambitions
The company has a vision of becoming $1 billion business that “owns” the fresh deli space, through a combination of organic growth and acquisitions.
Jul 28, 2024 · 2 min read min
Education
Most Big Winners were Ugly Ducklings
When I reflect on all my big winners and most of the top performing companies profiled on MicroCapClub - EVERY SINGLE ONE was an ugly duckling at one point.
Jul 22, 2024 · 4 min read min