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Learn From Our MicroCap Experts

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

The Superinvestors of MicroCap
Education

The Superinvestors of MicroCap

Microcap gets little attention despite being the small island of investing that produces superinvestors.

May 29, 2024 · 8 min read min
Survival
Education

Survival

Survival is the ultimate performance measure of a business.

May 22, 2024 · 7 min read min
Investing in “Special” Situations
Education

Investing in “Special” Situations

Here are a few hard learned lessons as you start your special situations journey

May 15, 2024 · 9 min read min
Control Yourself
Education

Control Yourself

Give a company a little room to disappoint you in the short-term and a lot of room to exceed your expectations in the long-term.

May 9, 2024 · 5 min read min
Shelf Life
Education

Shelf Life

My intention is to hold stocks forever, but the harsh reality is every stock has different shelf life.

Apr 24, 2024 · 5 min read min
The Little Things that Result in the Big Things
Education

The Little Things that Result in the Big Things

How does a business get a premium valuation when they sell a commodity?

Apr 19, 2024 · 7 min read min