Education
Judas Goat
The world doesn’t need more sheep. The world doesn’t need another Judas goat.
6 min
Latest Posts
Learn From Our MicroCap Experts
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Free · No Spam · Unsubscribe Anytime
Over 30,000+ Investors Receive Our Free Newsletter
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Join 30,000+ investors · Free forever · Unsubscribe anytime
Education
The Price of Greatness
Have you ever stopped to think about what truly went into creating one of the most iconic works of art in history?
5 min
Education
Large Positions
When I was a private investor, I was super concentrated in 2-3 stocks. All it took was one or two big winners in any given year to have a phenomenal year which I would define as a portfolio return of 75%+.
4 min
Business Breakdowns
Quest Resource Holdings Corp (QRHC) - An Asset-Light Waste and Recycling Services Provider
Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel.
2 min
Presentation
The Skills of Stock Picking
This presentation isn't what you are expecting, but I think you will enjoy it.
1 min
Presentation
Building Platform Companies by Ron Nixon
Ron talks about finding great leaders and helping to build and scale platform companies.
1 min