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Learn From Our MicroCap Experts

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

TerrAscend (TSND.TO / TSNDF) – Jason Wild’s Big Bet on Cannabis
Business Breakdowns

TerrAscend (TSND.TO / TSNDF) – Jason Wild’s Big Bet on Cannabis

TerrAscend is a vertically integrated North American cannabis company with operations in Pennsylvania, New Jersey, Maryland, Michigan, and California.

Dec 14, 2023 · 2 min read min
When Should You Average Down?
Education

When Should You Average Down?

Averaging down is a skill. Done well it can be your greatest asset. Done poorly it can mean disaster.

Dec 5, 2023 · 4 min read min
How Much Are You Hurting Your Returns?
Education

How Much Are You Hurting Your Returns?

Nicolai Tangen is the CEO of Norges Bank Investment Management, Norway's $1.4 trillion sovereign wealth fund.

Nov 28, 2023 · 3 min read min
Idaho Strategic Resources (IDR): Gold Production + The Largest Rare Earth Element Land Package in the United States
Business Breakdowns

Idaho Strategic Resources (IDR): Gold Production + The Largest Rare Earth Element Land Package in the United States

Idaho Strategic Resources (IDR) is an Idaho based gold producer which also owns the largest Rare Earth Elements land package in the United States.

Nov 24, 2023 · 2 min read min
Could Your Small Business be the Next Multi-Bagger Stock?
Presentation

Could Your Small Business be the Next Multi-Bagger Stock?

Most of the multi-baggers that occur in the public markets are small businesses that look a lot like yours.

Nov 21, 2023 · 1 min read min
Dilution
Education

Dilution

Dilution is the subtle erosion of ownership. This hidden, persistent addition of new supply of shares leaves shareholders with less and less of the company’s value. Dilution, like inflation, is a silent killer of returns.

Nov 15, 2023 · 5 min read min