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Learn From Our MicroCap Experts

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

Getting Started in Life Science Investing with Dr. David Sable
Presentation

Getting Started in Life Science Investing with Dr. David Sable

David Sable MD directs healthcare and life science investing for the Special Situations Funds and is portfolio manager of the Special Situations Life Sciences Fund.

Feb 2, 2021 · 1 min read min
Rule Breaker Investing by David Gardner
Presentation

Rule Breaker Investing by David Gardner

David Gardner gave this presentation on Rule Breaker Investing at the MicroCap Leadership Summit in 2020.

Jan 21, 2021 · 1 min read min
Always Be Thinking Ahead
Education

Always Be Thinking Ahead

If you aren't excited about the future, you are in the wrong investments.

Jan 15, 2021 · 4 min read min
Portfolio Turnover is the Price of Progress
Education

Portfolio Turnover is the Price of Progress

Peter Lynch had 300% turnover per year in the early years of the Magellan Fund. Joel Greenblatt had similar turnover at Gotham Capital. Even Warren Buffett’s public company portfolio ranged between 50-100% turnover per year during his first three decades

Oct 3, 2020 · 5 min read min
Multibagger Interview with Alta Fox Capital
Interview

Multibagger Interview with Alta Fox Capital

Connor Haley and Garrett Finn from Alta Fox Capital explain their findings from researching global multi-baggers.

Sep 17, 2020 · 1 min read min
I Hope This Inspires You
Inspiration

I Hope This Inspires You

Becoming a full-time private investor is the pinnacle of financial achievement. Why? You don’t need the help of others for anything. You don’t need a boss. You don’t need clients. You don’t need customers. You don’t need their money. You have your own.

Sep 10, 2020 · 9 min read min