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Learn From Our MicroCap Experts

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

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
MicroCapClub Happy Hour with Michael Shearn
Interview

MicroCapClub Happy Hour with Michael Shearn

Michael Shearn is a fund manager, author, who explains his process of finding great leaders and companies.

Aug 22, 2020 · 1 min read min
Deserving It
Education

Deserving It

It’s frustrating watching investors get a better price than you when they did half the work you did. You did the work. You held on when no one else would. You deserve to gain the most for what you’ve been through.

Jun 18, 2020 · 2 min read min
Ian Cassel Talks MicroCaps and 100-Baggers on Chain Reaction Podcast
Interview

Ian Cassel Talks MicroCaps and 100-Baggers on Chain Reaction Podcast

I was recently on the Chain Reaction Podcast hosted by Tom Shaughnessy and presented by Delphi Digital. In this episode

May 26, 2020 · 1 min read min