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Learn From Our MicroCap Experts

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

Use Your Edge
Education

Use Your Edge

In 1997, Peter Lynch wrote a great article entitled, Use Your Edge.

Jul 3, 2019 · 2 min read min
Unbreakable
Education

Unbreakable

Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and crave action.

Jun 20, 2019 · 9 min read min
Buy And Verify
Education

Buy And Verify

The Coffee Can Portfolio approach to investing might work for large companies, but it's the surest way to go broke in small microcap companies.

May 30, 2019 · 4 min read min
Winning Your Race
Education

Winning Your Race

Terry Smith, founder and CIO of Fundsmith, gave a phenomenal presentation in 2019. One of my favorite parts is when he compares successful investing to the Tour De France.

May 1, 2019 · 4 min read min
Using Emotions to Your Advantage
Education

Using Emotions to Your Advantage

As human beings we all experience emotions. However, acting in the way that those emotions dictate can be one of the worst things an investor can do as it usually hurts returns and sometimes it hurts them significantly.

Apr 23, 2019 · 4 min read min
What Sports Teaches Us About Investing
Education

What Sports Teaches Us About Investing

We’ve all seen or heard the Ted Williams hitting grid analogy used to describe successful investing. Warren Buffett and

Apr 1, 2019 · 6 min read min