Latest Posts

Learn From Our MicroCap Experts

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

Evolve or Die
Education

Evolve or Die

Every successful investor has gone through situations that have rattled them to their core – that made them question their strategy, their abilities, everything. It happens after something you really believe in lets you down.

Oct 23, 2019 · 5 min read min
The Price of Certainty
Education

The Price of Certainty

You learn from hindsight and get paid for foresight. Often times an opportunity exists because the conditions aren't perfect yet.

Oct 8, 2019 · 5 min read min
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