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Learn From Our MicroCap Experts

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

Leveraging Luck
Education

Leveraging Luck

Morgan Housel wrote an excellent article entitled Ironies of Luck which contains a great quote that states: “Luck is the flip side of risk.”

Mar 28, 2019 · 4 min read min
Rocket Ships
Education

Rocket Ships

If your strategy or thought process hasn’t changed in 10 years you aren’t learning. You need to constantly evolve to stay in the game.

Feb 13, 2019 · 4 min read min
[Presentation] What Does An Intelligent Fanatic Look Like?
Presentation

[Presentation] What Does An Intelligent Fanatic Look Like?

If your goal is to find great companies early, you need to find great leaders early.

Jan 16, 2019 · 1 min read min
Paul Lountzis on Qualitative Investing and Lessons Learned
Presentation

Paul Lountzis on Qualitative Investing and Lessons Learned

Paul Lountzis provides some incredible insights into his qualitative framework for investing while also giving informative and entertaining examples of his greatest investing errors and lessons learned.

Jan 14, 2019 · 1 min read min
Slow Down
Education

Slow Down

The biggest impediment to long-term wealth creation is your desire to get rich as quickly as possible.

Dec 11, 2018 · 2 min read min
All it Takes is One
Education

All it Takes is One

It is incredibly humbling, inspiring, and a bit scary when you realize that one great investment can make your year, decade, and even career.

Nov 6, 2018 · 3 min read min