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Learn From Our MicroCap Experts

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

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
Presentation – Investing is Hard
Presentation

Presentation – Investing is Hard

I gave this presentation at the Smallcap Discoveries Conference on October 18, 2018.

Oct 20, 2018 · 1 min read min
Winning It Back
Education

Winning It Back

It’s human nature when you lose money quickly you want to make it back twice as quick. During these times it’s important to slow down, keep focused, and stick to your strategy.

Oct 2, 2018 · 3 min read min
You Aren’t Going To Be Right All The Time
Education

You Aren’t Going To Be Right All The Time

When you are trying to find great businesses early, intelligent fanatics early, before it’s obvious in the financials, you aren’t going to be right all the time. You need to accept this.

Aug 17, 2018 · 4 min read min
A Tribute to Chuck Allmon
Education

A Tribute to Chuck Allmon

The life and lessons of Chuck Allmon.

Jul 10, 2018 · 5 min read min