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Learn From Our MicroCap Experts

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

Changing Your Mind
Education

Changing Your Mind

The only way to grow and evolve personally or professionally is to constantly challenge your beliefs and convictions.

Jan 17, 2018 · 5 min read min
Disrupt Yourself and Grow
Education

Disrupt Yourself and Grow

I often learn the most by speaking with or studying successful investors that have the complete opposite strategy from my own.

Dec 19, 2017 · 5 min read min
It’s Not Batting Average that is Important, It’s Slugging Percentage
Education

It’s Not Batting Average that is Important, It’s Slugging Percentage

Each investor’s strategy is and likely should be different from the next person. It’s good to be different.

Nov 20, 2017 · 3 min read min
Asking the Right Questions
Education

Asking the Right Questions

The art of investing in small companies is evaluating management teams.

Nov 14, 2017 · 6 min read min
Further Analysis of Multi-Bagger Stocks
Presentation

Further Analysis of Multi-Bagger Stocks

Kevin Martelli produced this presentation studying stocks around the world that achieved more than 10x return in the 15 year period between 2000 and 2014.

Oct 24, 2017 · 3 min read min
Stop Wasting Time
Education

Stop Wasting Time

Time and interest are the primary components of the power of compounding. The hard part is we don’t know how much time we have. Identifying the losers in your portfolio is as important as holding winners because losers dilute your returns. Losers are a waste of your time.

Sep 29, 2017 · 4 min read min