Latest Posts

Learn From Our MicroCap Experts

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

Differentiating Business Performance from Stock Performance
Education

Differentiating Business Performance from Stock Performance

“If I’d had the slightest idea of what lay ahead of me when I joined up with Chrysler, I

Jun 2, 2017 · 4 min read min
Don't Compare Yourself To Others
Education

Don't Compare Yourself To Others

Don’t compare yourself to others. You aren’t running their race. Compare yourself to yourself two years ago.

May 26, 2017 · 4 min read min
Expectations
Education

Expectations

A big part of successful investing is spent navigating the gap between expectation and reality and deciding whether to fill that gap with trust.

May 10, 2017 · 5 min read min
Think Different and Better
Education

Think Different and Better

The greatest investors ever have opposing strategies.

May 2, 2017 · 5 min read min
Are You Prepared?
Education

Are You Prepared?

In rising markets, it’s easy to nonchalantly talk about risk, patience, and the conviction necessary to hold through volatility. But you will eventually be tested.

Apr 18, 2017 · 7 min read min
Turning Over the Most Rocks
Education

Turning Over the Most Rocks

Investigating many new ideas has a number of benefits

Apr 11, 2017 · 5 min read min