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Learn From Our MicroCap Experts

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

Oh the Stocks You Will Buy
Education

Oh the Stocks You Will Buy

We are entering the graduation season which of course is the time of commencement speeches. It makes me reflect on

May 4, 2018 · 3 min read min
Investing is Hard
Education

Investing is Hard

Bernard Baruch once said, “Nobody ever lost money taking a profit.” I don’t know about that. Investing is hard.

Mar 19, 2018 · 4 min read min
How Do You Know that Management is Competent?
Education

How Do You Know that Management is Competent?

Management competence is a significant factor that investors should research about a company prior to investing. To be more specific, I mostly mean the CEO.

Mar 7, 2018 · 5 min read min
A New Mental Model for Investing
Education

A New Mental Model for Investing

Saurabh Madaan talks about a new mental model for thinking about evaluating businesses.

Feb 1, 2018 · 10 min read min
Morgan Housel on What Other Industries Teach Us About Investing
Presentation

Morgan Housel on What Other Industries Teach Us About Investing

Morgan Housel gave an incredible presentation on What Other Industries Teach Us About Investing at our second annual MicroCap Leadership

Jan 20, 2018 · 1 min read min
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