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Learn From Our MicroCap Experts

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

Small Things that Make a Big Difference - Peace of Mind
Education

Small Things that Make a Big Difference - Peace of Mind

If history has taught us anything it’s that the more you overcome, the more you can overcome.

Mar 29, 2017 · 4 min read min
My Conversation With Jerry Dodson, Founder of Parnassus Funds
Interview

My Conversation With Jerry Dodson, Founder of Parnassus Funds

The Parnassus Funds under the leadership of Jerry Dodson have built one of the most impressive performance records in the investment business, generating superior returns over the last one, three, five, ten and twenty-five years.

Mar 23, 2017 · 4 min read min
Book Review: The Great Beanie Baby Bubble
Books

Book Review: The Great Beanie Baby Bubble

Forbes estimates that Beanie Baby creator Ty Warner’ net worth is $2.7 Billion. This is an amazing achievement considering a bulk of it was earned during a 3-year time frame selling a $5 per unit stuffed animal.

Mar 21, 2017 · 4 min read min
Investing is an Art, Not a Science
Education

Investing is an Art, Not a Science

“Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have

Mar 14, 2017 · 8 min read min
Trusting Management and the Limitations of Research
Education

Trusting Management and the Limitations of Research

One of the things I have learned through my years of investing is that there are limits to the usefulness of research and there is a point of diminishing returns.

Mar 7, 2017 · 6 min read min
Book Review: Power Questions
Books

Book Review: Power Questions

Great questions have the power to build immediate connections and deeper relationships in our personal and business lives.

Mar 2, 2017 · 2 min read min