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Learn From Our MicroCap Experts

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

What Matters Most
Education

What Matters Most

Active patience = diligently verifying your thesis and doing nothing until there is something to do.

Feb 17, 2017 · 4 min read min
Investing Mastery Through Deliberate Practice
Education

Investing Mastery Through Deliberate Practice

To achieve expertise in any field of study usually requires thousands of hours of deliberate practice.

Feb 7, 2017 · 13 min read min
Small Things that Make a Big Difference
Education

Small Things that Make a Big Difference

“It’s often the small things that no one sees that result in the big things that everyone wants” – Craig Groeschel

Jan 27, 2017 · 5 min read min
The Art of Holding
Education

The Art of Holding

Stocks rarely perform in the time frames we predict, and it's why the market only works for investors that have a long-term portfolio focus.

Jan 20, 2017 · 4 min read min
MicroCapClub Year In Review 2016: Performance and Letter
Education

MicroCapClub Year In Review 2016: Performance and Letter

I couldn't be prouder of what our community has accomplished in 2016 which is illustrated by the infographic

Jan 5, 2017 · 3 min read min
How Can I Hurt You?
Education

How Can I Hurt You?

If a competitor had unlimited resources, how quickly could they duplicate the company’s competitive advantage?

Dec 27, 2016 · 8 min read min