Education
Searching for Gold in SEC Filings
Scanning through SEC filings is an important component of my process for prospecting for great new investments.
Aug 9, 2016 · 7 min read min
Education
Microcap Activism is a Hard Road to Travel
Some people know me by my book, Dear Chairman, but what they don’t know is I’m an avid microcap investor.
Aug 2, 2016 · 2 min read min
Case Study
DaVita HealthCare Partners (DVA): An Intelligent Fanatic Led Turn Around
From 1999-2016, Thiry turned DaVita from a $200 million microcap on the brink of failure into a $16 Billion midcap and the best dialysis company in the world.
Jul 20, 2016 · 10 min read min
Books
Book Review: Leadership Lessons from a UPS Driver by Ron Wallace
Ron Wallace writes, “We promote from within to ensure that the company can pass on our legacy and culture seamlessly from one generation to the next.”
Jul 18, 2016 · 3 min read min
Case Study
Patrick Industries (PATK): The Best Performing Stock Since 2009
On February 1, 2009, Todd M. Cleveland became the CEO of a $5 million market cap microcap called Patrick Industries (PATK). In just seven years, he would transform the company through acquisitions and organic growth into a $61 per share, $940 million market cap, compounding machine.
Jul 5, 2016 · 7 min read min
Education
Why Do Most Acquisitions by Microcaps Destroy Shareholder Value?
A microcap investor’s biggest risk is dilution, and a microcap’s worst enemy is a management team that wants to get bigger at any cost.
Jun 28, 2016 · 8 min read min