Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Since George Gleason's arrival in 1979, Bank of the Ozarks has grown total assets from $28 million to roughly $18 billion today.
Kevin Martelli, who is part of the MicroCapClub community, has given me permission to republish a memo he wrote 18 months ago which I thought to be very thought provoking and applicable to microcap investing.
We all like to talk about the stocks we own. If you are anything like me, you also do a
Scanning through SEC filings is an important component of my process for prospecting for great new investments.
Some people know me by my book, Dear Chairman, but what they don’t know is I’m an avid microcap investor.
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.