Presentation
Paul Lountzis on Differential Insights
Paul Lountzis gave this presentation at the Microcap Leadership Summit 2016.
Oct 10, 2016 · 1 min read min
Education
When To Sell
The best thing about public markets is also the worst thing about public markets. You can change your mind. You can sell.
Sep 27, 2016 · 6 min read min
Case Study
Bank of the Ozarks (OZRK): The Story of Intelligent Fanatic George Gleason
Since George Gleason's arrival in 1979, Bank of the Ozarks has grown total assets from $28 million to roughly $18 billion today.
Sep 8, 2016 · 9 min read min
Case Study
Would a 30 Year Old Warren Buffett be Studying Silicon Valley Tech Companies?
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.
Sep 1, 2016 · 3 min read min
Education
The Perfect Pitch
We all like to talk about the stocks we own. If you are anything like me, you also do a
Aug 16, 2016 · 6 min read min
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