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Learn From Our MicroCap Experts

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

Don't Give Guidance
Education

Don't Give Guidance

One of the biggest mistakes I see microcap management teams make is giving guidance.

Oct 27, 2015 · 5 min read min
Book Review: Sam Walton – Made in America
Books

Book Review: Sam Walton – Made in America

This book should be mandatory reading in business schools and especially for microcap investors.

Oct 23, 2015 · 2 min read min
Indecision: An Investor’s Biggest Adversary
Education

Indecision: An Investor’s Biggest Adversary

Investors tend to over-analyze when stocks are going down (fear) and under-analyze when stocks are going up (greed).

Sep 22, 2015 · 9 min read min
Proposed Regulations for Retirement Accounts to Impact Microcap Investors
Education

Proposed Regulations for Retirement Accounts to Impact Microcap Investors

OTC companies represent over half of all public companies in the United States. A majority of OTC companies are microcaps.

Sep 9, 2015 · 4 min read min
Book Review: ZERO to ONE by Peter Thiel
Books

Book Review: ZERO to ONE by Peter Thiel

Have you ever read an article or book that defined something that you’ve abstractly believed for years? When you read it you let out an affirmative mental “aha!”.

Sep 1, 2015 · 2 min read min
Microcap Investing During Market Corrections and Bear Markets
Interview

Microcap Investing During Market Corrections and Bear Markets

Mike Schellinger and I have been full time private microcap investors for several years, and we have successfully invested through two bear markets and several market corrections.

Aug 25, 2015 · 1 min read min