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Learn From Our MicroCap Experts

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

Chris Mayer and Ian Cassel on the Edge AI Can’t Replicate
Interview

Chris Mayer and Ian Cassel on the Edge AI Can’t Replicate

You can listen and watch on Spotify, Apple, and YouTube.

May 4, 2026 · 1 min read min
Update with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer
Business Breakdowns

Update with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer

You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.

May 3, 2026 · 2 min read min
The Last Moat
Education

The Last Moat

The ultimate edge is still simply being present with management in varying ways that most other investors aren’t doing.

Apr 28, 2026 · 5 min read min
Precipio (PRPO): Advanced Blood Diagnostics
Business Breakdowns

Precipio (PRPO): Advanced Blood Diagnostics

You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.

Apr 27, 2026 · 2 min read min
Club Conversation with Paul Andreola, Buying & Riding 100 Baggers
Interview

Club Conversation with Paul Andreola, Buying & Riding 100 Baggers

You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.

Apr 20, 2026 · 1 min read min
Defending Your Convictions
Education

Defending Your Convictions

As you gain more self-confidence you realize the more defending you do the more you anchor yourself to yesterday’s conviction.

Apr 15, 2026 · 4 min read min