Presentation
All Great Companies Started As Small Companies
In 2015, I gave this presentation at Google on microcap investing.
Dec 6, 2015 · 1 min read min
Books
Book Review: 100-Baggers by Chris Mayer
Studying 100-Baggers is important because most were microcaps when they started their ascent. We’ve actually had ten 100-
Nov 12, 2015 · 3 min read min
Education
The Vision To See Economic Moats
Thomas Phelps emphasizes the importance of vision in stock selection. He writes that to make money in stocks you must have “the vision to see them, the courage to buy them and the patience to hold them.
Nov 10, 2015 · 11 min read min
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
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
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