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Learn From Our MicroCap Experts

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

Greatness and Humility: The Perfect Combination
Education

Greatness and Humility: The Perfect Combination

The richest person in the room is usually the quietest in the room

Jun 10, 2015 · 3 min read min
I Passed on Berkshire Hathaway at $97 Per Share
Education

I Passed on Berkshire Hathaway at $97 Per Share

In 1982, working as a 26-year-old money manager, I passed on Berkshire Hathaway, which was trading at $97, because I thought it was too expensive.

May 26, 2015 · 9 min read min
Cutting Your Losses
Education

Cutting Your Losses

The difference between where you are and where you want to be is the pain you’re unwilling to endure.

May 19, 2015 · 6 min read min
When Diversification Dilutes Returns
Education

When Diversification Dilutes Returns

In my previous article, Wait For Your Pitch, I outlined the importance of finding your sweet spot and waiting for

Apr 21, 2015 · 4 min read min
Wait For Your Pitch
Education

Wait For Your Pitch

You won’t have a very long career in baseball or in investing if you swing at every pitch.

Apr 15, 2015 · 4 min read min
MTY Food Group - A Case Study of a 100-Bagger
Case Study

MTY Food Group - A Case Study of a 100-Bagger

Incredibly, $1 invested in MTY stock in 2003 would go on to be worth $100 by 2013.

Mar 26, 2015 · 7 min read min