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Learn From Our MicroCap Experts

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

My Secret Recipe: The Bargain Rack
Education

My Secret Recipe: The Bargain Rack

This is the fourth article in the My Secret Recipe series.

Jun 29, 2015 · 4 min read min
Interview with Professor and Fund Manager Sanjay Bakshi
Interview

Interview with Professor and Fund Manager Sanjay Bakshi

Sanjay Bakshi is Adjunct Professor at Management Development Institute (MDI), Gurgaon — one of India’s top business schools — where he teaches a popular paper on Behavioral Finance and Business Valuation. MDI students have elected Sanjay as the its best professor for several years.

Jun 15, 2015 · 29 min read min
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