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Learn From Our MicroCap Experts

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

Life Is Too Short To Diversify
Education

Life Is Too Short To Diversify

I want to buy an undervalued company that has the potential to get very overvalued.

Nov 30, 2014 · 9 min read min
The Art of Interviewing Management
Education

The Art of Interviewing Management

When asking questions of management, there are certain principles - do's and don't, that if they are followed, lead to much better information gathering.  I would like to share these interview techniques in this post.

Nov 17, 2014 · 8 min read min
Talking To Management
Education

Talking To Management

Talking to management is one of the most important things I do as a microcap investor.

Nov 10, 2014 · 10 min read min
Book Review: The Most Important Thing Illuminated By Howard Marks
Books

Book Review: The Most Important Thing Illuminated By Howard Marks

Howard Marks is a highly regarded value investor and cofounder of Oaktree Capital Management with $75 billion under management. Warren

Nov 2, 2014 · 2 min read min
Book Review: Think And Grow Rich By Napoleon Hill
Books

Book Review: Think And Grow Rich By Napoleon Hill

When I was in college a professor handed me a book that would change my path forever. The book was

Oct 23, 2014 · 2 min read min
Lessons Learned after Two Years of Managing a MicroCap Fund
Education

Lessons Learned after Two Years of Managing a MicroCap Fund

I launched Blueprint Capital Management with my partner, Jason Revland, in October of 2012. He wrote a post one year

Oct 19, 2014 · 10 min read min