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Learn From Our MicroCap Experts

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

The New Small: Adding Alpha With MicroCap Stocks
Education

The New Small: Adding Alpha With MicroCap Stocks

Altair Advisers published this white paper on microcap stocks with a lot of good information in it. An interesting point

Dec 26, 2014 · 1 min read min
Empowering Management
Education

Empowering Management

Most US microcap success stories were first turnaround stories. Let me explain. In most cases a private company’s management

Dec 22, 2014 · 4 min read min
Hard Mailer Pump and Dump Performance Part 10
Education

Hard Mailer Pump and Dump Performance Part 10

Pump and dumps have been going on since the beginning of the stock market and are most prevalent amongst penny

Dec 19, 2014 · 2 min read min
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