A Club Conversation with Rich Beaven, Cyclicals with a Catalyst
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Where the best in microcap gather, connect and grow.
The transition from analyst to investor is found by developing your skillset beyond finding great ideas to executing on great ideas
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
MC-GUTS was down -0.2% in Q1 2026, underperforming the iShares Microcap ETF +2.0%, but outperforming the S&P 500 -4.4%, and Nasdaq -5.9% respectively.
With every successful stock picker, you can find someone on the exact opposite side of the spectrum doing it at a GOAT level of competence and performance.