Business Breakdowns
Enterprise Group (E.TO/ETOLF): Infrastructure Services Specialist
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Mar 30, 2026 · 1 min read min
Evidence Based Research
Should I Buy the Dip After a 60% Drawdown?
Do microcaps that experience deep drawdowns eventually recover? What about stocks that have strong fundamentals after the drawdown - are these potential buying opportunities?
Mar 26, 2026 · 5 min read min
Interview
Club Conversation with Thomas Bachrach, The Frontier Investor
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Mar 23, 2026 · 1 min read min
Education
Finding Monsters in the Desert
The Sahara desert is roughly the size of the United States. The microcap ecosystem can feel like the Sahara dessert.
Mar 22, 2026 · 3 min read min
Education
Strengths as Weaknesses
“One marker that I’m seeing someone clearly is when I understand how their strengths are also their weaknesses, how their genius lives right next to their dysfunction.”
Mar 17, 2026 · 3 min read min
Business Breakdowns
EVS Broadcast Equipment SA (EVS.BR): The Backbone of Live Broadcasting
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Mar 16, 2026 · 1 min read min