Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Following the success of The Art of Execution, Lee Freeman-Shor and Clare Flynn Levy team up to write another great book for stock pickers.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
High concentration doesn't mean sizing big in the beginning. It means letting winning positions get big in the end.
Where the best in microcap gather, connect and grow.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Microcaps have larger peak to trough drawdowns when compared to largecaps. What can we learn from them?