Interview
Club Conversation with Howard Marks, Oaktree’s Quiet Legend
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
1 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
Business Breakdowns
BeWhere Holdings (BEW.V / BEWFF) - A Software Business Focused on The Internet of Things
ARR now covers all fixed expenses, so growth creates significant contribution margin as the platform scales.
2 min
Education
Quality - The Most Overused Term in Investing
Quality is extremely difficult to find in small public companies
5 min
Evidence Based Research
The “Illiquidity” Premium – Fact or Fiction?
Microcaps are often described as “illiquid” – we look at what that actually means, how liquidity has varied over time and how it has impacted returns.
6 min
Business Breakdowns
Sanara MedTech (SMTI) – A Profitable 90%+ Gross Margin Surgical Products Business
Shutting down an unprofitable business in 2025, will allow the great business to shine through in 2026 and beyond.
2 min
Education
The Psychological Burden of Concentration
You must accept that your best ideas will feel uncomfortable
3 min