Education
Quality - The Most Overused Term in Investing
Quality is extremely difficult to find in small public companies
5 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
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
Education
Stock Prices
Most investors definition of a quality business or quality management has nothing to do with quality - it’s simply the stock you own that is up the most in the last 12-months.
2 min
Business Breakdowns
NameSilo (URL.CN / URLOF): The Low Price Domain Registrar
Reinvesting Cashflow into High IRR Private to Public opportunities.
1 min