Education
The Perils of Thesis Drift
The hardest part is catching yourself in the act of bad behavior and correcting it before it damages the portfolio.
4 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
Business Breakdowns
Golconda Gold (GG.V / GGGOF): A Profitable Gold Producer Focused on Increasing Production and Not Diluting
The company expects to triple gold production over the next three years.
1 min
Education
How do you get management to talk about things they don't want to talk about?
How do you stay detached when you are friendly with management and own a stock for a long-time?
5 min
Business Breakdowns
BluMetric Environmental (BLM.V / BLMWF): A Growing Environmental Solutions and Water Technology Company
The medium-term goal is $100 million in sales and $10 million in EBITDA.
2 min
Education
Bull Markets
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature.
2 min
Education
Talent Distribution
Where do you personally fall on the bell curve?
6 min