Presentation
Art and Investing
Great collectors, like great investors, see talent before institutions do.
1 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
Education
The Spotlight
When you buy things to draw attention to yourself, all you attract is the wrong people.
5 min
MicroCapGUTS Index
MicroCapGUTS Index Update: Q3 2025
MC-GUTS was up +32.4% YTD, outperforming the iShares Microcap ETF +15.2%, S&P 500 +14.7%, and Nasdaq +17.9% respectively.
2 min
Books
Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking
A brilliant book combining Buffett’s greatest investments with Sun Tzu’s timeless strategies.
6 min
Evidence Based Research
The Myth and Math of 10-Baggers: What Investors Overlook
10X stocks are wonderful - if you can find them, position them, hold thru deep drawdowns, and avoid round-trippers
9 min
Education
Looking Beyond the Numbers
A business always rises and falls to the quality level of management’s decision making.
6 min