Education
The Price of Greatness
Have you ever stopped to think about what truly went into creating one of the most iconic works of art in history?
5 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
Education
Large Positions
When I was a private investor, I was super concentrated in 2-3 stocks. All it took was one or two big winners in any given year to have a phenomenal year which I would define as a portfolio return of 75%+.
4 min
Business Breakdowns
Quest Resource Holdings Corp (QRHC) - An Asset-Light Waste and Recycling Services Provider
Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel.
2 min
Presentation
The Skills of Stock Picking
This presentation isn't what you are expecting, but I think you will enjoy it.
1 min
Presentation
Building Platform Companies by Ron Nixon
Ron talks about finding great leaders and helping to build and scale platform companies.
1 min
Presentation
The Story of LHC Group by co-founder Keith Myers
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.
1 min