Presentation
The Skills of Stock Picking
This presentation isn't what you are expecting, but I think you will enjoy it.
1 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
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
Education
We Will Find You
Companies and shareholders will end up deserving each other, and our job is to find the ones that deserve to be found.
4 min
Interview
Ian Cassel Talks Full-Time Private Investing and The Skills of Stock Picking
I was recently interviewed by Kyle Grieve on The Investor's Podcast.
1 min
Business Breakdowns
Mama's Creations (MAMA) - A Diversified Food Supplier with Strong Growth Ambitions
The company has a vision of becoming $1 billion business that “owns” the fresh deli space, through a combination of organic growth and acquisitions.
2 min