Education
Active Patience
Active Patience means knowing what you are looking for and doing nothing until you find it.
8 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
Education
Building an Unfair Advantage
“The most important part of our thesis is recruiting the right board.”
5 min
Education
Same Stock Different Returns
There’s only one reason to buy a stock, but there are infinite reasons to sell a stock.
8 min
Education
How Are You Different?
Alpha is generated by being a little different in a disciplined and thoughtful way.
5 min
Business Breakdowns
TerrAscend (TSND.TO / TSNDF) – Jason Wild’s Big Bet on Cannabis
TerrAscend is a vertically integrated North American cannabis company with operations in Pennsylvania, New Jersey, Maryland, Michigan, and California.
2 min
Education
When Should You Average Down?
Averaging down is a skill. Done well it can be your greatest asset. Done poorly it can mean disaster.
4 min