Education
Turning Over the Most Rocks
Investigating many new ideas has a number of benefits
5 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
Education
Small Things that Make a Big Difference - Peace of Mind
If history has taught us anything it’s that the more you overcome, the more you can overcome.
4 min
Interview
My Conversation With Jerry Dodson, Founder of Parnassus Funds
The Parnassus Funds under the leadership of Jerry Dodson have built one of the most impressive performance records in the investment business, generating superior returns over the last one, three, five, ten and twenty-five years.
4 min
Books
Book Review: The Great Beanie Baby Bubble
Forbes estimates that Beanie Baby creator Ty Warner’ net worth is $2.7 Billion. This is an amazing achievement considering a bulk of it was earned during a 3-year time frame selling a $5 per unit stuffed animal.
4 min
Education
Investing is an Art, Not a Science
“Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have
8 min
Education
Trusting Management and the Limitations of Research
One of the things I have learned through my years of investing is that there are limits to the usefulness of research and there is a point of diminishing returns.
6 min