Business Breakdowns
ADF Group (DRX.TO): The Backbone of America's Biggest Builds
You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube
1 min
Latest Articles
Research, education, interviews, and insights from experienced microcap investors.
Presentation
The Ecology of Ergodicity
You can listen/watch this presentation on Spotify, Apple Podcast, and YouTube below
1 min
Presentation
Obsession
Whether it's stock picking, your business, or a hobby, chase after your obsessions, and bring your family along for the ride.
1 min
Interview
Club Conversation with Dylan Marrello, Asymmetric Bets in Hated Industries
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
1 min
Education
Club Conversation with Pedro Sousa, Private Equity Meets Microcaps
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
2 min
Education
Management Meetings: Access without Attachment
The more I like a management team, the more important it becomes to check my conclusions against the facts.
15 min