Defending Your Convictions
As you gain more self-confidence you realize the more defending you do the more you anchor yourself to yesterday’s conviction.
Microcap investing education from experienced MicroCapClub investors on mindset, research process and building wealth in small companies.
As you gain more self-confidence you realize the more defending you do the more you anchor yourself to yesterday’s conviction.
The transition from analyst to investor is found by developing your skillset beyond finding great ideas to executing on great ideas
With every successful stock picker, you can find someone on the exact opposite side of the spectrum doing it at a GOAT level of competence and performance.
The Sahara desert is roughly the size of the United States. The microcap ecosystem can feel like the Sahara dessert.
“One marker that I’m seeing someone clearly is when I understand how their strengths are also their weaknesses, how their genius lives right next to their dysfunction.”
High concentration doesn't mean sizing big in the beginning. It means letting winning positions get big in the end.