Finding Monsters in the Desert
The Sahara desert is roughly the size of the United States. The microcap ecosystem can feel like the Sahara dessert.
MicroCapClub articles tagged Education, including microcap investing research, education, and member insights.
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.
When you realize it’s a toss of a coin whether you make money on a stock, and that’s the average of the best investors in the world. Then it hits you what matters most is how you react when you are winning and losing.
When a management team handles themselves with honor and distinction in the worst of times, it allows you to trust them with the best of times.
Quality is extremely difficult to find in small public companies