Education
The Psychological Burden of Concentration
You must accept that your best ideas will feel uncomfortable
3 min
MicroCapClub articles tagged Education, including microcap investing research, education, and member insights.
You must accept that your best ideas will feel uncomfortable
Most investors definition of a quality business or quality management has nothing to do with quality - it’s simply the stock you own that is up the most in the last 12-months.
The perils of imitation and the discipline of making your own path
When you buy things to draw attention to yourself, all you attract is the wrong people.
A business always rises and falls to the quality level of management’s decision making.
The hardest part is catching yourself in the act of bad behavior and correcting it before it damages the portfolio.