When I reflect on all my big winners and most of the top performing companies profiled on MicroCapClub - EVERY SINGLE ONE was an ugly duckling at one point.
Over time you realize finding ideas before others often means finding ideas with others. Stock picking isn’t a zero-sum game.
I’ve found over the years that potential intelligent fanatics can be put into four categories.
A good rule of thumb is to be quieter than you want to be. Don't give people a reason to root against you. It's an asset when people can't tell whether you are winning or losing.
Microcap gets little attention despite being the small island of investing that produces superinvestors.
Survival is the ultimate performance measure of a business.