SUMMITWhat do the following four MicroCapClub stocks have in common? Atlas Financial Holdings (AFH which I own) insures taxi-cab drivers, Nova Copper (NCQ) is developing a copper mine in Alaska, …
Pattern Matching in MicroCap Stock Selection
A few weeks back I was sitting around the campfire with my wife and children and we were playing a pattern matching game. Later that evening I was watching and …
The Power of Due Diligence (Part 4)
Due diligence that goes above and beyond can often give you an edge that can yield large returns in the microcap space. Most astute investors read quarterly and annual financial …
The Power of Due Diligence (Part 2)
Due diligence that goes above and beyond can often give you an edge that can yield large returns in the microcap space. Most astute investors read quarterly and annual financial …
The Power of Due Diligence
Due diligence that goes above and beyond can often give you an edge that can yield large returns in the microcap space. Most astute investors read quarterly and annual financial …
Tales From The MicroCap Crypt
The microcap space is filled with bad management teams, and over the years as an active investor I’ve witnessed and experienced interesting behaviors from company officers. As part of my …
The Value of Net Operating Losses
How do you create a publicly traded microcap? IPO a small cap and lose a lot of money. Quite a number of microcaps came to be in just this manner. …
My Thoughts On MicroCap Executive Compensation
MicroCap executive compensation is a topic that has been brushed under the rug for quite a while. I’m not an executive compensation expert, but I have invested in over a …
Spinoffs Are Hot: Are They For You?
A spin off consists of a distribution of shares of a subsidiary of an existing publicly traded corporation to the current shareholders resulting in two separate publicly traded securities. Larger …
The First MicroCap CEO I Ever Met
The first microcap CEO I ever met face to face was Hugh Panero, the co-founder of SIRIUS XM Radio (SIRI) in 2002. Yes, I know it’s hard to imagine but …