
Investing with GUTS: An Evidence Based Approach to MicroCaps
A quant approach to microcap investing.
A quant approach to microcap investing.
Great stocks are a product of great fundamentals and great storytelling.
You came for the companies, but you will come back because of the investors you met.
This presentation isn't what you are expecting, but I think you will enjoy it.
Ron talks about finding great leaders and helping to build and scale platform companies.
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.
Most of the multi-baggers that occur in the public markets are small businesses that look a lot like yours.
I gave this keynote presentation at the SmallCap Discoveries Conference on October 11th, 2023.
Jake Taylor presented how investors can improve their investment hygiene at the MicroCap Leadership Summit on September 20th, 2023
How do you research a microcap stock? This is a great question. It is a difficult question to answer. But Michael Liu and I were up for the challenge.
Yen Liow presented “The Game Within The Game” at the MicroCap Leadership Summit 2021.
Brian Feroldi presented “Good Reasons to Ignore Valuation” at the MicroCap Leadership Summit 2021.