MicroCapClub is a global community of microcap investors / 1500+ global microcaps profiled / 350+ multi baggers / 234 acquired / 10+ New Profiles Per Month
280 of the best microcap stock pickers in the world on our community
1500 global microcaps profiled, 300+ multi-baggers, 237 acquired
Hundreds of active discussions, 10+ new profiles per month
Global microcap idea generation, discussion, and networking
https://t.co/pGu9B5uvuw
This was a great piece of evidence based research by @RTelford_invest
Essentially, the higher and quicker the multi-bagger, the larger the subsequent 1-year drawdown — exceeding 50% in this case.
https://t.co/KA867qIo2e
New article by @AKWilk
We spend years studying these businesses, following their progress and watching the people involved make decisions.
Why not occasionally fall in love?
https://t.co/LeQpqw7pgA
🔥This week @DavidBarbato_ interviewing:
John Barr, Portfolio Manager at Needham Asset Management. He has run the Needham Aggressive Growth Fund since 2010.
@JohnHuber72, founder and portfolio manager of Saber Capital Management, which has managed outside capital since 2014.
In our latest club conversation, @DavidBarbato_ sits down with James Davolos, portfolio manager at @HorizonKinetics where he has spent nearly 21 years studying exchanges and what the firm calls croupier businesses.
https://t.co/A9xPuwnDfk
“Buying the dip” does not automatically mean “value”.
Yes, it can sometimes be a great opportunity.
Other times it’s like catching a falling knife.
Worst case it’s like catching a stick of dynamite 🧨
Especially with Microcaps. 👇
https://t.co/0L0XE5oxcf
I'm especially excited for 2 of our upcoming @MicroCapClub Club Conversations.
We'll be talking with 2 of the investors profiled on Stock Market Maestros from @cflynnlevy and Lee Freeman-Shor.
Gorm Thomassen, co-founder of AKO Capital
John Barr, portfolio manager at Needham Funds
Stay tuned!
New Article
Buffett started as a short-term cigar butt stock trader. He then started taking control of companies. He then realized it’s better to take control of companies of higher quality, so he doesn’t have to fix or sell them. The point is he kept evolving, pushing out his circle of competence. If he stayed a cigar butt investor, he would have become a relic of the past by age 40 instead of a legend.
https://t.co/qUTlQFBEfo
@MicroCapClub has decided to open Lindbergh's ($LDB.MI) Business Breakdown to non-MCC members as well.
When: Tuesday, Oct 13th at 11:00 AM CET
Register here: https://t.co/kwdtHgzREd
Max Capacity: 100 people
See you on Tuesday
Next week I'm going to do a deep dive on exchanges with James Davolos, portfolio manager and head of research at @HorizonKinetics for the @MicroCapClub podcast.
This is going to be a great time to have this discussion!
$MIAX $ICE $CBOE $CME