Chip

[Chip @Microvalue]

@rubicon59 @tenbaggertech I agree with @rubicon59. https://t.co/OtE9LACfY0 gets 7% of its revenues from software. DSG is a much better software comp

[Chip @Microvalue]

@EightTrack180 @MicroCapClub I hear they’ll be releasing a miniature version of the deconstructed lava lamp in the 2025 catalog. More affordable and less messy. Can’t wait!

[Fundasy @FundasyInvestor]

NEW POST: My $MELI Mercado Libre Thesis and business breakdown

In this post I cover:
- The companys founding
- The Six main business segments
- The advantages of the company’s business model
- Financial analysis of the growth drivers of the business

Hope you enjoy! Link below��

[Chip @Microvalue]

@ClarkSquareCap Non-Investing:

Jason Bockman: Drugs, Jail, Cults and Redemption. The Path to Strange Donuts - Vance Crowe Podcast
https://t.co/yOGHz8LIsf

129 Cars - This American Life
https://t.co/z4kPQ5DMOw

The Case of the Missing Hit - Reply All
https://t.co/jStzlnjkzK

[Thoma Bravo @thomabravo]

.@OrlandoBravoTB sat down with @BloombergTV's @ErikSchatzker in our San Francisco office to discuss our software investing philosophy, company culture, and how we partner with existing management teams. Check out his full interview here: https://t.co/9ABMdSCkjY

[Josh Tarasoff @joshtarasoff]

Essay about how Greenlea Lane invests https://t.co/00uYByTE2N

[Connor Haley @AltaFoxCapital]

Here is a link to the full "Makings of a Multibagger" research analysis: https://t.co/6JhWSvfp4r

Please retweet if you enjoy it!

@MicroCapClub @iancassel

[Bobby Kraft @BobbyKKraft]

The Investors Roundtable #11 - Future 100+ Baggers and How to Identify Them with @chriswmayer (Author of "100 Baggers") @Steven_Kiel @AndyPreikschat and Gary Ribe @AccretiveWP #100Baggers #Investing #Education https://t.co/d2we1GMewH

[Robin R. Speziale 🍁 @RobinSpeziale]

https://t.co/8zgH70DDUX

[Bobby Kraft @BobbyKKraft]

Ep. 49 - Investing in Special Situations with Mark Vonderwell, "Googie" on MicroCapClub #MicroCap #MicroCaps https://t.co/iFrJn6hZWi

[Bobby Kraft @BobbyKKraft]

Ep. 45 - Using Your Professional Skills for #MicroCap #Investing with Meredith Brill, @LockStockBarrl #MicroCaps https://t.co/aHoynB0tuC

[Ian Cassel @iancassel]

New Post - Think Different and Better
https://t.co/xno3rLxDGG included transcription of Howard Marks talk - The Truth About Investing

[Rocket @RocketFinancial]

EDGAR is down. If you're trying to access SEC filings give https://t.co/UsHBw3MeF5 a try. Fast and free.

[Fundoo Professor @Sanjay__Bakshi]

Interview With Equitymaster | Fundoo Professor

Thank you @equitymaster @kunalthanvi20 @RohanPinto10 https://t.co/bbGxkxIlMg

[Ian Cassel @iancassel]

[New Post] Are You Prepared?
https://t.co/qpSv905JlQ

[Chip @Microvalue]

Interview with Josh Tarasoff, one of my favorite investors https://t.co/ikWr4tvPCO

[Stock Trader @MikeDDKing]

[New Post] Trusting Management and the Limitations of Research
https://t.co/HTdurxxM0l

[Bobby Kraft @BobbyKKraft]

Ep. 39 - Strategies for #Investing in Canadian #MicroCap Stocks with @PaulAndreola and @smallcapdisc https://t.co/esbKh3uHHu #MicroCaps

[Judson Investments @judsoninvest]

https://t.co/FeW4RowSDb

[Bobby Kraft @BobbyKKraft]

Ep. 37: Banking Sector, Investing Books and Articles with Nate Tobik @oddballstocks #MicroCap #MicroCaps https://t.co/qvb8lVbTmy