Your trusted guide to the fascinating world of small public companies. My goal is to help you navigate this unique market, understand its opportunities, and avoid its pitfalls. I also include some lessons on self-improvement and resilience.
The search and tracking of under-followed attractively priced compounders. Compounders are companies, that can deliver sustainable and long-term growth with superior RoIC.
A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.
A micro and small cap investment research newsletter for retail and professional investors interested in competitively advantaged, undervalued, publicly traded stocks.
