MicroCapClub

MicroCapClub founder on 10x stocks: "87 percent originated out of the microcap ecosystem"

3 takeaways: the 200–300bps a year microcaps have beaten large caps by for a century, where the world's ten-year winners actually started, and what he…

2 hrs ago • The Scuttlebutt

MicroCapClub founder: most micro caps deserve to be sold, not owned

18 lessons: The hold period a professional micro-cap investor actually runs, why he says 30 meetings with CEOs change what you hear, and how he gets out…

Sep 16 • The Scuttlebutt

Alex Morris: Buffett's one condition for the book was don't say I was involved

16 lessons: What he missed for two years that broke his Comcast thesis, the Dollar Tree setup he bought at about 10 times EBIT, and what he thinks Greg…

Sep 15 • The Scuttlebutt

Ian Cassel: Micro caps produced 87% of every global 10-bagger since 2012

8 takeaways: how a $1.78 satellite-radio stock funded his career, why illiquid micro caps beat liquid ones, and what he looks for in a CEO before he'll…

Sep 11 • The Scuttlebutt

Jin Kang: WidePoint is worth $94M and one contract in protest could add $1.50 of EPS

13 takeaways: the GAO decision due 7 Oct, why a certificate on a phone is not Okta, and the 8-12% net margins behind the $150M of new federal revenue

Sep 2 • The Scuttlebutt

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