Learn from the gurus.
Better be wise by the misfortunes of others than by your own.
He who is not courageous enough to take risks will accomplish nothing in life.
My goal is not to fail fast. My goal is to succeed over the long term.
Knowing yourself is the beginning of all wisdom.
Never let knowledge stand in the way of truth.
We just focus on a few outstanding companies.
What the human being is best at doing is interpreting all new information so that their prior conclusions remain intact.
It’s not enough that we do our best; sometimes we have to do what’s required.
Sir Winston Churchill
Compiled by the experts at Sophic Capital
September 21, 2020 – This has been an incredibly difficult operating environment but we’re all learning to live in a world with Covid. Economic activity is much better than anyone expected and government officials are pushing for even more stimulus. The Fed expects to keep interest rates at zero until 2023. Read More
September 17, 2020 – In this episode we interview Connor Haley and Garrett Finn of Alta Fox Capital. They recently published a 645-slide research presentation: The Makings of a Multibagger: An Analysis of the Best Performing Stocks over the Past 5 years. Listen in as Connor and Garrett talk about their research and identifying strategies to find the next multi-bagger. Read More
September 12, 2020 – Simply discussing COVID-19 will undoubtedly make this letter controversial and, in some circles, political. That is not my intent. I truly believe that something affecting all of us so deeply should be kept in the scientific realm to the extent possible, not the political. Sadly, that is not the case today in many countries. Read More
September 9, 2020 – Perhaps the most important lesson about investing I’ve learned is when there is nothing to do, do nothing. The problem is nothing may actually be the hardest thing to do. We all want to feel like we are being proactive and that requires doing something even when there’s really nothing to be done. So it takes a great deal of discipline to actually resist the urge to do something and commit to doing nothing. In that way, however, committing to doing nothing is probably the most proactive thing to do. Read More
Planet MicroCap Podcast, Episode 137: VBeating the Stock Market is Easier than Learning a New Language with Jeremy Raper, Founder and Head of Research at Raper Capital by Robert Kraft
September 2, 2020 – For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Raper, Founder and Head of Research at Raper Capital. I’ve known and been following Jeremy’s blog for a while now, and thought it was time to have him on to talk shop. We break down his investing approach, investment frameworks, process for building a position and how an Aussie ended up in London (hence the background in the video version). Read More
August 5, 2020 – In the early weeks and months of the novel coronavirus pandemic and the related shutdown of the economy, the pace of economic and health developments was frenetic. My memo writing followed suit: one a week for the first six weeks, and a total of ten over 18 weeks. After starting off at that rapid clip, I haven’t issued a memo in more than a month – which might seem like a long interval until you realize the norm in recent years has been only one per quarter. Read More
Each week as we read dozens of transcripts from earnings calls and company presentations, Avondale Asset Management takes note of interesting and important quotes from management about the economy and industry trends.
Take the financial road less traveled with Jesse Felder, who began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California.
Founded in 2011, MicroCapClub was created to be a platform for experienced microcap investors to share and discuss microcap stock ideas trading on US and Canadian markets.
Howard Marks, Director and Co-Chairman of Oaktree Capital Management, shares knowledge of the future of investing in these insightful memos.
The Planet Microcap Podcast offers education the next generation of investors in microcap stocks.
John Mauldin helps individual investors and institutions develop a clearer understanding of the forces driving the global economy and investment markets.
Robert Ross's free weekly newsletter where he reveals the most effective ways to make a fortune with safe dividend stocks.