Learn from the gurus.

Better be wise by the misfortunes of others than by your own.
Aesop

He who is not courageous enough to take risks will accomplish nothing in life.
Muhammad Ali

My goal is not to fail fast. My goal is to succeed over the long term.
Marc Andreessen

Knowing yourself is the beginning of all wisdom.
Aristotle

Never let knowledge stand in the way of truth.
Ajahn Brahm

We just focus on a few outstanding companies.
Warren Buffett

What the human being is best at doing is interpreting all new information so that their prior conclusions remain intact.
Warren Buffett

It’s not enough that we do our best; sometimes we have to do what’s required.
Sir Winston Churchill

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Compiled by the experts at Sophic Capital

The Transcript 09.21.20 by Avondale Asset Management

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

Multibagger Interview with Alta Fox Capital by Ian Cassels

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

On the Question of Current and Future Lockdowns by John Maudlin

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

Master The Art Of Doing Nothing by Jesse Felder

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

Time for Thinking by Howard Marks

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

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Are you invested in Solar? Take a look at our Solar industry report and focused report on @UGE_Intl $UGE.V $UGEIF on our website.
https://sophiccapital.com/investment-research/

Check out the chart for Investco Solar ETF $TAN

#Solar is a good investment theme. Time to uncover some #microcaps @UGE_Intl
Investors betting on an election victory for Joe Biden are buying up clean-energy stocks, sending the share prices of some companies to all-time highs https://www.wsj.com/articles/green-energy-shares-rise-along-with-joe-bidens-polling-11597914012
$UGE.V $UGEIF #solarpower

UGE Announces US$21.5 Million in New Community Solar Projects in Maine

Full Story: https://bit.ly/3hBrp7p

@UGE_Intl $UGEIF $UGE.CA #TSXV #OTC #OTCMarkets #OTCStocks #SmallCaps #solar #cleanenergy #uge #AlternativeEnergy #Energy #RenewableEnergy #Investing

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External Resources

The Transcript

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.

The Felder Report

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.

MicroCap Club

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.

Memos from Howard Marks

Howard Marks, Director and Co-Chairman of Oaktree Capital Management, shares knowledge of the future of investing in these insightful memos.

Planet Microcap Podcast

The Planet Microcap Podcast offers education the next generation of investors in microcap stocks.

Connecting the Dots

John Mauldin helps individual investors and institutions develop a clearer understanding of the forces driving the global economy and investment markets.

The Weekly Profit

Robert Ross's free weekly newsletter where he reveals the most effective ways to make a fortune with safe dividend stocks.