MicroCapClub is a global community of microcap investors / 1500+ global microcaps profiled / 350+ multi baggers / 234 acquired / 10+ New Profiles Per Month
Lancaster, PA
Joined May 2011
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🔥This week @DavidBarbato_ interviewing:
John Barr, Portfolio Manager at Needham Asset Management. He has run the Needham Aggressive Growth Fund since 2010.
@JohnHuber72, founder and portfolio manager of Saber Capital Management, which has managed outside capital since 2014.
In our latest club conversation, @DavidBarbato_ sits down with James Davolos, portfolio manager at @HorizonKinetics where he has spent nearly 21 years studying exchanges and what the firm calls croupier businesses.
microcapclub.com/why-exchang…
MicroCapClub retweeted
“Buying the dip” does not automatically mean “value”.
Yes, it can sometimes be a great opportunity.
Other times it’s like catching a falling knife.
Worst case it’s like catching a stick of dynamite 🧨
Especially with Microcaps. 👇
microcapclub.com/should-i-bu…
MicroCapClub retweeted
I'm especially excited for 2 of our upcoming @MicroCapClub Club Conversations.
We'll be talking with 2 of the investors profiled on Stock Market Maestros from @cflynnlevy and Lee Freeman-Shor.
Gorm Thomassen, co-founder of AKO Capital
John Barr, portfolio manager at Needham Funds
Stay tuned!
MicroCapClub retweeted
New Article
Buffett started as a short-term cigar butt stock trader. He then started taking control of companies. He then realized it’s better to take control of companies of higher quality, so he doesn’t have to fix or sell them. The point is he kept evolving, pushing out his circle of competence. If he stayed a cigar butt investor, he would have become a relic of the past by age 40 instead of a legend.
microcapclub.com/keep-evolvi…
Here is our latest business breakdown update with Lindbergh $LDB.MI @DavidBarbato_
microcapclub.com/lindbergh-l…
MicroCapClub retweeted
@MicroCapClub has decided to open Lindbergh's ($LDB.MI) Business Breakdown to non-MCC members as well.
When: Tuesday, Oct 13th at 11:00 AM CET
Register here: riverside.com/webinar/direct…
Max Capacity: 100 people
See you on Tuesday
MicroCapClub retweeted
$LDB.MI
I'll speak with management on Tuesday for the @MicroCapClub podcast.
Any questions?
MicroCapClub retweeted
Next week I'm going to do a deep dive on exchanges with James Davolos, portfolio manager and head of research at @HorizonKinetics for the @MicroCapClub podcast.
This is going to be a great time to have this discussion!
$MIAX $ICE $CBOE $CME
We have a significant amount of investors/members attending Toronto this year!
Looking forward to another great event.
Toronto now up to 1,100+ meeting requests!
Register: meetmax.com/sched/event_1368…
Here are the top 20 most requested:
MicroCapClub retweeted
New Article - From Speculation to Investment
How microcap companies become higher quality as they grow
microcapclub.com/from-specul…
MicroCapClub retweeted
From Stock Picker
Chapter 23: We Are All Fighting the Same Battles
lnk.to/stockpicker
New platform up and running. Now is a great time to join!
forum.microcapclub.com
In this conversation, @DavidBarbato_ sits down with @YelaHermit. He began as a debt investor in Latin American oil and gas bonds, later worked in restructuring, project finance, and M&A.
microcapclub.com/what-10-yea…
Anyone that says you shouldn't watch stock prices doesn't invest in illiquid microcaps. The opportunity to buy, increase a position, even sell, can happen in seconds with a fat finger buyer/seller. Patience and discipline doesn't mean you shouldn't be actively watching.
50% of investing is taking a Warren Buffett, Charlie Munger, or Jesse Livermore quote out of context to justify something you are doing.
microcapclub.com/sitting-tig…
