TIP607: Small But Mighty: Uncovering Smallcap...

In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across ...  Show more

In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 03:55 - Rayna debunks some of the myths on investing in small cap stocks. 05:24 - What are some common mistakes investors make when investing in small cap companies? 08:28 - The benefits of including small cap companies in your portfolio. 09:19 - Ra ...  Show more

Kyle Grieve chats with Jeremy Kokemor about why Jeremy has utilized Buffett’s 0/6/25 model and why he thinks it’s so powerful, why value, growth and quality are all important for successful investing, why price isn’t the only way to get a margin of safety, why investors should lo ...  Show more

In this conversation we cover:

- Paul's background

- How he uses the CANSLIM method in Canadian microcaps

- His criteria for picking stocks

- Why low volume stocks are enticing

- How he manages his time

- What it takes to be a successf ...

Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what ...  Show more