16min chapter

Forward Guidance cover image

Secrets of Small Cap Value Investing | Kyle Mowery

Forward Guidance

CHAPTER

Small Cap Value Investing and Company Analysis

This chapter explores the concept of small cap value investing, emphasizing the importance of long-term unit economics and free cash flow. A case study of ACV auctions is provided to illustrate how focusing on value and profitability can lead to successful investments. The discussion also covers the challenges of assessing companies in the small cap spectrum, highlighting the need for thorough research and understanding management actions.

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