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EP 334. 2021 Post Mortem and Outlook for 2022

Focused Compounding

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Is There a Micro Cap Opportunity Right Now?

We try to pick things based longer term, which means a mainly having to be a somewhat reasonable p for a business that we like. And so that's going harder, because i would say that stock prices in general have kind of a gone up faster then i would say the underlying earnings have gone up. So when i say stuff, i'm not critiquing anything or anybody. I do feel like in the companies that we follow, eh, the ideas are sort of more few and far between,. as i oppose to other micro cap investors that i follow on twitter, social media, blog stuff like that. They're saying, holy cow, there are a ton of micro cap opportunities right

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