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4min chapter
MicroCaps in 2023: Boring is Sexy Again with Paul Andreola (Small Cap Discoveries), Jason Hirschman (Hudson 215 Capital), Maj Soueidan (GeoInvesting)
Planet MicroCap Podcast | MicroCap Investing Strategies
Shifting Perspectives on Investing in Mundane Industries
This chapter explores the changing mindset towards investing in seemingly boring industries, such as canned vegetables and HVAC businesses. It discusses the potential for ownership transition and consolidation in these industries, as well as the value of recognizing opportunities at the bottom of the market.
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