Planet MicroCap Podcast | MicroCap Investing Strategies cover image

Special Situations are Fun: Heavy Debt, Unidentified Moats, Lumpy Revenue, Uranium with Jacob Rowe, Founder and CIO of Rogue Funds

Planet MicroCap Podcast | MicroCap Investing Strategies

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The Importance of Writing in Investment Thesis Development

This chapter emphasizes the significance of developing a well-informed thesis for investments, highlighting the role of writing in clarifying investment decisions. It explores how detailed analysis of company management, ownership, and current events can influence investment outcomes, while also suggesting a narrative approach to documenting investment journeys.

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