24min chapter

Chit Chat Stocks cover image

Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio

Chit Chat Stocks

CHAPTER

Disqualifying Companies for Small Cap Investments

The chapter emphasizes three key factors - moat, management, and price - as crucial for considering small cap investments, with any deficiency leading to disqualification. It discusses the importance of moats, leadership passion, and the criteria for evaluating companies, focusing on management ownership and track record. The conversation also underlines the significance of reading proxy statements to assess management actions and highlights the impact of honesty and transparency in investment evaluation.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode