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

Chit Chat Stocks

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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.

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