Planet MicroCap Podcast | MicroCap Investing Strategies cover image

Mid-Year 2023 MicroCap Review with Andrew Walker (Yet Another Value Podcast) Jason Hirschman (Hudson 215 Capital) Maj Soueidan (GeoInvesting)

Planet MicroCap Podcast | MicroCap Investing Strategies

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Major Sector Collapses in the First Half of 2023

A lot of banks that two, six months ago would have fallen into the small or mid-cap sector now are in the micro cap sector just because their stocks have been cut in half. I think Silicon Valley, first Republic, the other guys like those were mismanaged banks that were one offs. So you're buying really well capitalized banks at half of book. And I think it's a big opportunity.

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