Small companies have a much higher likelihood of success when they're pursuing adjacencies. They also have better access to talent than ever before, especially in this remote working world. It's really a different playbook today with digital that changes the risk and reward for these companies. And then when you think about these direct to consumer relationships that companies are developing, they can use those relationships to do lower risk research and development.
IN THIS EPISODE, YOU’LL LEARN:
03:55 - Rayna debunks some of the myths on investing in small cap stocks.
05:24 - What are some common mistakes investors make when investing in small cap companies?
08:28 - The benefits of including small cap companies in your portfolio.
09:19 - Rayna's investment criteria for finding great small and mid cap companies.
21:04 - How to determine if a company’s growth is sustainable and persistent.
24:12 - The difference between small cap growth vs small cap value strategies.
30:06 - How small cap companies typically perform in high inflationary, low growth environments.
38:15 - Why the multiple compression in small caps make them very attractive right now.
39:00 - What are some companies Rayna thinks have great potential right now?
42:13 - What is Rayna’s valuation process for small cap companies?
45:42 - Rayna’s conviction behind Five Below, Etsy, and Bumble.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Help us reach new listeners by leaving us arating and reviewon Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!