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14min chapter
The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management
Planet MicroCap Podcast | MicroCap Investing Strategies
Mastering Micro and Small-Cap Investment Research
This chapter explores the comprehensive research process essential for micro and small-cap investing, highlighting the accessibility of company management and the significance of thorough evaluations. The speaker outlines a structured three-week approach, focusing on financial statements, management incentives, and industry analysis to inform investment decisions. Emphasis is placed on understanding cash flow, capital allocation strategies, and the importance of detailed documentation in evaluating potential investments.
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Listen to the best highlights from the podcasts you love and dive into the full episode