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The Lagging Performance of Small-Caps: An Opportunity for Investors?

This Week in Intelligent Investing

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The Effect of M&A on Small Caps

There's something definitely different with today's generation of really large companies versus prior generations. Some large companies have ended up becoming small caps over the last one and a half years since the peak of the COVID euphoria in stock markets. M&A kind of gets recycling of capital that gets to flow back into new pieces that haven't had a bit for whatever reason. And then you also, I think, do have an increasing number of small cap companies that are unprofitable.

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