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How to Invest in Microcaps
I normally don't do too much modeling. Basically what's attracted me to it has been some sort of inflection point in their business or their earnings report that showed that a tide has changed. I would say I try to steer clear of companies that are very capital intensive. One of my investments is something that goes completely against the grain of what I normally invest in. It just happens to be the biggest winner of my portfolio today.