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MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Investing in Small Cap Companies

The small cap asset class on the whole is more inefficient than large caps. The first thing that we look for at Poland Capital is to make sure that a company is uniquely positioned with durable competitive advantages. Beyond that, we're looking for robust business models and specifically what we're trying to find are margin structures that are really conducive to generating a lot of cash"

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