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The Mikro Cap: Global Micro Cap Investing

The Security Analysis Podcast

CHAPTER

Exploring Early Investing Experiences and Major Influences

This chapter delves into the speaker's early experiences with investing, their preference for analyzing businesses over trading stocks, and their reflections on initial approaches inspired by investing legends like Buffett and Munger. It discusses major investing influences, the importance of estimating normalized earnings, and insights gained from prominent investors like Jeff Gannon and Steven Christ. The chapter also outlines the speaker's unique investment approach focusing on illiquidity, downside protection, and capital allocation in the micro-cap space.

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