BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
Yet Another Value Podcast
How to Choose the Right Microcap Investment for You
I'm looking for investments that you can call a no-brainer, right? You know, this is the beauty of microcap land across the world where it can be trading for five times for casual and it can be growing at 30, 40%. So, I guess when you find a situation like that, if it's that compelling then it's sort of okay. If you're expecting to return, you know, maybe 30, 40%, then, yeah, I'm willing to live with,. you know, differential and interest rate risk, for instance. Kate: What kind of spreads do you need between emerging or international markets versus US domestic stock? And what type of expected return do you
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