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BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS

Yet Another Value Podcast

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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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