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Small-cap stocks: Turning over many rocks in search of a few gems

Capital Ideas Podcast

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Investing in Small-Cap Stocks: Principles and Management Quality

The chapter explores the strategy of investing in small-cap stocks by focusing on scalability, quality businesses with strong cash flow, and effective capital allocation. It emphasizes the importance of exceptional management in operational and capital allocation skills, with examples like a dollar store chain in Canada and Transdime, an aerospace company.

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