Exploring The Potential of Illiquid Microcaps in Investment

This chapter explores the lucrative opportunities within the microcap market, showcasing success stories of companies that have achieved remarkable growth. It also references historical performance data indicating that illiquid microcaps have outperformed larger market cap classes, highlighting the investment potential in smaller companies.

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IN THIS EPISODE, YOU'LL LEARN:

03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.
07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.
13:17 - How energy impacts inflation with Josh Young.
31:55 - Why investors should consider microcaps with Ian Cassell.
38:40 - The vindication of the dollar milkshake theory with Brent Johnson.
47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Trey Lockerbie's Twitter.
Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371.
Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397.
Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421.
Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429.
Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455.
Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480.
Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507.

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