Exploring investments in billboards, broadband, and Sky Harbor valued below book value, with a focus on Boston Omaha. The discussion also touches on the future outlook for companies like Fiverr amidst the rise of generative AI, examining its impact on the gig economy and AI's role in platform operations.
With small caps, come great thrills. What about great rewards?
Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:
- If the disappearance of “the small-cap premium” is a win for investors.
- How to navigate environments with limited feedback.
- The value (or lack thereof) of book value.
Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineers: Rick Engdahl
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