The Intrinsic Value Podcast - The Investor’s Podcast Network

MI313: Small Cap Mastery w/ Rayna Lesser Hannaway

Dec 19, 2023
Guest
Rayna Lesser Hannaway
Rayna Lesser Hannaway, business flywheel model expert and small-cap stock investor, discusses her 5-step business flywheel approach to finding great businesses, the strength of businesses with repeatable sales, advantages of investing in small-cap stocks, dealing with valuations, determining when to exit an investment based on business fundamentals, and more.
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Episode notes
1
Introduction
00:00 • 2min
2
Investing in High Quality Small Cap Growth Companies
02:16 • 13min
3
Factors for Business Compounding and Company Example
14:58 • 4min
4
Small Cap Business Definition and Diversification Strategy
18:44 • 13min
5
The Use of Leverage in Investing and Evaluating Quality Businesses
31:52 • 6min
6
Exiting Positions and Evaluating Companies in a Portfolio
38:07 • 11min
7
A Disruptor in the Insurance Market: Goose Head Insurance
49:15 • 6min