Planet MicroCap Podcast | MicroCap Investing Strategies

How to Identify Multibagger Stocks with Paul @Investmentideen

Jul 27, 2023

Paul, a small and microcap investor, shares his experience with the Small Cap Discovery framework and its impact on his investing process. He discusses the adoption of a microcap investing framework and gives examples of investments that have benefited him. They also explore how to identify multibagger stocks and provide recommendations for microcap investors.

48:24

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Episode guests

Paul

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Episode notes

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Quick takeaways

Finding opportunities early and focusing on valuation are crucial aspects of successful microcap investing.

Developing a process, learning from successful investors, and practicing accurate valuation techniques are key for new microcap investors.

Deep dives

Summary of the podcast episode

In this podcast episode, the guest, Paul, discusses the small and microcap investing framework developed by Paul Andreola and Brent Mackie. He talks about how this framework impacted his investing process and shares examples of investments where he benefited and made mistakes. Paul emphasizes the importance of finding opportunities early, not overpaying for a company, and focusing on valuation. He also recommends new microcap investors to develop a process, learn from successful investors, and practice valuation techniques.

Introduction

3min

Introduction and Discussion on Small Cap Discovery Framework

3min

Discussion about the guest's background and experience at Constellation Software

2min

Adopting a Framework for Microcap Investing

23min

Identifying Multibagger Stocks

12min

Final Thoughts on a Tweet Thread and Recommendations for Microcap Investors

5min

My guest on the show today is Paul, a small and microcap investor better known by his Twitter handle @Investmentideen. We've been going back and forth on doing an interview for a while, and he recently published a thread on how Paul Andreola and Brandon Mackie's investing framework, "Small Cap Discovery", has impacted his investing process. The thread is in the show notes by the way. Paul and Brandon are great friends of Planet MicroCap, and the presentation they did on this framework back in 2016, I was in the room for that, not to mention the many times both of them have been on the podcast. So, I thought it was really cool that Paul found this framework and his been able to extrapolate from there a Small/MicroCap strategy that works for him. We talk about the framework, how Paul implements it and some examples of investments he's made where he's benefitted, as well as made mistakes.

You can Follow Paul on Twitter @Investmentideen: https://twitter.com/Investmentideen

Twitter thread "How to Identify Multibagger Stocks": https://twitter.com/Investmentideen/status/1680506750485819397

Today's episode is sponsored by:

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Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

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The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

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