Planet MicroCap Podcast | MicroCap Investing Strategies

How to Identify Multibagger Stocks with Paul @Investmentideen

27 snips

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.

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Introduction

00:00 • 3min

Introduction and Discussion on Small Cap Discovery Framework

03:07 • 3min

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

06:27 • 2min

Adopting a Framework for Microcap Investing

08:07 • 23min

Identifying Multibagger Stocks

30:52 • 12min

Final Thoughts on a Tweet Thread and Recommendations for Microcap Investors

43:07 • 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

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