Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).

Show Notes:
Farmer Bros, Red Robin And Yield10 Bioscience
Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive Catalyst
Why Root's Management Doesn't Want To Sell For $19.34
Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)

Episode transcripts

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