The Intrinsic Value Podcast - The Investor’s Podcast Network MI290: Untapped Value: Unearthing Undiscovered Stocks w/ Paul Andreola
Sep 5, 2023
Paul Andreola, a successful investor, shares his discovery system for microcap stocks, focusing on undiscovered Canadian businesses. Topics include the importance of holding onto winners, the discovery process, financing, and identifying inflection points. They also discuss manual filings analysis, evaluating businesses based on earnings and competitive advantages, the growing interest in nano caps and micro caps, institutional investor interest and risks, concentrated investing, and the concept of averaging up investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Investing in Undiscovered Small Cap Businesses in Canada
01:40 • 10min
The Advantage of Manual Filings Analysis
11:52 • 3min
Analyzing Short-Term Tailwinds and Longevity of Trends in Evaluating Businesses
14:27 • 2min
Growing Interest in Nano Caps and Micro Caps Among Retail Investors
16:18 • 5min
Institutional Investor Interest and Risks in Microcap Investing
21:42 • 15min
Approach to Concentrated Investing and Evaluating Performance
36:41 • 5min
Averaging Up Investing: Lessons Learned and Margin of Safety
41:32 • 21min