The Security Analysis Podcast cover image

The Security Analysis Podcast

The Mikro Cap: Global Micro Cap Investing

May 15, 2024
Talented investor from Croatia discusses global micro cap investing, insider ownership benefits, portfolio strategies, and potential acquisitions. Shares insights on business analysis, management alignment, and lessons from investing in a retail turnaround story.
42:11

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Global micro cap investing emphasizes illiquidity for analytical edge.
  • Capital allocation by management is crucial for sustainable growth and investor returns.

Deep dives

Key Insights of the Podcast Episode

The podcast episode features an interview with Microwcap David, a sub-stack writer and investor from Croatia, who shares his journey into investing. David's investment approach focuses on finding attractive value in the global Microwcap space. He emphasizes the importance of thorough analysis of businesses and a value investing philosophy. David shares his experiences with trading, shorting stocks, and the evolution of his investment strategies over time.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode