

MicroCaps in 2023: Boring is Sexy Again with Paul Andreola (Small Cap Discoveries), Jason Hirschman (Hudson 215 Capital), Maj Soueidan (GeoInvesting)
Dec 27, 2023
MicroCap legends Paul Andreola, Jason Hirschman, and Maj Soueidan discuss why boring MicroCap stocks are considered sexy again in 2023. They reflect on the year, discuss improving valuations and takeouts in the market, shifting perspectives on investing in mundane industries, and investing in micro caps. They also explore the impact of crypto on the gold market and discuss the challenges and timing of investing in micro-caps.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
Reflections on the Year 2023
03:24 • 22min
Improving Valuations and Takeouts in the Market
25:14 • 20min
Shifting Perspectives on Investing in Mundane Industries
45:17 • 4min
Improving Companies through Generational Changes and Automation
49:33 • 3min
Investing in Micro Caps: Differing Perspectives
52:35 • 9min
Crypto's Impact on Gold Market
01:01:13 • 12min
Telecommunications Company with Two Parts to its Business
01:13:19 • 4min
Investing in Micro-Caps: Challenges and Timing
01:17:49 • 5min