My small cap and mid-cap stock portfolio shown in this episode returned over 30% in the first quarter of 2024, which is more than triple the return of the S&P 500 and the NASDAQ indices for the period. I walk through the 8-stock portfolio to show how this happened. See below timestamps:

00:15 Stock portfolio performance

01:46 Stock 1: Topicus

04:36 Stock 2

05:25 Stock 3

06:10 Stock 4 

07:46 Stock 5 

08:54 Stock 6: Tiny Ltd

10:47 Stock 7 

11:36 Stock 8

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Related episodes 

Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ

Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund  https://youtu.be/dr75eoQRvcY

A Next Gen Warren Buffett? Tiny's Andrew Wilkinson https://youtu.be/-fs9P_phqfQ

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.