Planet MicroCap Podcast | MicroCap Investing Strategies

Momentum, Margin of Safety, Management, Monopoly with Sam McColgan, Analyst at Breakout Investors

Aug 28, 2024

Sam McColgan, an analyst at Breakout Investors, shares his fresh perspective on micro-cap stocks driven by his unique journey from engineering to investing. He discusses the challenges of startup investments, emphasizing the significance of management integrity and networking. Sam dives into his innovative investment strategies, showcasing companies like Geodrill, Kraken, and Locafy with promising growth potential. He also reflects on lessons learned from navigating market volatility, underscoring the importance of continuous learning in the investment world.

44:54

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Episode guests

Sam McColgan

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Quick takeaways

Sam McColgan's investment philosophy hinges on the Four M's: momentum, margin of safety, management, and monopoly, guiding his decision-making process.

Networking plays a crucial role for McColgan in generating investment ideas, enhancing his learning and filtering high-quality opportunities in microcap investing.

Deep dives

Sam McColgan's Journey into Investing

Sam McColgan's background as a civil engineer led him to seek a more creative outlet, ultimately discovering investment during his recovery from long COVID. Initially planning to pursue a degree at Stanford, he redirected his focus to investing, which he found offered both intellectual stimulation through numbers and creative storytelling opportunities. His natural curiosity and inclination toward seeking bargains made the microcap investing space particularly appealing, where he could identify undervalued stocks. McColgan emphasizes how personal challenges shaped his journey, making his transition into investing a rewarding path that aligns with his interests.

Intro

2min

From Engineering to Investing

6min

Innovative Approaches in Micro-Cap Investing and Parenting

2min

Navigating Micro-Cap Investment Challenges

22min

Investment Insights: Growth Potential and Strategic Portfolios

5min

Navigating Market Volatility

7min

My guest on the show today is Sam McColgan, Analyst at Breakout Investors. While Sam is relatively new to his investing journey, he has dived right in, getting his reps in, and doing what some of the best investors in our community do: share their ideas to get as much feedback as possible. That's how you grow, that's how you become a better investor faster. In our conversation today, I wanted to highlight Sam's philosophy he's developed for himself thus far, his research process and what his goals are.

For more information about Breakout Investors, please visit: https://substack.com/@sammccolgan

You can Follow Sam McColgan on Twitter/X @sammcolgan: https://x.com/sammccolgan

To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

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The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

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