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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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.
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