Courage & Conviction Investing (Second Wind Capital)

Courage & Conviction Investing, the founder of Second Wind Capital, dives deep into the fascinating world of high-conviction small- and micro-cap investing. He shares a philosophical take on his investment strategies, discussing the promising yet challenging positions in Green Plains and Cineverse. The conversation shifts to the impact of tariffs, macro uncertainties, and contrasts the small-cap space with AI-driven mega-cap momentum. Engaging insights on navigating market realities and prioritizing life alongside investing make this discussion a treasure for investors.