Jacob Rowe, Founder and CIO of Rogue Funds, shares his insights on microcap investing and special situations. He discusses the challenges of investing in companies with heavy debt and fluctuating revenues, drawing on personal experiences. Jacob emphasizes the need for thorough analysis to uncover mispriced opportunities, particularly in the uranium market amid geopolitical tensions. The conversation also touches on the importance of crafting a strong investment thesis, highlighting how writing can clarify and shape investment decisions.
