This article really resonated with me... I have small positions in these sub $1B companies: $WELL, $VCI, $SYZ, $PNG, $MI.UN, $IQ, $CTS, $HOM.UN, $GSI, $AEP, $LMN, $ADEN, $ISV and a more significant position in $BELFB. I know you've written extensively on $ISV... your deep dive was very validating for me.😆 Curious to hear your thoughts on any of the others... but no pressure!
Hi Austin. Good idea to move in to microcaps. I follow one of those called Intellicheck (IDN, 4% position for me). Happy to share my theses if you are interested.
Holding Is more difficultà than buying,I was long tesla at 60$ and sold at 110 thinking I was a Genius..
Yes.... holding is probably the hardest thing to do
This article really resonated with me... I have small positions in these sub $1B companies: $WELL, $VCI, $SYZ, $PNG, $MI.UN, $IQ, $CTS, $HOM.UN, $GSI, $AEP, $LMN, $ADEN, $ISV and a more significant position in $BELFB. I know you've written extensively on $ISV... your deep dive was very validating for me.😆 Curious to hear your thoughts on any of the others... but no pressure!
Keep up the great work!
Hey Justin. Thanks for the kind words. Really appreciate you reading and congrats on your investment journey. Wasn’t me that wrote about ISV!
Whoops... I think it was someone else that wrote about $ISV😬
Hi Austin. Good idea to move in to microcaps. I follow one of those called Intellicheck (IDN, 4% position for me). Happy to share my theses if you are interested.
Hi Ashish, would love to hear your thesis!
Where can I email you? it is a word document
$SLP is a great microcap that I’ve held since 2017
Nice! I will check it out
$WELL.TO is another good one
$Arbe I am watching if they will turn profitable their concept of light independent radar sounds interesting, lets see if it gets going...
Interesting Kai. Thanks for sharing. Good luck!