I’m fascinated with the world of micro cap stocks. For most of the last 10 years, I completely ignored them because of the reputation of penny stock pumpers and the amount of truly garbage public microcap companies.
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..
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!
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.
$SLP is a great microcap that I’ve held since 2017
$Arbe I am watching if they will turn profitable their concept of light independent radar sounds interesting, lets see if it gets going...