Show Notes
For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00)
Show Notes: Investing In Small Caps With Courage And Conviction BuzzFeed: Sum Of The Parts Upside Has Yet To Play Out
Transcripts
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