After a rocky quarter, it’s good to take a step back, open a proverbial beer and light a proverbial cigarette…

It didn’t feel like it the past month, but in reality, small & micro cap investing is changing my life!

Before small & micro, I had very mixed results. Sometimes I did well, sometimes the market was ahead of me. In the last 4.5 years, I have looked at small-caps that everyone hated but were showing signs of success and inflection.

I was the “smartest guy in the room” - in a lot of empty rooms… I focus on companies that never had a call with investors… Nobody cares, and institutions can’t own them…

Blessed to keep solving this endless puzzle, while harvesting returns as a side effect. I will continue to learn and improve, and continue to use the small cap advantage in my favor!