Undiscovered Compounders
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Investment Thesis
30% of my portfolio sits in this microcap compounder. Here is why.
The downside is bounded, the upside is not. That is why I sized it this big.
Jun 6
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Undiscovered Compounders
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5 Small Caps I Want to Own, and Exactly What I'm Waiting For
Hundreds screened. These 5 survived.
May 30
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Undiscovered Compounders
18
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$40M market cap vs. $120M in assets (and that's being conservative).
A better way to play Atlas Salt.
May 16
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Undiscovered Compounders
16
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1
Atlas Salt: The Best Risk/Reward Setup I’ve Seen in My Career
500+ hours of work condensed into 40,000 words, for free.
May 16
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5
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