Undiscovered Compounders

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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.
 • Undiscovered Compounders
Atlas Salt: Reading Between the Lines of a $10M Raise
The brokers put their own balance sheet behind it.
 • Undiscovered Compounders
5 Small Caps I Want to Own, and Exactly What I'm Waiting For
Hundreds screened. These 5 survived.
 • Undiscovered Compounders
$40M market cap vs. $120M in assets (and that's being conservative).
A better way to play Atlas Salt.
 • Undiscovered Compounders
When Knowing the Future Makes You Go Broke
Lessons from Haghani & White (2024)
 • Undiscovered Compounders
AI Inherited Your Hidden Investing Biases. Science Found How to Fix Them.
48 models tested. 11 biases exposed. A playbook to use AI without importing your own blind spots.
 • Undiscovered Compounders
The Branch Fallacy: A Repeatable Way to Beat Wall Street
When branches snap, roots get mispriced.
 • Undiscovered Compounders
P/E: The Most Misunderstood Ratio in Finance
The P/E isn’t value. It’s a story.
 • Undiscovered Compounders
IQ < RQ in Investing
I could even have written “RQ > IQ in Life”, but it would just be an opinion.
 • Undiscovered Compounders
The Biggest Myth in Behavioral Finance
Why most behavioral finance advice weighs you down instead of helping you.
 • Undiscovered Compounders
The Most Predictable “Irrational” Behavior in Markets
Yet it is one of the rarest.
 • Undiscovered Compounders
The "Best Ideas" Portfolio: A Shortcut to Great Businesses
No noise. No predictions. Just structured thinking on equity investing.
 • Undiscovered Compounders
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