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MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway
Episode 379
Published 3 years, 6 months ago
Description
IN THIS EPISODE, YOU’LL LEARN:
- 03:55 - Rayna debunks some of the myths on investing in small cap stocks.
- 05:24 - What are some common mistakes investors make when investing in small cap companies?
- 08:28 - The benefits of including small cap companies in your portfolio.
- 09:19 - Rayna's investment criteria for finding great small and mid cap companies.
- 21:04 - How to determine if a company’s growth is sustainable and persistent.
- 24:12 - The difference between small cap growth vs small cap value strategies.
- 30:06 - How small cap companies typically perform in high inflationary, low growth environments.
- 38:15 - Why the multiple compression in small caps make them very attractive right now.
- 39:00 - What are some companies Rayna thinks have great potential right now?
- 42:13 - What is Rayna’s valuation process for small cap companies?
- 45:42 - Rayna’s conviction behind Five Below, Etsy, and Bumble.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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- Related Episode: Small Cap Investing w/ Eric Cinnamond - TIP156.
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