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Guru Investor Portfolios 2022: Small Cap Stocks Gurus Are Buying
Season 1
Episode 112
Published 3 years, 11 months ago
Description
Hot on the heels of the latest 13F filings from some of the world’s best investment fund managers, this episode focuses on 8 small cap stock investments from 5 top investors: Robert Vinall, Josh Tarasoff, Greg Alexander, Pat Dorsey, Chuck Akre.
Timestamps:
00:00 Introduction to small cap stock investing
01:08 Investor Robert Vinall - RV Capital
04:34 Trupanion
08:46 Wix.com
11:50 Ryman Healthcare
15:40 Investor Josh Tarasoff - Greenlea Lane Capital
17:20 Monday.com
18:53 Investor Greg Alexander
21:40 Investor Pat Dorsey
23:31 Smartsheet Inc
24:40 Upwork
25:39 Poshmark
28:10 Investor Chuck Akre
29:18 DigitalBridge
Referenced videos:
Robert Vinall: My Investor Q&A - with questions on management, building RV Capital and my holdings https://youtu.be/uGDmvRWAgy8
Robert Vinall: What is Trupanion doing to win the pet insurance market? A chat with Darryl Rawlings (Founder & CEO) https://youtu.be/q25eUpPxYmY
#investing #investors #smallcapstocks
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.