Sam is a friend now. After being mentioned the best young micro-cap investor of the year alongside him, we had a very interesting convo on investing in general and how he turned around his Portfolio. Investing 1h of your time and learn about Sam's strategy and much more.
Connect with Sam :)
Linkedin - https://www.linkedin.com/in/sammccolgan/
X - https://x.com/sammccolgan
Substack - https://breakoutinvestors.substack.com/p/turning-losses-into-learnings
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time Stamps
00:00 Intro
03:30 Standford MBA
09:40 5 M's framework and turning the portfolio around
13:00 How to avoid losers and technicals
27:12 Shorting
30:20 Interesting Ideas
34:30 Idea Generation
37:40 Talking with Sell-Side analysts
42:30 Opportunity Cost Optimization vs Turnover
47:28 Position Sizing
