Small Cap Investing

Styles

Fishing where the analysts are not. The literature is thinner than the size premium's fame suggests.

8 books · 3 people behind it

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  1. One Up on Wall StreetPeter Lynch, John Rothchild, 1989
  2. The Zulu PrincipleJim Slater, 1992
  3. 100 BaggersChristopher W. Mayer, 2015

The people behind it 3

Each person holds a book in this entry or names it in their own tags.

Investors 2

JP
James P. O'Shaughnessy1 book here
PL
Peter Lynch1 book here

Journalists 1

JR
John Rothchild1 book here

Books 8

One Up on Wall Street
T1 One Up on Wall Street
Peter Lynch, John Rothchild · 1989 · The case for buying what large institutions cannot.
Open Library
David RolfeFrancisco Garcia ParamesFrancois RochonLindsell TrainMohnish PabraiRational Capital Investment FundAndrew LokenauthBill AckmanJoel GreenblattSahil BloomTerrance McArthur
What Works on Wall Street
T2 What Works on Wall Street
James P. O'Shaughnessy · 1996 · Where the size effect is tested rather than asserted.
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Mohnish PabraiPatrick O'Shaughnessy
The Zulu Principle
T3 The Zulu Principle
Jim Slater · 1992 · Explicitly a small-company method; concentrate where you have an edge.
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Beyond the Zulu Principle
T3 Beyond the Zulu Principle
Jim Slater · 1996 · Slater's later refinement of the small-company earnings-growth screen.
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Free Capital
T3 Free Capital
Guy Thomas · 2011 · Twelve British private investors, most of them working in small caps.
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The Small-Cap Advantage
T3 The Small-Cap Advantage
Brian T. Bares · 2011 · A small-cap manager on capacity, liquidity and why size caps returns.
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100 Baggers
T3 100 Baggers
Christopher W. Mayer · 2015 · Studies where hundred-fold returns started: almost always small.
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Mohnish Pabrai
Common Stocks and Common Sense
T3 Common Stocks and Common Sense
Edgar Wachenheim III · 2016 · Case-by-case reasoning from a concentrated small and mid cap manager.
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