Small caps and micro caps
The size premium and the illiquid end of the market where a small manager can still find things nobody has looked at.
10 books · 3 people behind it
Start here
- One Up on Wall StreetPeter Lynch, John Rothchild, 1989
- The Zulu PrincipleJim Slater, 1992
- The Small-Cap AdvantageBrian T. Bares, 2011
The people behind it 3
Each person holds a book in this entry or names it in their own tags.
Investors 2
Journalists 1
Books 10
Peter Lynch, John Rothchild · 1989 · The case for buying what large funds have grown too big to own.
James P. O'Shaughnessy · 1996 · The long-run backtests that put numbers on the size and value effects.
Jim Slater · 1992 · Pick a narrow patch of smaller companies and know it better than anyone.
T3 Free Capital
Guy Thomas · 2011 · Twelve UK private investors, most of them working in small and micro caps.
Brian T. Bares · 2011 · A small-cap manager on capacity limits and why size is an edge.
John Mihaljevic · 2013 · Where small-cap and special-situation ideas actually come from.
T3 100 Baggers
Christopher W. Mayer · 2015 · Study of hundredfold returns, nearly all of which started small.
Edgar Wachenheim III · 2016 · Case-by-case reasoning from a manager working below institutional size.