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Thread: Everything-Else Caps: Know What You Own And Why

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    Apr 2015
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    Post Everything-Else Caps: Know What You Own And Why

    I had been writing mostly about large-cap stocks up until a few weeks ago, so the goal of this article is to explain why I recently shifted my focus back to small-caps and mid-caps. Certain parts of my investment theses are common to all of the small- and mid-caps I cover, but detailing those aspects of my theses in the articles about each company would make those articles even longer and harder to follow. So, this article explains the common threads that apply to all small-caps and mid-caps I've written about lately, as well as others that I may write about soon

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