Very important investment tenet below, imo - One of my costliest mistakes is to keep holding a stock on deteriorating fundamentals and eventually I lost all the investment. With that experience, now I don't hesitate to sell in a split second moment when I confirm that fundamentals are deteriorating or the original thesis does not hold anymore!!!

There are many great deep dives on substack/Twitter. Here is a great one on Spotify.

Most stock research can be quantified and can be analyzed easily - financials, margins, moat, TAM, near term catalysts..etc

However, one of the most important characteristic of stock performance is management quality - which cannot be quantified or easily checked.

How do you assess management?

Find below a good post summarizing mgmt quality attributes!!!

Microcaps are a good space where individual investors have an edge over professionals. Institutional investors and funds cannot invest in them and due to lack of wide spread following, many opportunities can arise. What is your favorite microcap? I would pick $SMLR!!!

$XBI seems like a good bet after 50% draw down and many companies in the index trading below cash. Some good coverage in value hive podcast below for anyone interested.

$SRTS has made new highs (including all time highs from it's IPO in 2016), Is executing well and a potential multi-bagger in the making.

Sensus Healthcare checks most of the boxes for an ideal micro cap investment. 1. Experienced and capable management with skin in the game and history of delivery 2. Innovative medical device products with a large and growing TAM 3. Profitable business with good operating margins 4. Undiscovered and under the radar and lastly 5. Multiple catalysts to create value without a need for shareholders dilution.