Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio
With Todd Wenning and Jim Gillies
Reminder: these are show notes that should be read in conjunction with the podcast. Do not expect these notes to be a polished research report. Enjoy the episode and listen wherever you get your podcasts!
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Show Notes
This week, we bring Todd Wenning and Jim Gillies back to the Chit Chat Stocks podcast. Both have spent many years in various investing roles but are now focused on discovering strong companies off the beaten path.
Todd has recently started Flyover Stocks, which aims to study overlooked and misunderstood companies with wide economic moats:
Jim has spent many years at the Motley Fool and is currently the lead advisor for Hidden Gems Canada. You can find more of his work here: https://www.fool.ca/order/hidden-gems-canada-retail/
Our focus for today’s episode was how someone can properly invest in these small, underfollowed companies. We discussed the importance of clean balance sheets, generating positive cash flow, and the starting price you pay for a stock.
But one thing came up time and time again in our conversation: management. Todd and Jim said they are looking for management teams that “just get it” for their portfolios. Above all else, a good management team is what separates a strong performing flyover stock (or hidden gem) from one that muddles around in obscurity forever.
What does that mean, to just “get it”? You’ll have to listen to the podcast episode to hear their full thoughts!
Oh, and I think this JRo Show episode might interest you too:
Hope everyone is having a great week,
Brett