Ryan

"Process matters more than outcome. If you follow a good process, the outcome will eventually take care of itself." - Michael Mauboussin

$MUEL 2nd quarter eps. $17.80 vs. 7.26 38% vs. 30% GPM sales up 10.6%, SGA up 16.8% Backlog $234,212 mil. vs. $153,685 mil. & $254,516 mil. linked otcmarkets.com/stock/MUEL/new…

New post is up I introduce a $27M microcap that’s solidly profitable, cash-rich, and completely off the radar. No debt, no dilution, 30% insider ownership, and over 300 casinos running its software. It’s also tops this week’s Rational Formula 30. Find it in the usual place

“It isn't the learning that's so hard. It's the unlearning.” - Charlie Munger

My current reading plan for better investing through multi-disciplinary thinking. On a mission to find a series of books that become my regular re-reads. Previous reads that hit me this way were: - Zen & The Art of Motorcycle Maintenance - Investing: The Last Liberal Art…

Save like a pessimist and invest like an optimist.

Latest Joel Greenblatt interview... youtube.com/watch?v=FGIj4m…

I went 17 years without owning a single European stock. Now I own a few, and I’m close to pulling the trigger on more. The difference? Access to information. It’s so much easier and faster than it used to be. We’re living in the golden age of idea discovery. If you’re still…

$NTWK, no one talking about this small software company with insider purchases and announced share buyback

The crowd isn’t stupid, it’s status-seeking. Analysts chase consensus names because that’s where attention lives. But attention breeds efficiency. If you’re trying to find alpha, go where incentives keep others away.

Two books all systematic investors need on their bookshelves. They clearly explain how to implement winning systematic strategies.

I can't tell you how much I enjoy the dig. The turning over of rocks. The catalyst search or value gap. The money is the score but the search is the reward.

Contrary to popular belief, cash isn’t dying. There’s over $2.3 trillion in physical cash out there right now. That’s up from $900B in 2010. Cash isn’t obsolete. It’s just off the radar and underground. NamSys $CTZ.V provides the cash logistics systems used behind the scenes…

I once read a VIC write-up that clearly had a month of serious work behind it. The first comment was a single devastating question. The author replied: “You’re right. That breaks the thesis. I’m out.” Expertise uncompromised by attachment.

If you're looking for very illiquid microcaps, here are 12 names between $3k and $30k in average daily volume. They’re pulled from the top of one of my ranking systems specifically designed to find tiny, overlooked companies. 👇 1. Alithya Group, Inc. – $ALYAF – 170M USD IT…