We Study Billionaires - The Investor’s Podcast Network
Business:Investing
Kyle talks to Paul Andreola about how he evaluates smallcap stocks, why flipping over as many rocks as possible is such a strong strategy, why to put all your focus on profitable growing businesses, why the PEG ratio is so important for finding great opportunities, the importance of understanding the capital raising process, why value will always succeed in the long term, the current state of microcaps and much, much more!
Paul Andreola is a highly successful microcap investor who has been managing his own money for over 30 years. He is a board member for Atlas Engineered Products, Total Telcom, and Departure Bay Bay Capital. He’s a big proponent of microcap investing and runs an investing community called SmallCap Discoveries where he interviews CEOs of microcap businesses and shares his ideas and strategies.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:28 - The importance of flipping over as many rocks as possible.
05:00 - The power of owning businesses that institutions can’t invest in.
05:08 - Why focus your efforts on profitable businesses that are growing.
05:22 - How to use the price-to-earnings-growth ratio to help you identify undervalued growth stocks.
06:22 - How to add a margin of safety using the PEG ratio.
06:22 - How to use the PEG ratio to help you determine what needs to be sold.
08:43 - How increasing fund flows can attract low-quality businesses in search of capital.
09:46 - Why owning profitable companies can de-risk your investing.
09:46 - Why you should stay away from low-growth businesses even when they are cheap.
13:23 - Why you should stay away from businesses that are likely to heavily dilute shareholders.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom
TIP634: Value Investing Fundamentals w/ John Huber
BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)
RWH045: Real Success w/ Christopher Tsai
TIP633 : What I Learned from Chris Mayer w/ Clay Finck
BTC183: Bitcoin Investing Opportunities in Africa w/ Abubakar Nur Khalil
TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra
TIP631: The Bullish Energy Cycle w/ Arvind Sanger
BTC182: Bitcoin Mastermind 2Q 2024 (Bitcoin Podcast)
TIP630: The Wealthy Gardener w/ Kyle Grieve
TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve
BTC181: The US's Economic Hitman w/ John Perkins
TIP628: The Inner Scorecard w/ Mohnish Pabrai
TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve
BTC180: The Current Challenges Bitcoin Faces w/ Max Hillebrand (Bitcoin Podcast)
RWH044: How To Beat The Market w/ Bryan Lawrence
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon
BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast)
TIP625: Berkshire Hathaway w/ Chris Bloomstran
TIP624: Studying Financial History w/ Clay Finck
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Forward Guidance
Macro Voices
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast