Interview With Smallcap Discoveries
And a quick poll
Last week, I was invited to speak with Paul Andreola and the Smallcap Discoveries community about my investment strategy and process.
I’ve been part of the Smallcap Discoveries community for several years because we share the same goal: finding great companies early in the Canadian microcap market. If you don’t know them, I highly recommend checking them out!
During the interview, we covered several topics, including:
A presentation of the Rivemont MicroCap Fund I manage
How I source ideas
How do I find the liquidity to buy new positions
When do I sell
How I construct a concentrated portfolio
My biggest mistake and lesson
... and much more!
Please enjoy my conversation with Paul Andreola:
If you are interested in learning more about the Rivemont MicroCap Fund, feel free to contact me at Rivemont or here on Substack:
A Quick Poll
To grow the newsletter’s audience, I’ve considered partnering with other Substack writers to produce guest posts. I’ve been talking with the guys at Newgen Mindset, fellow Montrealers who’ve been active in the microcap ecosystem for a while. Their content predominantly focuses on macro views and commodities. Their Macro Chronicles series provides comprehensive monthly overviews of worldwide political, cultural and economic developments.
Suppose we can tie some of their content and ideas in a valuable and actionable way for microcap investors. Would you be interested in occasionally reading a post from them in Stocks & Stones?
I’m certainly not looking to send you more content just for the sake of more content. That’s why your feedback is important. Please let me know what you think below!
Disclaimer
This publication is for informational purposes only. Nothing produced under the Stocks & Stones brand should be construed as investment advice or recommendations. Mathieu Martin, the author, is employed as a Portfolio Manager with Rivemont Investments. This publication only represents Mathieu Martin’s own opinions and not those of Rivemont. Rivemont may own positions and transact on any securities mentioned in this publication at any time without prior notice. Always do your own research and consult a professional before making investment decisions.
If you’d like to invest in small public companies, check out this post.