
MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway
Ajayshrees
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<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>03:55 - Rayna debunks some of the myths on investing in small cap stocks. </li><li>05:24 - What are some common mistakes investors make when investing in small cap companies?</li><li>08:28 - The benefits of including small cap companies in your portfolio. </li><li>09:19 - Rayna's investment criteria for finding great small and mid cap companies. </li><li>21:04 - How to determine if a company’s growth is sustainable and persistent. </li><li>24:12 - The difference between small cap growth vs small cap value strategies. </li><li>30:06 - How small cap companies typically perform in high inflationary, low growth environments.</li><li>38:15 - Why the multiple compression in small caps make them very attractive right now. </li><li>39:00 - What are some companies Rayna thinks have great potential right now? </li><li>42:13 - What is Rayna’s valuation process for small cap companies? </li><li>45:42 - Rayna’s conviction behind Five Below, Etsy, and Bumble. </li><li>And much, much more! </li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out: <a href="https://www.polencapital.com/" rel="noopener noreferrer" target="_blank"><strong>Polen Capital</strong></a>.</li><li>Related Episode:<strong> </strong><a href="https://www.theinvestorspodcast.com/episodes/eric-cinnamond/" rel="noopener noreferrer" target="_blank"><strong>Small Cap Investing w/ Eric Cinnamond</strong></a><a href="https://www.theinvestorspodcast.com/millennial-investing/studying-superinvestors/" rel="noopener noreferrer" target="_blank"><strong> - </strong></a><a href="https://www.theinvestorspodcast.com/episodes/eric-cinnamond/" rel="noopener noreferrer" target="_blank"><strong>TIP156</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbs
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MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway
Ajayshrees