Here is my microcap portfolio that I am starting as of June 2018.
Why am I starting a microcap portfolio? My day job is investing in companies (mostly private) with a revenue of between $10 – $50 million. I’ve been “betting” on small companies for years now but never putting my own money in, and frankly, I wish I had because, without sounding cocky, I’ve been right in most cases. So, I decided to allocate a part of my small savings to get into the game of what I know well – microcap companies for long-term fundamental value investing.
I have a behind the scenes investment checklist and analysis to determine whether to add the stock into my portfolio. For each stock I analyze, my plan is to share the key summary of the analysis here to I can be held accountable and keep track of and record my analysis and continually refine your investment checklist. You can read about each of the microcap company analysis by clicking on the company name below.
Also, I have to put out a disclaimer that these are my microcap stock picks so please read the disclaimer. This is NOT investment advice but my own analysis for my own portfolio.
Listed below by date added. Click on link to read analysis and rationale for the microcap stock pick.
June 27th, 2018: Manhattan Bridge Capital (NASDAQ:LOAN, Trade Price: US$7.395, MC: US$60m, Commission: -$10)
Listed below are stocks that I thought had potential and did the whole shebang analysis for only to find out that I don’t like it. A week spent on this company analysis can’t go to waste, so here is the analysis of companies that didn’t make it into my portfolio that you can still read about to see how I approached the valuation.
July 5th, 2018: DLH Holdings Corp (NASDAQ:DLHC, Share Price: US$5.42, MC: US$65m, NOT bought)
July 10th, 2018: Hudson Technologies (NASDAQ:HDSN, Share Price: US$2.37, MC: US$92m, NOT bought)