The Intrinsic Value Podcast - The Investor’s Podcast Network

MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway

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IN THIS EPISODE, YOU’LL LEARN:

  • 03:55 - Rayna debunks some of the myths on investing in small cap stocks. 
  • 05:24 - What are some common mistakes investors make when investing in small cap companies?
  • 08:28 - The benefits of including small cap companies in your portfolio. 
  • 09:19 - Rayna's investment criteria for finding great small and mid cap companies. 
  • 21:04 - How to determine if a company’s growth is sustainable and persistent. 
  • 24:12 - The difference between small cap growth vs small cap value strategies. 
  • 30:06 - How small cap companies typically perform in high inflationary, low growth environments.
  • 38:15 - Why the multiple compression in small caps make them very attractive right now. 
  • 39:00 - What are some companies Rayna thinks have great potential right now? 
  • 42:13 - What is Rayna’s valuation process for small cap companies? 
  • 45:42 - Rayna’s conviction behind Five Below, Etsy, and Bumble. 
  • And much, much more! 


    • *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


    BOOKS AND RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
    • Check out: Polen Capital.
    • Related Episode: Small Cap Investing w/ Eric Cinnamond - TIP156.


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          • Connect with Polen Capital: Twitter |LinkedIn 

          Connect with Rebecca: Twitter | Instagram


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          The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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