Top 20 Microcaps Fundamental

Top 20 Microcaps Fundamental

by Nooresh Merani


The Stocks which are Deep Value either via – Assets, Replacement Value, Earnings, Cycle, Optionality

Investment Rationale

Heads you Win Tails you don’t Lose Much - Invest where downside is already priced in, balance sheets ensure survival, and one or two identifiable triggers can create outsized upside — positioning for luck while avoiding permanent capital loss.

Performance

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About the Manager

Understand smallcase costs and returns