Episode 31 - Mariusz Skonieczny

✔️Summary: 

In this interview, Mariusz Skonieczny discusses the concept of microcap investing, which focuses on small companies with market caps below $100 million. Mariusz explains that large institutional investors tend to overlook these companies due to their smaller size and prefer to invest in well-known, large-cap companies like Microsoft or Tesla. However, individual investors can find opportunities in the microcap space because of the higher probability of mispricing and the lack of interest from big financial institutions.

Mariusz emphasizes the importance of conducting thorough due diligence when investing in microcap companies. He suggests looking beyond the publicly available information and directly engaging with company management, former employees, and other investors to gain a comprehensive understanding of the business. He also highlights the importance of having a long-term perspective when investing in microcap companies and staying patient as these investments may take years to materialize.

The conversation also touches on the idea of value investing and the need to remain open-minded about investment opportunities. Mariusz shares an example of investing in a cannabis company despite initial reservations, based on a unique opportunity that presented itself.

⭐️About Mariusz:

Mariusz has been focusing on investing in microcap and small cap companies since 2008/2009. He believes that these companies offer great opportunities for outsized returns because there is barely any competition in this space. The investment industry ignores microcap and small cap companies, which means that there is less competition for these investments. Over that time period, Mariusz has generated a 400X return on his investments. This was not easy and there was definitely some volatility along the way. However, Mariusz believes that the potential rewards are worth the risks. If you are looking for investments that others are not willing to take, then microcap and small cap companies may be a good option for you. Mariusz also offers a private membership website called MicroCap Explosions, where he shares his portfolio picks with write-ups, CEO interviews, and continuous updates. However, if you are a traditional investor who prefers to invest in companies that everyone else is talking about, then MicroCap Explosions is not for you. Mariusz believes that if you hear about an investment on TV, then it is probably too late to invest in it.

💜 Where to find Mariusz:

► Website: https://microcapexplosions.com/

► YouTube: https://www.youtube.com/@SkoniecznyMariusz

► X (fka Twitter): Mariusz Skonieczny (@ClassicValueInv)

►LinkedIn: linkedin.com/in/mariuszskonieczny