Just had one of the best convos I've ever had with Brent Beshore. We went deep on private markets, micro cap investing, long-term thinking, faith, and what it really means to build enduring businesses. 🎧 Spotify: creators.spotify.com/pod/profile/va… 📺 YouTube: youtu.be/Rz3uhyb5Z9E

$IZEA - One of my first original ideas Link in bio Disclaimer: I started writing at $2.60/share. The stock now trades at $3.70/share, near my cost basis. The upside is calculated using today's price.

Came just in time for the interview :)

I'm conducting a follow-up interview with Shawn, CEO of $BILD.V. Submit questions on the investor section of Value Bridge by this weekend. Questions submitted later may not be included. value-bridge.co/investors

Added 60 new stock write-ups to the site (pt 2): Pernas Research - pass on $GRC, more research on $GENC / $MPTI David Barbato - $IZEA TopSecretStocks 🤫 - $RDW LongYield - $OPEN (earnings) Szew (earnings) - $ZAL.DE, $INTR, $KSPI Wolf of Harcourt Street - $MELI (earnings)

You can find my write-up at Value Hunt $IZEA

1/2 Kind of a mixed bag for $IRIX Pro: - YoY and QoQ revenue growth - Higher Cyclo G6 system sales, suggesting an improved environment from the reimbursement situation - Retina segment back to YoY and QoQ growth Con: - Lower gross margin due to reduced probe sales - Only...

1/3 Relevant aspects from the $IRIX call: - G6 probe sales were lower due to supply constraints. They are now shipping against the resulting backlog. - Management identified additional ways to reduce operating expenses and improve gross margins, including negotiations...

To everyone unable to access the Value Bridge website, we're making changes to simplify things for you! Stay tuned. Continue accessing Q&As here: valuebridgepodcast.substack.com/t/ceo-library We'll make an official announcement soon.

1/2 $IMB.AX I really don’t understand how the market constantly seems to be caught off guard by information that has been publicly available for years. Last time, it was the shares related to the acquisition, where we even knew the exact date. Now, it’s the warrants that I had...

!UPDATE! $IMB.AX New questions from the recent earnings call and coffee microcaps presentation are now available on the Value Bridge website. value-bridge.co/p/intelligent-…

Enjoyed this conversation with Jason Hirschman H/T Tobias Carlisle 🥦 Jake Taylor 🎉 How AI/Substacks are changing microcap, $XPEL, Japanese divorce market, position sizing, CEO's that pick their toes during 1x1s....this episode has it all. youtube.com/live/5KWqLMjAF…

I bring 🥩protein to Value After Hours, 🥦 Jake Taylor 🎉 brings 🥦veggies, and Tobias Carlisle contributes 🧁dessert. Buffett AMEX Salad Oil scandal, $XPEL, position sizing, microcap/small-cap mkt evolution. Bonus: carb-loading on Capitalized Intangibles. 🍝 youtube.com/watch?v=5KWqLM…

Thrilled to be part of the 5th Value Investing Conference this October in Lisbon after watching Mohnish Pabrai's interview with Steven Bartlett! Feel free to check it out: greekvalueinvestingcentre.com/index.php/ben-…