EPISODE · Sep 1, 2022 · 31 MIN
Guru Investor Portfolios 2022: Small Cap Stocks Gurus Are Buying
from The John Johnston Lounge · host John Johnston
Hot on the heels of the latest 13F filings from some of the world’s best investment fund managers, this episode focuses on 8 small cap stock investments from 5 top investors: Robert Vinall, Josh Tarasoff, Greg Alexander, Pat Dorsey, Chuck Akre. Timestamps: 00:00 Introduction to small cap stock investing 01:08 Investor Robert Vinall - RV Capital 04:34 Trupanion 08:46 Wix.com 11:50 Ryman Healthcare 15:40 Investor Josh Tarasoff - Greenlea Lane Capital 17:20 Monday.com 18:53 Investor Greg Alexander 21:40 Investor Pat Dorsey 23:31 Smartsheet Inc 24:40 Upwork 25:39 Poshmark 28:10 Investor Chuck Akre 29:18 DigitalBridge Referenced videos: Robert Vinall: My Investor Q&A - with questions on management, building RV Capital and my holdings https://youtu.be/uGDmvRWAgy8 Robert Vinall: What is Trupanion doing to win the pet insurance market? A chat with Darryl Rawlings (Founder & CEO) https://youtu.be/q25eUpPxYmY #investing #investors #smallcapstocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Guru Investor Portfolios 2022: Small Cap Stocks Gurus Are Buying
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