How I Got 30% Stock Portfolio Gain in Q1 (No AI Stocks)

My small cap and mid-cap stock portfolio shown in this episode returned over 30% in the first quarter of 2024, which is more than triple the return of the S&P 500 and the NASDAQ indices for the period. I walk through the 8-stock portfolio to show how this happened. See below timestamps: 00:15 Stock portfolio performance 01:46 Stock 1: Topicus 04:36 Stock 2 05:25 Stock 3 06:10 Stock 4  07:46 Stock 5  08:54 Stock 6: Tiny Ltd 10:47 Stock 7  11:36 Stock 8 Join The Art of Value Patreon for exclusive content and to support the channel: ⁠https://www.patreon.com/TheArtofValue⁠ Related episodes  Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund  https://youtu.be/dr75eoQRvcY A Next Gen Warren Buffett? Tiny's Andrew Wilkinson https://youtu.be/-fs9P_phqfQ I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.