Small Caps w/ Strong Brands

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 14 January 2023

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss: - How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I think that what you really want to do is focus on companies that seem to be doing what
0:06.3	to as opposed to has to do.
0:09.3	Right?
0:10.3	So you will see companies out there that are smaller companies that are going out and
0:15.0	they are investing.
0:16.4	They're investing in new factories, they're investing in new initiatives.
0:22.6	They are actually showing you that they have some financial strength.
0:30.3	I'm Chris Hill and that's Motley Fool's Senior Analyst Bill Mann.
0:34.6	He's also the head of small cap research here at the Motley Fool.
0:38.0	Ricky Mulvey caught up with Bill to talk about how to narrow your search for small cap
0:42.1	stocks, key metrics to watch, why boring businesses can make great investments and one business
0:48.0	that deals in the sexy world of rust prevention.
0:55.0	These are the companies that are like harder to cover on the show because, yes, exactly.
0:58.6	I mean, we're not talking about Amazon and Netflix as much.
1:01.2	These are the ones, these are the waters that institutional money dare not fish in.
1:05.7	And that's exactly right.
1:07.2	That's why small caps are a place where every investor should try to pay attention because
1:13.0	it's not easy.
1:14.8	Before we dive into some of the individual names, if you're a beginner, how do you approach
1:21.5	capital allocation for these companies?
1:24.8	If you're investing, this is not your 401k money necessarily, but you're saving a couple
1:30.6	hundred bucks or a hundred bucks every month and you're looking to invest in some stocks,
	...

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