Small caps are back!

Small caps are back!

June 11, 2026 · 53 min

About this episode

The episode discusses the resurgence of small cap investing and highlights specific stocks and strategies.

For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing 's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00) Show Notes: Investing In Small Caps With Courage And Conviction BuzzFeed: Sum Of The Parts Upside Has Yet To Play Out Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Topics covered

Keywords

Mentioned in this episode

Organizations: BuzzFeed, Arq, Cineverse

More episodes of Investing Experts

Explore listener stats, chart rankings, contacts and more on the Investing Experts podcast page.