About this episode
Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30). Show Notes: Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive Catalyst Why Root's Management Doesn't Want To Sell For $19.34 Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case) Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions