MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway

Millennial Investing - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:

• 03:55 - Rayna debunks some of the myths on investing in small cap stocks.
• 05:24 - What are some common mistakes investors make when investing in small cap companies?
• 08:28 - The benefits of including small cap companies in your portfolio.
• 09:19 - Rayna's investment criteria for finding great small and mid cap companies.
• 21:04 - How to determine if a company’s growth is sustainable and persistent.
• 24:12 - The difference between small cap growth vs small cap value strategies.
• 30:06 - How small cap companies typically perform in high inflationary, low growth environments.
• 38:15 - Why the multiple compression in small caps make them very attractive right now.
• 39:00 - What are some companies Rayna thinks have great potential right now?
• 42:13 - What is Rayna’s valuation process for small cap companies?
• 45:42 - Rayna’s conviction behind Five Below, Etsy, and Bumble.
• And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out: Polen Capital.
• Related Episode: Small Cap Investing w/ Eric Cinnamond - TIP156.

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