Guide to Microcap Stock Analysis – Step 4: Analyze the Financial Statements

Now that we are “experts” in our company’s operations, products, offerings, management, etc., we can now get into probably the most challenging piece: analyzing the financial statements. Now, I have to keep this section relatively brief as you could write an entire college textbook on this section. Given that, I will keep this quite high … Read more

Guide to Microcap Stock Analysis – Step 2: Understand the Industry

Now that we’ve passed our first reflection point, it’s time to start digging in and doing some real due diligence on your company. Note, Steps 2 and 3 (industry and company analysis) should really be done in unison. What do I mean by that? You should start by briefly researching your company’s products/offerings just to … Read more

Guide to Microcap Stock Analysis – Step 1: Exclude Blacklist Companies

Now that we’ve laid some groundwork, we now need to get into a rather controversial (to some) part of my method. There are certain companies that I will not touch, I won’t even consider them. Period. My analysis method is 100% not applicable to these companies. So, if any of these are your favorite company … Read more

Guide to Microcap Stock Analysis – Step 0: Rules of the Road

Welcome along to the journey of learning how to analyze a microcap company! This step, a very important one, will be a listing of some key ground rules for the entire process. Many of these are my personal opinion and things I’ve picked up over the years that I’ve learned to follow. These aren’t hard … Read more

Guide to Microcap Stock Analysis – Introduction

If you’re reading this, you’ve just started on my article series on how to analyze a microcap stock! This introduction article will provide you with a brief introduction to the series and give you a sense of my method for analyzing any microcap stock. I’ve broken my series into different steps, so we’ll go through … Read more