Episode

Small caps are back!

Podcast: Investing Experts
Published: Jun 11, 2026
Duration seconds: 3164
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Canonical source: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:small_caps_back
Audio: https://api.spreaker.com/download/episode/72490007/cc_i_ie_6_11_6_11_26_4_00_pm.mp3
JSON: /v1/public/podcasts/investing-experts-5798955/episodes/small-caps-are-back
Markdown: /podcast/investing-experts-5798955/small-caps-are-back.md

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Summary

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