# Small caps are back! Page: https://stenobird.com/podcast/investing-experts-5798955/small-caps-are-back Text version: https://stenobird.com/podcast/investing-experts-5798955/small-caps-are-back.md Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955) Published: 2026-06-11T23:11:19+00:00 Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:small_caps_back Audio file: https://api.spreaker.com/download/episode/72490007/cc_i_ie_6_11_6_11_26_4_00_pm.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/small-caps-are-back Duration seconds: 3164 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/small-caps-are-back/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investing-experts-5798955/small-caps-are-back.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.