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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Graham Osborn who wrote (56099)	9/26/2015 1:46:35 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78860

Micro caps vs large caps - that's a reappearing topic the same way as concentration vs. diversification is. You won't convince Paul Senior to have concentrated portfolio. You won't convince a lot of people to buy micro caps. It's not all roses in microcap land: - You think microcaps are less efficient? Well, you are playing against insiders and hungry value investors who talk to the management (people like oddballstocks.com ). Are you sure you know more than they do? - Microcaps are mostly crappy businesses. If they were not, they would not be microcaps, they'd be large caps. Good luck buying microcaps with moat (or growth but cheap). Anyway, I'm not really on either side of this discussion. Just saying that it's simplistic to claim that microcaps are magically less efficient. And we just went through it on CoBF ( cornerofberkshireandfairfax.ca ), so I'm tired and not willing to spend too much time on it. :)