Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29

Bullish:

• $SWEDISHSTOCKS - Swedish microcap stocks are attractive due to their profitability, English-speaking CEOs, and perceived higher management honesty compared to US counterparts.

  • “I think Sweden actually has a large number of individual companies, which I think are small but profit making. I think Sweden, you have a lot of CEOs who speak English. You also have a lot of CEOs tend to be very I hate to say it, a little more honest in some ways than than American Michael Kepp CEO”

    Jason·51:22
• $MICROCAPS - AI tools are expected to enhance the analysis of GAAP financial statements for microcap and small-cap stocks, potentially unlocking hidden value and more accurate economic earnings.

  • “I think AI tools are going to allow investors to much more easily manipulate GAAP financial statements to unlock more accurate economic earnings. And this is what microcap and small caps have historically lacked.”

    Jason·24:00
• $JAPANDIVORCE - The Japanese divorce market presents interesting investment opportunities, likely due to recent legal changes.

  • “We're we're we're fascinated with Japanese divorces here at Hudson two fifteen Capital.”

    Jason·42:32

Bearish:

• $USMICROCAPCEOS - US microcap and small-cap management teams are seen as overcompensated compared to their foreign counterparts, potentially impacting company performance and investor returns.

  • “I think American management teams, compared to the price you see for, like, foreign management teams, I think we're, in some ways, grossly overpaid at the micro cap, small cap level.”

    Jason·52:16