Robert Mulcahy: Tiny Stocks, Lemonade $LMND, and Letting Winners Run

Macro-ops

This week is all about the micro-cap space and we have Robert Mulcahy or the @tinystockninja on Twitter. We covered a variety of topics ranging from how Robert started his investing journey, identifying mistakes and how to correct them, how he manages his portfolio and allocates capital, his view, as former insurance professional, on the $LMND AI Twitter debacle, and last but not least his bull thesis on his latest high conviction micro-cap bet: Crexendo ($CXDO).

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Here’s this week’s timestamp:

  • [0:00] Who is Robert Mulcahy?
  • [4:00] Rob’s Investing Philosophy
  • [6:00] Selling to Early: $JYNT and $ROKU
  • [15:30] When to Update Your Estimated Fair Value
  • [19:00] Portfolio Management
  • [23:00] Artificial Intelligence in the Insurance Industry? $LMND
  • [30:00] What is $LMND’s Bull Case?
  • [35:00] Disrupting the Insurance Industry
  • [39:30] Crexendo ($CXDO)
  • [47:40] Rob’s Screening Process
  • [49:00] Crexendo’s Value
  • [53:00] Crexendo’s Bear Thesis
  • [1:00:00] The First 1 Trillion Market Cap.
  • [1:03:00] What’s on Rob’s Radar?
  • [1:08:00] More from Rob and Closing Questions
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