YouSaid · the spoken record

Kyle Mowery

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101

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2024-02-19

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2024-02-19

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1. “Yeah, great question. Before we jump in, just a quick disclaimer for the legal and compliance folks that Grizzly Rock managers a private fund. This is not a solicitation or any sort of investment advice, simply a discussion. Looking very much forward to that for informational and entertainment purposes only. So small cap value. Small caps are definitely their own world, if you will, within public markets, right? We're in a world in which MAG 7 and NVIDIA is up just year to date. I think we're in week six and NVIDIA is up $700 billion this year. Wild, right? But there's a whole host of businesses in the Russell 2000 that are sort of a unique sandbox, right? And for many of us, well, less of us than there used to be, but many of us play in that sandbox.”

   2024-02-19 · Forward Guidance · Secrets of Small Cap Value Investing | Kyle Mowery · IDENTIFIED FROM THE TRANSCRIPT