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  • 2 weeks later...
  • 2 weeks later...
  • 3 years later...
Posted

Finally watching to talk by Brian Bares that everybody was watching a couple months ago:

 

 

Good stuff, he's no BS and I like that.

 

Good talk.

  • 10 months later...
Posted

The book is ok. I can't say I learned a lot from it though.

 

The title is pretty misleading in my opinion. It hardly talks about the "small cap advantage" itself and instead outlines what it took to start his hedge fund.

 

The book goes into pretty good detail on the ins and outs of the fund business, not the business of selecting stocks.

 

To be honest, it reads like an advertisement for his own fund which started out in small caps. You can hardly call his current portfolio "small caps." That's what happens when you grow your AUM, as he astutely points out in his book, those that are successful in small caps naturally have to leave them behind.

 

I thought his talk was better than the book, but if you're interested in starting a fund, this one is much better than 'So You Want to Start a Hedge Fund?' by Ted Seides.

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