Mikro Kap David on investing in micro and small caps, research process, newsletter, books, and more

I had the opportunity to speak with David Katunaric (Mikro Kap David), a young investor, who focuses on micro-cap and small-cap companies. He shares a lot of free content, so feel free to check out the links below: Twitter (X): https://twitter.com/david_katunaric Substack: https://themikrokap.substack.com/ Link to Joel Greenblatt class: https://focusedcompounding.com/wp-content/uploads/2018/03/Joel-Greenblatt-Class.pdf Link to Gannon compilation: https://t.co/gM0z3KdyHR Support the channel via the links below: Paypal: https://www.paypal.com/donate?hosted_button_id=VTHHMH6QP4LCL Buy me a coffee: https://www.buymeacoffee.com/Kostadin Patreon: https://www.patreon.com/Kostadin Timestamps: 0:00 Introduction 1:57 How did you decide to focus on small & micro-cap companies? 6:08 How do you find interesting companies to look further into? 9:15 Thoughts on diversification 20:10 Confidence with small & micro-cap companies 23:40 RCS Media 24:35 Diversification 28:00 Macro data 30:40 What companies surprised you the most? 35:00 The opinions of others 37:48 The benefits of having a newsletter 39:47 Favorite books & recommendations 42:31 Advice for those interested in finance, investing, and valuation 43:17 Where can people find Mikro Kap David