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MikeDDKing: #4 on MicroCap Club, 100 Baggers, Screening Ideas, Rationality | ValueHunt #29

Note from Mike: I did have a stock that went up 100 times in value, but I had forgotten about it! It was only a small part of my investment in that company, and I still own the stock today.

What You'll Learn:

✅ Who is Mike? - Discover Mike's background and his pivot to investing

✅ Engineering to Investing - Lessons from transitioning careers 🔄

✅ How to Assess Yourself - Tips to measure your performance 📊

✅ MicroCap Club - Insights from Ian Cassel’s investing community 💡

✅ Screening for Ideas - Learn how Mike reads SEC filings 🔎

✅ Reaching CEOs - Strategies to connect with company leaders 📞

✅ Private Investing - How Mike made it his full-time job 📆

✅ Balancing Life & Investing - Having 6 kids and structuring your day 👨‍👩‍👧‍👦

✅ 100-Bagger Opportunities - How to spot stocks with outstanding returns 🚀

✅ Staying Rational - Navigating tough market conditions calmly 🧠

✅ Breaking Into the Industry - Advice for aspiring investors 🎯

📌 Time Stamps in the video for easy navigation! ⏱️

🔔 Subscribe for more investing content and interviews!

👁️ Watch now and level up your investing game! 🚀

Connect with Mike :)

LinkedIn - https://www.linkedin.com/in/mike-schellinger-7365354/

Connect with me :)

Linkedin - https://www.linkedin.com/in/david-barbato/

Twitter - https://twitter.com/ghrxcutvjb

Substack - https://valuehunt1.substack.com

Spotify -

Time Stamps:

00:00 Intro

00:55 Who is Mike

02:50 Engineering Background and Pivoting to Investing

06:40 How to Assess Yourself? Performance

10:05 Ian Cassell and MicroCap Club

13:05 How to Screen for Ideas and Read SEC Fillings

16:00 How to get in touch with CEO's

19:25 Full-Time Private Investing

21:45 Having 6 kids

24:32 How Mike Structures's Days as a Private Investor

31:10 Getting a 100 Bagger (see description!)

33:40 What creates outstanding returns

36:05 What to look for

37:50 Time Frame - Short term

39:50 How to stay rational when things aren't going your way

42:45 One-man show?

44:10 Why is cash a position?

45:40 How to break into the industry?

ValueHunt
ValueHunt Podcast
Podcast Philosophy:
- Always have fun and smile
- My chief focus is sharing the highest quality investment research and information I can in the most unbiased way I can
- I attribute 0 value to sub, and view count as my goal is not to turn this into a business or sell anything but rather to gain a deep understanding of the most important concepts in business, investing, and life in general.
- Meet interesting people