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Podcast: The John Johnston Lounge
Episode: Guru Investor Portfolios 2022: Small Cap Stocks Gurus Are Buying
Description: Hot on the heels of the latest 13F filings from some of the world’s best investment fund managers, this episode focuses on 8 small cap stock investments from 5 top investors: Robert Vinall, Josh Tarasoff, Greg Alexander, Pat Dorsey, Chuck Akre.Timestamps:00:00 Introduction to small cap stock investing01:08 Investor Robert Vinall - RV Capital04:34 Trupanion08:46 Wix.com11:50 Ryman Healthcare15:40 Investor Josh Tarasoff - Greenlea Lane Capital17:20 Monday.com18:53 Investor Greg Alexander21:40 Investor Pat Dorsey23:31 Smartsheet Inc24:40 Upwork25:39 Poshmark28:10 Investor Chuck Akre29:18 DigitalBridgeReferenced videos:Robert Vinall: My Investor Q&A - with questions on management, building RV Capital and my holdings https://yo...