Discovery Clubs
Stevanato (STVN) by Mark Robertson Sep 20, 2023
As we begin the hunt for this year’s collection of Best Small Companies, Ken Kavula found this candidate that produces a product with an enormous/expanding field of opportunity and execution/reliability that seems to be place STVN on the speed dial of a very significant number of major pharmaceutical companies. Their products already touch many of us and they’re expanding production (Fishers, Indiana) and business development in the United States.
Best Sources For Small Company Ideas by Mark Robertson Nov 10, 2017
We turn to the best long term performers among small company funds for sources of ideas ... the current leader board includes PRIMECAP Odyssey Aggressive Growth, T. Rowe Price New Horizons and Brown Capital Small Company.
Best Gifts Sometimes Come In Small Packages by Ken Kavula Dec 07, 2016
A great small company, in our estimation, should exhibit the same characteristics as great medium and large companies.
Gratitude For Green Thumbs by Mark Robertson Dec 02, 2016
“Anybody can do ‘this.’ We’ll show you how.”
LGI Homes by Ken Kavula Oct 31, 2016
LGIH is one of the nation’s fastest growing homebuilders. It was founded in 2003 in Texas and has been profitable every year since delivering over 11,000 homes.
Consolidated-Tomoka Land by Ken Kavula Jul 31, 2016
We like the idea of hunting down some actionable ideas among the most successful investors on our radar screen — seeking companies that aren’t on too many radar screens, yet.