In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a young self-taught investor to managing large capital funds, emphasizing the importance of understanding a company’s fundamental operations over just financial metrics.

He also discusses the implications of the global realignment on investment strategies, offering insights into how international markets, particularly small-cap stocks, may offer promising opportunities.

Dan offers practical advice for young investors and underscores the value of mentorship and continuous learning.

00:00  Introduction and Guest Welcome

00:52  Dan's Early Interest in Stocks

02:20  A Day in the Life of an Investor

05:16  Career Path and Key Experiences

08:53  Advice for Aspiring Investors

14:41  Investment Strategies and Philosophy

18:28  Identifying Promising Small Companies

24:55  Evaluating Management Teams

25:53  Identifying Companies with Strong Execution Plans

26:11  Case Study: Swedish Online Pharmacy

27:46  Automation and Scale in the Pharmaceutical Industry

29:02  Global Market Trends and Company Strategies

32:24  The Great Global Realignment

37:23  Opportunities in Changing Markets

42:08  Investment Strategies and Diversification

45:20  Advice for Young Investors

48:56  Conclusion and Resources

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

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More from Dan:

Why international and why now? -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/10523/Why_international_and_why_now/

The Great Global Realignment: International Small Company Fund Q1 update -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/14361/The_Great_Global_Realignment_International_Small_Company_Fund_Q1_update/

Polar Capital LinkedIn: https://www.linkedin.com/company/polar-capital-us/posts/?feedView=all

What do Dave and Andrew recommend?

Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠finchat.io/IFB⁠

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