Co/Report
Legacy of Wall Family
Top 50 Microcap Manager: Artem Fokin
For this week’s Top 50 Microcap Investor, we are excited to present Premium Member Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital LLC. When asked to describe his investment strategy as simply and as concisely as possible, he has managed to respond with just three words: “hunting for multi-baggers”
Learn more about Artem and his investment process in our feature here.
Wall Family Legacy
The Wall family was a vital part of creating and supporting businesses in Myrtle Beach and Conway, South Carolina. Both E. Craig Wall Senior and Junior were very successful in business, serving the local community and contributing to parts of higher education that would have a profound impact on many students.
Here at Co/Investor Club, majority of our team is comprised of Coastal Carolina students, alum and Wall Fellows - A leadership and professional development program created by E. Craig Wall Junior. The Wall Family has left a remarkable legacy in career leadership, philanthropic efforts and education.
Read our special feature on the history and legacy of the Wall Family
Written by Shelbi Ankiewicz, Co/Investor Club summer marketing intern and Wall Fellow
Give It Away to Get It Back
“There is a wonderful, almost mystical, law of nature that says three of the things we want most—happiness, freedom, and peace of mind—are always attained when we give them to others. Give it away to get it back.” —John Wooden
Newton's Third Law—for every action, there is an equal and opposite reaction—applies to human affairs as much to the affairs of physics. If you want people to treat you with kindness, trust, and respect, treat other people with those same qualities. If you don’t, and instead treat people with negativity and distrust, don’t be surprised if negativity and distrust are how you are treated in return.
As shown by people like the Wall Family in our feature above, there are plenty of ways to give. Even if one gives with no expectation of receiving anything in return—whether by giving time, money, or an honest compliment—the reciprocation that comes back to the giver is often amplified. Building an organization around giving and treating everyone involved with the utmost respect and care can create a level of durability and success that is hard to predict ahead of time.
CO/nversations Podcast
Join us for an insightful investing CO/nversation with Sam DiFiore, Alec Brunelle and our knowledgable guest Adam Wilk. Adam Wilk is the founder and portfolio manager of Greystone Capital Management. Greystone Capital is a “long only, equity focused Registered Investment Adviser” concentrated on “identifying mispriced small and microcap securities.” Throughout the firm's first two years of operation, Adam has begun to establish himself as a premier manager in the microcap space. In this episode we learn from Adam's experience in the microcap industry and his process of finding a good company.
Disclaimer: This podcast is for informational purposes only and not a solicitation of an offer to buy or sell securities. We may buy any company mentioned and make a profit if those securities rise in value. We recommend you consult with a licensed financial professional before purchasing or selling any securities referenced in this podcast.
Improve Investment Results: Quality Shareholders
This is part two of WealthTrack’s interview with Lawrence Cunningham, a Professor of Law at George Washington University.
The theme of this week’s discussion with Cunningham is quality in companies and shareholders and why a combination of the two often leads to better investment results.
In Case You Missed It…
'Bloomberg Surveillance' Full Show (08/20/21) 25-35 mins
Politico sells to German publishing giant Axel Springer in deal worth about $1 billion
Cambria Autos: car salesman offers shareholders a special deal
Ready-to-Freeze alcohol ice pops will be next big trend
How is Spotify positioned in the audio market? A talk with Jeremy Deal & Sleepwell Capital
Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners, on the Value Hive Podcast
Capital Employed Podcast: 2 Small Caps Enticing Valuations (w./ Mark Simpson)
Jared Dillian, editor of The Daily Dirtnap, on The Meb Faber Show
Microcap Updates
If you are interested in seeing weekly microcap updates join our Premium Membership! Premium members have access to a portal where we post these updates twice a week. We are tracking:
Insider buys
Election of directors
Share buybacks
Appointment of certain officers
Appointment of principal officers
Compensatory arrangements of certain officers
Election of directors
Departure of directors or principal officers
If you have not already upgraded your membership…
Avenel Financial Group, a merchant banking and advisory firm located in Charlotte, NC, launched a new business venture called the Co/Investor Club. The Co/Investor Club is a community of value-oriented investors that collaborate on investment opportunities and ideas. You are receiving this newsletter because you are a Free or Premium Member of the Co/Investor Club!
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