48 min

MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway Millennial Investing - The Investor’s Podcast Network

    • Investing

IN THIS EPISODE, YOU’LL LEARN:

03:55 - Rayna debunks some of the myths on investing in small cap stocks. 

05:24 - What are some common mistakes investors make when investing in small cap companies?

08:28 - The benefits of including small cap companies in your portfolio. 

09:19 - Rayna's investment criteria for finding great small and mid cap companies. 

21:04 - How to determine if a company’s growth is sustainable and persistent. 

24:12 - The difference between small cap growth vs small cap value strategies. 

30:06 - How small cap companies typically perform in high inflationary, low growth environments.

38:15 - Why the multiple compression in small caps make them very attractive right now. 

39:00 - What are some companies Rayna thinks have great potential right now? 

42:13 - What is Rayna’s valuation process for small cap companies? 

45:42 - Rayna’s conviction behind Five Below, Etsy, and Bumble. 

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out: Polen Capital.

Related Episode: Small Cap Investing w/ Eric Cinnamond - TIP156.


NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Monarch Money

Airbnb

Meyka

NerdWallet

Fundrise

Yahoo! Finance

NetSuite

Range Rover


Connect with Polen Capital: Twitter |LinkedIn 
Connect with Rebecca: Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

IN THIS EPISODE, YOU’LL LEARN:

03:55 - Rayna debunks some of the myths on investing in small cap stocks. 

05:24 - What are some common mistakes investors make when investing in small cap companies?

08:28 - The benefits of including small cap companies in your portfolio. 

09:19 - Rayna's investment criteria for finding great small and mid cap companies. 

21:04 - How to determine if a company’s growth is sustainable and persistent. 

24:12 - The difference between small cap growth vs small cap value strategies. 

30:06 - How small cap companies typically perform in high inflationary, low growth environments.

38:15 - Why the multiple compression in small caps make them very attractive right now. 

39:00 - What are some companies Rayna thinks have great potential right now? 

42:13 - What is Rayna’s valuation process for small cap companies? 

45:42 - Rayna’s conviction behind Five Below, Etsy, and Bumble. 

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out: Polen Capital.

Related Episode: Small Cap Investing w/ Eric Cinnamond - TIP156.


NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Monarch Money

Airbnb

Meyka

NerdWallet

Fundrise

Yahoo! Finance

NetSuite

Range Rover


Connect with Polen Capital: Twitter |LinkedIn 
Connect with Rebecca: Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

48 min

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