50 - Tim Eriksen Interview: MicroCap Investing $BVERS $WCRS $PIOE $BWEL
The DIY Investing Podcast · Trey Henninger: Private Investor, Portfolio Manager, Business Strategist, and Value Investing Expert
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Show Notes
- Follow his work on Twitter: @eriksen_tim
- Reach out by email
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You can find out more information by listening to episode 11 of this podcast.
Show Outline: Interview with Tim EriksenThe full show notes for this episode are available at https://www.diyinvesting.org/Episode50
Part 1: Tim Eriksen's Investing Process- Own 20-25 positions
- Top 5 positions will be generally 50% of the portfolio
- Microcap stocks outperform large, mid, or small-cap companies
- Stability and modest growth investor
- Target low P/E stocks
- Stable earnings are punished in the current market
- Beaver Land Company $BVERS - 50,000 acres in the United States leased out and royalty revenue
- Western Capital Resources $WCRS - A net-net closely tied to a private equity firm in Maryland
- P10 Holdings $PIOE - A private equity management company. They earn asset management fees.
- JG Boswell $BWEL - Own 150,000 acres north of Baker's Field in California including 400,000-acre feet water rights.