Zortix matched this thesis to Small caps ETFs as one way for retail investors to get exposure. Not a recommendation.
Fort Knox balance sheets as core filter
The core investment philosophy argued is to own resilient, cash-generative small-cap businesses with fortress balance sheets and little to no debt.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.