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Small Caps Are Back!

Source: SeekingAlpha

2026-06-11 19:23:00 ET

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For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing 's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00)

Transcript

Rena Sherbill: Courage and Conviction Investing , our favorite person to talk small caps and the market with, welcome back to the show.

Courage and Conviction Investing: Hey Rena, it's great to be back. It's been a while. I think it was last September , and thanks for reaching out. I'm thrilled to be back....

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Small Caps Are Back!
Leslie's Inc.

NASDAQ: LESL

LESL Trading

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