The Intellectual Edge

The Intellectual Edge

The Big Ideas

Why Every Investment Case Can Be True (and False)

Be careful of this, it's everywhere.

The Intellectual Edge's avatar
The Intellectual Edge
Jun 29, 2025
∙ Paid

I know I could persuade someone that a concentrated portfolio of micro-cap stocks is the best way to invest.

I also would bet that I could make a concentrated portfolio of micro-cap stocks sound like the worst idea in the world.

It’s all down to how I present my information.

Entertain me for a moment, it’s important you know this idea.

Here are two argument…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 The Intellectual Edge · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture