Over the years, some of my highest-conviction investments were made when companies were still considered microcaps — messy, volatile, and easy to dismiss if you were anchored to clean quarters.
A few examples:
Ondas Holdings ($ONDS) — bought when it was still written off as niche infrastructure, later delivered a multi-hundred-percent move from my entry to its highs of $11 +
Good thing $ONDS went to $10 + after the month of September was over…
Cipher Mining ($CIFR) — positioned early, before scale and operating leverage became obvious to the market my first buy went from $2.96 to $25
Iris Energy ($IREN) — dismissed early, then violently repriced as fundamentals caught up to narrative… my first buy went from $5.97 to $80
None of these looked “easy” at the time.
All of them required being early — and being comfortable there.
Microcap Home Runs is where I document that process in real time.
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