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small caps

4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement May 9, 2017 by Josh Brown · across every show →

Everything said about small caps, oldest first

May 9, 2017 bearish
Opinion
Public small caps no longer capture historical returns as companies stay private
“There is an argument to be made that absent private companies at this point, you're not really capturing what small caps historically gave you because these companies are not coming public anymore. They're coming public as large caps.”
Josh Brown May 9, 2017 ▶ 28:28 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
Sep 22, 2022 bullish
Prediction Not checkable as stated
Wyden: Tighter private capital will force earlier IPOs and boost small caps
“The availability of private capital is going to be less readily available, so companies are going to go public earlier, which means the quality of the indices are going to improve, which means people are going to buy small caps more.”
Adam Wyden Sep 22, 2022 ▶ 26:57 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Apr 22, 2024
Assertion Contradicted
Morehead: Large-cap to small-cap spread is the widest ever
“Both those things impact small caps more so than large caps, and so the spread between large caps and small caps is the widest it's ever been.”
David Morehead Apr 22, 2024 ▶ 31:07 David Morehead – Top Down Allocation at Baylor (EP.381)
Apr 22, 2024 bullish
Disclosure
Morehead: Baylor is leaning into small-cap equities
“It's not particularly working right now, but that's okay because we're long-term investors. It's small caps.”
David Morehead Apr 22, 2024 ▶ 30:49 David Morehead – Top Down Allocation at Baylor (EP.381)
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