Tim Eriksen Interview: MicroCap Investing $BVERS $WCRS $PIOE $BWEL

How to connect with Tim Eriksen

• Follow his work on Twitter: @eriksen_tim
• Reach out by email
  • Tim@eriksencapital.com

Please review and rate the podcast

If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. 

Follow me on Twitter and YouTube

Twitter Handle: @TreyHenninger

YouTube Channel: DIY Investing

Support the Podcast on Patreon

This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron.

You can find out more information by listening to episode 11 of this podcast.

Show Outline: Interview with Tim Eriksen

The full show notes for this episode are available at https://www.diyinvesting.org/Episode50

Part 1: Tim Eriksen's Investing Process

• Own 20-25 positions
• Top 5 positions will be generally 50% of the portfolio
• Microcap stocks outperform large, mid, or small-cap companies
• Stability and modest growth investor
• Target low P/E stocks
• Stable earnings are punished in the current market

Part 2: Example Stocks

• Beaver Land Company $BVERS - 50,000 acres in the United States leased out and royalty revenue
• Western Capital Resources $WCRS - A net-net closely tied to a private equity firm in Maryland
• P10 Holdings $PIOE - A private equity management company. They earn asset management fees.
• JG Boswell $BWEL - Own 150,000 acres north of Baker's Field in California including 400,000-acre feet water rights.