About the writer
I am a private microcap investor. I also research investment opportunities for other investment firms (both public and private companies).
If you are an investor or fund looking for help with additional research, feel free to reach out to me ralphtheinvestor@gmail.com.
"If you want to continue to get detailed reports of several thousand words on one particular stock, that's the place to go: midstoryventures.com."
Geoff Gannon, Focused Compounding Capital Management on their podcast
"Full disclosure, Ralph has actually done work with Geoff on different positions… If you ever want someone to profile a stock for you, he does great work.”
Andrew Kuhn, Focused Compounding Capital Management on their podcast
About the blog
In a nutshell, Think More, Do Less is a publication that explores the idea of thoughtfulness in value investing and in life.
Here you’ll find (1) in-depth case studies; (2) insights into my craft; (3) and reflections on what Guy Spier calls, “the inner journey.”
Disclaimer: You won’t find any investment advice here. No holdings disclosed whatsoever.
Note: I originally published my work on midstoryventures.com from 2019 to 2022, which I shut down in December 2022. Since then, I have transferred those writings to this blog.
Recommended writers
If you like this publication, here are three other investors who I think bring a unique level of thoughtfulness to investing:
Brent Beshore, Permanent Equity | Brent pushes the boundaries of what it means to integrate his faith in investing. He achieved the “impossible” by building a 30-year fund investing in small private businesses with $300M+.
Geoff Gannon, Focused Compounding | Geoff is a brilliant thinker and investor. He has written 1,000+ articles and has recorded hundreds of episodes on his podcast.
Frederik Gieschen, Neckar's Minds and Markets | Frederik writes the only value investing blog I have seen that fully embraces what Guy Spier calls “the inner journey.”
