Ashishji, was looking forward to this. Your work had a meaningful influence on my early investing journey (during 2013-2017) and helped shape how I think about microcaps even today.
What always stood out was that your framework went beyond numbers. You consistently emphasized understanding the business, management quality, scuttlebutt, capital allocation, risk management, and the patience required to let a thesis play out. In a space where many chase stories and price action, your focus on the company rather than the stock has been invaluable.
Hope you come out more often and share your learnings. Serious microcap investors can benefit immensely from the wisdom gained through decades of successes, mistakes, and continuous learning. Some of the best investing nuggets are still hidden in your experience.