Ian Cassel and Chip Maloney have a conversation with Andrew Wilkinson (  / awilkinson  , Co-Founder and Co-CEO of Tiny (TINY.V / TNYZF:OTC). This MicroCap Business Breakdowns discussion aired on July 25th on the MicroCapClub Community.

02:30 Andrew’s Background
06:40 Tiny Business Overview
34:58 co-CEO Strengths
38:46 Beam Developed Slack
39:48 Beam Competition
42:03 Beam Transitioning to Larger Customers
43:45 Current M&A Environment
45:50 Acquisition Hurdle Rates
47:02 Financing Acquisitions
48:20 Incentives
49:40 Tiny Valuation
52:27 What do you look for in leaders?
54:30 Lessons from Munger, Ackman, and Marks

Join MicroCapClub https://microcapclub.com/join-now/
Twitter:   / microcapclub  

Tiny is a technology holding company with over 30 holdings across several technology buckets as well as an investment fund. Tiny is the result of the vision and direction of Andrew Wilkinson who owns 70% of the company and his co-founder Chris Sparling who owns 10%. https://www.tiny.com

MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 2-4 weeks after the live discussion. 

About Ian Cassel
Ian Cassel is the founder of MicroCapClub and CIO of IFCM.
Twitter:   / iancassel  
LinkedIn:   / iancassel  
IFCM: https://if.capital

About Chip Maloney
Chip Maloney is a private investor from Canada.
MicroCapClub: Chip

About MicroCapClub
MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information: https://microcapclub.com

Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.