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Last week I spent a few days in Chicago attending the Midwest Ideas conference, one of three wonderful conferences Three Part Advisors holds each year. Last year, I attended the conference in Dallas and eventually added Atlas Energy Solutions (AESI) and the Jefferies spinoff Vitesse Energy (VTS) to our model portfolio and my personal portfolio. Both companies went on to generate double-digit returns for the portfolio without taking into account their sizable dividends. I discussed Atlas Energy here and Vitesse here.
This year, nearly 60 small and micro-cap companies presented at the conference. Since they hold three presentations simultaneously, I can only attend a maximum of 20 presentations and participate in the QA sessions that follow the presentations. To narrow the list of companies I want to check out, I usually create a spreadsheet looking at 21 metrics, including growth, management effectiveness, balance sheet strength, valuation, etc.