How to Apply

 

Step 1: Sign up for a "Provisional Membership" to access the site. Provisional Membership provides you with access to SmallCap Roundtable ideas on a delayed basis (60 days). Only full members are able to access the SmallCap Roundtable on a real time basis and make comments. Provisional Membership will also provide you with access to the on-line membership application.

 

Step 2: Fill out an on-line membership application. Each applicant to the SmallCap Roundtable must submit a detailed application which includes a current investment recommendation. Each Provisional Member must submit two (2) ideas before they will be considered for full membership.

 

 

Application Tips

The SmallCap Roundtable has strict research publication standards to insure consistency and quality within the community. To assist in this goal, there is a detailed research submission form for all SmallCap Roundtable ideas.

 

Each idea should include the following information to the degree it is necessary:

Basic Info:

This includes the company name, ticker, sector, type of idea, date of publication, price targets and triggers, and expected investment timeframe.

Investment Thesis:

A detailed argument outlining your investment idea. This should be at least 300-500 words. It should not include basic company operating description as that information is readily available from other sources. It should include a concise argument for why you believe your idea works.

Valuation Discussion:

A discussion of the valuation supporting your thesis, price target and triggers. Discuss and support why a particular valuation methodology (e.g., Price/Earnings, DCF, etc.) is used.

Company Data:

Historical data, Earnings estimates, Revenue estimates, EBITDA and other fiscal data.

Catalysts:

What event, action, or situation will drive the market to "pay attention" to your idea and properly value the shares based on your analysis. Examples of catalysts can be a quarterly report, announcment of new customers, changes to management, changes in Wall Street sentiment, etc. Identifiable catalysts are a CRITICAL piece of a well written SmallCap Roundtable report. All good ideas, with the exception of deep value ideas, have identifiable catalysts.

Due Dilligence:

What direct research have you done to support your idea. This includes speaking with managment or customers, experts, etc. Be sure to note any PERSONAL unique perspective that you may bring to an idea, such as industry experience, etc. Such information can be critical in making your argument to the community.