I interview Joe Koster, who is an analyst at a small micro-cap value fund, that returned 68% net to investors last year, using intense scuttlebutt and extreme portfolio concentration.

In the month since my last portoflio update, my portfolio is up 8%, most of this coming from Overstock's > 40% gain and K-Swiss' 11% gain. This article looks at each stock and if I should buy more.

I went over how I found each of the companies I currently own to show how easy it is to find potnetial companies to own.

I reviewed my portolio and went over why I own my current positions and why I sold positions recently.

I review my portoflio and briefly look over some new ideas