Episode Description
Today’s guest is Cameron, the voice behind The Common Sense Investing Substack and a passionate penny stock investor. His journey started at just 14, when his father took him to the bank to buy his first stock—back in the days of paper certificates. Years later, a wild ride in a tiny company that went up 20x before crashing pulled him deep into the world of penny stocks. Since then, Cameron has dedicated himself to navigating the volatility of small stocks, sharing the lessons, risks, and opportunities with his readers. In this conversation, we’ll dig into how he spots hidden gems, avoids common traps, and why microcap investing, despite its chaos, keeps him hooked.
Connect with Cameron
X - https://x.com/onecentinvest
YoutTube - https://www.youtube.com/@onecentinvest?sub_confirmation=1
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Legal Disclaimer: Not Financial Advice
The information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.
Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.
Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.
Time Stamps:
00:00:00 Introduction and Cameron’s background
00:01:17 How penny stock investing has changed since Wolf of Wall Street
00:09:37 Common myths about penny stocks and micro caps
00:14:42 What new investors should look for in micro cap companies
00:20:07 Key metrics and trends that matter most in micro cap analysis
00:23:22 The role of AI in research and investing
00:29:33 Practical ways Cameron uses AI in his process
00:33:08 Red flags and when to avoid a company
00:38:20 How to size positions and deal with thin liquidity
00:43:24 Biggest scam uncovered: Meta Materials case study
00:49:20 Lessons learned from studying financial scams
00:53:13 Why overpromising and underdelivering can be more dangerous than scams
00:53:21 Why Cameron doesn’t pitch specific stocks and the value of networking
01:01:36 Case study: NTG Clarity Networks and the discovery process