Small cap alpha, commodity danger and Advanced Emissions Solutions with Courage & Conviction Investing

Courage & Conviction Investing on his 1st half performance (returns up 46%) and small cap alpha (2:00), how gains in RCM Technologies and TravelCenters of America exemplify investing strategy (7:50), why the macro picture is not worth following (34:00), commodity supercycles (42:40) and his top stock idea (51:40).Subscribe to Second Wind CapitalTranscripts on Seeking AlphaShow Notes:First Half 2023 Performance (+46.5% Vs. +7.4%)Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1sAs Peter Lynch Said: 'If You Spend 13 Minutes A Year On Economics, You've Wasted 10 Minutes'Commodity Supercycles And The Role Of Luck (One Year Later)TravelCenters of America: It's Fun When It WorksKirkland's: I'm Bullish (Again) For The First Time Since October 2020CVR Partners, LP: My Best Current Commodity Idea