Microcap companies can be prone to lumpy revenue performance, following a less linear growth trajectory which rivals an EKG chart. This is especially true if their end-markets have very strong sensitivity to customer cap-ex spending or if they have exposure to government-financed large-scale projects, which come and go.Larger companies can better absorb pockets of market softness and “smooth-out" results via market and product diversification. So how to follow the bouncing ball and pick a good entry point o ...