Big World of Microcaps w/ Ian Cassel (TIP431)

Описание: Microcap expert Ian Cassel has been investing in microcaps for over 20 years and is a co-founder of the popular site MicroCapClub. He’s the author of two amazing books on Intelligent Fanatics - a phrase coined by Charlie Munger. And he’s now the CIO of Intelligent Fanatics Capital Management.

IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:12 - Why microcaps get a bad rap
0:10:10 - How a few of the greatest investors got their start in microcaps
0:14:41 - How to identify microcaps that could grow up to be macro caps
0:18:29 - Microcap ETFs
0:19:44 - Psychology around cheaply priced stocks, including macro caps that do stock splits.
0:22:23 - Ian’s strategy for finding profitable and sustainable microcap companies with great management
0:38:13 - The pros and cons of a highly concentrated portfolio
0:43:14 - Activism in the microcap world
0:44:20 - Microcap club
0:51:49 - Qualitative and quantitative investing strategy
0:54:43 - Is optionality part of the strategy

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📖 BOOKS MENTIONED:
Intelligent Fanatics: Standing On The Shoulders Of Giants by Ian Cassel and Sean Iddings - https://amzn.to/3Jn08UX
Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses by Ian Cassel and Sean Iddings - https://amzn.to/3ucNNMJ

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁

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