TIP431: The Big World of Microcaps w/ Ian Cassel
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
0:37:00 – The pros and cons of a highly concentrated portfolio
0:42:00 – Activism in the microcap world
0:43:08 – Microcap club
0:50:27 – Qualitative and quantitative investing strategy
0:53:31 – 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
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