A discussion between two microcap fanatics.
David Barr welcomes Ian Cassel, the founder of MicroCapClub, CIO of Intelligent Fanatics Capital Management and co-founder of intelligentfanatics.com to the podcast. As two avid microcap investors, there was a lot of ground to cover. The benefit of years of micro and small cap investing wisdom is packed in this one-hour podcast.
[02:06]
Ian’s background in microcap investing and what led him to invest in smaller companies.
[10:18]
The history of MicroCapClub.
[13:01]
The CEO characteristics the Intelligent Fanatics Project looks at and how they are identified.
[17:58]
Why Ian believes that it is less risky to buy a company after the stock has moved up.
[22:19]
Ian’s sell discipline and what makes a sell discipline successful.
[36:34]
The risks Ian steers clear of when looking at microcaps.
[40:26]
Ian’s biggest lessons learned through his investing career.
[47:02]
A book recommendation from Ian.
