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Mar 2022
1h 2m

TIP431: The Big World of Microcaps w/ Ia...

The Investor's Podcast Network
About this episode

Trey Lockerbie speaks with microcap expert Ian Cassel. Ian has been investing in microcaps for over 20 years & is a Co-Founder of the popular site MicroCapClub & the current CIO of Intelligent Fanatics Capital Management. 


IN THIS EPISODE, YOU'LL LEARN:

  • 03:02 - Why do microcaps get a bad wrap?
  • 05:39 - How a few of the greatest investors got their start in microcaps.
  • 14:46 - How to identify microcaps that could grow up to be macro caps.
  • 23:14 - The psychology around cheaply priced stocks, including macro caps that do stock splits.
  • 32:04 - The pros and cons of a highly concentrated portfolio.
  • 47:18 - Ian’s strategy for finding profitable and sustainable microcap companies with great management.
  • And a whole lot more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
  • Microcap Club's Website.
  • Ian Cassel's Twitter.
  • Intelligent Fanatics' Books.
  • Intelligent Fanatics Capital Management's Website.
  • Trey Lockerbie's Twitter.


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