In this MicroCapClub radio program, Sean Marconi and I discuss the Facebook IPO and the social networking microcap benefactors (sort of) like SNAP Interactive (STVI) and Quepasa Corp (QPSA). We also talk about microcap management teams and the need for them to take the role of being “public” seriously. We both give examples of private “public” companies and some that were too promotional. Finally. Sean tells us about his trip to Denver for the holiday weekend and his follow on trip to the Bakken. I on the other hand will be held up in a cabin with my wife unconnected to the rest of the world. Have a great Memorial Day. See you next week! I apologize for the sound quality, we really didn’t record this in the middle of a hurricane. (Click the Play button below to Listen). Read More …
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MicroCapClub Radio Program Episode 4
Posted May 25, 2012 By Ian Cassel in Blog, Radio With | No Comments
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Global Market Trends and The Microcap Benefactors
Posted May 2, 2012 By Ian Cassel in Blog, Educational With | 4 Comments
As a full time microcap investor, I have a very easy (easy to comprehend, not to execute) investing strategy. I want to identify a bullish global market trend in its infancy and find the micro caps that will benefit from the trend before any other investor. In general, I want a stock with a gale force tail wind. The perfect situation is a bullish global market trend where there are only a handful of microcap companies that are benefactors. In this scenario a scarcity value occurs which acts like a second tail wind for the stock. Read More …
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Micro Cap Club Interview with John Abbott CEO of Quepasa Corp (QPSA)
Posted April 5, 2012 By Ian Cassel in Blog, Interviews With | No Comments
I was an investor in Quepasa (QPSA) back in 2010 when I was looking for a micro cap way to play the social networking buzz that was starting. At the time Quepasa was the only publicly traded social networking company that existed. Under John Abbotts leadership executing his business plan along with really no other public way for investors to invest in social networks created a scenario which really helped drive the price of Quepasa shares from $3 in early 2010 to a high of $15 a year later. During 2011 a flurry of social networking IPO’s including Groupon, LinkedIn, Zynga, and others hit the market thus decreasing the scarcity of investment vehicles. Investors had choices which led to some money leaving Quepasa and the stock fell back to the current levels. Late in 2011, Quepasa completed its merger with MyYearBook, and now they’ve announced that by the fall of 2012, both MyYearBook and Quepasa will be merged under the MeetMe platform. (Click the Play Arrow below, or you can download the full interview) Read More … -
Micro Cap Companies and American Idol
Posted July 23, 2011 By Ian Cassel in Blog With | No Comments
The micro cap space is mostly a wasteland of degenerate companies which is made up of three groups.1.) Companies that really have no business at all (60%).
2.) Real Companies that were coerced by investment bankers to go public way too early and are set up to fail (35%)
3.) Real Companies with Potential (5%)
When you really think about it, the micro cap space is a lot like American Idol. 60% of the contestants have no business being on the show, but it wouldn’t be nearly as entertaining if they weren’t. 35% of contestants have some talent (but not enough), likely coerced by their friends and loved ones to try out. 5% of contestants, the final 12 if you will, actually have some real talent but they still aren’t a layup for gold or platinum records.
