[Presentation] What Does An Intelligent Fanatic Look Like?

Ian Cassel Blog, Educational 4 Comments

Microcaps are small emerging companies. The smaller the company, the more you are betting on the founder, CEO, and management’s ability to execute on their vision for the future. If your goal is to find great companies early, you need to find great leaders early.

Charlie Munger refers to great leaders and great business builders as Intelligent Fanatics. We wrote two books on Intelligent Fanatics and now have a community devoted to studying them at IntelligentFanatics.com. For a while now I’ve been wanting to focus and present my thoughts on how to apply intelligent fanatic principles to investing, specifically microcap investing. I finally did so when Jatin Khemani was kind enough to invite me to present at the Indian Investing Conclave in June 2018. Jatin and his team have been kind enough to publicize this presentation. I hope you enjoy it. You can view it [HERE] or by clicking the image below.

Click to View Presentation

MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $300m market cap) trading on United States, Canadian, UK, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. If you enjoy the search for the next great company, Join Us.

About the Author

Ian Cassel

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Ian is a full-time microcap investor. He is the founder of MicroCapClub, CIO of Intelligent Fanatics Capital Management, and co-founder of IntelligentFanatics.com. Ian started investing as a teenager and learned from losing his money over and over again. Microcap companies are the smallest public companies that exist, representing 48% of all public companies in North America. Berkshire Hathaway, Wal-Mart, Amgen, Netflix, and many others started as small microcap companies. Ian’s belief is the key to outsized returns is finding great companies early because all great companies started as small companies.

Comments 4

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  1. Another great presentation Ian.
    It is interesting to note that I’ve been working for four years in a company that the Management Board has similar traits as those shown in your presentation and the growth results (especially cash flow and net income) have been increasing at a good rate when compared to our competitors, which many of them in the past years have gone bankrupt.
    Some topics are really thoughtful and I ended up writing seven pages of concepts and ideas during the presentation. Keep up with the excellent work!

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