SUMMITDavid Gardner gave this presentation on Rule Breaker Investing at the MicroCap Leadership Summit (MLS) in 2020. David co-founded The Motley Fool with his brother Tom in 1993. The Motley …
Always Be Thinking Ahead
In 2020, many of us outperformed. But to be honest — 2020 was a year that made most of us look a lot smarter than we are. All you had …
Portfolio Turnover is the Price of Progress
One of my favorite questions to ask other stock pickers is: How many stocks have you owned over the last five years and how many of those do you still own …
Multibagger Interview with Alta Fox Capital
In this episode we interview Connor Haley and Garrett Finn of Alta Fox Capital. They recently published a 645-slide research presentation: The Makings of a Multibagger: An Analysis of the …
I Hope This Inspires You
In 1997, on my 16th birthday, my parents sat me down and gave me a choice. They told me they had saved approximately $20,000 for my college education. They had …
MicroCapClub Happy Hour with Michael Shearn
In this episode we interview author and fund manager Michael Shearn. I’m a big fan of Michael because his investment style is truly unique. He does not fit into any …
Deserving It
It’s frustrating watching investors get a better price than you when they did half the work you did. You did the work. You held on when no one else would. …
Ian Cassel Talks MicroCaps and 100-Baggers on Chain Reaction Podcast
I was recently on the Chain Reaction Podcast hosted by Tom Shaughnessy and presented by Delphi Digital. In this episode I talk about microcap investing, the origination of MicroCapClub, and …
The Art of Survival
It’s only when you look back over a 10-20-30+ year investment career do you realize the ultimate prize is survival. I gave this presentation at the Planet MicroCap Showcase 2020. I …
How Are You Different?
When it comes to position sizing, concentration, diversification, etc everyone will be different. There is no right or wrong. You find a strategy that gives you an edge and position …