Education
The Hidden Lessons from Monster Beverage Corporation
It's the first 11 years when Monster Beverage was still a microcap that are the most instructive.
7 min
Ian Cassel
Ian Cassel is the founder and owner of MicroCapClub. Ian is an experienced microcap investor with a 20+ year track record of investing in intelligent fanatic-led businesses.
Education
Judas Goat
The world doesn’t need more sheep. The world doesn’t need another Judas goat.
6 min
Education
Large Positions
When I was a private investor, I was super concentrated in 2-3 stocks. All it took was one or two big winners in any given year to have a phenomenal year which I would define as a portfolio return of 75%+.
4 min
Presentation
The Skills of Stock Picking
This presentation isn't what you are expecting, but I think you will enjoy it.
1 min
Presentation
Building Platform Companies by Ron Nixon
Ron talks about finding great leaders and helping to build and scale platform companies.
1 min
Presentation
The Story of LHC Group by co-founder Keith Myers
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.
1 min