Conviction Investing
It takes the best stock pickers in the world a few decades of owning hundreds of stocks to find a handful that are worthy of holding long-term.
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.
It takes the best stock pickers in the world a few decades of owning hundreds of stocks to find a handful that are worthy of holding long-term.
Golf is the sport that is most like investing and stock picking. Your opponent isn’t the other players. The opponent is the golf course and yourself.
99% of the time in investing you need to be a stoic investor. The other 1% you need to be a savage.
I sat down with Bill Brewster to talk microcaps, conviction, patience, illiquidity, quality, value, and more during this hour-long conversation.
Make the extra effort to get on the ground yourself and talk to people. The types of subtleties, emotion, body language, you can only pick up on in person. 99% of investors won’t make the effort to do this, so this is a real difference maker.
Yen Liow presented “The Game Within The Game” at the MicroCap Leadership Summit 2021.