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.
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.
Brian Feroldi presented “Good Reasons to Ignore Valuation” at the MicroCap Leadership Summit 2021.
Assessing management and the board are a big part of my investment process.
Brian Bares and Ian Cassel discuss Bares Capital Management’s ascension from microcap to largecap at the MicroCap Leadership Summit 2021.