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.
David Gardner gave this presentation on Rule Breaker Investing at the MicroCap Leadership Summit in 2020.
If you aren't excited about the future, you are in the wrong investments.
Peter Lynch had 300% turnover per year in the early years of the Magellan Fund. Joel Greenblatt had similar turnover at Gotham Capital. Even Warren Buffett’s public company portfolio ranged between 50-100% turnover per year during his first three decades
Connor Haley and Garrett Finn from Alta Fox Capital explain their findings from researching global multi-baggers.
Becoming a full-time private investor is the pinnacle of financial achievement. Why? You don’t need the help of others for anything. You don’t need a boss. You don’t need clients. You don’t need customers. You don’t need their money. You have your own.
Michael Shearn is a fund manager, author, who explains his process of finding great leaders and companies.