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.
The Coffee Can Portfolio approach to investing might work for large companies, but it's the surest way to go broke in small microcap companies.
Terry Smith, founder and CIO of Fundsmith, gave a phenomenal presentation in 2019. One of my favorite parts is when he compares successful investing to the Tour De France.
We’ve all seen or heard the Ted Williams hitting grid analogy used to describe successful investing. Warren Buffett and
If your strategy or thought process hasn’t changed in 10 years you aren’t learning. You need to constantly evolve to stay in the game.
![[Presentation] What Does An Intelligent Fanatic Look Like?](https://microcapclub.com/content/images/wordpress/2019/01/IF-Presentation-Featured-Image.png)
If your goal is to find great companies early, you need to find great leaders early.
Paul Lountzis provides some incredible insights into his qualitative framework for investing while also giving informative and entertaining examples of his greatest investing errors and lessons learned.