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.
When you are trying to find great businesses early, intelligent fanatics early, before it’s obvious in the financials, you aren’t going to be right all the time. You need to accept this.
The life and lessons of Chuck Allmon.
When I was younger I would immediately take big positions. If I liked something, I would go all in. I was fearless.
The luckiest part of my investing career is that I’ve been old enough (37) to have emotionally invested through two bear markets (1999-2001 and 2008-2009) but still young enough to take advantage of the lessons learned.
The smaller the company the greater the emphasis investors should place on selecting the right founders and CEO’s. I try to find and invest in intelligent fanatics early.
Bernard Baruch once said, “Nobody ever lost money taking a profit.” I don’t know about that. Investing is hard.