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 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.
Saurabh Madaan talks about a new mental model for thinking about evaluating businesses.
Morgan Housel gave an incredible presentation on What Other Industries Teach Us About Investing at our second annual MicroCap Leadership