Education
The Perfect Pitch
We all like to talk about the stocks we own. If you are anything like me, you also do a
6 min
Ian Cassel
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.
Books
Book Review: Leadership Lessons from a UPS Driver by Ron Wallace
Ron Wallace writes, “We promote from within to ensure that the company can pass on our legacy and culture seamlessly from one generation to the next.”
3 min
Case Study
Patrick Industries (PATK): The Best Performing Stock Since 2009
On February 1, 2009, Todd M. Cleveland became the CEO of a $5 million market cap microcap called Patrick Industries (PATK). In just seven years, he would transform the company through acquisitions and organic growth into a $61 per share, $940 million market cap, compounding machine.
7 min
Education
Why Do Most Acquisitions by Microcaps Destroy Shareholder Value?
A microcap investor’s biggest risk is dilution, and a microcap’s worst enemy is a management team that wants to get bigger at any cost.
8 min
Case Study
Microcaps: Value Uncovered
DGHM & Co recently published a white paper, Microcaps: Value Uncovered. In the white paper, they illustrate that Microcaps have outperformed Large Caps since 1926.
3 min
Case Study
Middleby Corporation (MIDD): Case Study of an Intelligent Fanatic Led 100-Bagger
Over the next 15 years, Selim Bassoul would transform Middleby Corporation from an unfocused, cultureless, slow moving, sleepy food equipment manufacturer into a compounding machine.
11 min