Buy And Verify

Ian Cassel Blog, Educational 4 Comments

The “Coffee Can Portfolio” approach to investing might work for larger companies, but it’s the surest way to go broke in small microcap companies. Small microcaps evolve in different ways, …

Leveraging Luck

Mike Schellinger Blog, Educational 5 Comments

Morgan Housel wrote an excellent article entitled Ironies of Luck which contains a great quote that states: “Luck is the flip side of risk.” This is something I’ve come to appreciate …

Rocket Ships

Ian Cassel Blog, Educational 4 Comments

Investors are always looking for the perfect opportunity.  A good business you can buy at less than tangible book value. Why not throw in a couple long-term tailwinds and short-term catalysts. …

Slow Down

Ian Cassel Blog, Educational Leave a Comment

The biggest impediment to long-term wealth creation is your desire to get rich as quickly as possible. You are going to run into people that got rich quickly by taking …