SUMMITI recently gave this presentation entitled “The MicroCap Advantage” to an investment group out of India hosted by Varinder Bansal, founder of Omkara Capital. We covered a wide variety of topics …
Getting Started in Life Science Investing with Dr. David Sable
David Sable MD directs healthcare and life science investing for the Special Situations Funds and is portfolio manager of the Special Situations Life Sciences Fund. David gave this presentation on Life …
Rule Breaker Investing by David Gardner
David Gardner gave this presentation on Rule Breaker Investing at the MicroCap Leadership Summit (MLS) in 2020. David co-founded The Motley Fool with his brother Tom in 1993. The Motley …
Always Be Thinking Ahead
In 2020, many of us outperformed. But to be honest — 2020 was a year that made most of us look a lot smarter than we are. All you had …
Portfolio Turnover is the Price of Progress
One of my favorite questions to ask other stock pickers is: How many stocks have you owned over the last five years and how many of those do you still own …
Multibagger Interview with Alta Fox Capital
In this episode we interview Connor Haley and Garrett Finn of Alta Fox Capital. They recently published a 645-slide research presentation: The Makings of a Multibagger: An Analysis of the …
I Hope This Inspires You
In 1997, on my 16th birthday, my parents sat me down and gave me a choice. They told me they had saved approximately $20,000 for my college education. They had …
MicroCapClub Happy Hour with Michael Shearn
In this episode we interview author and fund manager Michael Shearn. I’m a big fan of Michael because his investment style is truly unique. He does not fit into any …
Deserving It
It’s frustrating watching investors get a better price than you when they did half the work you did. You did the work. You held on when no one else would. …
Ian Cassel Talks MicroCaps and 100-Baggers on Chain Reaction Podcast
I was recently on the Chain Reaction Podcast hosted by Tom Shaughnessy and presented by Delphi Digital. In this episode I talk about microcap investing, the origination of MicroCapClub, and …