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 …
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 …
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 …
The Art of Survival
It’s only when you look back over a 10-20-30+ year investment career do you realize the ultimate prize is survival. I gave this presentation at the Planet MicroCap Showcase 2020. I …
How Are You Different?
When it comes to position sizing, concentration, diversification, etc everyone will be different. There is no right or wrong. You find a strategy that gives you an edge and position …