Interview
The Business Brew Podcast with Ian Cassel
I sat down with Bill Brewster to talk microcaps, conviction, patience, illiquidity, quality, value, and more during this hour-long conversation.
Mar 30, 2023 · 1 min read min
Education
Due Diligence - Get On The Ground
Make the extra effort to get on the ground yourself and talk to people. The types of subtleties, emotion, body language, you can only pick up on in person. 99% of investors won’t make the effort to do this, so this is a real difference maker.
Feb 23, 2022 · 5 min read min
Education
Consider Your Competition
There are countless games and strategies that can be played within the investment universe, and success or failure is highly influenced by which game you choose to play.
Oct 21, 2021 · 6 min read min
Presentation
The Game Within The Game by Yen Liow
Yen Liow presented “The Game Within The Game” at the MicroCap Leadership Summit 2021.
Oct 12, 2021 · 1 min read min
Presentation
Good Reasons to Ignore Valuation by Brian Feroldi
Brian Feroldi presented “Good Reasons to Ignore Valuation” at the MicroCap Leadership Summit 2021.
Oct 6, 2021 · 1 min read min
Education
Understanding and Assessing SmallCap Boards
Assessing management and the board are a big part of my investment process.
Oct 5, 2021 · 1 min read min