Big World of Microcaps w/ Ian Cassel (TIP431) 

Microcap expert Ian Cassel has been investing in microcaps for over 20 years and is a co-founder of the popular site MicroCapClub. He’s the author of two amazing books on Intelligent Fanatics - a phrase coined by Charlie Munger. And he’s now the CIO of Intelligent Fanatics Capital Management.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:12 - Why microcaps get a bad rap
0:10:10 - How a few of the greatest investors got their start in microcaps
0:14:41 - How to identify microcaps that could grow up to be macro caps
0:18:29 - Microcap ETFs
0:19:44 - Psychology around cheaply priced stocks, including macro caps that do stock splits.
0:22:23 - Ian’s strategy for finding profitable and sustainable microcap companies with great management
0:38:13 - The pros and cons of a highly concentrated portfolio
0:43:14 - Activism in the microcap world
0:44:20 - Microcap club
0:51:49 - Qualitative and quantitative investing strategy
0:54:43 - Is optionality part of the strategy
📌 Get the freshest roasted and ethically sourced beans from America's best local roasters with Trade Coffee. To get started, take their quiz at drinktrade.com/TIP, and start your journey to your perfect cup. Plus, you get to enjoy a total of $20 off your first three bags!
✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: link.chtbl.com/WSB431
🖊️ Access our free show notes and transcript here: www.theinvestorspodcast.com/e...
📖 BOOKS MENTIONED:
- Intelligent Fanatics: Standing On The Shoulders Of Giants by Ian Cassel and Sean Iddings - amzn.to/3Jn08UX
- Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses by Ian Cassel and Sean Iddings - amzn.to/3ucNNMJ
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:
₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: • ⚡️ Bitcoin Fundamentals 🔑
📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: • 💰 We Study Billionaires 🥇
🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: • 🏠 Real Estate 101 💵
💸Get introduced to the world of investing with our Millennial Investing podcast show: • 💸 Millennial Investing 🎯
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
FOLLOW US ON SOCIAL MEDIA📱:
💻 Facebook: / theinvestorspodcast
👔 Linkedin: / the-investor's-podcast
🐦Twitter: / tip_network
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
Download Stig & Preston's 1-page checklist for finding great stock picks: www.theinvestorspodcast.com/f...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.