Ian Cassel

65% of global equities are microcaps. Unless you are a rich billionaire, everyone should love microcap investing. But no research coverage, no one to blame. You must do the work. You will lose money as you learn. Independent/self confident people love microcap investing.

New Article How Do You Achieve a 30% CAGR over 27 years in the Oil and Gas Industry? microcapclub.com/how-do-you-ach…

One of the best parts of having young children is they think you are the best in the world at everything. “Why don’t you play on the PGA Tour? You could beat Scottie Scheffler.” Me - “I could .. but then I’d always be away from you and your mother.” 😆

We all have a couple positions that we like a lot more than we should.

One of the hardest parts of turnarounds is holding onto them as the business transitions from a value multiple (not valuing the future) to a growthier multiple (valuing the future). It’s hard to hold onto a stock that gets a little expensive when 90% of the reason you bought it…

In bull markets the stock market's job is to make you forget about valuation. In bear markets the stock market's job is to remind you that valuation matters.

In this conversation I lead with this golf example of Good vs Great vs GOAT In 2024, Scottie Scheffler beat the average PGA Tour player by 2 strokes per round. In fact, Scheffler beat Collin Morikawa who had the 3rd best scoring average by 1 stroke per round. By those…

This conversation with @EightTrack180 is worth a listen and re-listen. He is one of the few private investors that turned a small personal portfolio into a nine figure portfolio. One of the few didn't just find a 100-bagger but held one. A masterclass microcapclub.com/a-conversation…

"Stock picking means finding businesses today that other investors will value more than you later. When you sell a winner, you sell it to someone that sees more upside than you."

Almost every winning stock was once a deep value stock, value stock, GARP stock, and growth stock. It was once cheap, expensive, loved, and hated multiple times during the journey. Great stocks evolve but most investors don’t.  microcapclub.com/great-stocks-e…

Any recommendations on luggage? We had two pieces bite the dust recently and need to upgrade to a better more durable set.

I turned 40 this year. These are the things I wish I had known at 20. Starting with... 1. Develop the ability to add and delete habits. I’ve observed that recovering addicts can have an edge on normal people--they have come to the stark realization that change is existential.…

Congrats member Imperium on $TGEN +760% in 9 months! 🚀 🚀 🚀

Congrats Adam!

One of my earliest stock picking friends passed away a few years ago. We had a shared core holding and still do. His wife still reaches out to me for my thoughts on it. The stock made an all time high today. Few things are as gratifying as seeing a monster winner help good people

Thank you @MicroCapClub! The real value of the @MicroCapClub community is the networking with other passionate investors, the shared due dilligence, the history and analysis of stocks on the forum, bouncing ideas and constantly learning from smart investors!

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