#337 - Ian Cassel - Founder @ Intelligent Fanatics Capital Mgmt - The Art of Microcap Investing


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Feb 15 2024 76 mins   1

Ian is the founder of MicroCapClub.com, a global community of microcap investors. He is also the founder of Intelligent Fanatics Capital Management LLC, where his team works with private wealth clients to help give them exposure to the smallest public companies in the world.

We discuss:

  • The world of microcap investing
  • Why the greatest investors started in microcap
  • Building MicroCap Club
  • Ian’s process for investing in a company


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Links

Ian on X

MicroCapClub.com


Topics

(00:00:00) - Intro

(00:02:06) - Growing up near the Amish

(00:06:31) - Getting into Microcap investing

(00:13:42) - Why most microcaps lose money

(00:16:02) - The cost of being a public company

(00:17:57) - Why the greatest investors started in microcap

(00:21:22) - Experiences during the GFC

(00:26:29) - Starting MicroCapClub

(00:32:20) - Ian’s process

(00:49:30) - Do you expect stock movement when you buy into a company?

(00:54:40) - Due diligence

(01:02:01) - Finding undervalue

(01:03:32) - Emotion in Investing

(01:07:05) - Thoughts on the market

(01:12:02) - What size does a microcap end?

(01:14:06) - What are the best sources of information for mIcrocap?



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