Category Archive

During his recent interview on The Investor’s Podcast, Ian Cassel discusses his investment approach, emphasizing the importance of assessing potential downsides before considering upsides. He looks for opportunities where he believes he can double his money in three years, often focusing on undervalued companies with strong growth potential. Cassel highlights … Read More

During his recent interview with The Investor’s Podcast, Ian Cassel explains how to find 10 baggers, 20 baggers. Here’s an excerpt from the interview: Cassel: There aren’t many of them that exist, you know, and that’s why they trade where they do. And so that’s also an element of scarcity … Read More

During his recent interview with the Business Brew, Ian Cassel explained how to find Rising Stars in small and micro-caps. Here’s an excerpt from the interview: Cassel: The way I invest I kind of put things into two camps, you’re either going after Fallen Angels or Rising Stars. I kind … Read More

During his recent interview with Lead-Lag Live, Ian Cassel explains why investors shouldn’t worry about illiquidity, they should worry about being right. Here’s an excerpt from the interview: Cassel: I mean you hit the nail on the head. I mean it depends on what your definition of illiquidity is. I … Read More

During his recent interview on The Investor’s Podcast, Ian Cassel discussed the hardest part about dealing with drawdowns. Here’s an excerpt from the interview: The hardest part about dealing with draw downs is it makes you more and more short-term instead of pushing out your time horizon. And so your … Read More

In this interview on The Infinite Loops Podcast, Ian Cassel discusses finding opportunities in scarcity. Here’s an excerpt from the interview: Cassel: And so when I get asked, “How do you invest,” I’ll tell you about the flavor that tastes good to me. It’s kind of pain that I’m painting. It’s … Read More

In his recent interview with Vishal Khandelwal, Ian Cassel discussed four top-down, and four bottom-up attributes that he looks for to find the best undiscovered businesses. Here’s an excerpt from the interview: Cassel: So those are the four kind of top-down attributes, tailwinds, scarcity, story, and undiscovered. And then kind … Read More

In his recent interview on The Investors Podcast, Ian Cassel explains why microcaps are the small investors playground. Here’s an excerpt from the interview: So there’s this advantage to a small retail investor that’s astute, that knows how to read financial statements to find these really good companies that are … Read More

In his latest interview with Sunday’s Idea Brunch, Ian Cassel explains how he finds stocks using his first wave of discovery. Here’s an excerpt from the interview: We invest in 6-10 businesses and focus on the United States, Canada, UK, and Australian markets. We are looking for undervalued situations that … Read More

In his latest interview with ValueWalk, Ian Cassel discusses how to manage the emotional side of investing. Here’s an excerpt from the interview: Cassel: I am an active investor, which really means I am a stock picker. I’m never going to be right all the time. This isn’t a game … Read More

Ian Cassel recently provided a great keynote presentation titled – “The Art of Survival” from the Planet MicroCap Showcase hosted by @BobbyKKraft. During the presentation Ian provided his seven lessons for surviving as an investor: Cash Is King Cut Your Ego And Cut Expenses Control Your Emotions Create Your Wish List/Buy … Read More