Category Archive

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