15min chapter

The Security Analysis Podcast cover image

Ian Cassel: Successful Microcap Investing

The Security Analysis Podcast

CHAPTER

From Tech Boom to Microcap Mastery

This chapter chronicles the speaker's evolution from a novice investor in technology stocks during the dot-com boom to a strategic microcap investor. It reflects on their experiences with market downturns, emotional strains on clients, and pivotal moments that led to launching an investment fund focused on small, profitable companies. The speaker emphasizes the importance of resilience, preparation, and strategic thinking in navigating challenging investment environments.

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