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Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast

The Acquirers Podcast

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How to Assess Value Investor Opportunities

I wouldn't characterize myself as a value investor. I look at things in situations, not necessarily value or growth. The three buckets are looking for these good to great businesses. You want to make sure that when you're in them, it's not a zero if you're wrong. If one hits, I can take the whole portfolio with it.

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