AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Ian Cassel — All Great Things Start Small (EP.113)
Infinite Loops
Portfolio Turnover
I'm not going to add something that's small if i think it's just going to beat 20 %. It has to have significant upside. So yet, we like to be first, but sometimes we cut a inch into positions and wait for mattin to execute. We would ha continuously try to find the best companies we can find. And probably more often than not, they're gong to disappoint us. Eventually filter out and filter in the next batch of companies. Of the ten companies we own, two or three would have went fror micrca small cap, and we continue to hold them.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode