Mastering Investment Through Jiu-Jitsu Principles

On today’s episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve, avoid common traps, and develop underappreciated edges that compound into long-term outperformance.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:30 - What sparked Ian’s obsession with investor greatness.

07:41 - The two metrics that reveal actual investing skill.

13:07 - Why radical self-honesty drives long-term improvement.

16:41 - The track records that define good, great, and GOAT investors.

19:09 - What a jiu-jitsu legend taught Ian about mastery.

19:09 - Five core skills every top investor must develop.

36:19 - Why staying the same means falling behind.

44:16 - Hidden skills that give GOATs an unfair edge.

01:08:16 - The rare skill Ian leverages for outperformance.

01:11:15 - Offense vs. defense: applying it to your portfolio.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.
• Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
• Read Ian’s MicroCapClub Newsletter here.
• Check out the MicroCapClub here.
• Learn about MicroCapClub’s free events here.
• Follow Kyle on ⁠X⁠ and ⁠LinkedIn.⁠
• Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.
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