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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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Intelligent Fanatics Capital Management

I've seen some good arguments that you should buy as a deep value investor and then perhaps sell as a momentum investor. I don't know what the solution is, but I'm still grappling with it. It's tough to go from viewing something at a value to viewing it as growth. And so for those people that have a volatility tolerance when invested in small businesses they can probably put something together. We're really spending a lot of effort now trying to find the right investors to invest alongside me in it.

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