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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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The Sweet Spot: Two Quarters Before Profitability

The next microcap conference that I went to, almost every company that I spoke to told me that they were two quarters away from profitability. You know, and these things, all these situations always take more time. So if you can really have a 12 month perspective, which is not long term, I don't think, I think you can have an edge over other investors who are playing it from the next quarter or two.

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