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TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel
We Study Billionaires - The Investor’s Podcast Network
Do You Hed Microcap Stocks?
I don't hedge strictly long only in a concentrated portfolio of higher caps. And my way to hedge is just being in the most unique best companies that can find that are growing rapidly and have great balance sheets. I think we had maybe two or three investors, like Michael Melby, who's going to be coming out shortly. That'll be another one to pay attention to. So he pitched an idea, I believe his was energy. And then Josh Young, as well, presented his was obviously energy two, because he's energy centered. So I think there was three energy ideas.
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