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TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel
We Study Billionaires - The Investor’s Podcast Network
The Three Characteristics of Lightning in a Bottle
The new ideas in the US are mainly companies that have been around for 20 years as a small public company. A new management team takes over that business, provides a capital infusion and refocus that business on a new area. And so you have all these transformations that are kind of the new companies kind of here in the US.
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