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TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel
We Study Billionaires - The Investor’s Podcast Network
The Importance of Being First to an Idea
I remember messaging you once about a smaller company that was close to the microcap land and it seemed like you almost immediately dismissed it because it didn't pass your test of being within the first wave of discovery. I'm curious, how did you come to appreciate this and value this so much? Well, I think if I remember correctly, you mentioned a larger microcap company. It's not to say that company is a bad opportunity. It's just one that wasn't for me. And I find it's really important because that first wave discovery is what normally takes one of these companies from being undervalued to fairly valued.
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