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Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks
The Acquirers Podcast
The Importance of Quantity in Small Cap Value
There's really only two states in, in small cap value. It's terrifying because it's terrifying and we're underperforming by so much. And then there's a boom bubble bust. It's over as quickly as that. But if you dig down into the composition of those portfolios, they're hard to buy. I think it tends to be better as a quant strategy or you need to be a sort of schloss type personality where you can just go in and buy the boring stuff and hold a hundred positions and not worry about it. Like even though he wasn't a quant, that's basically a, a quant type stretch. Yeah.
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