Navigating the Scalability of Microcap Investments

This chapter explores the scalability issues inherent in microcap investing, as opposed to structured vehicles like ETFs. The discussion includes future plans for moving into small-cap investments and encourages audience engagement with additional finance resources.

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Trey Lockerbie speaks with microcap expert Ian Cassel. Ian has been investing in microcaps for over 20 years & is a Co-Founder of the popular site MicroCapClub & the current CIO of Intelligent Fanatics Capital Management.

IN THIS EPISODE, YOU'LL LEARN:

03:02 - Why do microcaps get a bad wrap?
05:39 - How a few of the greatest investors got their start in microcaps.
14:46 - How to identify microcaps that could grow up to be macro caps.
23:14 - The psychology around cheaply priced stocks, including macro caps that do stock splits.
32:04 - The pros and cons of a highly concentrated portfolio.
47:18 - Ian’s strategy for finding profitable and sustainable microcap companies with great management.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Microcap Club's Website.
Ian Cassel's Twitter.
Intelligent Fanatics' Books.
Intelligent Fanatics Capital Management's Website.
Trey Lockerbie's Twitter.

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