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Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast

The Acquirers Podcast

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How to Hold a Successful Multi-Banger

Hanson: Monster Beverage went through some tough times in those days. They had 80% roll downs a few times, you know, and it's because the business fundamental sagged. Even if you think something is expensive, he trims it way back and he just keeps a small holding in it. He says that even when he thought they were expensive, he'd never fully exit.

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