

Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks
17 snips Jun 19, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 3min
Tesla to the Marnville: A Geography Lesson
02:58 • 4min
The Outperformance of the Bear Market
07:23 • 4min
The Importance of Quantity in Small Cap Value
11:14 • 2min
The Importance of Quality Growth and Survival
13:38 • 1min
The Volatility of the Market
14:53 • 5min
The Gap Between Sports and Art
19:39 • 3min
The Importance of Small Improvements in Investing
22:20 • 2min
The Importance of Journaling in Investing
24:08 • 2min
The Paradox of Skill
26:09 • 3min
How to Evaluate Your Portfolio
29:07 • 3min
The Three Core Elements of a Micro Cap
31:40 • 3min
The Importance of Starting Small
34:29 • 2min
How to Figure Out Management to Make Sure That a Small Number of Shares Doesn't Become a Large Number That Is in Their Pocket
36:41 • 2min
How to Hide Your Company's Shares Outstanding
38:41 • 3min
The Life of Trees
42:03 • 3min
The Effects of Trees on the Forest Floor
45:27 • 3min
The Importance of Growth in Hyper Growth Companies
48:16 • 3min
The Green Gap
50:59 • 3min
The Stock Market's Prediction of a Recession
54:23 • 2min
How to Be a Successful Car Tracker
56:27 • 4min