The Acquirers Podcast
Ian Cassel on small and micro cap investing and the traits of good and great investors | S07 E03
Jan 27, 2025
Ian Cassel, a micro-cap investing expert, shares his insights on navigating the complexities of small and micro-cap investing, especially in the Canadian market. He emphasizes the skills that distinguish good stock pickers from the greatest, comparing it to Brazilian jiu-jitsu. Cassel also discusses the importance of valuing management and cultivating a watch list to enhance investment strategies. With anecdotes about mole rats, he humorously highlights resilience in investing and promotes a buy-and-hold approach, gearing up for an exciting microcap event in Las Vegas.
59:40
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Quick takeaways
- The recent performance of micro cap companies has outshone larger growth stocks, revealing their resilience and growth potential in volatile markets.
- Canadian micro caps are gaining traction among U.S. private equity firms through mergers and acquisitions, indicating a growing recognition of their undervalued potential.
Deep dives
Trends in Micro Cap Investing
The conversation highlights a positive trend for smaller, profitable micro cap companies over the past year, particularly in the context of performance against larger growth stocks. The Micro Cap Club Profitable Index, which tracks 1,200 companies, reported a substantial increase of nearly 45%, reflecting the resilience and growth potential of this segment. Even during downturns, these profitable micro caps showed less volatility compared to broader market trends, suggesting a more stable investment option amid market fluctuations. This trend raises interesting implications for investors looking to explore opportunities in the micro cap space as the market evolves.
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