The Investing City Podcast Ep. 109 - Ian Cassel: Master of Microcaps
You can find Ian on X here and apply to Microcap Club here.
In this conversation, we cover:
Ian’s philosophy
Top down: Good story, scarcity (1/1), tailwind, undiscovered
Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years)
Ian’s edge with personal management relationships
Why investors’ main job is getting to the truth quicker
And much more
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