The Fort
#337 - Ian Cassel - Founder @ Intelligent Fanatics Capital Mgmt - The Art of Microcap Investing
Feb 15, 2024
Ian Cassel, founder of MicroCapClub.com and Intelligent Fanatics Capital Management, discusses the world of microcap investing, why the greatest investors started in microcap, building MicroCap Club, and his process for investing in a company.
01:17:12
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Quick takeaways
- Microcap investing focuses on finding small, growing companies with great leaders and significant growth potential based on fundamental analysis.
- Building relationships with the management team of microcap companies is crucial for gaining a deep understanding of their intentions, visions, and capabilities.
Deep dives
Focus on Scarce and Profitable Microcaps
In microcap investing, the focus is on finding scarce and profitable businesses that happen to be publicly traded. These are small, growing companies with great leaders that have the potential for significant growth. The goal is to identify businesses that can double in value within a few years based on fundamental analysis, not just on a story. This approach allows for a more personalized and partnership-oriented investment style, where the investor can provide guidance and support to help the company succeed.
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