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We Study Billionaires - The Investor’s Podcast Network cover image

TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel

We Study Billionaires - The Investor’s Podcast Network

NOTE

The Importance of Interacting in Due Diligence and Investment Analysis

95% of due diligence is analyzing if customers and employees are happy and why/nInteracting means on the ground due diligence and verifying what the company is saying/nFront-end work involves talking to customers and employees to verify the reality of the company/nTalking to ex-employees can uncover valuable information/nTalking to other long-term investors provides insight into the business and management team

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