Ian Cassel @iancassel
Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM MicroCapClub.com Pennsylvania Joined May 2009-
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As long as the business is growing, earning more money and not diluting, time is your friend.
This was very good and entertaining @jasoncbuck @Greenbackd @farnamjake1 “I’m agnostic to all faith based investing protocols - growth, factor, trend, value …each one you’ll be wrong for 5-10 years and have to keep the faith and hold the line.” 😄 youtube.com/live/P6n7aFYUk…
There are 5 core skills to picking stocks, @iancassel told me. 1. Identifying ideas early on 2. Buying at the right price 3. Position sizing 4. Holding (98% of the trick) 5. Selling at the right price The best investors are well-versed in all 5, and great in at least one.
There are 5 core skills to picking stocks, @iancassel told me. 1. Identifying ideas early on 2. Buying at the right price 3. Position sizing 4. Holding (98% of the trick) 5. Selling at the right price The best investors are well-versed in all 5, and great in at least one. https://t.co/Yv93uwjs0N
"My intention with every purchase is to hold forever (5+ years), but <5% will earn that right."
"My intention with every purchase is to hold forever (5+ years), but <5% will earn that right." https://t.co/tgQAarsZbR
I enjoyed writing this. Mainly because it runs counter to what most people believe is true about time horizons, portfolio turnover and buy/hold forever. Real stock pickers should connect with this one. microcapclub.com/shelf-life/
Whoa! This gem of a video just came out. Featuring @mjmauboussin, @HowardMarksBook, and other great investors/authors. youtu.be/6Kas8LRJnGU?si…
Microcap is a great place to start as a stock picker. No analysts/No institutions means you must do the work. You must do your own independent research and form your own independent conviction. Institutional research/opinions aren't spoon-fed to you like you're a child. This…
Excellent post from @iancassel. Will be heresy to some of you buy and hold types, but I think he is right. microcapclub.com/shelf-life/
Excellent post from @iancassel. Will be heresy to some of you buy and hold types, but I think he is right. microcapclub.com/shelf-life/ https://t.co/nCalXKQnLe
Intentions are important in life and in stocks. Here is the difference between trading and investing: Investing - your intention with every purchase is to hold. Trading - your intention with every purchase is to sell.
Intentions are important in life and in stocks. Here is the difference between trading and investing: Investing - your intention with every purchase is to hold. Trading - your intention with every purchase is to sell.
Really worth reading!
New Article All stocks have a different shelf life. microcapclub.com/shelf-life/
One of the biggest lessons I have learned from @BobRobotti is how to “own” companies. For example, he has held $BLDR since 2009. When I asked him how he thinks about holding a stock he told me a story about his biggest loser Buckle up...🧵
Investor sentiment is a pendulum that swings from extreme optimism (focusing too much on the good) to extreme pessimism (focusing too much on the bad). Each individual stock has its own little pendulum unique to itself. It's on the extremes that a patient investor waits to act.
For anyone new to microcap investing. This is a good place to start. microcapclub.com/a-beginners-gu…
Stock picking is a hard game and that's why it's beautiful when it's done right.
During market drawdowns it's natural to average down into your current positions versus new ideas. It’s hard to let yourself be vulnerable with new relationships when the world is going to hell around you. It feels safer to double down on the things you already know and trust.…
Scheffler getting a lot of praise for winning 10 out of 50 events (rightly so), but then there was Tiger winning 23 out of 46. Insane.
Scheffler getting a lot of praise for winning 10 out of 50 events (rightly so), but then there was Tiger winning 23 out of 46. Insane.
This is good from @SafkhetCapital via @IdeaBrunchEmail @StockJabber Even when looking for the right fraud to dig into, story, and narrative play a role - stories that can resonate/outrage investors and policymakers to force action.
This was a phenomenal conversation from shorting frauds to finding 100-bagger stocks in India, conviction, etc
This was a phenomenal conversation from shorting frauds to finding 100-bagger stocks in India, conviction, etc
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Well said
There are 5 core skills to picking stocks, @iancassel told me. 1. Identifying ideas early on 2. Buying at the right price 3. Position sizing 4. Holding (98% of the trick) 5. Selling at the right price The best investors are well-versed in all 5, and great in at least one.
The Little Things that Result in the Big Things | MicroCapClub | Ian Cassel | zurl.co/mtLz "...the art of sweating the small stuff"
1 out of 100.
As long as the business is growing, earning more money and not diluting, time is your friend.
@antonioresource @iancassel This one feels more like a private conversation between mentor and student, less like a public pod, a very cool intimate atmosphere. Also compliments to Antonio for speaking so openly.
Great new interview with Jerry Seinfeld. gq.com/story/jerry-se…
The MCCPI is an equal weight index of all profitable companies (trailing twelve months) profiled on MicroCapClub. YTD: +4.27% vs $IWC -3.13% Here are the top/bottom performers QTD (since March 31st). $EXPR +95% $JAN +79% $DRX.TO +54% $AKR.V +53% $CABP.L +43% $BRM.V +34%…
Superb article Investors intend to hold stocks, possibly forever, whereas traders intend to sell But in small, volatile frontier markets such as #lka, the average 'shelf life' of most stocks is short Multi-decade sustainable winners with long shelf lives are exceptions #CSE
I enjoyed writing this. Mainly because it runs counter to what most people believe is true about time horizons, portfolio turnover and buy/hold forever. Real stock pickers should connect with this one. microcapclub.com/shelf-life/
"Every business evolves in different ways. Some businesses will age like a fine wine and others like raw fish left on a kitchen counter." ~@iancassel #BusinessSelfLife
"My intention is to hold stocks forever, but the harsh reality is every stock has different shelf life." ~ Ian Cassel
Ian Cassel: "Over the past 50+ years Buffett has owned hundreds of stocks in Berkshire’s public stock portfolio. He sold most of them very quickly. In fact, of the 230 stocks he owned between 1980 and 2010, 60% were sold in less than a year. He’s owned many for a few years. He’s…
💯💯💯 true... In resources it’s normally not the resource but the people that are the true “precious metal”. It’s the people that find the resource, develop a plan, finance the plan, and allocate capital, to grow and survive. It’s the people that unlock value. - Ian Cassel
@65biagi65 @iancassel I thought you'd never ask! x.com/antonioresourc…
There are 4 reasons to sell a stock, says @iancassel. 1. The story changed for the worse. 2. Management got incompetent and/or untrustworthy. 3. You found something better. 4. Price got ahead of valuation. 4,699 seconds long pod: youtube.com/watch?v=3Zwkdr…
Great information. @iancassel @antonioresource
There are 5 core skills to picking stocks, @iancassel told me. 1. Identifying ideas early on 2. Buying at the right price 3. Position sizing 4. Holding (98% of the trick) 5. Selling at the right price The best investors are well-versed in all 5, and great in at least one.
My friend @dollarsanddata stopped by for a catchup—he’s working on some really exciting projects
Follow me for more tennis insights.
@TheTennisLetter NGL, this match will be closer than most people think. Will delete if wrong, obv.
@iancassel @jasoncbuck @farnamjake1 A little faith never hurt anyone.
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