Ian Cassel, a full time micro-cap investor, shares his investment journey. His insights about what makes micro-cap investing different and challenging are worth a million.
In this issue, I interview Ian Cassel of MicroCapClub.com, which is an exclusive forum for experienced microcap investors focused on microcap companies (sub $300m market cap) trading on the US and Canadian markets.
Ian has been investing in microcaps for 15 years and has been a full time microcap investor since 2008. Ian looks to invest in great management teams running great businesses with a moat. He tries to invest in the best 5-6-7 companies he can find at all times.
Ian founded MicroCapClub in 2011 to be a place for “real” and experienced investors in the microcap space to share ideas and learn from one another. When Ian isn’t researching stocks or administering MicroCapClub, you can find him reading, golfing, or shopping at Costco with his wife.
Safal Niveshak (SN): Could you tell us a little about your background, how you got interested in investing and also about your wonderful blog microcabclub.com?
Ian Cassel (IC): I’m 34 years old, married, and have a daughter. I live in the United States in Lancaster, Pennsylvania. Lancaster is a rural community mostly known for our Amish people. I am not Amish I’m a full time private microcap investor, which is a fancy way of saying I only invest my own capital (no family, friends, or clients) and only in small public companies called microcaps.
- Spotlight: Big ideas from Value Investing and why applying them in your investment decision making will be a great deal
- InvestorInsights: Interviews with experienced value investors, learners, and deep thinkers
- StockTalk: Thorough analysis of business models of companies (without any recommendations)
- Behaviouronomics: Deep analysis of human behaviour and how it impacts investment decision making
- BookWorm: Reviews of the best books on Value Investing and related subjects
- Free Course – Financial Statement Analysis for Smart People (otherwise priced at Rs 5,900)
- Archives: Instant access to our huge archive from the past three years