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Learning from those with experience in small companies, speculation, resources and markets.
021: Extracting alpha from illiquid microcaps with Ian Cassel
Trawling for Ten Baggers
52 minutes 47 seconds
4 years ago
021: Extracting alpha from illiquid microcaps with Ian Cassel
In this episode we talk to Ian Cassel a prominent microcap investor, author and founder of MicroCapClub.com
We hear about how Ian found himself so passionate about microcaps and what he learnt throughout his journey.
The discussion covers liquidity in microcaps, how to research and identify potential multibaggers and position sizes in a portfolio.
Links and books discussed:
https://microcapclub.com/
http://csinvesting.org/wp-content/uploads/2013/01/Liquidity-as-an-Investing-Style.pdf
https://www.amazon.com.au/Intelligent-Fanatics-Project-Sustainable-Businesses-ebook/dp/B01HLCUA7M
https://www.amazon.com.au/Sleuth-Investor-Uncover-Stocks-Before/dp/0071481850
Trawling for Ten Baggers
Learning from those with experience in small companies, speculation, resources and markets.
