My guest this week is Ian Cassel, a microcap investor who is always on the lookout for small companies which are run by men and women who are what he calls intelligent fanatics. Ian’s livelihood is based on the success or failure of a small group of companies that you have never hear of—he takes the idea of “skin in the game” to another level. We explore what Ian looks for in managers, why investors might want invest in microcap companies and the benefits of a frugal approach to life. Buying public companies that are as small as the ones which Ian considers is an entirely different style of investing than what most of us are used to in the public markets. Please enjoy!
Ian Cassel – Books Referenced
Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses
Zero to One: Notes on Startups, or How to Build the Future
How to Win Friends & Influence People
Getting There: A Book of Mentors
100 Baggers: Stocks That Return 100-to-1 and How To Find Them
Links Referenced
Seven Intelligent Fanatics From India
Show Notes
2:28 – Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses
58:01 – Floats and Moats
59:22 – Zero to One: Notes on Startups, or How to Build the Future
59:45 – How to Win Friends & Influence People
59:54 – Think and Grow Rich
1:01:00 – Getting There: A Book of Mentors
1:03:24 – 100 Baggers: Stocks That Return 100-to-1 and How To Find Them
By The Investors’ Field Guide
