IFCM MicroCap @IntelligentCM

All great companies started as small companies. CIO @iancassel. https://t.co/CL86Hwf2go if.capital Lititz, PA Joined September 2018

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Ian Cassel @iancassel

2 weeks ago

New Article In February 1999, Stanley Druckenmiller went short technology stocks. The bubble was obvious to him. One month later his loss was $600 million. He threw up his hands in anguish, closed his short position and ate the loss. Just one year later, technology stocks were…

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Meb Faber @MebFaber

2 weeks ago

Investing quote of the day via @iancassel:

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IFCM MicroCap @IntelligentCM

3 weeks ago

Find overqualified management teams running small businesses. They already know what success looks like and have already made the rookie mistakes/learned from them in prior endeavors.

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IFCM MicroCap @IntelligentCM

3 weeks ago

We increased our ownership to 10.2% of $KLNG sec.gov/Archives/edgar… From MRQ earnings call:

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IFCM MicroCap @IntelligentCM

a month ago

We led this round with Sun Mountain Partners (William Thorndike and Christian) along with a couple other funds, and insiders. $BILD.V

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IFCM MicroCap @IntelligentCM

4 months ago

Finding overqualified management teams running small public companies is the key.

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IFCM MicroCap @IntelligentCM

4 months ago

From our Q1 2025 letter

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Ian Cassel @iancassel

8 months ago

A snippet from @IntelligentCM annual letter that I thought might be helpful to others here. We view our larger positions like the veteran players on a professional sports team. They are the leaders of the team and are paid the most, represented by position size. They have…

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IFCM MicroCap @IntelligentCM

10 months ago

It’s wild we passed our six year mark. We appreciate the continued trust and investment from our LPs. Time flies when you’re having fun.

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IFCM MicroCap @IntelligentCM

2 years ago

We really enjoyed Turtle Creek’s latest letter. We also view our edge as our relationship with management. go.turtlecreek.ca/l/849083/2024-…

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IFCM MicroCap @IntelligentCM

2 years ago

This is one of the best books to handout to investors and business owners. 90 pages. High signal.

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Ian Cassel @iancassel

2 years ago

New Post While at Morgan Stanley, Robert Auer turned $100,000 (1986) into $32 million (2007) using an investment discipline developed by his father. From 1986 to 2007 their performance beat most of the greatest investors ever. microcapclub.com/2023/07/going-…

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The Compound @TheCompoundNews

2 years ago

TCAF 99🎙️⏯️ @iancassel joins @Downtown and @michaelbatnick to discuss microcap stocks, how investing is like golf, Silicon Valley on drugs, and much more!🔥🎧 Apple:podcasts.apple.com/us/podcast/the… Spotify:open.spotify.com/episode/1AqSbx…

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Michael Liu @michael2017l

2 years ago

Had a great time discussing one of the most interesting businesses out there!Cogstate $CGS.AX $COGZF

Andrew Walker @AndrewRangeley

2 years ago

Had a great time discussing one of the most interesting businesses out there!Cogstate $CGS.AX $COGZF

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Ian Cassel @iancassel

2 years ago

This was a fun conversation with @BillBrewsterTBB We talked microcaps, conviction, patience, rising stars vs fallen angels, value, quality, scarcity.. podcasts.apple.com/us/podcast/ian…

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Michael Liu @michael2017l

2 years ago

Really excited for this and thanks @AndrewRangeley for hosting!

Andrew Walker @AndrewRangeley

2 years ago

Really excited for this and thanks @AndrewRangeley for hosting!

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IFCM MicroCap @IntelligentCM

3 years ago

Out of 50 big winners only a select few will match the characteristics and principles where you can form conviction. Don’t get distracted or enraged watching the others. Not every winner is meant for you.

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Ian Cassel @iancassel

3 years ago

This is going to be fun microcapclub.com/summit/

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IFCM MicroCap @IntelligentCM

3 years ago

Large insider ownership and insider buying doesn’t mean a business or stock will be a success but at least it proves management is aligned with your interests. Never invest in a business whose management doesn’t have to live with the consequences of their decisions.