TIP692: Reading the Signals: How To Identify ...

In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ...  Show more

Daniel Mahncke and Shawn O’Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that’s ...  Show more

Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, conclusions from academic research on concentration and diversification, the role of ...  Show more

In this conversation, we cover: 

how Andrew Martin has been able to crush the market

the filters Andrew uses to sort small/micro cap stocks

some examples including Shelly Group, McCoy Global, and Cyviz

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ...  Show more

Andrew Wang helps people make patient investments. He is a Managing Partner at Runnymede Capital Management, where he helps families and business owners plan their financial futures. He’s been featured in Barrons, Reuters and Investopedia and hosts the podcast Inspired Money. And ...  Show more