Ian Cassel: The Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street
Find me on Substack!
Ian Cassel is the founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, specializing in underfollowed public companies led by exceptional owner-operators — pairing rigorous, boots-on-the-ground research with the patience to hold rare compounding businesses…
Is AI Making Us Dumber? | Michael Fritzell
Michael Fritzell writes Asian Century Stocks, a research service covering undercovered equities across Asia. He spent sixteen years on the buy side in Hong Kong, Singapore, and Indonesia before leaving in 2021 to publish full-time, and now writes deep dives on companies that receive almost no analy…
The Grant Williams Podcast Ep. 133 - Ian Cassel
Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins me for a fascinating conversation about investing, conviction and the advantages that can still exist for individuals willing to venture into the neglected corners of public markets. Ian’s journey began with a $20,000 family gift…
#88 Ian Cassel: Stock Picker
Eddie speaks to the US-based microcap investor Ian Cassel about his new book – Stock Picker. Ian shares his personal journey of becoming a full-time private investor and his lessons from 25+ years of investing in tiny, often overlooked companies.
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Our conversation with Ian Cassel was …
September 2026 Random Ramblings
The 10 year has gone from 4.2% at the start of the year to 4.6% in late August to 5.1% today, and the S&P is still basically touching all time highs. Interest rates are financial gravity, but I wonder if gravity works on a lag. Consumers and allocators are slow to move money from stocks to bonds, a…
Strata Critical Medical (SRTA): The Organ Transplant Logistics Roll-Up
In this Business Breakdown, David Barbato and Adam Wilk sit down with Strata Critical Medical’s (SRTA) co-CEO and CFO Will Heyburn and VP of Finance and Investor Relations and CFO of Clinical Services, Mat Schneider.
This discussion took place live on September 29th, 2026, on the MicroCapClub Com…
On Urgency, Consistency, and Sensible Investing: Unfiltered Coffee August & September 2026
In this Unfiltered Coffee episode, I share some thoughts that have stayed with me through recent conversations, listener emails, books, podcasts, and my own work with investors and families.
I reflect on a different kind of urgency—not the manufactured urgency of expiring offers or opportunities th…
A Decade of Oil and Gas Investing in One Hour | Alejandro Yela
Alejandro Yela is the founder of Hermit Ventures and the author of The Hermit, a Substack focused on nano- and microcap companies. He began as a debt investor in Latin American oil and gas bonds, later worked in restructuring, project finance, and M&A.
This discussion took place live on October 2n…
From Speculation to Investment by Ian Cassel
In this episode, Ian Cassel talks about crossing the chasm of speculation to investment in microcap stocks. You can also read it as an article here: https://microcapclub.com/newsletter/
MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (su…
224: Microcap Investing with Ian Cassel
We focused on the microcap investing, the investment philosophy and methodology behind it, the structure and advantages of the microcap market, practical guidance for investors considering the asset class, and the value of community and successful investing, with Ian Cassel a full-time microcap i…
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
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