#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 wa...
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,...
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 C...
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 ...
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 ...
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 (...
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...
Intro to Micro Caps
How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients. Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buc...
Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
In this Business Breakdowns, David Barbato sits down with Lindbergh’s (LDB.MI) CEO Michele Corradi and COO Andrea Allegrini. The company was originally profiled by MicroCapClub member "mavix" on October 2nd, 2023, at $2.09 EUR per share.
This discussion took place live on October 13th, 2026, on ...
Why Exchanges Beat the Market | James Davolos
James Davolos is a portfolio manager at Horizon Kinetics, where he has spent nearly 21 years studying exchanges and what the firm calls croupier businesses. These are companies that earn fees on trading volume without putting their own capital at risk. One of his first projects at the firm was th...
