TIP648: Essential Skills for Successful Investing w/ Ian Cassel

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
On today’s episode, Kyle Grieve chats with Ian Cassel about the art of success in the private investing world, key investing skills to help manage stress, simple methods for finding new investing ideas, consolidating your stock buying framework, the challenges that must be overcome to hold a stock successfully, when they sell a stock, how to develop perseverance like a legendary investor, and a whole lot more!



Ian had a long history as a full-time private investor of microcaps. He then transitioned to become the founder of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of IntelligentFanatics.com. He’s co-authored two books on Intelligent Fanatics.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:15 - The stresses that must be overcome with being a private investor.

05:18 - Why you shouldn't project performance through a bull market with performance going forward (good performance through a bull market is unlikely to remain the same over a full cycle).

12:20 - How to think about survival with your portfolio through brutal bear markets.

17:11 - A sneak peek into Ian's framework for the skills of investing that are required for outperformance.

23:49 - How to build the skill of identifying stock ideas and Ian's five favorite ways.

28:53 - The power of thinking about the downside before thinking of the upside in investing.

36:21 - Why you can pay double your initial price for a business with increasing earnings power and get a better deal at a higher price.

42:50 - The potential weaknesses of coffee canning and why it does not work on every investment.

46:38 - The four reasons for selling a stock.

1:03:51 - How to deal with biases with being a long-only investor.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
  • Read the MicroCapClub Blog and sign up for the newsletter here.
  • Join the MicroCapClub here.
  • Follow Kyle on Twitter and LinkedIn.
  • Check out all the books mentioned and discussed in our podcast episodes here.
  • Enjoy ad-free episodes when you subscribe to our Premium Feed.

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