Intelligent Fanatics

Intelligent Fanatics are the world’s greatest business builders. We love to study and learn from them.

[Invest with Bjorn @investwithbjorn]

@FabiusMercurius @BrianFeroldi @RamBhupatiraju @AswathDamodaran @yliownyc @heymaxkoh @Gautam__Baid @iancassel taught me many things, and this is one of my favorite lessons from him on conviction.

PS: You got to read the @IntelligentFan books.

https://t.co/RY6VegHVAN

[In Practise @_inpractise]

Some great stories on the relentless culture of Danaher

https://t.co/TglFzKSJZD

[Ganesh MALLYA - Reimagining QK @ganeshmallya]

@Naturalicecream is one brand - if it IPOs at some point is a must OWN. Fingers crossed - they should IPO :). Had the opportunity to read their story in @IntelligentFan india version.

[Intelligent Fanatics @IntelligentFan]

How do you find Intelligent Fanatic-led organizations early? How do you build conviction?
How do you hold through insane drawdowns?

See this very long thread 👇

[Intelligent Fanatics @IntelligentFan]

@m_meshree Yes, closed for a number of reasons.

Many of the write-ups will be updated and republished over time at https://t.co/EhCuDtqm78

[Intelligent Fanatics @IntelligentFan]

Sean will be republishing many of the write-ups from Intelligent Fanatics on https://t.co/ZvoSh1utCr over time. Everything will be free.
The site is optimized for long-form content.
At the bottom of each post is an email signup to get a notification when new content is posted.

[Ian Cassel @iancassel]

Frank Perdue took Perdue Farms, a small local company his father started, and grew it into a multi-billion-dollar business.

Mitzi Perdue tells this amazing story about her late husband:

👇👇👇

[Ian Cassel @iancassel]

My favorite day of the year - @MicroCapClub Summit

Kicks off with William Thorndike Live at 9am EST

Then:

@DavidGFool - How to Find Rule Breaker Stocks

@dbsable - Life Science Investing for Dummies

@verdadcap - What You Think Matters Doesn't Matter

@Magyer - Ausi Smallcaps

[Ian Cassel @iancassel]

I will be interviewing @joshtarasoff in September. He is the keyser soze of fund managers and one of my favorite investors. We will not be making this one public.

If you want to listen in live join @MicroCapClub.

[Ian Cassel @iancassel]

Coffee with The Greats: Roger Staubach

Won Heisman at US Naval Academy
Served 4 yrs + Vietnam
NFL Rookie at age 27
5 Super Bowls-2 victories
During offseason worked in Commercial Realestate
Launched his firm upon retirement
Sold for $600 million in 2008

https://t.co/2WKwK9yumL

[Ian Cassel @iancassel]

Our MicroCap Leadership Summit 2020 is now a Virtual Event. We hope you can join us!
https://t.co/XbhxMGV3tC

[Ian Cassel @iancassel]

Charlie Munger refers to great business builders as intelligent fanatics. @iddings_sean and I wrote a book about the ones he mentions in his speeches. Our research helped me fine tune my qualitative lens in finding great leaders. Maybe it will help you too
https://t.co/K136uYXYoI

[YCharts @ycharts]

"Inexperience almost always underestimates risk. The more experience you gain, the more you respect what you are up against."

New #mYCharts w/ @iancassel breaks down how he got started in micro caps, what he looks for in potential investments & much more. https://t.co/49mecmEdKM

[Ian Cassel @iancassel]

Here is my keynote - "The Art of Survival" from Planet MicroCap Showcase hosted by @BobbyKKraft

It’s only when you look back over a 10-20-30+ year investment career do you realize the ultimate prize is survival.

Hope you enjoy it.

https://t.co/8RbiKuceyb

[Ian Cassel @iancassel]

Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm

H/T to @Greenbackd for hosting this special episode

✅Storage/Organization Products
✅Bone Broth
✅Gold Producer
✅Specialty Food

https://t.co/x6SkWyNFnC

[Ian Cassel @iancassel]

Ok this is happening... @Greenbackd has agreed to host!

We are looking for business owners from a variety of industries that are operating businesses of significance ($10m+/yr revs) on what they are seeing/planning/pivoting in this current environment. Please DM @Greenbackd

[Ian Cassel @iancassel]

This is really cool. Many of our best members on @MicroCapClub participated:

@AltaFoxCapital
@1MainCapital
@neilcataldi
@boskovic64
@PaulAndreola
@veritasvatillum
@AKWilk
@EightTrack180
@michael2017l
@PFHCapital
@PSDFinancier
@longcastadviser
Others..

[Ian Cassel @iancassel]

New Post

How Are You Different?

Alpha is often generated by being just a little different in a disciplined and thoughtful way.

https://t.co/yuXdLvAimw

[Guy Spier 🇮🇱 🇺🇦 🇨🇭🇬🇧🇮🇷🇦🇪 @GSpier]

I'm looking for examples of CEO's and companies who chose to do the right thing - even when the P&L did not benefit. Like the story of James Burke of $JNJ and Tylenol - or when Larry Merlo stopped selling tobacco at $CVS @awilkinson @shaneparrish @trengriffin any thoughts?

[Smart Sync Investment Advisory Services @SmartSyncServ]

7 Big learning from the book, Intelligent Fanatics of India

https://t.co/SsM3NunZQN

Wonderful writing from Rohitt Potti and @poojabhula

A must-read for any student of investing.

@iancassel @IntelligentFan