#88 Ian Cassel: Stock Picker

Cassel treats direct CEO relationships and early-stage discovery in sub-$50M microcaps as his durable, structural investing edge.

• Microcap defined: Ian Cassel invests in companies under $500M market cap, with a sub-$50M "nano cap" focus, out of roughly 30,000 global public microcaps.
• Origin story: A $20,000 teenage brokerage account grew to $120,000 in the dot-com bubble, crashed to $8,000, then rebounded via a bus-trip CEO meeting with XM Satellite Radio bought at $1.78, which hit $34.

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