Ian Cassel
PersonHeard in 7 episodes across 2 shows since Aug 2026
Ian Cassel is an American microcap investor, author, and entrepreneur who founded MicroCapClub. He is known for his work identifying and researching early-stage publicly traded companies and for writing about microcap investing.
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Mentions of Ian Cassel per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
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| Day | Share (7-day) | Mentions |
|---|---|---|
| Sep 15 | 0.09‰ | 3 |
What Ian Cassel has said on podcasts
28 statements
Equal-weighted 20-stock portfolios typically concentrate in four to six dominant stocks within one to two years.
“in fact, probably in one to two years, that 20 stock equal weighted portfolio, four to six stocks would dominate the portfolio, representing more than 50% of the portfolio combined.”
Open the episode · From Speculation to Investment by Ian CasselListen at 2:10
Four to six stocks in such portfolios will become effectively dead positions with under 10% combined allocation.
“Another four to six stocks would be dead. probably represented by sub-10% combined allocation”
Open the episode · From Speculation to Investment by Ian CasselListen at 2:22
Microcap businesses are generally more fragile and lower quality than larger businesses.
“small businesses or micro caps on average more fragile and of lower quality than larger businesses”
Open the episode · From Speculation to Investment by Ian CasselListen at 3:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
7 episodes featuring Ian Cassel, newest first
- Oct 7, 2026
Patient ownership separates microcap winners from the restMicroCapClubOct 7, 2026Guest - Oct 5, 2026Alejandro Yela weighs oil reserves against software riskMicroCapClubOct 5, 2026Guest
- Sep 30, 2026
Strata bets on logistics as transplant technology fragmentsMicroCapClubSep 30, 2026Guest - Sep 21, 2026AI expands stock coverage but sharpens the case for judgmentMicroCapClubSep 21, 2026Guest
- Sep 15, 2026
Ian Cassel makes firsthand research a microcap edgeYet Another Value PodcastSep 15, 2026Guest - Sep 8, 2026AI tests relationship-driven accounting and legal firmsMicroCapClubSep 8, 2026Guest
Works by Ian Cassel
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