# ![@iancassel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::37918984.png) @iancassel Ian Cassel

Ian Cassel posts on X about stocks, business, money, $cost the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::37918984/interactions)
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- [--] Week [-------] +72%
- [--] Month [---------] +14%
- [--] Months [---------] +52%
- [--] Year [----------] -1.10%

### Mentions: [--] [#](/creator/twitter::37918984/posts_active)
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- [--] Week [--] +102%
- [--] Month [---] +69%
- [--] Months [---] +63%
- [--] Year [---] +41%

### Followers: [-------] [#](/creator/twitter::37918984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::37918984/c:line/m:followers.svg)

- [--] Week [-------] +0.08%
- [--] Month [-------] +0.45%
- [--] Months [-------] +2.90%
- [--] Year [-------] +5.50%

### CreatorRank: [-------] [#](/creator/twitter::37918984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::37918984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  30.05% [finance](/list/finance)  27.32% [cryptocurrencies](/list/cryptocurrencies)  6.56% [technology brands](/list/technology-brands)  4.92% [travel destinations](/list/travel-destinations)  2.19% [automotive brands](/list/automotive-brands)  1.64% [countries](/list/countries)  1.09% [celebrities](/list/celebrities)  1.09%

**Social topic influence**
[stocks](/topic/stocks) #3701, [business](/topic/business) 4.37%, [money](/topic/money) 3.83%, [$cost](/topic/$cost) 3.83%, [company](/topic/company) 3.28%, [$amzn](/topic/$amzn) 3.28%, [in the](/topic/in-the) 2.73%, [we are](/topic/we-are) 2.73%, [the most](/topic/the-most) 2.73%, [crypt](/topic/crypt) 2.73%

**Top accounts mentioned or mentioned by**
[@microcapclub](/creator/undefined) [@alvinholpk](/creator/undefined) [@planetmicrocap](/creator/undefined) [@greenbackd](/creator/undefined) [@307fool](/creator/undefined) [@sanjaybakshi](/creator/undefined) [@jktadave](/creator/undefined) [@bobbykkraft](/creator/undefined) [@farnamjake1](/creator/undefined) [@alluvialcapital](/creator/undefined) [@paulandreola](/creator/undefined) [@sammyj_19](/creator/undefined) [@brownmarubozu](/creator/undefined) [@subhorov](/creator/undefined) [@kyctoo](/creator/undefined) [@brettgardner10](/creator/undefined) [@cvpayne](/creator/undefined) [@rtelfordinvest](/creator/undefined) [@chriswmayer](/creator/undefined) [@robertghagstrom](/creator/undefined)

**Top assets mentioned**
[Costco Hot Dog (COST)](/topic/$cost) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Starbucks Corporation (SBUX)](/topic/$sbux) [IBM (IBM)](/topic/ibm) [SYSCO Corporation (SYY)](/topic/$syy) [Middleby Corp (MIDD)](/topic/$midd) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [NexGel Inc. (NXGL)](/topic/nexgel-inc) [A.K.A. Brands Holding Corp. (AKA)](/topic/$aka) [1stdibs.com, Inc. (DIBS)](/topic/$dibs) [BrilliA Inc (BRIA)](/topic/$bria)
### Top Social Posts
Top posts by engagements in the last [--] hours

"New Article Some of the biggest returns can come from turnarounds at the time of management change. These times are normally at peak disappointment and despair. https://microcapclub.com/from-disaster-to-triumph/ https://microcapclub.com/from-disaster-to-triumph/"  
[X Link](https://x.com/iancassel/status/2021534842740163058)  2026-02-11T10:40Z 284K followers, 16.1K engagements


""Volatility often reflects the market not knowing a company particularly well. And that is why our highest alpha generating returns come from our most volatile positions." - James Hanbury CFA from the book "Stock Market Maestros""  
[X Link](https://x.com/iancassel/status/2022281370593087719)  2026-02-13T12:07Z 284K followers, 14.7K engagements


"Sometimes you can buy slow and sometimes you can sell slow. Sometimes you have time and other times you don't. In illiquid stocks you usually find volume on the extremes by pushing a stock up or down. You push hard enough you'll find the volume you desire. Sometimes it makes sense to push a stock up 10-20-30% to find some size if the upside is big enough. Sometimes it makes sense to burry a stock down 10-20-30% after an earnings miss because the numbers or management commentary changed the fundamental thesis. When selling a loser that surprises me at the same time as everyone else Ive found"  
[X Link](https://x.com/iancassel/status/2021374830323302892)  2026-02-11T00:04Z 284K followers, 15.5K engagements


"This week I wrote about going from disaster to triumph. In the 1660s London was the third-largest city in the Western world behind only Paris and Constantinople. God was angry at London so he sent plague and fire to destroy the city. https://microcapclub.com/from-disaster-to-triumph/ https://microcapclub.com/from-disaster-to-triumph/"  
[X Link](https://x.com/iancassel/status/2022635762769105296)  2026-02-14T11:35Z 284K followers, [----] engagements


"Selling for quick 5-10% gains can give you a good income but holding for 100-500-1000%+ gains is how you build wealth"  
[X Link](https://x.com/iancassel/status/1317251500016570372)  2020-10-16T23:50Z 283.9K followers, [----] engagements


"Discipline is when your long-term goals change your short-term behavior"  
[X Link](https://x.com/iancassel/status/1420389843784380417)  2021-07-28T14:25Z 283.9K followers, [----] engagements


"The best "investor relations" is insider buying"  
[X Link](https://x.com/iancassel/status/1676240281715322881)  2023-07-04T14:43Z 283.9K followers, 96.2K engagements


"65% of global equities are microcaps. Unless you are a rich billionaire everyone should love microcap investing. But no research coverage no one to blame. You must do the work. You will lose money as you learn. Independent/self confident people love microcap investing. We are a global community of microcap stock pickers. 250+ multi-baggers profiled since inception by our members (1+ per month). We aren't a guru service we are a community. If you love microcaps and enjoy the hunt - join as a member or subscriber https://t.co/pGu9B5uvuw We are a global community of microcap stock pickers. 250+"  
[X Link](https://x.com/anyuser/status/1924062923812429825)  2025-05-18T11:22Z 283.9K followers, 211.7K engagements


"Just added: Atlas Salt Inc. $SALT.V BranchOut Foods $BOF Hydreight Technologies $NURS.V Nexgel Inc. $NXGL NowVertical $NOW.V Sylogist $SYZ.TO VerticalScope $FORA.TO The company lineup so far. https://t.co/mZWAfH4ouI The company lineup so far. https://t.co/mZWAfH4ouI"  
[X Link](https://x.com/iancassel/status/1952707544486490165)  2025-08-05T12:25Z 283.9K followers, 25.1K engagements


"The great companies execute on the basics don't tell you everything and then surprise you with new things you never knew they were working on. Mediocre companies can't execute on the basics so they tell you everything they are working on and surprise you with disappointment"  
[X Link](https://x.com/iancassel/status/1955212106866839805)  2025-08-12T10:17Z 283.8K followers, 35.8K engagements


"In a recent interview investor and author Robert Hagstrom said the most important question to ask is How long will it last. Hagstrom cited work done by Michael Mauboussin and was referring to the competitive advantage period or moat of a business. This question is especially relevant for microcaps since they have much shorter shelf lives. We are often drawn to a microcap situation after a breakout quarter or a couple great quarters in a row. Every microcap multi-bagger is the result of a management team that strung together two or more great quarters in a row.Small stocks need momentum to"  
[X Link](https://x.com/iancassel/status/1971154224458141875)  2025-09-25T10:06Z 283.9K followers, 18.8K engagements


"We have [--] companies presenting today at Planet Microcap Toronto starting at 8am ET $BQE.V $BLM.V $HAI.TO $ZOMD.V $LOVE.V $FTG.TO $NURS.V $CNO.V $KSI.TO $GRID.TO $MCB.TO $OML.V $AUUA.V $ZTE.CN $BRM.V $BILD.V $DTEA.V and many more View them all live here https://www.meetmax.com/sched/event_123229/__public-webcasts_cp.html https://www.meetmax.com/sched/event_123229/__public-webcasts_cp.html"  
[X Link](https://x.com/iancassel/status/1980932316785778735)  2025-10-22T09:40Z 283.9K followers, 60.4K engagements


"One of those things none of us want to admit but is 💯% true 90% of our time is spent trying to convince ourselves a microcap business is better than what it actually is. 😂 90% of our time is spent trying to convince ourselves a microcap business is better than what it actually is. 😂"  
[X Link](https://x.com/iancassel/status/1988596246702121033)  2025-11-12T13:14Z 283.9K followers, 17.7K engagements


"The best positions are the ones you watch in admiration not frustration"  
[X Link](https://x.com/iancassel/status/1990405385748893909)  2025-11-17T13:03Z 283.9K followers, 14.8K engagements


"The beauty of investing is [----] investors can be in the same great stock-company and their returns will be dramatically different. Finding a great company isn't even half the battle. Time horizon matters. Temperament matters. Conviction matters. Price paid still matters"  
[X Link](https://x.com/iancassel/status/2000176899298111641)  2025-12-14T12:11Z 283.9K followers, 22K engagements


"RT @brettgardner_10: While I enjoyed this article Klarman is wrong about "Buffett who never tried to get rich quick (which Im quite sure"  
[X Link](https://x.com/iancassel/status/2001773291212530125)  2025-12-18T21:55Z 283.9K followers, [--] engagements


"I'm excited to announce the acquisition of @PlanetMicroCap from the Kraft Family @BobbyKKraft will continue to lead the business @MicroCapClub online community + Planet MicroCap in-person events now under a unified mission/vision. PR below: https://microcapclub.com/planet-microcap-holdings-llc-owned-by-ian-cassel-acquires-planet-microcap-llc-to-expand-into-in-person-events/ https://microcapclub.com/planet-microcap-holdings-llc-owned-by-ian-cassel-acquires-planet-microcap-llc-to-expand-into-in-person-events/"  
[X Link](https://x.com/iancassel/status/2008489726421164224)  2026-01-06T10:44Z 283.9K followers, 84.4K engagements


"Recently confirmed companies for @PlanetMicroCap Las Vegas June 16-18th H/T @BobbyKKraft: $IDN $AKA $AMNF $DIBS $BRIA $BILD.V $NCSM $USAQ $QBAK $MAMA $DCGO Register here: https://www.meetmax.com/sched/event_130817/conference_home.html https://www.meetmax.com/sched/event_130817/conference_home.html"  
[X Link](https://x.com/iancassel/status/2012164398358331546)  2026-01-16T14:05Z 283.9K followers, 11.9K engagements


"RT @cvpayne: You were great"  
[X Link](https://x.com/iancassel/status/2012546208313511956)  2026-01-17T15:23Z 283.9K followers, [--] engagements


"This is a wonderful new evidence based research piece by @RTelford_invest on equity dilution in microcaps We can predict future microcap equity dilution and equity dilution can predict future returns. https://microcapclub.com/how-to-avoid-dilution-in-microcaps-a-dilution-risk-scorecard/ https://microcapclub.com/how-to-avoid-dilution-in-microcaps-a-dilution-risk-scorecard/"  
[X Link](https://x.com/iancassel/status/2013580024373280899)  2026-01-20T11:51Z 283.9K followers, 12.3K engagements


"Why is a small outstanding share count important First scarcity is the most powerful driver of price. Great businesses in microcap are scarce. Illiquidity is the scarcity of shares. Its the combination of these two forms of scarcity that are powerful. Less shares outstanding means less turnover (on average) to increase the share price. Put simply there are fewer total shares available to buy. Illiquidity is very powerful when its combined with a great business. Why Investors are forced to pay up to own shares. https://microcapclub.com/lightning-in-a-bottle/"  
[X Link](https://x.com/iancassel/status/2014298079659213248)  2026-01-22T11:24Z 283.9K followers, [----] engagements


"10x more people will want to buy a stock after it doubles. 1/10 as many people will want to buy a stock after it gets cut in half. It's been this way forever. Some things never change"  
[X Link](https://x.com/iancassel/status/2014511078873456919)  2026-01-23T01:30Z 283.9K followers, 54.5K engagements


"Investing is predicting what business other investors will fall in love with next"  
[X Link](https://x.com/iancassel/status/2014673006329553162)  2026-01-23T12:14Z 283.9K followers, 42.4K engagements


"The great thing about small market caps is they can 2-3-5-10x and still be small companies/a new idea to 99.9% of investors"  
[X Link](https://x.com/iancassel/status/2015017412962246988)  2026-01-24T11:02Z 283.9K followers, 35.5K engagements


"In bull markets everyone justifies paying higher In bear markets everyone justifies selling lower"  
[X Link](https://x.com/iancassel/status/2015472623522574812)  2026-01-25T17:11Z 283.9K followers, 43.5K engagements


"You could ask [---] micro/smallcap stock pickers their favorite idea and you will get [---] different companies. And everyone is a little horrified at the next persons best idea. I love how unique we all are"  
[X Link](https://x.com/iancassel/status/2015947551711633896)  2026-01-27T00:38Z 283.9K followers, 39.3K engagements


"In [----] Microsoft (MSFT) was an $8 million revenue company with [--] employees. IBM was largest public company in the world and controlled 70% of the global computer market which was primarily mainframe computers. At the time IBM was developing its first personal computer the IBM PC and needed an operating system. IBM initially approached Digital Research creators of the CP/M operating system but negotiations fell through. IBM then turned to a relatively small software companyMicrosoftprimarily known for its programming languages. Microsoft didnt have an operating system ready but it seized the"  
[X Link](https://x.com/iancassel/status/2016115502880342083)  2026-01-27T11:46Z 283.9K followers, 12.1K engagements


"Enjoyed the conversation today with @Greenbackd and @farnamjake1. We talked about Lee Freeman-Shor's book "Art of Execution" conviction concentration and initial position sizing. https://www.youtube.com/live/c9tdGE5nBsgsi=jvVnfsu0aEy0Z-Mw https://www.youtube.com/live/c9tdGE5nBsgsi=jvVnfsu0aEy0Z-Mw"  
[X Link](https://x.com/iancassel/status/2016293289067000017)  2026-01-27T23:32Z 284K followers, 19.5K engagements


"Here is @farnamjake1 looking at me very skeptically - just like my wife"  
[X Link](https://x.com/iancassel/status/2016293785601282098)  2026-01-27T23:34Z 283.9K followers, [----] engagements


"New Article Chris Fellingham who ran George Soross London Office said I would hear Soros ranting in the background about how useless he was how he got things wrong all the time how terrible it was. How he lost it. And then he would suddenly come in with the most amazing numbers. I chatted with him once about this and he reckoned he got three out of ten right. But on those three he ran them and he ran them and he ran them. And the seven he got wrong he got out quickly. So just reiterating it's all about execution. https://microcapclub.com/winning-and-losing/"  
[X Link](https://x.com/iancassel/status/2016470494870970588)  2026-01-28T11:16Z 283.9K followers, 78.8K engagements


"The average hit rate (% of winning stocks) for the best stock pickers in the world was only 49%. Analyzing [----] investments from top fund managers he found that most ideas actually lost money. When you realize its a toss of a coin whether you make money on a stock then it hits you what matters most is how you react when you are winning and losing. New Article Chris Fellingham who ran George Soross London Office said I would hear Soros ranting in the background about how useless he was how he got things wrong all the time how terrible it was. How he lost it. And then he would suddenly come in"  
[X Link](https://x.com/iancassel/status/2016507373158871231)  2026-01-28T13:43Z 283.9K followers, 80.7K engagements


"Jeff is a good friend of mine and I find this return borderline offensive 😆 Congrats to Jeff Kowal aka Valueseeker123 on Almonty Industries $AII.TO +2559% in [--] years 🚀🚀🚀 https://t.co/EbPFfJSv8W Congrats to Jeff Kowal aka Valueseeker123 on Almonty Industries $AII.TO +2559% in [--] years 🚀🚀🚀 https://t.co/EbPFfJSv8W"  
[X Link](https://x.com/iancassel/status/2016593181366771862)  2026-01-28T19:24Z 284K followers, 23K engagements


"Great episode w/@chriswmayer @RobertGHagstrom H/T @CultishCreative @bogumil_nyc "Markets don't stop evolving which means you can't stop evolving and learning." https://youtu.be/mYvf1EiRmkEsi=OZNqLbTMjGsrHc7H https://youtu.be/mYvf1EiRmkEsi=OZNqLbTMjGsrHc7H"  
[X Link](https://x.com/iancassel/status/2016604527030362192)  2026-01-28T20:09Z 283.9K followers, 15.9K engagements


"The worst part of bull markets is the rise of inexperienced people educating other inexperienced people. The worst part of bear markets is perma-bears feeling vindicated after being wrong for a decade or two. https://microcapclub.com/bull-markets/ https://microcapclub.com/bull-markets/"  
[X Link](https://x.com/iancassel/status/2016835076252713359)  2026-01-29T11:25Z 283.9K followers, 11.7K engagements


"Me when I successfully carry [--] grocery bags in the house on one trip"  
[X Link](https://x.com/iancassel/status/2016909654287081678)  2026-01-29T16:21Z 284K followers, 24K engagements


"We are 5-months out but I've found I need at least 4-months for spousal approval for trips like this. Get after it😆 The speaker lineup pitch session and company lineup is coming together nicely. Hope many of you can join us in Las Vegas https://microcapclub.com/210-investors-registered-50-companies-confirmed-join-us/ https://microcapclub.com/210-investors-registered-50-companies-confirmed-join-us/"  
[X Link](https://x.com/iancassel/status/2017187957178761429)  2026-01-30T10:47Z 283.9K followers, 39.2K engagements


"Herb and Dorothy Vogel assembled one of the world's greatest art collections on a postal worker's salary. But they didn't chase Rembrandts or Picasso's they couldn't afford them. They sought emerging artists and they had an eye for talent spending $25 here and $50 over there all while building relationships with the artists. Over the decades their little apartment transformed into a treasure chest. Every inch of wall and floor space was crammed with art: Chuck Close sketches Roy Lichtenstein paintings Andy Goldsworthy sculptures. Curators would visit from all over the world to vist this"  
[X Link](https://x.com/iancassel/status/2017204891999936591)  2026-01-30T11:54Z 284K followers, [----] engagements


"It's always cool to see the breakdown of investors by geography. We already have investors from [--] countries attending. [---] [--] [--] [--] [--] -Bahamas ⛱ [--] [--] other countries. We are 5-months out but I've found I need at least 4-months for spousal approval for trips like this. Get after it😆 The speaker lineup pitch session and company lineup is coming together nicely. Hope many of you can join us in Las Vegas https://t.co/ll9AIwneTb We are 5-months out but I've found I need at least 4-months for spousal approval for trips like this. Get after it😆 The speaker lineup pitch session and company lineup is"  
[X Link](https://x.com/iancassel/status/2017239011580878887)  2026-01-30T14:10Z 283.9K followers, 14.8K engagements


"This week I wrote about Winning and Losing. In the bookThe Art of Execution portfolio manager Lee Freeman-Shor invests $25-$150 million ($1+ billion total) in [--] of the worlds top investors. His instructions to them were simple as there was just one rule. They could only invest in their ten best ideas. Over several years he tracked their positions trades performance and was amazed at what he saw. The average hit rate (% of winning stocks) for the best stock pickers in the world was only 49%. Analyzing [----] investments from top fund managers he found that most ideas actually lost money. In"  
[X Link](https://x.com/iancassel/status/2017562921438412961)  2026-01-31T11:37Z 283.9K followers, 13.5K engagements


"FinTwit (X) is a realtime psychological lesson of how stock commodity market prices push and pull on our egos. When investors are winning they MUST tell others how well they are doing. When investors are losing they MUST attack others whose positions are winning"  
[X Link](https://x.com/iancassel/status/2017578204706271523)  2026-01-31T12:38Z 283.9K followers, 12.9K engagements


"We are now at [---] investors and close to [--] companies. We added a few more companies in the last couple of days: $CXDO $FCI.V $PLBY $TELI.CN $OPHC $STRW $XTRA.TO We are 5-months out but I've found I need at least 4-months for spousal approval for trips like this. Get after it😆 The speaker lineup pitch session and company lineup is coming together nicely. Hope many of you can join us in Las Vegas https://t.co/ll9AIwneTb We are 5-months out but I've found I need at least 4-months for spousal approval for trips like this. Get after it😆 The speaker lineup pitch session and company lineup is"  
[X Link](https://x.com/iancassel/status/2017591252854702591)  2026-01-31T13:30Z 283.9K followers, 16.5K engagements


"An illiquid stock is a big advantage to a management team that is executing. Investors are forced to pay up to find more supply"  
[X Link](https://x.com/iancassel/status/2018466641424879700)  2026-02-02T23:28Z 283.9K followers, 16.2K engagements


"When investing in small public companies you cant afford to wait until the end of your due diligence to talk to management. Why Oftentimes one management conversation unearths differential insights that make the company completely un-investable or 3x more interesting than you orginally thought. https://microcapclub.com/looking-beyond-the-numbers/ https://microcapclub.com/looking-beyond-the-numbers/"  
[X Link](https://x.com/iancassel/status/2018643904761884824)  2026-02-03T11:13Z 283.9K followers, 10.2K engagements


"In [----] Jack Schwager profiled Ed Seykota in the original Market Wizards. Seykota is widely regarded as one of the best traders ever. He quietly built one of the first computerized trading systems then let math and discipline do the work. The results were astonishing: one account grew more than 250000% in sixteen years. But what struck Schwager most wasnt the money it was Seykotas mind. He treated markets like a mirror reflecting human behavior back at us. His real edge wasnt prediction. It was understanding people including himself. Ed Seykota wrote a book that was never published called The"  
[X Link](https://x.com/iancassel/status/2019005951471186024)  2026-02-04T11:11Z 283.9K followers, 27K engagements


"Looking forward to this one with @alluvialcapital. Will be out Monday"  
[X Link](https://x.com/iancassel/status/2019009069068214782)  2026-02-04T11:24Z 284K followers, 12.1K engagements


"@Greenbackd Junky smallcaps has a tracking mechanism. It's called the iShares Microcap ETF $IWC"  
[X Link](https://x.com/iancassel/status/2019076884097556901)  2026-02-04T15:53Z 283.9K followers, [----] engagements


"One of the best parts of microcap investing is all the industry niches youre forced to explore and educate yourself on"  
[X Link](https://x.com/iancassel/status/2019154940812280003)  2026-02-04T21:03Z 283.9K followers, 15.2K engagements


"Taking positions in illiquid companies reinforces the right mindset for investing. It forces you to do the work and form a deeper understanding of the business. You aren't bailed out by liquidity if you are wrong"  
[X Link](https://x.com/iancassel/status/2019221214838026465)  2026-02-05T01:27Z 283.9K followers, 12.8K engagements


"RT @iancassel: In [----] Jack Schwager profiled Ed Seykota in the original Market Wizards. Seykota is widely regarded as one of the best t"  
[X Link](https://x.com/iancassel/status/2019228071510045036)  2026-02-05T01:54Z 283.9K followers, [--] engagements


"Enjoying this one"  
[X Link](https://x.com/iancassel/status/2019472315616989539)  2026-02-05T18:04Z 283.9K followers, 29.6K engagements


"RT @iancassel: Discipline is when your long-term goals change your short-term behavior"  
[X Link](https://x.com/iancassel/status/2019499215789924412)  2026-02-05T19:51Z 283.9K followers, [---] engagements


"I find ideas like a spider builds a web. The spider cant catch a fly by singling out one fly. It makes a web and waits. Its the same for finding ideas. You must build out your web through brute force screening researching networking and relationships. You must be diligent in maintaining your web and keeping it free of debris so you can feel the tremor. It might be once every two years or ten times per year but eventually something will hit your web and you will feel it. Then you go see what you caught. https://microcapclub.com/finding-ideas-before-others/"  
[X Link](https://x.com/iancassel/status/2019731181718163926)  2026-02-06T11:13Z 283.9K followers, 27.9K engagements


"They can fall in love with stocks but for the right reasons and then can also divorce quickly. My wife does not approve this message😂 The best stock pickers are not contrarian neither high conviction they are adaptable. The best stock pickers are not contrarian neither high conviction they are adaptable"  
[X Link](https://x.com/iancassel/status/2019739762676924903)  2026-02-06T11:47Z 283.9K followers, 14.3K engagements


"It's funny when stocks commodities anything with a price goes vertical investors are always shocked when they come down. In 99% of cases the faster the rise the more brutal the retrace from highs"  
[X Link](https://x.com/iancassel/status/2019755797413032386)  2026-02-06T12:51Z 283.9K followers, 12K engagements


"Great investment careers can span [--] years [--] years [--] years and more. Reputations are normally built by stepping away after a streak of good years or evolving and adapting your strategy or simply by making sure you have the duration to grind through the tough years to get to the good ones. When your performance is public record it adds pressure to perform and makes going the distance even more difficult. The ultimate goal for any stock picker is survival. Ive always enjoyed studying the greats of different areas and seeing how they navigated success. Seeing how some retired at the top of"  
[X Link](https://x.com/iancassel/status/2020091366148096051)  2026-02-07T11:04Z 283.9K followers, 18.6K engagements


"Now at [---] investors registered and [--] companies for @PlanetMicroCap Las Vegas June 16-18th. The goal is to bring the world of microcap together to network and grow. Retail investors institutional family office allocators welcome https://microcapclub.com/210-investors-registered-50-companies-confirmed-join-us/ https://microcapclub.com/210-investors-registered-50-companies-confirmed-join-us/"  
[X Link](https://x.com/iancassel/status/2020125643816735118)  2026-02-07T13:21Z 283.9K followers, [----] engagements


"Great @BillBrewsterTBB podcast with @AKWilk. Bill brings out the best in Adam 👊 https://podcasts.apple.com/us/podcast/the-business-brew/id1540847053i=1000748534517 https://podcasts.apple.com/us/podcast/the-business-brew/id1540847053i=1000748534517"  
[X Link](https://x.com/iancassel/status/2020247771014680927)  2026-02-07T21:26Z 283.9K followers, 12.1K engagements


"Proud of this because @MicroCapClub is a true community. A community not a guru service A community not a stock recommendation service Hundreds of great microcap stock pickers from across the globe All great companies started as small companies. Our goal is to find them 👊 [---] of the best microcap stock pickers in the world on our community [----] global microcaps profiled 300+ multi-baggers [---] acquired Hundreds of active discussions 10+ new profiles per month Global microcap idea generation discussion and networking https://t.co/pGu9B5uvuw [---] of the best microcap stock pickers in the world"  
[X Link](https://x.com/iancassel/status/2020479372373717209)  2026-02-08T12:46Z 283.9K followers, 13.8K engagements


"My definition of Quality: an idea a piece of artwork a business a relationship or even a book that keeps working (providing value) even after conditions change over time. Quality is an interesting topic because its one of the most overused terms in investing. Investors throw its use around so liberally that it dilutes its core meaning. Most investors definition of a quality business or quality management has nothing to do with quality - its simply the stock they own that is up the most in the last 12-months. Quality is a label that can only be earned over 10+ years because any business and"  
[X Link](https://x.com/iancassel/status/2020498153066180808)  2026-02-08T14:01Z 283.9K followers, [----] engagements


"RT @MicroCapClub: Microcap is the only area in public equity markets where the poor have a structural advantage over the rich"  
[X Link](https://x.com/iancassel/status/2020552920022823107)  2026-02-08T17:38Z 283.9K followers, [--] engagements


"RT @MicroCapClub: Here is @Valuehunte latest Club Conversation with David Waters @alluvialcapital https://microcapclub.com/club-conversation-with-dave-waters-dark-stock-investing/ https://microcapclub.com/club-conversation-with-dave-waters-dark-stock-investing/"  
[X Link](https://x.com/iancassel/status/2020815985599500407)  2026-02-09T11:04Z 283.9K followers, [--] engagements


"RT @MicroCapClub: Sean Iddings does a great job with these monthly updates. A busy start to the year with [--] global microcaps profiled in J"  
[X Link](https://x.com/iancassel/status/2021249214785679500)  2026-02-10T15:45Z 283.9K followers, [--] engagements


"RT @iancassel: Sometimes you can buy slow and sometimes you can sell slow. Sometimes you have time and other times you don't. In illiquid"  
[X Link](https://x.com/iancassel/status/2021581505512796218)  2026-02-11T13:46Z 283.9K followers, [--] engagements


"@PaulAndreola Thanks Paul 👊"  
[X Link](https://x.com/iancassel/status/2021659978483085650)  2026-02-11T18:57Z 283.9K followers, [----] engagements


"@Sandeepnirvan Ill look into this"  
[X Link](https://x.com/iancassel/status/2021766662131945750)  2026-02-12T02:01Z 283.9K followers, [----] engagements


"RT @iancassel: Coming later this summer . Pre-order here 🙏 https://microcapclub.com/stock-picker/ https://microcapclub.com/stock-picker/"  
[X Link](https://x.com/iancassel/status/2021766967527358880)  2026-02-12T02:03Z 283.9K followers, [--] engagements


"@307Fool Yes I'll be doing it"  
[X Link](https://x.com/iancassel/status/2021907891608072571)  2026-02-12T11:23Z 284K followers, [--] engagements


"RT @iancassel: Don't anchor your self-worth to your net worth. Almost everything that is important in life can't be measured in dollars"  
[X Link](https://x.com/iancassel/status/2022029172064071750)  2026-02-12T19:24Z 283.9K followers, [--] engagements


"The most annoying investors in no particular order😂 [--]. Silver investors [--]. Anyone loud that is doing better than you [--]. Bitcoin investors [--]. YTD bros [--]. Tesla investors [--]. Cannabis investors [--]. Resource investors in general [--]. Shorts in a stock you're long [--]. Smallcap value complainers What did I miss here https://twitter.com/i/web/status/2009251660791525671 https://twitter.com/i/web/status/2009251660791525671"  
[X Link](https://x.com/iancassel/status/2009251660791525671)  2026-01-08T13:11Z 284K followers, 49.3K engagements


"When stocks go up everyone is willing to look the other way on almost any issue. When a stock is rising investors pull out a telescope from the closet climb onto the roof and look way out into the future to justify paying a higher valuation today. When stocks go down the telescopes turn into microscopes. Everyone focuses on next quarter and all the little cracks in a thesis that were always there are now obsessed over by everyone. A high share price forgives all ills and a low share price magnifies them. https://microcapclub.com/stock-prices/ https://microcapclub.com/stock-prices/"  
[X Link](https://x.com/iancassel/status/2011029184575942888)  2026-01-13T10:54Z 284K followers, 20.6K engagements


"Typical microcap PR 😆"  
[X Link](https://x.com/iancassel/status/2011813248027259290)  2026-01-15T14:50Z 284K followers, 58.2K engagements


"Been through a couple commodity cycles where in a matter of 12-months everyone becomes "an expert" and piles into a narrative. Don't use ATH commodity prices (or even higher prices) to justify buying a resource stock. If you can't justify the investment based on commodity levels 25% lower (in some cases 50% lower) you pass. And if the commodity does go 25% lower from here the equities will probably go 50% lower so just live in reality not make believe. All of this is to say be cautious - the real money is made buying resource stocks when the underlying commodity/resource is near lows and then"  
[X Link](https://x.com/iancassel/status/2013233542675800487)  2026-01-19T12:54Z 284K followers, 109.9K engagements


"Don't anchor your self-worth to your net worth. Almost everything that is important in life can't be measured in dollars"  
[X Link](https://x.com/anyuser/status/1114877987365638144)  2019-04-07T13:10Z 284K followers, [---] engagements


"When investors think great capital allocation they default to buybacks and forget. 1966: Singleton issued shares to buy [--] companies when the stock was trading at 40x earnings 1967: Singleton issued shares to buy [--] companies when the stock was trading at 50x earnings"  
[X Link](https://x.com/iancassel/status/2021041061326463347)  2026-02-10T01:58Z 284K followers, 44.2K engagements


"When a successful stock picker says - I avoid investing in X (type of company) or Y (industries) you can usually find a very successful stock picker that only invests in X or Y. Its what makes stock picking so fun. You can do it your own way"  
[X Link](https://x.com/iancassel/status/2021911951627235595)  2026-02-12T11:39Z 284K followers, [----] engagements


"Almost every winning stock was once a deep value stock value stock GARP stock and growth stock. It was once cheap expensive loved and hated multiple times during the journey. Businesses are constantly changing which means sentiment is constantly changing. Great stocks evolve but most investors dont. https://microcapclub.com/great-stocks-evolve-but-most-investors-dont/ https://microcapclub.com/great-stocks-evolve-but-most-investors-dont/"  
[X Link](https://x.com/iancassel/status/2022257537928622399)  2026-02-13T10:32Z 284K followers, [----] engagements


"It's rare to find stocks that can go up 500-1000%+ in [--] months. It's even rarer for these stocks to still be cheap after such a rise. Most of these rocket ships fall back down to Earth as momentum takes them to a place their fundamentals can't keep them. But every year there are a handful that have the fundamentals to stay in orbit and keep going. Perhaps this year it's some junior gold miners and a few deep value stocks (turnarounds) that transitioned to growth stocks and now benefiting from multiple expansion. They are always easy to find in hindsight because everyone is talking about"  
[X Link](https://x.com/iancassel/status/2017946387279679905)  2026-02-01T13:01Z 284K followers, 46.4K engagements


"The longer you invest the more old ideas the stocks you used to own become the best hunting ground for new positions. You can react quickly because you already know the business the history where the skeletons are buried. You can own the same stock several times over a career"  
[X Link](https://x.com/iancassel/status/2020101843309736288)  2026-02-07T11:46Z 284K followers, 23.3K engagements


"Here is the investor psychology of a misunderstood turnaround stock as the business turns up: [--] PE = Value trap. Dogsht business. [--] PE = They had a decent quarter but I dont trust it. [--] PE = Two quarters does not make a trend [--] PE = Three good quarters. This is a high-quality business with an Outsider CEO. Back up the truck https://microcapclub.com/turnarounds/ https://microcapclub.com/turnarounds/"  
[X Link](https://x.com/iancassel/status/2021173915914023316)  2026-02-10T10:46Z 284K followers, 30K engagements


"For those in India - check back in September to pre-order the price will be much lower and all formats will be available. Coming later this summer . Pre-order here 🙏 https://t.co/uVbBnalrtR https://t.co/V1PiEyatfx Coming later this summer . Pre-order here 🙏 https://t.co/uVbBnalrtR https://t.co/V1PiEyatfx"  
[X Link](https://x.com/iancassel/status/2021923350218780961)  2026-02-12T12:24Z 284K followers, 39.9K engagements


"Coming later this summer . Pre-order here 🙏 https://microcapclub.com/stock-picker/ https://microcapclub.com/stock-picker/"  
[X Link](https://x.com/iancassel/status/2021612327292780628)  2026-02-11T15:48Z 284K followers, 94.1K engagements


"The buy and hold forever mantra has destroyed more microcap investors than all bear markets combined"  
[X Link](https://x.com/iancassel/status/2022323934486552856)  2026-02-13T14:56Z 284K followers, 32.2K engagements


"Conviction is obtained by trusting your own research over that of others. A multi-baggers journey is filled with the corpses of highly articulate naysayers that fan the flames during the 30-40-50% drawdowns along the way. The only way to hold is to do the work few others will do"  
[X Link](https://x.com/iancassel/status/2022816458267328612)  2026-02-14T23:33Z 284K followers, 20.9K engagements


"The auditors are really good friends of mine was told to me quite a few times which I never quite understood. http://t.co/LatRUb7Ofg http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/385182162627985409)  2013-10-01T23:19Z 274.4K followers, [--] engagements


"new post: The Power of Due Diligence (Part 4) http://t.co/6LMN890gjh $ALTV $EGHT $SHOR $RNG $VZ http://microcapclub.com/2013/10/power-due-diligence-part-4/ http://microcapclub.com/2013/10/power-due-diligence-part-4/"  
[X Link](https://x.com/iancassel/status/387910465105309696)  2013-10-09T12:00Z 275.2K followers, [--] engagements


"Here are all four parts in The Power of Due Diligence Series http://t.co/6LMN890gjh $ALTV $IVFH $XPLT $PAMT #investing http://microcapclub.com/2013/10/power-due-diligence-part-4/ http://microcapclub.com/2013/10/power-due-diligence-part-4/"  
[X Link](https://x.com/iancassel/status/388300752369639424)  2013-10-10T13:51Z 275.2K followers, [--] engagements


"The Power of Due Diligence Series http://t.co/6LMN890gjh #microcap $ALTV $PAMT $XPLT $IVFH http://microcapclub.com/2013/10/power-due-diligence-part-4/ http://microcapclub.com/2013/10/power-due-diligence-part-4/"  
[X Link](https://x.com/iancassel/status/391936343992827904)  2013-10-20T14:38Z 275.2K followers, [--] engagements


"$AUXO looking good very similar type situation to $STRM before it moved [--] months ago. #FindTheNextOne http://t.co/5AvVBuvDNU"  
[X Link](https://x.com/iancassel/status/392999152566538242)  2013-10-23T13:01Z 264K followers, [--] engagements


"I just realized the opposite of $NFLX [--] year chart is $USAT http://t.co/dmNV4xjTlo"  
[X Link](https://x.com/iancassel/status/393158378957967360)  2013-10-23T23:33Z 264.2K followers, [--] engagements


"Tales From The MicroCap Crypt http://t.co/LatRUb7Ofg http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/396991926294958080)  2013-11-03T13:27Z 274.5K followers, [--] engagements


"The Power of Due Diligence (Part 2) http://t.co/LCMC8TlZhi $PAMT $LRAD $MCD $RAD http://microcapclub.com/2013/10/power-due-diligence-part-2/ http://microcapclub.com/2013/10/power-due-diligence-part-2/"  
[X Link](https://x.com/iancassel/status/399161622515568641)  2013-11-09T13:08Z 263.9K followers, [--] engagements


"The Power of Due Diligence Series http://t.co/6LMN890gjh $ALTV $PAMT $IVFH $XPLT http://microcapclub.com/2013/10/power-due-diligence-part-4/ http://microcapclub.com/2013/10/power-due-diligence-part-4/"  
[X Link](https://x.com/iancassel/status/403258994174603264)  2013-11-20T20:30Z 275.2K followers, [--] engagements


"Tales From The MicroCap Crypt http://t.co/LatRUb7Ofg http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/403344259928977409)  2013-11-21T02:09Z 274.5K followers, [--] engagements


"Tales From The MicroCap Crypt http://t.co/LatRUb7Ofg http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/406437464065060865)  2013-11-29T15:00Z 274.5K followers, [--] engagements


"An Emerging Player In The Specialty Food Industry http://t.co/SPYoNuxkVS $IVFH $CHEF $UNFI $AMZN $SYY"  
[X Link](https://x.com/iancassel/status/406477565084180480)  2013-11-29T17:39Z 264.2K followers, [--] engagements


"Our ongoing performance matrix of hard mailer pump and dumps http://t.co/eHoIbEzBNa $NAMG $WTER $TQLA $CLDS http://microcapclub.com/blog/pump-and-dump/ http://microcapclub.com/blog/pump-and-dump/"  
[X Link](https://x.com/iancassel/status/411156044761407488)  2013-12-12T15:30Z 274.9K followers, [--] engagements


"In [----] $JAZZ was a $0.70 $20 million market cap nanocap. Now its $124 and $7.1 billion market cap #FindTheNextOne http://t.co/lV7ElBqNk9"  
[X Link](https://x.com/iancassel/status/414557066951282688)  2013-12-22T00:44Z 264K followers, [--] engagements


"The First MicroCap CEO I Ever Met http://t.co/ixGSBvvP5Q $SIRI http://microcapclub.com/2013/07/the-first-microcap-ceo-i-ever-met/ http://microcapclub.com/2013/07/the-first-microcap-ceo-i-ever-met/"  
[X Link](https://x.com/iancassel/status/421075802298400769)  2014-01-09T00:27Z 264.2K followers, [--] engagements


"In [----] Netflix $NFLX was $4 per share $80 million microcap now it's $336 and $20 billion market cap #FindTheNextOne"  
[X Link](https://x.com/iancassel/status/422889636847828992)  2014-01-14T00:35Z 263.9K followers, [--] engagements


"Tales From The MicroCap Crypt http://t.co/LatRUb7Ofg http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/429329208951595008)  2014-01-31T19:03Z 274.5K followers, [--] engagements


"Former ARAMARK $ARMK CEO back to buying more Auxilio $AUXO http://t.co/NTLhPRI0qf"  
[X Link](https://x.com/iancassel/status/431094868803190785)  2014-02-05T16:00Z 264.2K followers, [--] engagements


"How to Profit from the Organic Food Movement http://t.co/TvZ0Qi5P41 good mention of $WFCF $WFM $CMG $COST http://shar.es/QYfxL http://shar.es/QYfxL"  
[X Link](https://x.com/iancassel/status/431818663134392320)  2014-02-07T15:56Z 264K followers, [--] engagements


"The auditors are really good friends of mine http://t.co/LatRUb7Ofg http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/434703446340423680)  2014-02-15T14:59Z 274.4K followers, [--] engagements


"Hard Mailer Pump and Dump Performance Part [--] http://t.co/neJ00g4S4c $KRED $VEND $LIFS $SLCO $NAMG $WTER $TQLA $CLDS http://microcapclub.com/2014/02/hard-mailer-pump-and-dump-performance-part-8/ http://microcapclub.com/2014/02/hard-mailer-pump-and-dump-performance-part-8/"  
[X Link](https://x.com/iancassel/status/435029806577500160)  2014-02-16T12:36Z 274.8K followers, [--] engagements


"$IVFH $WFCF very unique food microcaps right in the middle of major trends #organic #foodtraceability #glutenfree #nonGMO $WFM $CMG $SYY"  
[X Link](https://x.com/iancassel/status/436128652762165248)  2014-02-19T13:22Z 264K followers, [--] engagements


"$OPCO great little business should grow revs 20% and earn 10-12c EPS after tax in 14' [---] patents issued/pending http://t.co/yPyxrJARDW"  
[X Link](https://x.com/iancassel/status/436198728890720257)  2014-02-19T18:00Z 264K followers, [--] engagements


"Hard Mailer Pump and Dump Performance Part [--] http://t.co/neJ00gn1ik $VEND $KRED $LIFS $WTER $SLCO $NAMG $PSON http://microcapclub.com/2014/02/hard-mailer-pump-and-dump-performance-part-8/ http://microcapclub.com/2014/02/hard-mailer-pump-and-dump-performance-part-8/"  
[X Link](https://x.com/iancassel/status/438003800717025280)  2014-02-24T17:33Z 274.8K followers, [--] engagements


"Alter NRG $NRG.TO has Air Products $APD and others spending hundreds of millions rolling out their tech #MicroCapClub http://t.co/4tsKPReTdr"  
[X Link](https://x.com/iancassel/status/438674115860258816)  2014-02-26T13:57Z 263.7K followers, [--] engagements


"$AERO marijuana mojo continues profiled at $1.30 in our members forum. You a experienced microcap investor join us http://t.co/3ipDFAIZCP"  
[X Link](https://x.com/iancassel/status/439395625826660353)  2014-02-28T13:44Z 264K followers, [--] engagements


"Chefs Warehouse $CHEF reported organic growth mid single digits. $UNFI out early next week. $IVFH is much more unique at half the comps"  
[X Link](https://x.com/iancassel/status/441221616228257792)  2014-03-05T14:40Z 264.2K followers, [--] engagements


"$PLUG was a $0.15 pps $12 million marketcap nanocap [--] months ago. Now it's $8.00 and $800m smallcap #FindTheNextOne http://t.co/QSYHIfPxog"  
[X Link](https://x.com/iancassel/status/444252457183350784)  2014-03-13T23:23Z 272.1K followers, [--] engagements


"$UNFI high growth products: "natural hormone and antibiotic-free proteins and organic produce."-- $IVFH $WFCF"  
[X Link](https://x.com/iancassel/status/444489430233931778)  2014-03-14T15:05Z 264.2K followers, [--] engagements


"new post.Book Review: The Frackers By Gregory Zuckerman http://t.co/JsfSoZ63dd #oilandgas $CHK $EOG $CLR $SD $LNG http://microcapclub.com/2014/03/book-review-the-frackers-by-gregory-zuckerman/ http://microcapclub.com/2014/03/book-review-the-frackers-by-gregory-zuckerman/"  
[X Link](https://x.com/iancassel/status/445188738289655809)  2014-03-16T13:24Z 264.2K followers, [--] engagements


"Great quote from Sam Walton founder of Wal-Mart $WMT. It's interesting how many executives don't understand this. http://t.co/f6bxfg82Xx"  
[X Link](https://x.com/iancassel/status/445695459558838272)  2014-03-17T22:57Z 264K followers, [--] engagements


"Exact $EXAS and Epigenomics $EPGNF both have FDA panel dates next week. Will bring more eyes on VolitionRx $VNRX. http://t.co/vqSoEylJQC"  
[X Link](https://x.com/iancassel/status/445895927740387328)  2014-03-18T12:14Z 264.1K followers, [--] engagements


"In [----] Middleby $MIDD was a $3 pps $27m marketcap microcap. Now its $275 pps $5 billion midcap #FindTheNextOne http://t.co/GqU2E5t9v2"  
[X Link](https://x.com/iancassel/status/451053350604120064)  2014-04-01T17:47Z 264.1K followers, [--] engagements


"$PTEK acquired this morning for 40% premium http://t.co/zASdIF3iai http://finance.yahoo.com/news/pokertek-inc-announces-agreement-acquired-110000831.html http://finance.yahoo.com/news/pokertek-inc-announces-agreement-acquired-110000831.html"  
[X Link](https://x.com/iancassel/status/461484943726874624)  2014-04-30T12:39Z 276.5K followers, [--] engagements


"Tales From The MicroCap Crypt http://t.co/x62Rn5g6wx http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/473518663404752896)  2014-06-02T17:37Z 274.5K followers, [--] engagements


"Hormel $HRL agrees to buy Muscle Milk Maker for $450m (15x EBITDA). Microcaps in the space $MSLP $FTLF $IFIT via @indievestments"  
[X Link](https://x.com/iancassel/status/483955953264373760)  2014-07-01T12:51Z 263.9K followers, [--] engagements


"My interview with Adam Epstein who funded over [---] microcap-smallcap companies http://t.co/D72Lnm9f4Q #investing http://t.co/6A1hpanO80 http://microcapclub.com/2013/02/microcapclub-interview-with-adam-epstein-author-of-the-perfect-corporate-board/ http://microcapclub.com/2013/02/microcapclub-interview-with-adam-epstein-author-of-the-perfect-corporate-board/"  
[X Link](https://x.com/iancassel/status/492678419218325507)  2014-07-25T14:31Z 264.1K followers, [--] engagements


"Goldman Sachs wants to do a deal with us which I quickly reminded them. No they dont. http://t.co/1sPC9L7eWH #microcap #humor http://microcapclub.com/2013/09/tales-microcap-crypt/ http://microcapclub.com/2013/09/tales-microcap-crypt/"  
[X Link](https://x.com/iancassel/status/514079333703745536)  2014-09-22T15:50Z 274.5K followers, [--] engagements


"The Sleuth Investor is a great read on conducting due diligence beyond the norm http://t.co/OV0xAmj70C #microcap http://t.co/xnz59Abhzf http://microcapclub.com/2014/04/book-review-the-sleuth-investor-by-avner-mandelman/ http://microcapclub.com/2014/04/book-review-the-sleuth-investor-by-avner-mandelman/"  
[X Link](https://x.com/iancassel/status/544645608682688512)  2014-12-16T00:10Z 264.1K followers, [--] engagements


"Thoughts on $IVFH and why it could go to $4.40 which is still 80% below comps http://t.co/IADGo7ojuc $GRUB $YELP $AMZN $WFM $UNFI #foodtech http://seekingalpha.com/article/2814045-innovative-food-holdings-the-cheapest-company-in-foodtech http://seekingalpha.com/article/2814045-innovative-food-holdings-the-cheapest-company-in-foodtech"  
[X Link](https://x.com/iancassel/status/557521478326157312)  2015-01-20T12:54Z 264.2K followers, [--] engagements


"any food scare is good for $WFCF.Canada confirms new case of mad cow disease cattle prices rise http://t.co/yWa0PT3fAn $MCD #beef http://www.reuters.com/article/2015/02/13/us-canada-beef-idUSKBN0LH15P20150213 http://www.reuters.com/article/2015/02/13/us-canada-beef-idUSKBN0LH15P20150213"  
[X Link](https://x.com/iancassel/status/566312592957014016)  2015-02-13T19:06Z 264K followers, [--] engagements


"You must always conduct ongoing maintenance due diligence on your positions. You sell when the story changes"  
[X Link](https://x.com/iancassel/status/586314917730320384)  2015-04-09T23:49Z 264K followers, [--] engagements


"$WFCF Revs +46% Major #food companies starting to adopt third party verification $MCD $WFM $COST http://t.co/VgvY0ohY8A #nonGMO #organic http://finance.yahoo.com/news/where-food-comes-inc-reports-110000046.html http://finance.yahoo.com/news/where-food-comes-inc-reports-110000046.html"  
[X Link](https://x.com/iancassel/status/595191365530587136)  2015-05-04T11:40Z 264K followers, [--] engagements


"new post. Interview with Professor and Fund Manager @Sanjay__Bakshi http://t.co/7eucNQdmqC #moat #valueinvesting http://t.co/hCi3efUZyV http://microcapclub.com/2015/06/interview-with-professor-and-fund-manager-sanjay-bakshi/ http://microcapclub.com/2015/06/interview-with-professor-and-fund-manager-sanjay-bakshi/"  
[X Link](https://x.com/iancassel/status/610454899676024833)  2015-06-15T14:32Z 264K followers, [---] engagements


"My favorite @Sanjay__Bakshi comment is the one addressing serendipity and idea generation http://t.co/7eucNPVL22 http://t.co/6YTZAOH6Pn http://microcapclub.com/2015/06/interview-with-professor-and-fund-manager-sanjay-bakshi/ http://microcapclub.com/2015/06/interview-with-professor-and-fund-manager-sanjay-bakshi/"  
[X Link](https://x.com/iancassel/status/617856250693357568)  2015-07-06T00:43Z 264K followers, [--] engagements


"Warren Buffett shared this 'great philosophy of life' in a letter to a hedge fund manager http://t.co/xNvXf2Id2W http://read.bi/1HRCxKc http://read.bi/1HRCxKc"  
[X Link](https://x.com/iancassel/status/621626844710891520)  2015-07-16T10:26Z 264K followers, [--] engagements


"Always helpful to look back to see how great leaders lead. This is back when Starbucks was a $400m market cap $SBUX http://t.co/RWMcAb0r8P"  
[X Link](https://x.com/iancassel/status/629081743094583296)  2015-08-06T00:09Z 264K followers, [--] engagements


"Great thoughts by @Sanjay__Bakshi reflecting on errors of omission http://t.co/7eucNPVL22 http://t.co/1MFFzlRTjA http://microcapclub.com/2015/06/interview-with-professor-and-fund-manager-sanjay-bakshi/ http://microcapclub.com/2015/06/interview-with-professor-and-fund-manager-sanjay-bakshi/"  
[X Link](https://x.com/iancassel/status/631465682614382592)  2015-08-12T14:02Z 264K followers, [--] engagements


"Find great companies that are small and illiquid http://t.co/2pRdPIQ3fV #microcap http://t.co/cGcp1GJU6N http://microcapclub.com/2014/03/dont-worry-about-illiquidity-worry-about-being-right/ http://microcapclub.com/2014/03/dont-worry-about-illiquidity-worry-about-being-right/"  
[X Link](https://x.com/iancassel/status/637264902613168128)  2015-08-28T14:06Z 264.1K followers, [--] engagements


"A great investor relations policy for every fund manager and company. Communicate to attract quality not quantity. http://t.co/JbbQyb6FTA"  
[X Link](https://x.com/iancassel/status/647050113014087681)  2015-09-24T14:09Z 264.1K followers, [--] engagements


"Classic: Greenblatt-Goldstein on why Buffett paid up for $KO adding context for $MCO thesis http://t.co/O9fK1ibofC (H/T @EnterprisingInv) http://www.hedgeroll.com/hedgeroll/joel-greenblatts-special-situations-class-at-columbia-business-school-featuring-rob-goldstein-partner-at-gotham-capital-1-of-2-on-moodys http://www.hedgeroll.com/hedgeroll/joel-greenblatts-special-situations-class-at-columbia-business-school-featuring-rob-goldstein-partner-at-gotham-capital-1-of-2-on-moodys"  
[X Link](https://x.com/iancassel/status/651051472931549184)  2015-10-05T15:09Z 263.9K followers, [--] engagements


"Great foreword by Jim Sinegal Co-Founder of Costco $COST on Sol Price"  
[X Link](https://x.com/iancassel/status/667332014824161280)  2015-11-19T13:22Z 264K followers, [--] engagements


"Elon Musk interview with billionaire investment legend Ron Baron (Nov 2015) https://youtu.be/sTIH6ncIXYc https://youtu.be/sTIH6ncIXYc"  
[X Link](https://x.com/iancassel/status/670949773189488640)  2015-11-29T12:57Z 264K followers, [--] engagements


"Jim Sinegal Founder of Costco $COST honoring his mentor Sol Price"  
[X Link](https://x.com/iancassel/status/674944922957516801)  2015-12-10T13:33Z 264.1K followers, [--] engagements


"Wal-Mart Berkshire AutoZone Netflix and many others started as small microcap companies $WMT $BRK $AZO $NFLX"  
[X Link](https://x.com/iancassel/status/676938802170953728)  2015-12-16T01:36Z 264.2K followers, [--] engagements


"Email this table to the CEO's you're invested in with the message "It's simple just do this". $AZO :)"  
[X Link](https://x.com/iancassel/status/682555875165376512)  2015-12-31T13:36Z 264K followers, [---] engagements


"Great article on Kevin Plank founder of Under Armour $UA "Nobody ever won a horserace by yelling "Whoa" http://www.inc.com/magazine/201602/tom-foster/kevin-plank-under-armour-spending-1-billion-to-beat-nike.htmlcid=em01011week01day06a http://www.inc.com/magazine/201602/tom-foster/kevin-plank-under-armour-spending-1-billion-to-beat-nike.htmlcid=em01011week01day06a"  
[X Link](https://x.com/iancassel/status/686880795739422720)  2016-01-12T12:01Z 264.1K followers, [--] engagements


"Early story of the founders of Jack Henry & Associates $JKHY which went public in [----] a 1000-Bagger"  
[X Link](https://x.com/iancassel/status/692423558283268097)  2016-01-27T19:06Z 272.2K followers, [--] engagements


"Im no genius but Im smart in spots and I stay around those spots. Tom Watson Founder of $IBM"  
[X Link](https://x.com/iancassel/status/707416144114614272)  2016-03-09T04:02Z 264.1K followers, [--] engagements


"Howard Shultz of Starbucks $SBUX letter to shareholders after going public in [----] (154 stores) http://starbucksmelody.com/2010/02/14/the-1992-starbucks-corporation-annual-report-its-the-first-one-online-for-you-to-enjoy/ http://starbucksmelody.com/2010/02/14/the-1992-starbucks-corporation-annual-report-its-the-first-one-online-for-you-to-enjoy/"  
[X Link](https://x.com/iancassel/status/712436956701925377)  2016-03-23T00:33Z 264.2K followers, [--] engagements


"Money has an almost metaphysical attraction to places where it is put to careful good use http://microcapclub.com/2015/05/i-passed-on-berkshire-hathaway-at-97-per-share/ http://microcapclub.com/2015/05/i-passed-on-berkshire-hathaway-at-97-per-share/"  
[X Link](https://x.com/iancassel/status/724295146259529728)  2016-04-24T17:53Z 264K followers, [--] engagements


"Henry Taub founder of $ADP"  
[X Link](https://x.com/iancassel/status/730419371131162626)  2016-05-11T15:28Z 264.2K followers, [--] engagements


"Find and invest in the smallest most illiquid best businesses you can find run by intelligent fanatics"  
[X Link](https://x.com/iancassel/status/735275716267233280)  2016-05-25T01:06Z 264.2K followers, [--] engagements


"Interesting drama in nano cap $TBTC http://1.usa.gov/mt6i4c (letter to board halfway through filing)"  
[X Link](https://x.com/iancassel/status/78565069146959872)  2011-06-08T20:52Z 263.9K followers, [--] engagements


"A powerful chart pattern :) AutoZone $AZO"  
[X Link](https://x.com/iancassel/status/791312566618390528)  2016-10-26T16:16Z 270K followers, [--] engagements


"$BONE added to Russell Global Russell [----] and Russell Microcap Indexes http://t.co/1wQvL0M http://bit.ly/lF9V6U http://bit.ly/lF9V6U"  
[X Link](https://x.com/iancassel/status/79350690341855232)  2011-06-11T00:54Z 264K followers, [--] engagements


"Good @HarvardBiz article on how intelligent fanatic Patrick Doyle transformed Dominos Pizza $DPZ https://hbr.org/2016/11/how-dominos-pizza-reinvented-itselfutm_source=twitter&utm_medium=social&utm_campaign=harvardbiz https://hbr.org/2016/11/how-dominos-pizza-reinvented-itselfutm_source=twitter&utm_medium=social&utm_campaign=harvardbiz"  
[X Link](https://x.com/iancassel/status/803233440334159872)  2016-11-28T13:45Z 264.2K followers, [--] engagements


"Really interesting article - Inside Costco: The Magic in the Warehouse (H/T @HurriCap) $COST $WMT http://fortune.com/costco-wholesale-shopping/ http://fortune.com/costco-wholesale-shopping/"  
[X Link](https://x.com/iancassel/status/807389124206456832)  2016-12-10T00:59Z 264.2K followers, [--] engagements


"Ron Wallace remembers his first encounter (late 1960's) with Jim Casey founder of $UPS https://microcapclub.com/2016/07/book-review-leadership-lessons-ups-driver-ron-wallace/ https://microcapclub.com/2016/07/book-review-leadership-lessons-ups-driver-ron-wallace/"  
[X Link](https://x.com/iancassel/status/821351697062789121)  2017-01-17T13:41Z 264.2K followers, [--] engagements


"In the late 1980s Andrew Lanyi had [--] analysts doing research into microcap-small companies for him. https://microcapclub.com/2016/05/book-review-confessions-stockbroker-andrew-lanyi/ https://microcapclub.com/2016/05/book-review-confessions-stockbroker-andrew-lanyi/"  
[X Link](https://x.com/iancassel/status/837004517556305921)  2017-03-01T18:20Z 264.1K followers, [--] engagements


"New Post Jim Sinegal Presentation at Loyola Marymount University (2016) $COST https://intelligentfanatics.com/research/topic/jim-sinegal-presentation-loyola-marymount-university-2016/ https://intelligentfanatics.com/research/topic/jim-sinegal-presentation-loyola-marymount-university-2016/"  
[X Link](https://x.com/iancassel/status/851957443814977536)  2017-04-12T00:37Z 264.1K followers, [---] engagements


"I thought this was a fascinating chart from Jim Sinegal's presentation on Costco $COST"  
[X Link](https://x.com/iancassel/status/852503264423800832)  2017-04-13T12:46Z 264K followers, [--] engagements


"New Post Jeff Bezos speaks on Thinking Long-Term Customer Focus and Innovation $AMZN https://intelligentfanatics.com/research/topic/jeff-bezos-speaks-thinking-long-term-customer-focus-innovation/ https://intelligentfanatics.com/research/topic/jeff-bezos-speaks-thinking-long-term-customer-focus-innovation/"  
[X Link](https://x.com/iancassel/status/857939273504493568)  2017-04-28T12:47Z 264K followers, [--] engagements


"New Post The Panera Bread Story Told by Founder Ron Shaich $PNRA https://intelligentfanatics.com/research/topic/panera-bread-story-told-founder-ron-shaich/ https://intelligentfanatics.com/research/topic/panera-bread-story-told-founder-ron-shaich/"  
[X Link](https://x.com/iancassel/status/863353722386227200)  2017-05-13T11:22Z 264K followers, [--] engagements


"New Post - The Panera Bread Story Told by Founder Ron Shaich $PNRA https://intelligentfanatics.com/research/topic/panera-bread-story-told-founder-ron-shaich/ https://intelligentfanatics.com/research/topic/panera-bread-story-told-founder-ron-shaich/"  
[X Link](https://x.com/iancassel/status/863414597520326659)  2017-05-13T15:24Z 264.2K followers, [--] engagements


"Kenny G has sold more than [--] million albums but he made significantly more money investing in Starbucks $SBUX https://intelligentfanatics.com/research/topic/kenny-g-investing-startbucks-1980s/ https://intelligentfanatics.com/research/topic/kenny-g-investing-startbucks-1980s/"  
[X Link](https://x.com/iancassel/status/872141549273874432)  2017-06-06T17:22Z 264.1K followers, [--] engagements


"If your goal is to achieve maximum capital gains then your intention with every purchase should be to hold for years"  
[X Link](https://x.com/iancassel/status/888345973164040193)  2017-07-21T10:32Z 263.9K followers, [---] engagements


"When you find a great company early that no one else owns that doesnt need to raise equity capital it only has one way to go.Up #FindThem"  
[X Link](https://x.com/iancassel/status/890014076469886976)  2017-07-26T01:01Z 264.2K followers, [---] engagements


"Next thing we will see is $zagg shorts inking a deal with $LAMR for billboard advertising"  
[X Link](https://x.com/iancassel/status/89071395069366272)  2011-07-07T20:40Z 264.1K followers, [--] engagements


"GORILLA MODE - What Amazon Means for the Rest of Us by @adventur_es @BrentBeshore Our Amazon Filter $AMZN https://static1.squarespace.com/static/54244167e4b080907ced8a12/t/59f0e7b0268b96de4691f890/1508960197337/Gorilla+Mode+-+What+Amazon+Means+for+the+Rest+of+Us.pdf https://static1.squarespace.com/static/54244167e4b080907ced8a12/t/59f0e7b0268b96de4691f890/1508960197337/Gorilla+Mode+-+What+Amazon+Means+for+the+Rest+of+Us.pdf"  
[X Link](https://x.com/iancassel/status/923537938365014016)  2017-10-26T13:12Z 264.1K followers, [--] engagements


"Jeff Bezos on the decision to start Amazon $AMZN"  
[X Link](https://x.com/iancassel/status/930432872737058816)  2017-11-14T13:50Z 264.2K followers, [---] engagements


"Pretty cool stories from the late Tom Perkins co-founder of venture capital firm Kleiner Perkins about his mentors David Packard co-founder of Hewlett-Packard and Georges Doriot "The Father of Venture Capital" https://intelligentfanatics.com/forums/topic/venture-capital-pioneer-tom-perkins-talks-about-his-mentors/ https://intelligentfanatics.com/forums/topic/venture-capital-pioneer-tom-perkins-talks-about-his-mentors/"  
[X Link](https://x.com/iancassel/status/932762481688227840)  2017-11-21T00:08Z 264.1K followers, [--] engagements


"It shouldn't be surprising that the thing most investors are fearful of. illiquidity. is a powerful driver of returns. Illiquid microcaps have produced 16.03% annual returns while liquid microcaps have produced -0.29% returns. Liquidity dominates size as a return predictor"  
[X Link](https://x.com/iancassel/status/933026019572879361)  2017-11-21T17:35Z 278.6K followers, [---] engagements


"The Story of the intelligent fanatic Clessie Cummins and the Cummins Engine Company $CMI https://intelligentfanatics.com/forums/topic/power-patient-capital-clessie-cummins-irwin-family/ https://intelligentfanatics.com/forums/topic/power-patient-capital-clessie-cummins-irwin-family/"  
[X Link](https://x.com/iancassel/status/940915806824751104)  2017-12-13T12:06Z 264K followers, [--] engagements


"The three best operating companies Im aware of are Costco Kiewit and Glenair. There is nothing remarkable about the product or field for any of these three. But there is something remarkable about the culture of all three. - Charlie Munger https://intelligentfanatics.com/forums/topic/peter-kiewit-story-warren-buffetts-mentor/ https://intelligentfanatics.com/forums/topic/peter-kiewit-story-warren-buffetts-mentor/"  
[X Link](https://x.com/iancassel/status/949735984375173122)  2018-01-06T20:14Z 274.4K followers, [---] engagements


"Monster Beverage $MNST is up 211000% over the past [--] years a 47% CAGR. The reason I hate representing long-term growth as CAGR is it smooths over the volatility and pain to achieve it. (Chart H/T @morganhousel)"  
[X Link](https://x.com/iancassel/status/956125739593674753)  2018-01-24T11:25Z 264K followers, [---] engagements


"John H. Patterson enjoyed firing and then rehiring executives to break their self-esteem. Patterson even went to the length of firing executive Thomas Watson later founded $IBM by leaving his desk outside the office building. https://intelligentfanatics.com/2018/02/07/beware-studying-greatness-flaws/ https://intelligentfanatics.com/2018/02/07/beware-studying-greatness-flaws/"  
[X Link](https://x.com/iancassel/status/961256992273764352)  2018-02-07T15:15Z 264.2K followers, [--] engagements


"In [----] Amazon bought Zappos for $1.2 billion. A majority of the purchase price was [--] million shares of Amazon stock at $80 per share. Amazon was willing to pay cash but Zappos CEO Tony Hsieh wanted stock. Good decision Tony. $AMZN #culture https://intelligentfanatics.com/forums/topic/tony-hsieh-zappos-hiring-culture/ https://intelligentfanatics.com/forums/topic/tony-hsieh-zappos-hiring-culture/"  
[X Link](https://x.com/iancassel/status/964462336336687104)  2018-02-16T11:31Z 264.2K followers, [---] engagements


"A great article from [----] on the J.M. Sucker Company $SJM H/T @ToddWenning The Smuckers refuse to travel around and tout their company to stock analysts but they are happy to personally escort around their factory any who travel out to Orrville. https://intelligentfanatics.com/forums/topic/jm-smucker-company-focusing-matters/ https://intelligentfanatics.com/forums/topic/jm-smucker-company-focusing-matters/"  
[X Link](https://x.com/iancassel/status/966545588140630016)  2018-02-22T05:30Z 264.2K followers, [--] engagements


"The catalyst for Henry Ford launching the Ford Motor Company was a single word of encouragement from Thomas Edison. Don't underestimate a single word of encouragement. It can change the world. A must read:"  
[X Link](https://x.com/iancassel/status/966702592557551616)  2018-02-22T15:53Z 264.2K followers, [---] engagements


"For a scientist or engineer at Corning to become a Corning Fellow (given a job and lab for life) they must be an author of a patent that produces $100 million in revenue and they must also collaborate (give) & support others on their patents. $GLW https://intelligentfanatics.com/forums/topic/incentivizing-for-innovation/ https://intelligentfanatics.com/forums/topic/incentivizing-for-innovation/"  
[X Link](https://x.com/iancassel/status/972805028036726784)  2018-03-11T12:02Z 264K followers, [--] engagements


"The Story of Jack Henry & Associates $JKHY https://intelligentfanatics.com/forums/topic/story-jack-henry-associates/ https://intelligentfanatics.com/forums/topic/story-jack-henry-associates/"  
[X Link](https://x.com/iancassel/status/977621118306734080)  2018-03-24T19:00Z 277.4K followers, [--] engagements


"A Great Story Ray Kroc nodded leaned over his desk toward me and said: "Im gonna give you some advice. Youve got it made now. You can do anything you want. The system youve got will give you all the money you can possibly spend." $MCD $DPZ https://intelligentfanatics.com/forums/topic/the-founder-of-dominos-pizza-meets-his-idol-ray-kroc/ https://intelligentfanatics.com/forums/topic/the-founder-of-dominos-pizza-meets-his-idol-ray-kroc/"  
[X Link](https://x.com/iancassel/status/980968373826740226)  2018-04-03T00:41Z 264K followers, [---] engagements


"A great article by @iddings_sean on Fastenal co-founder Bob Kierlin In [----] Bob Kierlin co-founded Fastenal the national distributor of threaded metal fasteners and related supplies. He would lead the company as CEO for [--] years until [----]. $FAST https://intelligentfanatics.com/forums/topic/fastenal-co-founder-bob-kierlins-smart-frugality/ https://intelligentfanatics.com/forums/topic/fastenal-co-founder-bob-kierlins-smart-frugality/"  
[X Link](https://x.com/iancassel/status/981338925917769728)  2018-04-04T01:13Z 264.2K followers, [--] engagements


"In [----] Selim Bassoul became CEO of a $40 million market cap microcap called Middleby Corporation. He was so confident that he sold his brand new home so he could buy shares in Middleby and become the second largest shareholder in the company. $MIDD https://microcapclub.com/2016/05/middleby-corporation-midd-case-study-intelligent-fanatic-led-100-bagger/ https://microcapclub.com/2016/05/middleby-corporation-midd-case-study-intelligent-fanatic-led-100-bagger/"  
[X Link](https://x.com/iancassel/status/981696067485028353)  2018-04-05T00:52Z 264.1K followers, [--] engagements


"The best place to be is in illiquid microcaps. The worst place to be is in liquid microcaps. It's not a surprise that illiquidity a factor that most investors fear is a big driver of returns"  
[X Link](https://x.com/iancassel/status/982566801212100608)  2018-04-07T10:32Z 264.2K followers, [---] engagements


"Fastenal Co-Founder Bob Kierlin sounded a lot like Ken Iverson chairman and CEO of Nucor Corp. With a base salary of $243000 in [----] Iverson often said he was the lowest paid executive in a Fortune [---] company-and Im kind of proud of it. https://intelligentfanatics.com/forums/topic/fastenal-co-founder-bob-kierlins-smart-frugality/ https://intelligentfanatics.com/forums/topic/fastenal-co-founder-bob-kierlins-smart-frugality/"  
[X Link](https://x.com/iancassel/status/982614155730604034)  2018-04-07T13:40Z 264K followers, [--] engagements


"The catalyst for Henry Ford launching the Ford Motor Company was a single word of encouragement from Thomas Edison https://intelligentfanatics.com/forums/topic/the-greatest-mentor-mentee-relationship-ever/ https://intelligentfanatics.com/forums/topic/the-greatest-mentor-mentee-relationship-ever/"  
[X Link](https://x.com/iancassel/status/987439974357315584)  2018-04-20T21:16Z 263.7K followers, [--] engagements


"BobKierlinof Fastenal was a lot like Ken Iverson chairman and CEO of Nucor Corp. With a base salary of $243000 in [----] Iverson often said he was the lowest paid executive in a Fortune [---] company-and Im kind of proud of it. https://intelligentfanatics.com/forums/topic/fastenal-co-founder-bob-kierlins-smart-frugality/ https://intelligentfanatics.com/forums/topic/fastenal-co-founder-bob-kierlins-smart-frugality/"  
[X Link](https://x.com/iancassel/status/992005349447229440)  2018-05-03T11:38Z 264.2K followers, [--] engagements


"Kenny G sold more than [--] million albums but made significantly more money investing in Starbucks. $SBUX https://intelligentfanatics.com/forums/topic/kenny-g-investing-in-starbucks-in-1980s/ https://intelligentfanatics.com/forums/topic/kenny-g-investing-in-starbucks-in-1980s/"  
[X Link](https://x.com/iancassel/status/996677568823746560)  2018-05-16T09:03Z 264.2K followers, [---] engagements

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