[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@iancassel](/creator/twitter/iancassel)
"It's the first XX years when Monster Beverage $MNST was still a microcap that are the most instructive"  
[X Link](https://x.com/iancassel/status/1977340058211586060) [@iancassel](/creator/x/iancassel) 2025-10-12T11:46Z 278.7K followers, 17.3K engagements


"Peter Lynch had300% turnover per year in the early years of the Magellan Fund. Joel Greenblatt had similar turnover at Gotham Capital. Even Warren Buffetts public company portfolio ranged between50-100% turnover per year during his first three decades. In fact contrary to what most believe many of the greatest long-only investors had their best performance when they had higher rates of turnover in their portfolios"  
[X Link](https://x.com/iancassel/status/1976600917156704726) [@iancassel](/creator/x/iancassel) 2025-10-10T10:49Z 278.7K followers, 156.6K engagements


""If Im up I play much more aggressively. I see a lot of managers when they are up XX% lets book the year and go to the beach. Im the opposite and I learned that from George. If you are up 20-30% and youre playing with house money Thats when you try to get up XX% or XX% because your usually hot at the time. I dont know why streaks happen but they happen in baseball golf and investing. If you manage money you need to manage yourself and know when you're hot and when you're cold." - Druckenmiller"  
[X Link](https://x.com/iancassel/status/1977838870768325105) [@iancassel](/creator/x/iancassel) 2025-10-13T20:48Z 278.7K followers, 94.4K engagements


"Nine months ago there were a dozen REE/Critical minerals stocks. Today there are XX - amazing to see these public CEO's pivot their businesses like this😂"  
[X Link](https://x.com/iancassel/status/1978103090399093050) [@iancassel](/creator/x/iancassel) 2025-10-14T14:18Z 278.7K followers, 36.2K engagements


"Junior gold miners are interesting on any pullback - many will show 40-60% operating margins in H2 2025 better than tech companies and trading at low to mid single digit forward PE's based on $3000 gold let alone $4000. The ones focused on underground vs open pit also don't have much energy risk (oil rising)"  
[X Link](https://x.com/iancassel/status/1979152991178625089) [@iancassel](/creator/x/iancassel) 2025-10-17T11:50Z 278.7K followers, 87.9K engagements


"Microcaps are small companies with little to no analyst coverage. They arent being spoon fed and sold to you by Wall Street (US) Bay Street (Canada) Dalal Street (India) financial machines. You must leave the comfort of the crowd and go find them"  
[X Link](https://x.com/iancassel/status/1979485237156700272) [@iancassel](/creator/x/iancassel) 2025-10-18T09:50Z 278.7K followers, 17.7K engagements


"You can win over almost anyone by genuinely listening to them during a conversation. It's hard to dislike someone that listens too much. It's easy to dislike someone that talks too much"  
[X Link](https://x.com/iancassel/status/1979868029367566665) [@iancassel](/creator/x/iancassel) 2025-10-19T11:11Z 278.7K followers, 26.4K engagements


"The company meeting schedules are stacked. The management teams will be very tired. XX companies with XX meetings or more. 💪"  
[X Link](https://x.com/iancassel/status/1979958323874013297) [@iancassel](/creator/x/iancassel) 2025-10-19T17:10Z 278.7K followers, 53.9K engagements


"I hope our Canadian friends are happy that I "willed" the Toronto Blue Jays to victory last night so that all of you would be in good spirits today. 😆 Event starts at 12pm with a quick presentation and then XX stock pitches from some of the best Canadian stock pickers"  
[X Link](https://x.com/iancassel/status/1980605549134717110) [@iancassel](/creator/x/iancassel) 2025-10-21T12:02Z 278.7K followers, 18.8K engagements


"Here is @Stocks_Stones pitching $DBO.TO"  
[X Link](https://x.com/iancassel/status/1980692105845411992) [@iancassel](/creator/x/iancassel) 2025-10-21T17:46Z 278.7K followers, 12.3K engagements


"It's warranted and rational when my stocks go up. When other people's stocks go up it's a sign of irrational exuberance crowd behavior and factors correlated to a market top. 😂"  
[X Link](https://x.com/iancassel/status/1975953669490385247) [@iancassel](/creator/x/iancassel) 2025-10-08T15:57Z 278.7K followers, 12.6K engagements


"One of the most overused terms in investing is quality business and quality management. Quality is a label that can only be earned over time (10+ years) because any business and management can do well for 1-2-3 years because of luck fad investor sentiment few big orders that result in a few big quarters. This makes quality really hard to find in small public companies since many microcaps are young fragile (customer concentration) and have management turnover. The report card for any public CEO is a long-term stock chart. Quality shines through over time and mediocrity reverts to the mean."  
[X Link](https://x.com/iancassel/status/1977427763200917985) [@iancassel](/creator/x/iancassel) 2025-10-12T17:34Z 278.7K followers, 62.6K engagements


"Great line from $IDR shareholder letter 2023 "Those of us in the business of production know that a stack of bricks is not a house. I once heard that theres a fine line between fishing and standing on the shore looking like an idiot. And these days it seems there is an increasing number of folks that loudly believe they are fishing when its plain to see that they are just standing on the shore." Some of these lines just need to be archived one day"  
[X Link](https://x.com/iancassel/status/1978106516273082505) [@iancassel](/creator/x/iancassel) 2025-10-14T14:31Z 278.7K followers, 24.2K engagements


"If you want to divide people talk about your politics. If you want to impress people talk about your successes. If you want to connect with people talk about your struggles"  
[X Link](https://x.com/iancassel/status/1978980034950967806) [@iancassel](/creator/x/iancassel) 2025-10-17T00:23Z 278.7K followers, 41.1K engagements


"Only after you hold onto a great company as the stock goes up 5-10x+ and your emotions peers and cost basis are all screaming at you "You're an idiot for holding this" - but you know you've done the work others haven't done - only then do you know what conviction is"  
[X Link](https://x.com/iancassel/status/1979137406801416667) [@iancassel](/creator/x/iancassel) 2025-10-17T10:48Z 278.7K followers, 15.9K engagements


"A great investor is a great rejector. - Pulak Prasad"  
[X Link](https://x.com/iancassel/status/1979290282693665116) [@iancassel](/creator/x/iancassel) 2025-10-17T20:55Z 278.7K followers, 37K engagements


"You cant say Im going to hold this stock for 5-10-20 years. You can't predict the future. No you are going to hold it as long as management executes. It could be X months or XX years. Most companies will only deserve to be rented. Ownership is earned"  
[X Link](https://x.com/iancassel/status/1979504985974124578) [@iancassel](/creator/x/iancassel) 2025-10-18T11:09Z 278.7K followers, 33K engagements


"In 2013 Brian Scalabrine a recently retired NBA player was sick and tired of hearing average Joes say they could beat him one-on-one on the court. The armchair professionals insisted that Scalabrine who averaged XXX points per game over his career a poor player by NBA standards would be an easy challenge. Scalabrine wanted to shut them up so he took on four of Bostons best amateur ballers dubbed it the Scallenge and recorded it for all to see. Some had Division - X college experience. All had supreme confidence they would win. Here is how it went. The Vanilla Godzilla destroyed every single"  
[X Link](https://x.com/iancassel/status/1979581105440260310) [@iancassel](/creator/x/iancassel) 2025-10-18T16:11Z 278.7K followers, 79.6K engagements


"Every individual stock has its own little bull or bear market going on within its equity independent of the stock market. Every great stock has quarters and years where they go nowhere or even drawdown against the tide of a bull market. If you hold a stock for more than a year or two you will look/feel like an idiot and a hero several times sometimes in the same year"  
[X Link](https://x.com/iancassel/status/1980383399454843030) [@iancassel](/creator/x/iancassel) 2025-10-20T21:19Z 278.7K followers, 17.1K engagements


"US market leader in pesto. Pesto never looked so green"  
[X Link](https://x.com/iancassel/status/1912248238872162655) [@iancassel](/creator/x/iancassel) 2025-04-15T20:54Z 278.7K followers, 43.8K 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"  
[X Link](https://x.com/iancassel/status/1924062923812429825) [@iancassel](/creator/x/iancassel) 2025-05-18T11:22Z 278.7K followers, 169.7K engagements


"The power of compounding and capital allocation in a single digit top line grower"  
[X Link](https://x.com/iancassel/status/1963907769821434033) [@iancassel](/creator/x/iancassel) 2025-09-05T10:11Z 278.7K followers, 39.3K 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) [@iancassel](/creator/x/iancassel) 2025-09-25T10:06Z 278.7K followers, 18.7K engagements


"The stock market is a diabolical doctor that injects us with despair hubris or FOMO - sometimes all three at the same time. When we are injected with despair it feels like you can do no right. Every decision you make is the wrong one. The stocks you buy go down. The stocks you sell go up. The stocks you hold go nowhere. When we are injected with hubris it feels like you can do no wrong. The Lord blesses you for 6-12 months with a crystal ball as a brain. You can see the future. Every decision you make is the right one. At all times we are injected with FOMO. We watch stocks we don't own"  
[X Link](https://x.com/iancassel/status/1978398204514246915) [@iancassel](/creator/x/iancassel) 2025-10-15T09:51Z 278.7K followers, 14.5K engagements


"Your position sizing determines your success almost as much as the stock/business itself. You must keep the position anchored to reality by comparing the valuation today versus where you think it will be in 1-2-3 years. Constantly reassessing as the valuation "today" changes and while you uncover new information that confirms or denies your assumptions"  
[X Link](https://x.com/iancassel/status/1978765244123217991) [@iancassel](/creator/x/iancassel) 2025-10-16T10:09Z 278.7K followers, 19.7K engagements


"If the world can sustain $3000 gold or higher long-term (with lots of volatility in between) over time these companies will see multiple expansion and likely trade at more favorable multiples better reflective of XX% operating margin businesses"  
[X Link](https://x.com/iancassel/status/1979155228243952003) [@iancassel](/creator/x/iancassel) 2025-10-17T11:59Z 278.7K followers, 12.6K engagements


"Here is Frederico Gomes CFA Director Institutional Research at ATB Capital Markets pitching $DB.V"  
[X Link](https://x.com/iancassel/status/1980721932514521092) [@iancassel](/creator/x/iancassel) 2025-10-21T19:44Z 278.7K followers, 9927 engagements


"We have XX 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"  
[X Link](https://x.com/iancassel/status/1980932316785778735) [@iancassel](/creator/x/iancassel) 2025-10-22T09:40Z 278.7K followers, 13.3K engagements