[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) "Any recommendations on luggage We had two pieces bite the dust recently and need to upgrade to a better more durable set"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1946999851687837911) 2025-07-20 18:25:12 UTC 274.9K followers, 21.6K engagements "Hulk Hogan is XX and Johnny Carson is XX in this clip. Anything from the 1980's makes people look XX years older. 😆"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1949083829911568646) 2025-07-26 12:26:11 UTC 275K followers, 8963 engagements "One of the best parts of having young children is they think you are the best in the world at everything. Why dont you play on the PGA Tour You could beat Scottie Scheffler. Me - I could . but then Id always be away from you and your mother. 😆"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1947976275983032522) 2025-07-23 11:05:10 UTC 275K followers, 11.9K engagements "Good interview @marketplunger1 with Matthew Pierson. Navy Seal works for Point72 (Steven Cohen) then goes on his own. $15m emerging manager concentrated XX% bet on $MP. Cool story and interview"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1948743943685808469) 2025-07-25 13:55:36 UTC 275K followers, 25.9K engagements "In 1977 Peter Lynch took over the Magellan Fund. In Lynch's first year the fund at XX stocks and XXX% turnover. By 1983 the portfolio expanded to XXX stocks and by 1989 hit 1400 stocks. Lynch believed in "investing in what you know." Evidently he knew everything. 🤣"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1948849083893928052) 2025-07-25 20:53:24 UTC 275K followers, 45.2K engagements "Thanks to all the companies attending next week 🙏 $DRT.TO $FTLF $IVFH $KSI.TO $MCB.TO $IMP.TO $IEHC $ACFN $HAYPP.ST $KITS.TO $LSF $WATR.L $MAMA $BILD.V $KFS $RNGE $ALCO $BLM.V $CREE $IDR $PPSI $RSSS $SLYG.F $ZOMD.V $COV.V $LAKE $MRAI $SMTI $SNWV $CNO.V $GENK $VHI.TO and more"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1913223885043961936) 2025-04-18 13:31:34 UTC 275K followers, 16.2K engagements "One of the hardest parts of turnarounds is holding onto them as the business transitions from a value multiple (not valuing the future) to a growthier multiple (valuing the future). Its hard to hold onto a stock that gets a little expensive when XX% of the reason you bought it was because it was cheap. You are anchored to what it was not what it is or what it could be. Its hard to pull up that anchor of value and raise the sail of growth. You need to grow with your investments to hold on and capture the right tail of life changing returns. It's the same as past relationships. There are plenty"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1947470403238089061) 2025-07-22 01:35:01 UTC 275K followers, 39.3K engagements "Many resource investors (O&G mining etc) make the mistake of betting on a resource instead of the people. It's the people that unlock the value of the resource"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1949079044357517785) 2025-07-26 12:07:10 UTC 275K followers, 14.2K engagements "The best "investor relations" is insider buying"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1676240281715322881) 2023-07-04 14:43:20 UTC 275K followers, 95.8K engagements "In bull markets the stock market's job is to make you forget about valuation. In bear markets the stock market's job is to remind you that valuation matters"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1947609007608193083) 2025-07-22 10:45:46 UTC 275K followers, 18K engagements "@Jave_t23 @SebKrog By far the worst is I havent done any work into this but"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1945219575747932489) 2025-07-15 20:31:01 UTC 274.9K followers, XXX 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. Great stocks evolve but most investors dont"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1946971149780295833) 2025-07-20 16:31:09 UTC 275K followers, 21.2K engagements "Investing in micros is often about finding management that are good at stacking dominos and taking advantage of the momentum. Many can get XX to dominos to fall and then it stops others its 4-5-6-7 dominos until it stops. The great ones keep the business momentum going. You never know in the beginning when you initially invest"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1945822204635103372) 2025-07-17 12:25:39 UTC 274.9K followers, 16.4K engagements "To achieve a multi-bagger in the portfolio you have to hold a multi-bagger in the portfolio. You will have to hold while the stock 2-3-4x in a year. You will have to hold as the stock eventually pulls back XX% from its highs. You will have to hold as the stock goes nowhere for months quarters maybe years as fundamentals backfill into the stock price. You will have to hold as expectations get too high or management has some eventual growing pains. You will have to hold when it's cheap expensive loved hated and volatile - sometimes all in the same year. You will have to hold while your emotions"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1941532776148369482) 2025-07-05 16:21:00 UTC 275K followers, 124.4K engagements "🔥Jamie Dimon was asked to resign (ie fired) from Citigroup in 1998 by his mentor Sandy Weill. He then became CEO of Bank One in March 2000 and put half his net worth into the company ($60 million) "I wanted to make it clear I was here permanently.""  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1945982409201131824) 2025-07-17 23:02:15 UTC 275K followers, 20.7K engagements "In this conversation I lead with this golf example of Good vs Great vs GOAT In 2024 Scottie Scheffler beat the average PGA Tour player by X strokes per round. In fact Scheffler beat Collin Morikawa who had the 3rd best scoring average by X stroke per round. By those numbers on average Scheffler beat Morikawa by four strokes in every event and the average Tour player by X strokes in every tournament"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1947597634887184567) 2025-07-22 10:00:35 UTC 275K followers, 10.3K engagements "We all have a couple positions that we like a lot more than we should"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1947819721044185584) 2025-07-23 00:43:04 UTC 275K followers, 15.3K engagements "I've been following $PME.AX for years and many of my Ausi friends have owned it. The valuation is still insane and it's always been that way. 200-bagger in XX years. $28b market cap $184m TTM revenues $98m in TTM net income"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1933647214284611897) 2025-06-13 22:06:35 UTC 275K followers, 21.4K engagements "Investors love insider buying. Its the purest signal. What most investors get wrong is believing insider selling is always negative. XX% of insider selling is a non-event and offers little to no signal. Especially in microcap where most operators arent filthy rich. They still have bills to pay tuition to pay memories they need to pay for at a future Lakehouse with their kids/grandkids. Selling some along the way doesnt make them any less motivated"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1948522526683943084) 2025-07-24 23:15:46 UTC 275K followers, 34.1K engagements "Institutions must wait to buy small stocks until after they go up and become more liquid. It is the small astute investors duty to find great companies early and collect the reward for doing so. Dont follow the institutions. Invest where they are going to go"  [@iancassel](/creator/x/iancassel) on [X](/post/tweet/1946153057877676498) 2025-07-18 10:20:21 UTC 274.9K followers, 17.2K engagements
[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
"Any recommendations on luggage We had two pieces bite the dust recently and need to upgrade to a better more durable set"
@iancassel on X 2025-07-20 18:25:12 UTC 274.9K followers, 21.6K engagements
"Hulk Hogan is XX and Johnny Carson is XX in this clip. Anything from the 1980's makes people look XX years older. 😆" @iancassel on X 2025-07-26 12:26:11 UTC 275K followers, 8963 engagements
"One of the best parts of having young children is they think you are the best in the world at everything. Why dont you play on the PGA Tour You could beat Scottie Scheffler. Me - I could . but then Id always be away from you and your mother. 😆" @iancassel on X 2025-07-23 11:05:10 UTC 275K followers, 11.9K engagements
"Good interview @marketplunger1 with Matthew Pierson. Navy Seal works for Point72 (Steven Cohen) then goes on his own. $15m emerging manager concentrated XX% bet on $MP. Cool story and interview" @iancassel on X 2025-07-25 13:55:36 UTC 275K followers, 25.9K engagements
"In 1977 Peter Lynch took over the Magellan Fund. In Lynch's first year the fund at XX stocks and XXX% turnover. By 1983 the portfolio expanded to XXX stocks and by 1989 hit 1400 stocks. Lynch believed in "investing in what you know." Evidently he knew everything. 🤣" @iancassel on X 2025-07-25 20:53:24 UTC 275K followers, 45.2K engagements
"Thanks to all the companies attending next week 🙏 $DRT.TO $FTLF $IVFH $KSI.TO $MCB.TO $IMP.TO $IEHC $ACFN $HAYPP.ST $KITS.TO $LSF $WATR.L $MAMA $BILD.V $KFS $RNGE $ALCO $BLM.V $CREE $IDR $PPSI $RSSS $SLYG.F $ZOMD.V $COV.V $LAKE $MRAI $SMTI $SNWV $CNO.V $GENK $VHI.TO and more" @iancassel on X 2025-04-18 13:31:34 UTC 275K followers, 16.2K engagements
"One of the hardest parts of turnarounds is holding onto them as the business transitions from a value multiple (not valuing the future) to a growthier multiple (valuing the future). Its hard to hold onto a stock that gets a little expensive when XX% of the reason you bought it was because it was cheap. You are anchored to what it was not what it is or what it could be. Its hard to pull up that anchor of value and raise the sail of growth. You need to grow with your investments to hold on and capture the right tail of life changing returns. It's the same as past relationships. There are plenty" @iancassel on X 2025-07-22 01:35:01 UTC 275K followers, 39.3K engagements
"Many resource investors (O&G mining etc) make the mistake of betting on a resource instead of the people. It's the people that unlock the value of the resource" @iancassel on X 2025-07-26 12:07:10 UTC 275K followers, 14.2K engagements
"The best "investor relations" is insider buying" @iancassel on X 2023-07-04 14:43:20 UTC 275K followers, 95.8K engagements
"In bull markets the stock market's job is to make you forget about valuation. In bear markets the stock market's job is to remind you that valuation matters" @iancassel on X 2025-07-22 10:45:46 UTC 275K followers, 18K engagements
"@Jave_t23 @SebKrog By far the worst is I havent done any work into this but" @iancassel on X 2025-07-15 20:31:01 UTC 274.9K followers, XXX 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. Great stocks evolve but most investors dont" @iancassel on X 2025-07-20 16:31:09 UTC 275K followers, 21.2K engagements
"Investing in micros is often about finding management that are good at stacking dominos and taking advantage of the momentum. Many can get XX to dominos to fall and then it stops others its 4-5-6-7 dominos until it stops. The great ones keep the business momentum going. You never know in the beginning when you initially invest" @iancassel on X 2025-07-17 12:25:39 UTC 274.9K followers, 16.4K engagements
"To achieve a multi-bagger in the portfolio you have to hold a multi-bagger in the portfolio. You will have to hold while the stock 2-3-4x in a year. You will have to hold as the stock eventually pulls back XX% from its highs. You will have to hold as the stock goes nowhere for months quarters maybe years as fundamentals backfill into the stock price. You will have to hold as expectations get too high or management has some eventual growing pains. You will have to hold when it's cheap expensive loved hated and volatile - sometimes all in the same year. You will have to hold while your emotions" @iancassel on X 2025-07-05 16:21:00 UTC 275K followers, 124.4K engagements
"🔥Jamie Dimon was asked to resign (ie fired) from Citigroup in 1998 by his mentor Sandy Weill. He then became CEO of Bank One in March 2000 and put half his net worth into the company ($60 million) "I wanted to make it clear I was here permanently."" @iancassel on X 2025-07-17 23:02:15 UTC 275K followers, 20.7K engagements
"In this conversation I lead with this golf example of Good vs Great vs GOAT In 2024 Scottie Scheffler beat the average PGA Tour player by X strokes per round. In fact Scheffler beat Collin Morikawa who had the 3rd best scoring average by X stroke per round. By those numbers on average Scheffler beat Morikawa by four strokes in every event and the average Tour player by X strokes in every tournament" @iancassel on X 2025-07-22 10:00:35 UTC 275K followers, 10.3K engagements
"We all have a couple positions that we like a lot more than we should" @iancassel on X 2025-07-23 00:43:04 UTC 275K followers, 15.3K engagements
"I've been following $PME.AX for years and many of my Ausi friends have owned it. The valuation is still insane and it's always been that way. 200-bagger in XX years. $28b market cap $184m TTM revenues $98m in TTM net income" @iancassel on X 2025-06-13 22:06:35 UTC 275K followers, 21.4K engagements
"Investors love insider buying. Its the purest signal. What most investors get wrong is believing insider selling is always negative. XX% of insider selling is a non-event and offers little to no signal. Especially in microcap where most operators arent filthy rich. They still have bills to pay tuition to pay memories they need to pay for at a future Lakehouse with their kids/grandkids. Selling some along the way doesnt make them any less motivated" @iancassel on X 2025-07-24 23:15:46 UTC 275K followers, 34.1K engagements
"Institutions must wait to buy small stocks until after they go up and become more liquid. It is the small astute investors duty to find great companies early and collect the reward for doing so. Dont follow the institutions. Invest where they are going to go" @iancassel on X 2025-07-18 10:20:21 UTC 274.9K followers, 17.2K engagements