Ian Cassel's Instablog

MicroCapClub Interview With Harris Kupperman CEO Of Mongolia Growth Group

Mon, 17 Dec 2012 08:23:45 -0500

I met Harris while we were both visiting a junior mining company back in 2006. He has gone from whiz kid trader, to successful hedge fund manager, to CEO of Mongolian Growth Group all before the age of 30. A bulk of his wealth has been made in microcaps. As the CEO of Mongolia Growth Group (MNGGF) he takes no salary, he has no stock options, the stock he owns he purchased with $3.5 million of his own money so shareholders know his interests are 100% aligned with them. Mongolia has been the fastest growing economy in the world for a few years now, and Mongolia Growth Group seeks to capitalize on this growth by owning some of the most highly coveted real estate in the capital city of Ulaanbaatar.

Click here to listen to interview: microcapclub.com/2012/12/microcapclub-in.../

During this Interivew with Harris Kupperman, we discuss:

Harris's background and why he started his hedge fund
His investment philosophy and what he learned as a hedge fund manager
Why Mongolia?
Why Real Estate in Mongolia?
Mongolia Growth Group's strategy and land holdings
Why Harris is bullish on microcaps

The MicroCapClub (mc2) is an exclusive microcap forum focused on microcap companies (sub $300m market cap). The MicroCapClub was created and founded by Ian Cassel as a way to share ideas and to learn from other seasoned like-minded microcap investors. Our goal at MicroCapClub.com is quality membership and quality stock ideas. If you are an experienced micro cap investor, feel free to Apply today.

MicroCapClub Radio Program Episode 18

Tue, 11 Dec 2012 19:20:02 -0500

MicroCapClub members Sean Marconi, David S, and Jason Revland join me on the program. We all just got back from LD Micro last week where we met with quite a few companies. During the first part of the program we announce the first ever MicroCapClub Invitational, which will take place during the month of January where we look to highlight several companies via presentations on the public blog. We then give overviews and updates based on our meetings at LD Micro with: Where Food Comes From (WFCF), Abtech Holdings (ABHD), Charles & Covard (CTHR), Noble Roman's (NROM), Bridgeline Digital (BLIN), Galaxy Gaming (GLXZ), OptimizeRx (OPRX), Reed's (REED), Mongolia Growth Group (MNGGF), RoomLinX (RMLX), Axesstel (AXST), and Parametric Sound (PAMT). Click the link below to listen:

microcapclub.com/2012/12/microcapclub-ra.../

Disclosure: Ian Cassel is long WFCF, ABHD, CTHR, NROM, OPRX. Jason Revland is long MNGGF, BLIN, CTHR, ABHD, OPRX, PAMT. Sean Marconi is long WFCF, NROM, OPRX.

The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $300m market cap). The MicroCapClub was created and founded by Ian Cassel as a way to share ideas and to learn from other seasoned like-minded micro cap investors. Our goal at MicroCapClub.com is quality membership and quality stock ideas. If you are an experienced micro cap investor, feel free to Apply today.

Register For The New MicroCapClub Contest

Thu, 11 Oct 2012 09:04:13 -0400

The new MicroCapClub Contest is now live. Entrants have until October 31st to register and enter their five microcap stocks. The MicroCapClub Contest is a long only, buy and hold only contest. The contest was created to identify who the best micro cap stock pickers are over the course of time. Almost anyone can manipulate a stock or just get lucky in the short term. This contest is aimed to take out the short-term component (ie: manipulation and luck) since time is the great equalizer. Doing well in this contest is a function of macro intelligence + micro intelligence. The stocks you pick for this contest will be evaluated on a 12-month performance.

More Info and Registration: microcapclub.com/contest/

This contest will be utilizing the stockpools contest platform where you will be automatically enrolled to win $1,000 per week. The entrant with the highest cumulative return after 12 months will win $2,500 cash and paid airfare (up to $500) and hotel to LD Micro 2013. Once the contest begins, results will be able to be viewed in real time.

The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $300m market cap). The MicroCapClub was created and founded by Ian Cassel as a way to share ideas and to learn from other seasoned like-minded micro cap investors. Our goal at MicroCapClub.com is quality membership and quality stock ideas. If you are an experienced micro cap investor, feel free to Apply today.

MicroCapClub Radio Program Episode 15

Thu, 27 Sep 2012 09:25:02 -0400

Chris Lahiji, Founder of LD Micro, joins me on the program, and I think most listeners will find this program entertaining and informative. Chris is hosting the LD Micro Summit on October 4th in LA, which is a smaller more private version of the bigger conference he puts on in December. During the radio program we talk about the upcoming conference, microcap performance so far through 2012, and several companies that we like that will be presenting next week. Companies mentioned: Patient Safety Technologies (PSTX.OB), Destiny Media Technologies (DSNY.OB), Ikanos (IKAN), Abtech Holdings (ABHD.OB), IMI aka Where Food Comes From (WFCF.PK), Auxilio (AUXO.OB), and Full House Resorts (FLL). (Click the Link below to Listen)

microcapclub.com/2012/09/microcapclub-ra.../

The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $300m market cap). The MicroCapClub was created and founded by Ian Cassel as a way to share ideas and to learn from other seasoned like-minded micro cap investors. Our goal at MicroCapClub.com is quality membership and quality stock ideas. If you are an experienced micro cap investor, feel free to Apply today.

Disclosure: I am long [[PSTX.OB]], [[ABHD.OB]], [[DSNY.OB]], [[WFCF.PK]]. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Chris Lahiji is LONG PSTX DSNY IKAN WFCF AUXO FLL

Disposition Case Study: Asure Software

Fri, 20 Jul 2012 10:21:45 -0400

In Part 1 of this series, I wrote about why investors should pay close attention to microcaps that choose to get smaller via dispositions. I then wrote Part 2: Broadway and Seymour, and Part 3: Clearfield Inc which showcased examples of value that was generated via dispositions. In this writeup, we will look at yet another example, Asure Software (ASUR).

Full Writeup: microcapclub.com/2012/07/disposition-cas.../

MicroCapClub Radio Program Episode 10

Tue, 17 Jul 2012 07:50:44 -0400

MicroCapClub contributors Sean Marconi and Mark Vonderwell join me in this radio program. We first discuss the good, the bad, and the ugly of reverse splits. Mark talks about why investors should pay close attention to microcaps that choose to get smaller via dispositions. We then go into detail talking about Noble Romans (NROM) and SDIX Inc (SDIX). Other companies mentioned: Asure Software (ASUR), Attunity (ATTUF), Autobytel (ABTL), Chembio Diagnostics (CEMI), and Clearfield (CLFD).

Listen Here: microcapclub.com/2012/07/microcapclub-ra.../