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Ian Cassel
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Full Time Micro Cap Investor. Founder of MicroCapClub.com The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $500m 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... More
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  • Reverse Stock Splits

    If you've invested in micro cap stocks or penny stocks for any amount of time then there is a good chance you've come across a company that has done a reverse stocks split. Reverse stock splits have been a widely debated topic for a long time. The Bowser Report highlighted reverse stock splits in its latest issue, and they gave me permission to reprint the article on MicroCapClub.

    View Here: microcapclub.com/2012/04/reverse-stock-splits/

    Apr 23 1:59 PM | Link | Comment!
  • Micro Cap Club Interview With David Thomson Author Of Blueprint To A Billion

    I wrote a book review on Blueprint to a Billion a few weeks ago. After reading the book I reached out to David Thomson and he was kind enough to do this interview. Blueprint to a Billion is based on three years of in-depth research, where David provides the first quantitative identification of the success pattern common across a distinct group of 387 "Blueprint Companies" which are the 5% that have IPO'd since 1980 and have grown to $1 billion in revenue. These Blueprint Companies represent America's highest growth companies which uniquely achieved exponential revenue growth and returns. I really enjoyed Blueprint to a Billion because if I know what commonalities are present in successful companies it can give an investor an edge in investing in earlier stage companies like micro caps.

    During this Interview:

    • David's background and experience which led him to write the book
    • David gives us a 30,000 foot view of the book
    • The top 100 Blueprint companies
    • David talks about Apple (AAPL), its growth rate, and future innovation
    • Importance of Management Style and Board Makeup of successful companies
    • David's thoughts on microcap investing

    Listen to Interview Here: microcapclub.com/2012/04/micro-cap-club-.../

    The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $500m 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.

    Apr 21 9:12 AM | Link | Comment!
  • Micro Cap Club Interview With Portfolio Manager Robert Auer Of The Auer Growth Fund

    I wrote about Robert Auer last week, and since then I reached out to him to do this interview. I first heard about Robert Auer several years ago when he started the Auer Growth Fund (AUERX). He has deployed a strategy over the last 25 years that has been micro-small cap centric which has significantly beaten the markets performance over this time period. Robert Auer managed private accounts at Morgan Stanley from 1986 - 2007 before starting The Auer Growth Fund in late 2007. While at Morgan Stanley, Robert put into action an investment discipline first developed by his father, Bryan Auer. The strategy did very well by turning $100,000 (1986) into $32 million (2007). Robert Auer left Morgan Stanley in 2007, and started the Aeur Growth Fund by rolling the $32 million in private accounts into it and opening it up to public investment. The fund manages around $130 million in assets today that is deployed across approximately 100 stock positions. Since 1986, the strategy has outperformed almost everyone from Warren Buffett's Berkshire Hathaway to well known top fund managers. I apologize for the audio quality, but it seems to be fine when Robert speaks.

    Listen Here: microcapclub.com/2012/04/micro-cap-club-.../

    Apr 16 1:49 PM | Link | Comment!
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