Intelligent Fanatics @IntelligentFan
Intelligent Fanatics are the world’s greatest business builders. We love to study and learn from them. Ithaca, NY Joined May 2018-
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@FabiusMercurius @BrianFeroldi @RamBhupatiraju @AswathDamodaran @yliownyc @heymaxkoh @Gautam__Baid @iancassel taught me many things, and this is one of my favorite lessons from him on conviction. PS: You got to read the @IntelligentFan books. x.com/iancassel/stat…
Nothing tests your conviction like falling stock prices. Conviction isn’t proven on the mountaintop, it’s proven in the valley.
Some great stories on the relentless culture of Danaher inpractise.com/articles/danah…
@Naturalicecream is one brand - if it IPOs at some point is a must OWN. Fingers crossed - they should IPO :). Had the opportunity to read their story in @IntelligentFan india version.
How do you find Intelligent Fanatic-led organizations early? How do you build conviction? How do you hold through insane drawdowns? See this very long thread 👇
Nothing tests your conviction like falling stock prices. Conviction isn’t proven on the mountaintop, it’s proven in the valley.
@m_meshree Yes, closed for a number of reasons. Many of the write-ups will be updated and republished over time at thewoodshedd.com
Sean will be republishing many of the write-ups from Intelligent Fanatics on thewoodshedd.com over time. Everything will be free. The site is optimized for long-form content. At the bottom of each post is an email signup to get a notification when new content is posted.
Nothing tests your conviction like falling stock prices. Conviction isn’t proven on the mountaintop, it’s proven in the valley.
Frank Perdue took Perdue Farms, a small local company his father started, and grew it into a multi-billion-dollar business. Mitzi Perdue tells this amazing story about her late husband: 👇👇👇
My favorite day of the year - @MicroCapClub Summit Kicks off with William Thorndike Live at 9am EST Then: @DavidGFool - How to Find Rule Breaker Stocks @dbsable - Life Science Investing for Dummies @verdadcap - What You Think Matters Doesn't Matter @Magyer - Ausi Smallcaps
I will be interviewing @joshtarasoff in September. He is the keyser soze of fund managers and one of my favorite investors. We will not be making this one public. If you want to listen in live join @MicroCapClub.
Here is my interview with author and fund manager Michael Shearn. I love talking to Michael because his investment style doesn't fit into any box .... and neither should yours. microcapclub.com/2020/08/microc…
Coffee with The Greats: Roger Staubach Won Heisman at US Naval Academy Served 4 yrs + Vietnam NFL Rookie at age 27 5 Super Bowls-2 victories During offseason worked in Commercial Realestate Launched his firm upon retirement Sold for $600 million in 2008 anchor.fm/blamo-media/ep…
Our MicroCap Leadership Summit 2020 is now a Virtual Event. We hope you can join us! microcapclub.com/summit/
Charlie Munger refers to great business builders as intelligent fanatics. @iddings_sean and I wrote a book about the ones he mentions in his speeches. Our research helped me fine tune my qualitative lens in finding great leaders. Maybe it will help you too amazon.com/Intelligent-Fa…
"Inexperience almost always underestimates risk. The more experience you gain, the more you respect what you are up against." New #mYCharts w/ @iancassel breaks down how he got started in micro caps, what he looks for in potential investments & much more. get.ycharts.com/surviving-as-a…
Here is my keynote - "The Art of Survival" from Planet MicroCap Showcase hosted by @BobbyKKraft It’s only when you look back over a 10-20-30+ year investment career do you realize the ultimate prize is survival. Hope you enjoy it. youtu.be/urkBe_kUSyI
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm H/T to @Greenbackd for hosting this special episode ✅Storage/Organization Products ✅Bone Broth ✅Gold Producer ✅Specialty Food youtu.be/laA6G-fE1pQ
Ok this is happening... @Greenbackd has agreed to host! We are looking for business owners from a variety of industries that are operating businesses of significance ($10m+/yr revs) on what they are seeing/planning/pivoting in this current environment. Please DM @Greenbackd
I would love to hear a podcast interview with a panel of different business leaders from different industries on how they are being affected by the current environment. They would have to be private businesses because few public companies would tell the truth.
This is really cool. Many of our best members on @MicroCapClub participated: @AltaFoxCapital @1MainCapital @neilcataldi @boskovic64 @PaulAndreola @veritasvatillum @AKWilk @EightTrack180 @michael2017l @PFHCapital @PSDFinancier @longcastadviser Others..
Presentations from our first ever virtual microcap stock picking contest in partnership with @theLDMicro are now live! Many of our best members participated. Thank you @IssuerDirect and @brbalbirnie for providing the platform. View here: webcaster4.com/Webcast/Page/2…
New Post How Are You Different? Alpha is often generated by being just a little different in a disciplined and thoughtful way. microcapclub.com/2020/03/how-ar…
I'm looking for examples of CEO's and companies who chose to do the right thing - even when the P&L did not benefit. Like the story of James Burke of $JNJ and Tylenol - or when Larry Merlo stopped selling tobacco at $CVS @awilkinson @shaneparrish @trengriffin any thoughts?
7 Big learning from the book, Intelligent Fanatics of India smartsyncservices.com/7-big-learning… Wonderful writing from Rohitt Potti and @poojabhula A must-read for any student of investing. @iancassel @IntelligentFan
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