Ian Cassel

Sep 20, 2024 | microcapclub.com | Ian Cassel

One of the unique benefits of joining our community is the ability to participate in live discussions with renowned investors, like this one with Anthony Deden, Chairman of Edelweiss Holdings plc. While the public only receives the recording or transcript, our members and subscribers can engage in real-time, asking questions, and contributing to the conversation. Future conversation recordings will be distributed on Spotify, Apple Podcast and YouTube.

Jun 5, 2024 | newsletter.rationalwalk.com | Ian Cassel |William Deresiewicz

“As a very important source of strength and security, cherish public credit.

Mar 28, 2024 | microcapclub.com | Ian Cassel

In 1951, at the age of 21, Warren Buffett put 53% of his portfolio into GEICO and wrote up his thesis in The Commercial and Financial Chronicle. Buffett would make a quick 50% return in a year - turning $10,282 ($122,000 in today’s dollars) into $15,259 ($180,000). Not bad for a young 20-something. He sold GEICO and put the proceeds into a cheaper stock.

Mar 14, 2024 | microcapclub.com | Ian Cassel

Prior to the 19th century people would wait until 12:00pm (noon), when the sun was directly overhead at its highest point, to synchronize their clocks and time pieces. Of course, this meant every community had its own time. Noon in Washington was 12:02 in Baltimore, 12:12 in New York, and 12:24 in Boston. Back then, people didn't travel far very often, so it didn't really matter if one place's time was a bit different from another's.