Ian Cassel just posted another interesting analogy "Art and Investing" (13 mins).
https://www.youtube.com/watch?v=eFNsNUzFQ4k
This is Ian Cassell's presentation from the recent microcap conference.
As usual, it's a banger:
https://youtu.be/XFi5Ni0eNPw?si=IaYse_CEjAeLcWnC
Once you watch that, I can also highly recommend this one from 2019
Here's a few points in Ian Cassel's latest MicroCap Newsletter that I can relate to, how about you?
https://microcapclub.com/we-are-all-fighting-the-same-battles/
Some more great thoughts from Ian Cassel - stocks and their shelf life.
https://microcapclub.com/shelf-life/?ref=newsletter