Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub

SPEAKER_1 (0:00)

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Andrew Walker (0:32)

You're about to listen to the Yet Another Value Podcast with your host, me, Andrew Walker. Say, oh, I say this all the time, but we have such a great one for you. We have Ian Cassel on for the first time. He just wrote a book, Stock Picker. There's a link in the show notes. Go follow it. Buy it on Amazon, support Ian, whatever.

Look, I've had multiple books on the podcast and most of them have been quite good, but this book blew me away. Kyle Mallory, he's a friend of the podcast. You've heard him several times. He will attest. I was at a bar with him last night and I was like, I just read this Ian Cassel book and it was unbelievable. It's so good. And one of the reasons you're going to hear it, you're going to hear how excited I am, as I am on most podcasts about the book. It's got a real personal touch and it just hit me in a lot of places where there's investing, there's research and everything, but there's a lot of other stuff that comes with it that is very hard to deal with and it's just, it's such a well-written book. There's so many fun stories, all that sort of stuff. So if you are going to love this podcast, you are going to love this book, go buy it. There's a link in the show notes. We're going to get there in one second, but first, a word from our sponsors.

Today's podcast is brought to you by AlphaSense, and more specifically, my upcoming webinar with AlphaSense called The AI Agent Reality Check, What They Mean for Investment Decisions. It's going to be me, Steve Clapham, from Behind the Balance Sheet and two AI leaders at AlphaSense. And we're going to be talking about using AI agents and all the upsides, all the downsides, and the rapidly evolving landscape for investors using AI. I know for me as a one-person shop, just kind of going around, I have found, if you've been listening to this podcast, you know I have found AI just incredibly transformative for the research process. But I'm always worried, am I using AI correctly? Are there things I could be doing to improve? What are my peers doing? What am I doing wrong? What am I doing right? What should I be thinking about? And look, Sarah and Ben, the two experts from AlphaSense, all they do all day is work with investors on how to use AI. So I think it's going to be a super interesting conversation. If you want to sign up to go see it, it is free. There will be a link in the show notes. You can follow that. Sign up and I'm looking forward to the conversation on September 22nd.

Ian Cassel (2:26)

All right.

Andrew Walker (2:26)

Hello and welcome to the Yet Another Value Podcast. I'm your host, Andrew Walker. With me today, I'm happy to have on Ian Cassel. Ian, how's it going?

Ian Cassel (2:32)

It's going great. Thanks for having me on. Cool.

Andrew Walker (2:35)

Just a quick disclaimer before we start, nothing on this podcast is investing advice, always true.

You can see a full disclaimer at the end of the show or in the show notes. But Ian, let's hop to it. The reason I'm having you on, aside from your Planet MicroCap, your Planet MicroCap event ownership, which is one of my favorite events, I unfortunately couldn't go this year, but I've gone the past three years in Planet MicroCap and all that sort of stuff, is you wrote a book. You wrote a stock picker. It's just called Stock Picker, right?

Ian Cassel (3:01)

Yeah, it's just called Stock Picker. That's correct. I should know this.

Andrew Walker (3:03)

Well, I'm going to just discuss, I effing love the book and I've had people on before and I'm sure people say, oh, every person says they love the book. I loved it. People are going to hear that because I've got so many questions, so many notes. I was at a bar with my friend, Kyle Mowry, who's been on the podcast multiple times.