John Candeto
John Candeto

Ian Cassel — 10q

Tags
Frontier PodcastIan Cassel
Link
Date Consumed
Oct 30, 2021
Count (Month)
29
Created
Oct 31, 2021 3:26 AM
Last Edited
Dec 9, 2021 8:00 PM

Favorite findings: things that are in a tailwind + things that are scarce, ideally with only 1-2 companies providing the good/service.

(See ASX-listed Altzheimers medical device/diagnostic company — AXS:CGS).

Main filters:

  1. Business that can grow through a recession
  2. Business that has a balance sheet that could weather a storm and act with occasional boldness...ideally being very active when competitors are not
  3. Leadership team and organization that show the signs of intelligent fanaticism
  4. Business valuation that would enabling conservatively doubling money in three years (25%+ CAGR)
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