A Conversation with Brian Bares and Connor Haley

Brian Bares and Connor Haley sat down to have a conversation with Ian Cassel at the MicroCap Leadership Summit on September 20th, 2023. The MicroCap Leadership Summit can only be attended live by the MicroCapClub Community.
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Twitter: / microcapclub
00:14 Introduction
01:44 How Micro-Smallcap has changed
06:45 Great Investor vs Average Investor
13:11 Scaling a research process
17:56 Recruiting Talent
21:52 Stock selection process and turnover
31:07 Investing in private companies
33:15 Launch of BCM Focus Small/Micro-cap Fund (BCSMX)
35:49 Activism
39:28 Being value added to a company
41:34 Liquidity and illiquidity
44:48 Industries you stay away from
47:25 How do you decide when to sell a stock
52:34 Advice to a college student
The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, Australian, and Asian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit microcapclub.com and microcapclub.com/summit/
About Brian Bares
Founder of Bares Capital Management
Twitter: / bares_brian
Website: barescapital.com
About Connor Haley
Founder of Alta Fox Capital Management
Twitter: / altafoxcapital
LinkedIn: / connorhaley
Website: www.altafoxcapital.com
Disclaimer:
All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

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[@granitemannh]

Great Interview!

[@siddarthmohta8504]

Excellent interaction.

[@CK_youtube]

That was great! Thank you for sharing ❤