[Presentation] What Does An Intelligent Fanatic Look Like?


I presented at the Indian Investing Conclave 2018 on June 9-10.

The title of the presentation was: What Does An Intelligent Fanatic Look Like?

Ever since Sean and I wrote our first book a couple years ago I’ve been wanting to focus and write down my thoughts on how to apply intelligent fanatic principles to investing, specifically microcap investing. This presentation is my attempt from a 30,000 foot view, without getting too granular, in doing this. The goal is to help show you what an intelligent fanatic looks like so that you can find them in the markets where you invest. We hope you enjoy it.



If anyone that watched the presentation has any feedback let me know.

This is a presentation I will be continue to refine as it’s a good feedback loop back into my investing.


Ian, I’d love to see this presentation, is there a recording of it that is accessible by the community? Thanks.


@nickrfish The presentation is archived on their platform for 6 months, so you have to pay to see it. I may try to see if they will make it public after that 6 month window closes.


the 6-month window seems close. any chance it’s up for free now?


I’ll ask next week if it isn’t posted by then. I can’t believe it has been six months already.


Jatin said they will be bringing the presentation live first week of January.


The presentation is now live. https://player.vimeo.com/video/273857372


Dear Ian,

Can you provide the transcript of the presentation?