Podcasts by Planet MicroCap Podcast | MicroCap Investing Strategies

Recent Canadian MicroCap Buyouts: What’s Going on Here with Mathieu Martin, Portfolio Manager at Rivemont Investments and Editor of the Stocks&Stones Newsletter from 2023-12-12T00:01

My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont Investments and Editor of the Stocks & Stones Newsletter. Recently, Canadian MicroCap buyouts have been gaining fo...

The Death of Small Cap Equities? with Chris Satterthwaite, Senior Analyst at Verdad Advisors from 2023-12-05T00:01

My guest on the show today is Chris Satterthwaite, Senior Analyst at Verdad Advisors. The team at Verdad put out a phenomenal weekly newsletter, and they recently published one titled, "The Deat...

Flyover Stocks, Conviction, Letting Go and Minding the Gap with Todd Wenning, Founder and Editor of Flyover Stocks Newsletter from 2023-11-28T00:01

My guest on the show today is Todd Wenning, Founder and Editor of the Flyover Stocks Newsletter now available on Substack. Last time we had Todd on the podcast, we talked about his investing philos...

OTC and Capital Markets in 2023 with Cromwell Coulson, President and CEO of OTC Markets Group (OTCQX: OTCM) from 2023-11-21T00:01

My guest on the show today is Cromwell Coulson, President and CEO of OTC Markets Group (OTCQX: OTCM). As part of my trip to New York City, I had the opportunity to meet with Cromwell at OTC Mark...

2023 Investing Trends, Investor Sentiment, The ”Magnificent Seven” and Looking Ahead to 2024 with Charles Payne, Host of ”Making Money with Charles Payne” from 2023-11-16T00:01

My guest on the show today is Charles Payne, Host of "Making Money with Charles Payne." While I was in New York last week, Charles was kind enough to take some time while prepping for his next s...

Value Investing with an ESG Focus with Filip Erhardt, Founder and CEO of ESGFIRE from 2023-11-14T00:01

My guest on the show today is Filip Erhardt, Founder and CEO of ESGFIRE. I was introduced to Filip by Paul Andreola from Small Cap Discoveries (thank you, Paul) a few months ago, and we had a ph...

Shelly Group (Frankfurt: SLYG): Smart Home Products for the DIY Community from 2023-11-02T00:01

My guest on the show today is Wolfgang Kirsch, Co-CEO of Shelly Group (SLYG.F). Shelly Group is an asset-light European smart home device designer, manufacturer, and distributor that has develop...

Quantitative MicroCap Investing with ”GUTS” with Ryan Telford @Rtelford_invest from 2023-10-31T00:01

My guest on the show today is Ryan Telford, Private Investor and better known as @Rtelford_invest on Twitter/X. We've been following each other for a while, and after having the chance to meet R...

Vox Royalty (TSX: VOXR) (NASDAQ: VOXR): Value Play in the Mining Royalty Space from 2023-10-26T00:01

My guest on the show today is Kyle Floyd, Chairman and CEO of Vox Royalty Corp. (TSX: VOXR) (NASDAQ: VOXR). Vox is a returns focused mining royalty company with a portfolio of over 60 royalties ...

Quirky / Off the Beaten Path Investing, Making Your Move + $PLCE $NCMI with David Bastian, Chief Investment Officer at Kingdom Capital Advisors from 2023-10-17T00:01

My guest on the show today is David Bastian, Chief Investment Officer of Kingdom Capital Advisors. I met David at Ian Cassel's MicroCap Leadership Summit a couple weeks ago, where he brought the...

The Case for Japanese MicroCaps with David Baeckelandt, Head of Client Relations at SuMi TRUST from 2023-10-12T00:01

My guest on the show today is David Baeckelandt, Head of Client Relations SuMi TRUST - the U.S. arm for Sumitomo Mitsui Trust Asset Management, Inc. Dave reached out to me about a month ago to s...

UGE International (TSX-V: UGE) (OTCQB: UGEIF): Develops Midscale Solar and Energy Storage Project from 2023-10-05T00:01

My guest on the show today is Nick Blitterswyk, CEO of UGE International Ltd. (TSXV: UGE) (OTCQB: UGEIF). UGE develops, owns, and operates commercial and community solar and battery storage proj...

State of the Junior Mining Market + Tools for the Modern Junior Mining Investor with Tavi Costa (Crescat Capital) / Emily King (Prospector Portal) / Steven De Jong (VRIFY) from 2023-09-26T00:01

On the quick trip to Beaver Creek, I had the opportunity to moderate a panel titled, "Tools for the Modern Junior Mining Investor." Thank you again to the Levental family, Misha and Jessica, for...

VANCOUVER 2023 Investor Keynotes with Paul Andreola / Dave Barr / Harold Leishman / Ryan Irvine / Hamed Shahbazi / Brent Todd from 2023-09-21T00:01

For this episode, I compiled all the investor keynotes into one extra long audio episode for you to consume (each individual keynote is on the Planet MicroCap YouTube Channel). Quick note on aud...

BioSyent (TSX-V: RX): Specialty Pharmaceutical Company Focused on Commercializing Assets in Canada from 2023-09-19T00:01

My guest on the show today is Rene Goehrum, President, CEO and Chairman of BioSyent (TSX-V: RX). BioSyent is a specialty pharmaceutical company focused on commercializing products that the compa...

What the Data Says the Market Hates Right Now + One Semi-Bold Prediction with Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours from 2023-09-12T00:01

My guest on the show today is Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours. It's been well over a year since we've had Toby on the show, and I...

BK Technologies (NYSE American: BKTI): Wireless Radio Communications Equipment for the Public Safety Market from 2023-09-07T00:01

My guest on the show today is John Suzuki, CEO of BK Technologies Corporation (NYSE American: BKTI).  BK Technologies Corporation, through its operating subsidiaries, manufactures high-specifica...

Revisiting ”MicroCaps” White Paper, International MicroCaps and Industrials/Tech/Consumer Sector Takes with Donald Porter, Portfolio Manager from 2023-09-05T00:01

My guest on the show today is Donald Porter, Portfolio Manager and most recently an Equity Research Analyst at Wellington Management. I am extremely grateful that I've had the opportunity to hos...

The MicroCap Double Whammy: Poor Stock Performance + No Allocation = Opportunity with Jonathan Boyar, President of Boyar Research from 2023-08-29T00:01

My guest on the show today is Jonathan Boyar, President of Boyar Research. I recently saw Jonathan as a guest on the Value After Hours podcast with Tobias Carlisle and Jake Taylor, and invited h...

VANCOUVER Presenting Company Breakdown with Paul Andreola, Founder and Editor of SmallCap Discoveries from 2023-08-22T00:01

My guest on the show today is Paul Andreola, Founder and Editor of SmallCap Discoveries. Paul had a great idea in advance of the conference that we do a short breakdown of all the Presenting Com...

Interviewing Company CEOs: The Must-Ask Question Checklist Every Investor Needs with Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners from 2023-08-15T00:01

My guest on the show today is Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners. As I've mentioned on every show leading up, we have our conference, the Planet MicroCap Showcase...

Why/Why Not Invest in Illiquid MicroCap Stocks + $OTCM $CSU.TO $AEP.V $GLXZ with Simon Handrahan, Editor of Margin of Safety Investing Newsletter from 2023-08-08T00:01

My guest on the show today is Simon Handrahan, Editor of the Margin of Safety Investing Newsletter. He recently shared a Tweet (or a post now, an "X", I don't know), where he asked his audience:...

Banks, Entertainment, Smallcap Value + “Quiet Compounders” with Ben Claremon, Host of the Compounders Podcast from 2023-08-01T00:01

My guest on the show today is Ben Claremon, Host of the Compounders Podcast. Ben and I have been in the lab focused on a re-imagining of the Compounders Podcast, and we're finally ready to unvei...

How to Identify Multibagger Stocks with Paul @Investmentideen from 2023-07-27T00:01

My guest on the show today is Paul, a small and microcap investor better known by his Twitter handle @Investmentideen. We've been going back and...

Corero Network Security plc (AIM: CNS): Specializing in DDoS Protection Solutions from 2023-07-25T00:01

My guest on the show today is Phil Richards, CFO of Corero Network Security plc (AIM: CNS).  Corero Network Security is a leading provider of distributed denial of service (DDoS) protection solu...

Why Oil&Gas is Off the Radar + Smallcap Opportunities $VTLE $JOY.TO $SD with Josh Young, Founder and Portfolio Manager at Bison Interests from 2023-07-20T00:01

My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. I've had Josh on the show twice before, the last time was July 2022, and it was definitely time to get...

Quorum Information Technologies (TSX-V: QIS) (OTC Pink: QIFTF): Product Suite for Franchised Automotive Dealerships Across North America from 2023-07-18T00:01

My guest on the show today is Maury Marks, President and CEO of Quorum Information Technologies Inc. (TSX-V: QIS) (OTC Pink: QIFTF). Quorum is a North American SaaS Software and Services company...

Mining Narratives for 2023, Top 5% Junior Mining Stock Criteria, Royalties and Streamers with Rick Rule, Investor, Speculator and Founder of Rule Investment Media from 2023-07-13T00:01

My guest on the show today is Rick Rule,  Investor, Speculator and Founder of Rule Investment Media. I haven't had Rick on the show since September 2021 - during that time we've seen gold tap $2...

POSaBIT (CSE: PBIT) (OTCQX: POSAF): Payments Infrastructure Provider for the Cannabis Industry from 2023-07-11T00:01

My guest on the show today is Ryan Hamlin, Co-Founder and CEO of POSaBIT Systems Corporation (CSE: PBIT) (OTCQX: POSAF). POSaBIT is a financial technology company that delivers payment processin...

Mid-Year 2023 MicroCap Review with Andrew Walker (Yet Another Value Podcast) Jason Hirschman (Hudson 215 Capital) Maj Soueidan (GeoInvesting) from 2023-06-29T00:01

I got a full panel today for this episode: Andrew Walker, Host of the Yet Another Value Podcast, Jason Hirschman, Managing Director of Hudson 215 Capital and Maj Soueidan, Founder of GeoInvestin...

Limbach Holdings (NASDAQ: LMB): Buildings Solutions Systems Firm with Expertise in Design, Engineering and Maintenance of Existing Buildings from 2023-06-27T00:01

My guest on the show today is Michael McCann, President & CEO of Limbach Holdings (NASDAQ: LMB). Limbach is a building systems solutions firm with expertise in the design, prefabrication, instal...

The Russell Rebalance Effect with Paul Dwyer, Director of Research at Punch&Associates from 2023-06-22T08:29:28

My guest on the show today is Paul Dwyer, Director of Research at Punch & Associates. I recently had Paul's colleague, Howard Punch on the show, and after recording, Howard asked if we had ever ...

Utilizing CHAOS Formula to Find MicroCap Disruptors with Chris Wood, Chief Investment Officer of RiskHedge from 2023-06-20T00:01

My guest on the show today is Chris Wood, Chief Investment Officer of RiskHedge. Founded in 2018, Chris and his team at RiskHedge run a newsletter helping subscribers anticipate and profit from ...

Origin Agritech (NASDAQ: SEED): GMO Corn Seeds in China from 2023-06-16T00:01

My guest on the show today is Joe Ramelli, Vice President of Business Development for Origin Agritech (NASDAQ: SEED). Origin Agritech Limited, founded in 1997 and headquartered in Zhong-Guan-Cun...

Introducing...Planet MicroCap Showcase: VANCOUVER + Canadian MicroCaps in 2023 with Paul Andreola, Founder of Smallcap Discoveries from 2023-06-13T00:01

I promise you what you are about to hear is not just Paul and I talking about my next event, the Planet MicroCap Showcase: VANCOUVER - taking place September 6-7, 2023. But since you mention it,...

omniQ Corp. (NASDAQ: OMQS): Creates Automation through Object Identification from 2023-06-09T00:01

My guest on the show today is Shai Lustgarten, CEO of omniQ Corp. (NASDAQ: OMQS). omniQ provides computerized and machine vision image processing solutions that use patented and proprietary AI t...

Informed Momentum with Travis Prentice, CEO and CIO of EAM Investors from 2023-06-06T00:01

My guest on the show today is Travis Prentice, CEO and CIO of EAM Investors. I was introduced to Travis by Doug Porter from Acuitas Investments (thank you Doug!) From Travis' time working at Man...

Adamas One Corp. (NASDAQ: JEWL): Building a Lab-Grown Diamond Brand for Consumers from 2023-06-01T00:01

My guest on the show today is Jay Grdina, President, CEO, Chairman of Adamas One Corp. (NASDAQ: JEWL). Adamas One Corp, The Original Lab-Grown Diamond CompanyTM, is a high quality diamond manufactu...

Why the NEXT Economy is More than ESG and Impact Investing with Garvin Jabusch, Co-Founder and Chief Investment Officer for Green Alpha Advisors from 2023-05-23T00:01

My guest on the show today is Garvin Jabusch, Co-Founder and Chief Investment Officer for Green Alpha Advisors. I had last spoken Garvin in April 2020 discussing his investing philosophy then a ...

Electrovaya Inc. (TSX: EFL) (OTCQB: EFLVF): Lithium-ion Battery Technology and Manufacturer for Material Handling Electric Vehicles from 2023-05-19T00:01

My guest on the show today is Dr. Raj DasGupta, CEO of Electrovaya Inc. (TSX: EFL) (OTCQB: EFLVF). Electrovaya is a technology-focused company with extensive IP, designs, develops, and manufactures...

Deciphering ”Missionaries vs. Mercenaries” MicroCap CEOs with Howard Punch, President and CIO at Punch&Associates Investment Management, Inc. from 2023-05-16T00:01

My guest on the show today is Howard Punch, President and CIO at Punch & Associates Investment Management, Inc. Punch & Associates is a boutique investment advisory firm that has both a Small Ca...

Research Solutions, Inc. (NASDAQ: RSSS): Software Tools Provider to Researchers for R&D from 2023-05-12T00:01

My guest on the show today is Roy Olivier, CEO and President of Research Solutions, Inc. (NASDAQ: RSSS). Research Solutions, Inc. (NASDAQ: RSSS) provides cloud-based technologies to streamline t...

Planet MicroCap Podcast: LIVE with Ryan Irvine, Sam Namiri, Harris Perlman and Mathieu Martin from 2023-05-09T00:01

For this episode of the Planet MicroCap Podcast, I'm sharing with you the Planet MicroCap Podcast: LIVE panel recording that we did last week at the Planet MicroCap Showcase 2023 at the Horsesho...

It’s Now the ”Discovery” Fund, not the ”MicroCap” Fund - Why? with Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy from 2023-05-04T00:01

My guest on the show today is Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy. This was the last recording I did prior to the conference, and I'll be ...

Altisource Asset Management (NYSE American: AAMC): Originator and Distributor of Private Credit from 2023-04-21T00:01

My guest on the show today is Jason Kopcak, President, CEO and Director of Altisource Asset Management (NYSE American: AAMC). Altisource Asset Management Corporation (“AAMC”) is a leading boutiq...

MicroCaps vs. Failed Startups with Vijar Kohli, Co-Founder of Golden Door Asset Management from 2023-04-18T00:01

My guest on the show today is Vijar Kohli, Co-Founder of Golden Door Asset Management, and is a Keynote Speaker at our upcoming conference, the Planet MicroCap Showcase: VEGAS. He'll be speaking...

IDW (NYSE American: IDW): Focused on Publishing Graphic Novels, Comic Books and Turning them into TV and Media Entertainment from 2023-04-14T00:01

My guest on the show today is Allan Grafman, CEO of IDW Media Holdings (NYSE American: IDW). IDW (NYSE American: IDW) is an integrated media company providing compelling stories and characters f...

2023 Macro Trends and their Effect on MicroCaps with John Petrides, Portfolio Manager at Tocqueville Asset Management from 2023-04-12T00:01

My guest on the show today is John Petrides, Portfolio Manager at Tocqueville Asset Management. This is primarily a MicroCap podcast, we chat all about the world of MicroCap stocks and what is g...

Greystone Logistics, Inc. (OTCQB: GLGI): Manufactures 100% Recycled Plastic Shipping Pallets for Broad Range of Industries from 2023-04-10T00:01

My guest on the show today is Warren Kruger, CEO of Greystone Logistics, Inc. (OTCQB: GLGI). Greystone Logistics, Inc. is focused on the fast-growing plastic segment of the $9.5 billion pallet i...

The Largest Allocator to MicroCap Managers in the World with Chris Tessin, Managing Partner and CIO at Acuitas Investments from 2023-04-04T00:01

My guest on the show today is Chris Tessin, Managing Partner and CIO of Acuitas Investments. As the title states, Acuitas is the largest allocator to MicroCap managers in the world - their Micro...

Global Crossing Airlines Group, Inc. (NEO: JET) (OTCQB: JETMF): Filling the Need for Air Travel That Existing Carriers Cannot from 2023-03-31T00:01

My guest on the show today is Ryan Goepel, CFO of Global Crossing Airlines Group, Inc. (NEO: JET) (OTCQB: JETMF). Global Crossing Airlines Group, also known as GlobalX, is a US 121 domestic flag...

Discerning Management Commentary: Are They Being Real or Saying What We Want to Hear? with Josh Womack and Tom Carey, Womack Capital Partners from 2023-03-28T00:01

My guests on the show today are Josh Womack and Tom Carey from Womack Capital Partners. This episode is especially timely with our conference coming up in Las Vegas because, as we covered here m...

Kraken Robotics (TSX-V: PNG) (OTCQB: KRKNF): A Defense Technology Company Focused on Underwater Robotics from 2023-03-24T00:01

My guest on the show today is Greg Reid, President and CEO of Kraken Robotics (TSX-V: PNG, OTCQB: KRKNF). Kraken Robotics Inc. is a marine technology company providing complex subsea sensors, ba...

”Keystone Coverage” Ideas in Vegas: $ELA and $GEO.TO with Ryan Irvine, Founder of Keystone Financial from 2023-03-21T00:01

My guest on the show today is Ryan Irvine, Founder of Keystone Financial. He'll be joining us in Las Vegas, where not only will he be on the Planet MicroCap Podcast: LIVE panel along with Sam Na...

Data I/O (NASDAQ: DAIO): Device Programming and Security Provisioning for Manufactured Products from 2023-03-16T00:01

My guest on the show today is Anthony Ambrose, President & CEO of Data I/O (NASDAQ: DAIO). Data I/O (NASDAQ: DAIO) is a global provider of advanced data and security deployment solutions. These sol...

”Top Tier” Ideas Track in Las Vegas, Top Tier Criteria and Sneak Peak at 4 Presenters: $ATGN $INX.V $LIFD $HGBL with Maj Soueidan, Founder&Editor of GeoInvesting.com from 2023-03-14T00:19:29

My guest on the show today is Maj Soueidan, Founder & CEO of GeoInvesting.com. In my opinion, Maj is a legend in MicroCap investing. In my nearly 10+ years of getting to know Maj, his investing ...

TOMI™ Environmental Solutions, Inc. (NASDAQ: TOMZ): A Global Disinfection and Decontamination Company from 2023-03-09T00:01

My guest on the show today is Dr. Halden Shane, CEO & Chairman of TOMI™ Environmental Solutions, Inc. (NASDAQ: TOMZ). TOMI™ Environmental Solutions, Inc. (NASDAQ: TOMZ) is a global decontamination ...

Why Latin America is One of the Most Under-Followed and Under-Invested Regions in the World with Patrick Flood, Investment Analyst at LATAM Stocks from 2023-03-07T14:00

My guest on the show today is Patrick Flood, Investment Analysts for the LATAM Stocks Newsletter. Latin America consists of 20 countries and a population of more than 650 million people, and it ...

CreditRiskMonitor.com, Inc. (OTCQX: CRMZ): Web-based and SaaS Subscription Products to Manage Financial and Supply Chain Risks from 2023-03-02T00:01

My guest on the show today is Jerry Flum, Chairman and CEO, and Michael Flum, President and COO, of CreditRiskMonitor.com, Inc. (OTCQX: CRMZ). CreditRiskMonitor® (creditriskmonitor.com) sells a ...

YAVP/Planet MicroCap Collab, Finance Podcast Takes, Twitter Debrief, Corporate Governance + YAVP LIVE in Las Vegas with Andrew Walker, Host of the Yet Another Value Podcast (YAVP) from 2023-02-28T00:01

Speaking of Vegas, we just announced initial speakers and sponsors for our event, a list that includes my guest today on the show, Andrew Walker, Host of the Yet Another Value Podcast. Andrew wi...

Sidus Space (NASDAQ: SIDU): Space-as-a-Service for Commercial Satellite Production from 2023-02-23T00:01

My guest on the show today is Carol Craig, Chairwoman and CEO of Sidus Space (NASDAQ: SIDU). Sidus Space (NASDAQ: SIDU), located in Cape Canaveral, Florida, operates from a 35,000-square-foot ma...

2022 in a Nutshell, Recognizing Mistakes, Improving his Process and 2023 Outlook with Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital from 2023-02-21T00:01

For today's show, I invited back on Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital. Last time I had Yaron on the show, it was in July 2022 chatting about the First Half 2022 Micr...

Illegal Naked Short Selling and Why Should We Care? with David Wenger, Founder and CEO of ShareIntel from 2023-02-16T00:01

For today's show, I invited on David Wenger, Founder and CEO of ShareIntel. Since the start of 2023, I've started seeing more news releases saying, "ABCD Company Reports on Ongoing Investigation...

Direct Digital Holdings (NASDAQ: DRCT): Leveraging Technology to Help Middle Market Companies Buy and Sell Media from 2023-02-09T00:01

My guest on the show today is Mark Walker, Chairman and CEO of Direct Digital Holdings (NASDAQ: DRCT).Direct Digital Holdings, owner of operating companies Colossus SSP, Huddled Masses, and Oran...

$1,800 Gold in 2011 vs. $1,800 Gold in 2023, Why Copper is Interesting + Margin is King with Brent Cook, Founder of Exploration Insights from 2023-02-07T00:01

For today's show, I invited on Brent Cook, Founder of Exploration Insights. The first conferences I went to in my career was going to junior mining conferences back in 2011 - I think I went to 3...

LFTD Partners (OTCQB: LIFD): A Profitable Manufacturer and Distributor of Hemp-derived and Psychoactive Products from 2023-02-02T00:01

My guest on the show today is Gerry Jacobs, CEO, and Nick Warrender, COO, LFTD Partners, Inc. (OTCQB: LIFD). LFTD Partners Inc., Jacksonville, FL (OTCQB ticker symbol LIFD) is the parent corpora...

Why Gaming Companies Should Think of Themselves as Audience Companies with Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC from 2023-01-31T00:01

For today's show, I invited on Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC. I met him recently when he participated in the Stock Pitch World Cup on T...

Two-Year Biotech Bloodbath, Poorly Constructed Phase 2B Trials and 2023 Predictions with Eden Rahim, Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund from 2023-01-26T00:01

For today's show, I invited on Eden Rahim, Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund. It's been a bloodbath for biotech in the last two years - according t...

Don’t Let Long-term Investing Blur into Entropy + Quick Pitch on $RSSS with Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors from 2023-01-24T00:01

For today's show, I invited on Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors. Avi and I start off the conversation reflecting on 2022, and that quickly evolved ...

Amerigo Resources (TSX: ARG) (OTCQX: ARREF): Copper Producer without a Copper Mine from 2023-01-19T00:01

My guest on the show today is Aurora Davidson, President and CEO of Amerigo Resources Ltd. (TSX: ARG) / (OTCQX: ARREF). Amerigo is an innovative copper producer with a long-term relationship wit...

Overcoming Frustrating Investments, What Worked in 2022 and What Didn’t with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management from 2023-01-18T00:01

For today's show, I invited back on Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management. It's still January, it's still time to reflect on the year that was, and so, we did ...

China Re-Opening, Consumer Trends to Look at in China and What this Means for MicroCaps with Michael Fritzell, Editor of Asian Century Stocks from 2023-01-10T00:01

As of Sunday, January 8, 2023, China has re-opened its doors to travellers. In the previous few months, while the rest of the world has gone back to pre-pandemic guidelines and everything has op...

Vicinity Motor Corp. (NASDAQ: VEV) (TSX-V: VMC): Electric Vehicle Manufacturer for Both Public and Commercial Enterprise Use from 2023-01-05T00:01

My guest on the show today is William Trainer, CEO, President, Director of Vicinity Motor Corp. (NASDAQ: VEV) (TSX-V: VMC). Vicinity Motor Corp. is a North American supplier of electric vehicles...

MicroCap Observations for 2022, Indicators for 2023 Trends? with Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital from 2023-01-02T00:01

I invited Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital to do our version of a 2022 wrap-up in MicroCaps and whether or not our observations could be indicators of trends for 2...

AUDIO REPLAY: Stock Pitch World Cup™ - Team Canada from 2022-12-29T00:01

Stock Pitch World Cup™ - Team Canada hosted by Paul Andreola at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022.

Stock Pitchers:

Sharon Wang, PenderFund

Harold Le...

AUDIO REPLAY: Stock Pitch World Cup™ - Team USA from 2022-12-28T00:01

Stock Pitch World Cup™ - Team USA hosted by Maj Soueidan at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022.

Stock Pitchers:

Quim Abril @AbrilQuim

Jan Svenda @Jan...

AUDIO REPLAY: Stock Pitch World Cup™ - Team Asia from 2022-12-27T09:02:42

Stock Pitch World Cup™ - Team Asia hosted by Kelvin Seetoh at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022.

Stock Pitchers:

Michael Fritzell @Fritz88

Tan Jun H...

AUDIO REPLAY: Stock Pitch World Cup™ - Team Europe from 2022-12-22T00:01

Stock Pitch World Cup™ - Team Europe hosted by Jason Hirschman at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022.

Stock Pitchers:

• Luke Wolgram @LukeWolgram
Listen

AUDIO REPLAY: Stock Pitch World Cup™ - Team Australia from 2022-12-21T00:01

Stock Pitch World Cup™ - Team Australia hosted by Fadi Diab at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022.

Stock Pitchers:

Matt Joass, Maven Funds

Michael Wu...

AgriFORCE Growing Systems (NASDAQ: AGRI): Using Technology to Transform Farm Food from 2022-12-20T00:01

My guest on the show today is Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI). AgriFORCE Growing Systems is an AgTech company focused on the development and acquisition of cro...

Ep. 252 - Investing Self-Reflection on Jouranlytic with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast from 2022-12-13T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast. A few short weeks ago, Jake and his team did a soft launc...

Ep. 251 - Leveraging Your Stock Watchlist and Defining a Decent Business with Nat Stewart, Founder of NAS Capital from 2022-11-30T05:45:26

For this episode of the Planet MicroCap Podcast, I spoke with Nat Stewart, Full-time private investor, Founder of NAS Capital and Editor of the Nat Stewart - Stock Picking Newsletter on Substack...

Real Good Foods (NASDAQ: RGF): Modernizing Frozen Food by Making More Nutritious and Craveable Food from 2022-11-22T00:01

My guest on the show today is Bryan Freeman, Executive Chairman of The Real Good Food Company (NASDAQ: RGF). Real Good Foods is a leading health and wellness frozen foods company, providing a be...

NowVertical Group (TSX-V: NOW): Building the Vertical Intelligent Future from 2022-11-17T00:01

My guest on the show today is Daren Trousdell, Chairman and CEO of NowVertical Group (TSX-V: NOW). NOW is a vertical intelligence "VI" software and solutions company growing organically and thro...

Ep. 250 - Planes, Trains and Trucks...Investing in Freight Transports with Vanck Zhu, @vanckzhu from 2022-11-15T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Vanck Zhu, full-time private investor. Prior to becoming a full-time investor, as well as working at Etsy, Vanck previously covered ...

Innovative Food Holdings (OTCQB: IVFH): A Leader in Direct-to-Chef&Direct-to-Consumer eCommerce Platforms from 2022-11-10T00:01

My guest on the show today is Sam Klepfish, Chairman and CEO of Innovative Food Holdings (OTCQB: IVFH). IVFH is a leading end-to-end direct-to-consumer e-commerce platform and direct-to-chef pla...

Issuer Direct Corporation (NYSE American: ISDR): Global Brands’ One Stop Shop for All Communications Needs from 2022-11-07T06:00:02

My guest on the show today is Brian Balbirnie, CEO of Issuer Direct Corporation (NYSE American: ISDR). Issuer Direct® is a leading communications and compliance company, providing solutions for ...

Ep. 249 - Beware of Carrot Chasers with Brian Weber, General Partner at BRW Investors from 2022-11-03T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Brian Weber, General Partner at BRW Investors. I've known Brian for a few years now, and we actually did a fun panel in 2021 with fe...

LogicMark, Inc. (NASDAQ: LGMK): From PERS Technology to Caring Platform as a Service from 2022-11-01T00:01

My guest on the show today is Chia-Lin Simmons, CEO of LogicMark, Inc. (NASDAQ: LGMK). LogicMark, Inc. provides personal emergency response systems (PERS), health communications devices and tech...

Ep. 248 - Time to Look for “Fallen Angels” Stocks? with Fadi Diab (@TheGladiatorHC) and Billy Duberstein (Stone Oak Capital) from 2022-10-25T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Fadi Diab @TheGladiatorHC on Twitter and Billy Duberstein from Stone Oak Capital. We recently published the Q3 2022 issue of the Pla...

Ep. 247 - Finding Anomalies, Community Banks, RCI 3.0 and LDI Pension Crisis with Andrew Martin and Nick Peters, Fairlight Capital LLC from 2022-10-20T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Martin and Nick Peters, CEO and CIO of Fairlight Capital LLC. Fairlight Capital LLC is an alternative investment manager with...

Airgain (NASDAQ: AIRG): Evolving from Components to Providing Wireless Systems from 2022-10-18T00:01

My guest on the show today is Jacob Suen, President and CEO of Airgain (NASDAQ: AIRG). Airgain is a leading provider of wireless connectivity solutions, creating and delivering products that inc...

Ep. 246 - Durable Growth: Investing in the Eye of the Storm Right Now with Jeremy Deal, Managing Partner of JDP Capital Management from 2022-10-13T04:47:53

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Deal, Managing Partner of JDP Capital Management. I last chatted with Jeremy on the podcast back in September 2020, back when...

Super League Gaming (NASDAQ: SLGG): Providing Technology to Connect Gamers and Creators to Advertisers from 2022-10-11T00:01

My guest on the show today is Ann Hand, CEO of Super League Gaming (NASDAQ: SLGG). Super League Gaming (Nasdaq: SLGG) builds and operates networks of games, monetization tools and content channe...

Ep. 245 - The Special Situation is Finding Growth-Oriented Firms Using Value Framework with Shree Viswanathan (SVN Capital), Steven Kiel (Arquitos Capital), Keith Smith (Bonhoeffer Capital Management) from 2022-10-06T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Shreekkanth (“Shree”) Viswanathan, President and Portfolio Manager at SVN Capital, Steven Kiel, Founder and CIO of Arquitos Capital ...

Boardwalktech (TSX-V: BWLK) (OTCQB: BWLKF): Helping Enterprises Get Control of All their Unstructured Data from 2022-10-04T00:01

My guests on the show today are Chairman and CEO, Andrew Duncan, and CFO and Director, Charlie Glavin, at Boardwalktech Software Corp. (TSX-V: BWLK) (OTCQB: BWLKF). Boardwalktech has developed a...

Ep. 244 - Why Now is the Time to Get Exposure to Indian Equities with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC from 2022-09-29T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC. In our last interaction, we discussed his background, jou...

Boat Rocker Media (TSX: BRMI): Integrated Global Entertainment Home for Creative Visionaries from 2022-09-27T00:01

My guest on the show today is John Young, CEO of Boat Rocker Media (TSX: BRMI). Boat Rocker Media is the home for creative visionaries. An independent, integrated global entertainment company, B...

Ep. 243 - LIVE: Does Mining Have a PR Problem? with Dr. Nicole Adshead-Bell, Tavi Costa and Jamie Holman from 2022-09-20T00:01

For this episode of the Planet MicroCap Podcast, I'm sharing with you the live Planet MicroCap Podcast panel I hosted at the Precious Metals Summit in Beaver Creek recorded last week. Joining me...

Ep. 242 - Focus on KPI’s and MicroCap Pessimism with Maj Soueidan, GeoInvesting.com, and Quim Abril, Draco Global from 2022-09-15T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan from GeoInvesting.com, and Quim Abril, Portfolio Manager of Draco Global. I haven't had Maj on the pod for a little bit...

Ep. 241 - Lessons from Working with Investment Legends like Peter Lynch, Michael Price and the 5 Keys to Value Investing with J.Dennis Jean-Jacques, Founder of Ocean Park Investments from 2022-09-08T00:01

For this episode of the Planet MicroCap Podcast, I spoke with J.Dennis Jean-Jacques, Founder of Ocean Park Investments, and Author of the book, "5 Keys for Value Investing." Dennis has more than...

QuoteMedia (OTCQB: QMCI): Deliver, Aggregate and Normalize Market Data for Companies and Investors from 2022-09-06T00:01

My guest on the show today is Dave Shworan, President, CEO and Director of QuoteMedia, Inc. (OTCQB: QMCI). QuoteMedia is a leading software developer and cloud-based syndicator of financial mark...

Ep. 240 - Navigating the Extremely Bearish Sentiment in Cannabis with Aaron Edelheit, CEO of Mindset Capital from 2022-09-01T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Aaron Edelheit, Author of “The Hard Break: The Case for the 24/6 Lifestyle” and CEO of Mindset Capital. While most of the MicroCap s...

Richardson Electronics (NASDAQ: RELL): Engineered Solutions for 75 Years from 2022-08-30T00:01

My guest on the show today is Ed Richardson, Chairman, CEO & President of Richardson Electronics (NASDAQ: RELL). Richardson Electronics, Ltd. (NASDAQ: RELL) is a leading global provider of engin...

Ep. 239 - Thinking Like a Contrarian, So Why Not Psychedelics and Mining? with Fadi Diab, @TheGladiatorHC from 2022-08-25T00:01

For this episode of the Planet MicroCap Podcast, I spoke with @TheGladiatorHC himself, formerly anonymous FinTweeter, Fadi Diab. I always enjoy chatting with Fadi, and we haven't done a pod in a...

GameSquare (CSE: GSQ) (OTCQB: GMSQF): Connecting Global Brands to Gaming and Esports Communities from 2022-08-23T00:01

My guest on the show today is Justin Kenna, CEO of GameSquare Esports Inc. (CSE: GSQ) (OTCQB: GMSQF). GameSquare is an international gaming and esports company headquartered in Toronto, Canada. ...

Ep. 238 - Global Digital Divide: Understanding China’s Role in Global Technology and...MicroCaps with Rick Carew, Visiting Lecturer of Global Commerce at University of Virginia from 2022-08-18T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Rick Carew, full-time investor as well as visiting lecturer at the McIntire School of Commerce at the University of Virginia and for...

Xcel Brands, Inc. (NASDAQ: XELB): Reimagining Shopping, Entertainment and Social Media as One Thing from 2022-08-16T00:01

My guest on the show today is Robert D’Loren, CEO & Chairman of Xcel Brands, Inc. (NASDAQ: XELB). Xcel Brands, Inc. (NASDAQ:XELB) is a media and consumer products company engaged in the design, ...

Ep. 237 - Buying into Pessimism with Tim Travis, CEO, CIO and Founder of T&T Capital Management from 2022-08-11T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Tim Travis, CEO, CIO and Founder of T&T Capital Management. I've known of Tim for a while, but he recently made an appearance on Val...

BM Technologies (NYSE American: BMTX): One of the Largest Digital Banking, Banking-as-a-Service (BaaS) Providers from 2022-08-09T08:58:52

My guest on the show today is Luvleen Sidhu, CEO and Co-Founder of BM Technologies, Inc. (NYSE American: BMTX). BM Technologies—formerly known as BankMobile—is among the largest digital banking ...

Ep. 236 - Learning and Growing from Market Drawdowns with Ryan Reeves, Founder of Infuse Asset Management and CIO of Infuse Partners LP from 2022-08-04T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Ryan Reeves, Founder of Infuse Asset Management and CIO of Infuse Partners LP. I'd been wanting to chat with Ryan on here for a whil...

Lightwave Logic (NASDAQ: LWLG): Designing Modulators that Transmits Data at Higher Speeds from 2022-08-02T00:01

My guest on the show today is Dr. Michael Lebby, CEO of Lightwave Logic, Inc. (NASDAQ: LWLG). Lightwave Logic, Inc. (NASDAQ: LWLG) is developing a platform leveraging its proprietary engineered ...

Ep. 235 - Breaking Down Serial Acquirers with Carter Johnson, Founder of MCJ Capital Partners from 2022-07-28T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Carter Johnson, Founder of MCJ Capital Partners. We were introduced by Adam Mead, whom he dubbed his "MicroCap" guy - so shout out t...

Tantalus (TSX: GRID): Building Solutions to Help Modernize Utilities from 2022-07-26T00:01

My guest on the show today is Peter Londa, President and CEO of Tantalus Systems Holding Inc. (TSX: GRID). Tantalus is a smart grid technology company that transforms aging one-way grids into fu...

Ep. 234 - First Half 2022 MicroCap Bloodbath with Jason Hirschman (@EightTrack180) Yaron Naymark (@1MainCapital) Josh Young (@Josh_Young_1) from 2022-07-22T00:01

For this episode of the Planet MicroCap Podcast, I invited on frequent guests and friends of the show: Jason Hirschman from Hudson 215 Capital, Yaron Naymark from 1 Main Capital and Josh Young f...

LightPath Technologies (NASDAQ: LPTH): Enables Technology Customers to Use Photonics and Optics in their Products from 2022-07-20T00:01

My guest on the show today is Sam Rubin, President and CEO of LightPath Technologies (NASDAQ: LPTH). LightPath Technologies, Inc. is a leading global, vertically integrated provider of optics, phot...

Ep. 233 - Activism in MicroCaps: Making a Business Grow is Not Easy with Tim Eriksen, Founder and Portfolio Manager at Cedar Creek Partners from 2022-07-14T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Tim Eriksen, Founder and Portfolio Manager at Cedar Creek Partners. We are continuing "Tim Eriksen"-week here on Planet MicroCap - b...

Solitron Devices (OTC: SODI): Supplier to the Defense Industry for Electronic Components [Due Diligence Podcast] from 2022-07-12T00:01

My guest on the show today is Tim Eriksen, CEO of Solitron Devices (OTC: SODI). Headquartered in West Palm Beach, FL USA, Solitron Devices manufactures power semiconductors and integrated power ...

Ep. 232 - Criteria for Small and MicroCap Opportunities in Market Drawdowns with Sharon Wang, Senior Investment Analyst at PenderFund from 2022-07-07T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Sharon Wang, Senior Investment Analyst at PenderFund. We originally met when Sharon moderated a panel, titled, "MicroCap Technology ...

AudioEye (NASDAQ: AEYE): Eradicate All Barriers to Digital Accessibility from 2022-07-05T00:01

My guest on the show today is Dr. Carr Bettis, Executive Chairman of AudioEye (NASDAQ: AEYE). AudioEye is a digital accessibility platform delivering ADA and WCAG compliance at scale. By combini...

Ep. 231 - Staying in the Game with Howard Lindzon, Entrepreneur and Venture Capitalist from 2022-06-29T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Entrepreneur, Venture Capitalist, and Host of "Panic with Friends" podcast, Howard Lindzon. When I was first getting my feet wet in ...

Ep. 230 - Deep Value MicroCap Investing with Michael Melby, Founder and Portfolio Manager at Gate City Capital Management from 2022-06-22T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Michael Melby, Founder and Portfolio Manager at Gate City Capital Management. I've met Michael at multiple MicroCapClub Leadership S...

The Glimpse Group (NASDAQ: VRAR): Enterprise Software&Services for the Immersive Technology Cycle [Due Diligence Podcast] from 2022-06-21T00:01

My guest on the show today is Lyron Bentovim, President & CEO of The Glimpse Group, Inc. (NASDAQ: VRAR). The company is a diversified Virtual and Augmented Reality platform company, comprised of...

Ep. 229 - Patience is Your Friend with Adam Mead, CEO and CIO of Mead Capital Management from 2022-06-15T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Adam Mead, CEO and CIO of Mead Capital Management, Author of “The Complete Financial History of Berkshire Hathaway”, Founder of Watc...

Crexendo, Inc. (NASDAQ: CXDO): Phone Services for Any Size Business Hosted on the Cloud [Due Diligence Podcast] from 2022-06-14T00:01

My guest on the show today is Doug Gaylor, President and COO of Crexendo, Inc. (NASDAQ: CXDO). The company is a provider of Unified Communications as a Service (UCaaS), Call Center as a Service ...

Ep. 228 - Is Investing in Psychedelics Here to Stay with Nathan Weinstein, Head of Healthcare Equity Research at Aegis Capital Corp. from 2022-06-08T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Nathan Weinstein, Head of Healthcare Equity Research at Aegis Capital Corp. I asked a few companies in my network to connect me with...

MamaMancini’s (NASDAQ: MMMB): Specialty Pre-Prepared, All-Natural Foods [Due Diligence Podcast] from 2022-06-06T00:01

My guest on the show today is Carl Wolf, Chairman and CEO of MamaMancini's (NASDAQ: MMMB). The company is a marketer and distributor of specialty pre-prepared, all-natural foods. MamaMancini’s p...

Ep. 227 - Investing Lessons Learned Going from Shareholder to Employee with Chris Bernatz, @jj_shipley from 2022-06-02T00:30

For this episode of the Planet MicroCap Podcast, I spoke with Chris Bernatz, better known as @jj_shipley on Twitter. I've been following Chris for a while on Twitter and sent him a message to se...

Eastside Distilling (NASDAQ: EAST): Canning and Craft Services for Craft Beverage Manufacturers [Due Diligence Podcast] from 2022-05-23T00:01

My guest on the show today is Geoffrey Gwin, CEO and CFO of Eastside Distilling (NASDAQ: EAST). The company has been producing high-quality, award-winning craft spirits in Portland, Oregon, sinc...

VolitionRx (NYSE American: VNRX): Cancer Screening and Diagnostic Tests for Animals and Humans [Due Diligence Podcast] from 2022-05-16T00:01

My guest on the show today is Cameron Reynolds, President and CEO of VolitionRx Limited (NYSE AMERICAN: VNRX). Volition is a multi-national epigenetics company that applies its Nucleosomics™ pla...

Ep. 226 - Planet MicroCap Podcast: LIVE with Brandon Mackie, Jason Hirschman, Emily Paxhia and Gary Ribe from 2022-05-11T00:01

For this episode of the Planet MicroCap Podcast, I'm sharing with you the Planet MicroCap Podcast: LIVE panel recording that we did last week at the Planet MicroCap Showcase 2022 at Bally's Hote...

Auddia (NASDAQ: AUUD): Technology Company Focused on Reinventing How Consumers Can Engage with Audio [Due Diligence Podcast] from 2022-05-09T00:01

My guest on the show today is Jeff Thramann, Executive Chairman of Auddia Inc. (NASDAQ: AUUD). Auddia is focused on reinventing how consumers engage with audio through the development of a propr...

Ep. 225 - Turning $10,000 Investment in 2009 to $7 Million in 12 years Investing in MicroCap Stocks with Mariusz Skonieczny, Founder of MicroCap Explosions from 2022-05-04T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Mariusz Skonieczny, the Founder of MicroCap Explorations. We were connected on Twitter when I put out a tweet asking for MicroCap in...

Idaho Strategic Resources (NYSE American: IDR): Idaho Gold Producer with Rare Earth Element Projects [Due Diligence Podcast] from 2022-05-02T00:01

My guest on the show today is John Swallow, CEO and President of Idaho Strategic Resources, Inc. (NYSE American: IDR). Idaho Strategic Resources. Headquartered in North Idaho, Idaho Strategic Re...

Ep. 224 - Closing the Information Gap on the Demand and Procurement of Battery Metals with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence from 2022-04-27T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence. This interview was a selfish pursuit on my part because I felt a d...

Soluna Holdings, Inc. (NASDAQ: SLNH): Solutions Provider to the Renewable Energy Generating Business [Due Diligence Podcast] from 2022-04-26T00:01

My guest on the show today is Michael Toporek, CEO of Soluna Holdings, Inc. (NASDAQ: SLNH). Soluna Holdings is a leading developer of green data centers that convert excess renewable energy into...

Ep. 223 - Expressing Macroeconomic Theses through MicroCap Stocks with Sid Grover, Founder and Managing Partner at Canterbury Lane Holdings from 2022-04-20T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Sid Grover, Founder and Managing Partner at Canterbury Lane Holdings. A recent guest on Planet MicroCap, when pitching Sid to be a g...

Camplify (ASX: CHL): AirBnB for Recreational Vehicles (RVs) and Trailers [Due Diligence Podcast] from 2022-04-18T00:01

My guest on the show today is Justin Hales, CEO of Camplify Holdings Limited (ASX: CHL). Camplify, based in Australia, is a peer-to-peer digital marketplace platforms connecting recreational veh...

Ep. 222 - Investing is a Game of Detective Work with Matthew Cochrane, Lead Advisor at 7investing from 2022-04-15T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Matthew Cochrane, Lead Advisor at 7Investing. I had been following Matthew a while now, and I invited him on to get to know him bett...

The Investors Roundtable #44: Why Mining and Metals, Why Now with Tavi Costa, Gwen Preston and David Erfle from 2022-04-13T00:01

For this episode of The Investors Roundtable (#44), I invited on three speakers from our upcoming in-person investor conference, the Planet MicroCap Showcase, May 3-5, 2022 at Bally's Hotel & Ca...

Pro-Dex, Inc. (NASDAQ: PDEX): Designs and Manufactures Medical Devices [Due Diligence Podcast] from 2022-04-11T00:01

My guest on the show today is Rick Van Kirk, CEO of Pro-Dex, Inc. (NASDAQ: PDEX). Pro-Dex, Inc. specializes in the design, development, and manufacture of autoclavable, battery-powered and elect...

Ep. 221 - Tips and Strategies to be Successful Investing in Resource Stocks with Bill Powers, Host of the Mining Stock Education Podcast from 2022-04-06T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Bill Powers, Host of the MiningStockEducation.com Podcast and Full time investor in resource stocks. He will be moderating a panel a...

Nephros (NASDAQ: NEPH): Filtration and Pathogen Detection for Medical and Commercial Markets [Due Diligence Podcast] from 2022-04-04T00:01

My guest on the show today is Andy Astor, President and CEO of Nephros, Inc. (NASDAQ: NEPH). Nephros, Inc. develops and sells water solutions to the medical and commercial markets in the United ...

Ep. 220 - ”Je Ne Sais Quoi” Investing and Let’s Go to Portugal with Manuel Mauricio, Founder and Editor of AllInStocks.com from 2022-03-30T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Manuel Mauricio, Founder and Editor of AllInStocks.com. We've talked at length on this podcast about investing is more an art than s...

Galaxy Gaming (OTCQB: GLXZ): Omni-Channel Casino Table Games Experts [Due Diligence Podcast] from 2022-03-28T00:01

My guest on the show today is Todd Cravens, CEO of Galaxy Gaming, Inc. (OTCQB: GLXZ). Galaxy Gaming, Inc. is a gaming company that designs, develops, acquires, assembles, markets, and licenses p...

Ep. 219 - Trading in Crisis with Alex Gurevich, Founder and Chief Investment Officer at HonTe Advisors from 2022-03-23T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Alex Gurevich, the Founder and Chief Investment Officer at HonTe Advisors. Alex's new book, "The Trades of March", which is currentl...

Zomedica (NYSE American: ZOM): Veterinary Health Therapeutic and Diagnostic Products for Companion Animals [Due Diligence Podcast] from 2022-03-21T00:01

My guest on the show today is Larry Heaton, CEO of Zomedica (NYSE American: ZOM), a veterinary health company creating therapeutic and diagnostic products for companion animals. The company enga...

Altigen Communications (OTCQB: ATGN): Cloud-based Customer Experience Solutions Built on Microsoft Teams [Due Diligence Podcast] from 2022-03-18T00:01

My guest on the show today is Jeremiah Fleming, CEO of Altigen Communications, Inc. (OTCQB: ATGN). The company is a leading provider of cloud-based Customer Experience (CXaaS) solutions built on...

Ep. 218 - Customer Experience is Key with Edwin Dorsey, Author of The Bear Cave Newsletter from 2022-03-16T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Edwin Dorsey, Author of The Bear Cave Newsletter. As long as it's not illegal, if you're making money in the stock market either tra...

Cogstate Ltd. (ASX: CGS) (OTCQX: COGZF): Democratizing Brain Health Assessments [Due Diligence Podcast] from 2022-03-14T00:01

My guest on the Due Diligence Podcast today is Brad O’Connor, CEO of Cogstate Ltd. (ASX: CGS) (OTCQX: COGZF). The company is an industry leader in digital cognition tests that are used primarily...

The Investors Roundtable #43: Addressing Oil&Gas Headlines and Global Energy Dynamics from 2022-03-11T00:01

For this episode of The Investors Roundtable (#43), we discuss all things energy. Since our last roundtable episode, in which Josh Young was participant, the geopolitical landscape has changed c...

Ep. 217 - Three Pillars of Investing: Behaviour, Market Mathematics and Real-World Business Experience with Jean Philippe Tissot, Founder of Arauca Capital from 2022-03-09T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jean Philippe Tissot. He is the Founder of Aurauca Capital. We were introduced by a recent guest on the show, Ian Hunter - thank you...

Ep. 216 - Value Investing Trends and Observations, and Golf with Joe Koster, Founder of Sorfis Investments LLC from 2022-03-03T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Joe Koster. He is the Founder of Sorfis Investments LLC. We had met at one of the MicroCap virtual networking events, I believe it w...

Ep. 215 - SPACs: Back Then, Now and Tomorrow with Louis Camhi, Founder and Chief Investment Officer at RLH Capital from 2022-02-23T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Louis Camhi. He is the Founder and Chief Investment Officer at RLH Capital. We were introduced by Gary Ribe - he knew I've been want...

Ep. 214 - Why Investing in Cannabis is Still a Generational Opportunity with Emily Paxhia, Co-Founder and Managing Director at Poseidon Investment Management from 2022-02-16T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Emily Paxhia, Co-Founder and Managing Director at Poseidon Investment Management. I've been doing interviews with Cannabis investors...

Ep. 213 - Life Sciences Investing is an Exercise in Problem Solving with David Sable, Portfolio Manager at Special Situations Fund from 2022-02-09T00:01

For this episode of the Planet MicroCap Podcast, I spoke with David Sable, Portfolio Manager at Special Situations Fund, and Professor at Columbia University teaching the course "Entrepreneurshi...

Ep. 212 - The Art of Subtraction and Healthy Skepticism with Ian Hunter, Portfolio Manager at Hunter Value Capital from 2022-02-02T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Ian Hunter, Portfolio Manager at Hunter Value Capital. We have crossed paths at many MicroCap investing events over the years and I ...

Ep. 211 - Long Term, High Conviction Growth Investing with Joe Magyer, Co-Founder of Lakehouse Capital from 2022-01-27T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Joe Magyer, Co-Founder of Lakehouse Capital. I remember seeing Joe's presentation I think a year or two ago at the MicroCapClub Lead...

Ep. 210 - Simplify with William Green, Author of ”Richer, Wiser, Happier” from 2022-01-19T00:01

For this episode of the Planet MicroCap Podcast, I spoke with William Green, Author of "Richer, Wiser, Happier." I didn't really know what to expect prior to our chat - I read William's book, an...

Ep. 209 - Activism vs. Suggest-ivism in MicroCap Investing with Kyle Cerminara, Co-Founder at Fundamental Global Investors from 2022-01-12T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Kyle Cerminara, Co-Founder at Fundamental Global Investors. I've been following Kyle for a while now - this interview was a few mont...

Ep. 208 - Hunting for Multibaggers with Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital LLC from 2022-01-05T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Artem Fokin, the Founder and Portfolio Manager at Caro-Kann Capital LLC. He joined me last year on The Investors Roundtable to discu...

Ep. 207 - Launching Fund in the Midst of Uncertainty and Cannabis Special Situations with Shawn Badlani, Founder and CIO of Honest Capital LLC from 2021-12-29T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Shawn Badlani. He is the Founder and CIO of Honest Capital LLC, and we were introduced by recent pod guest, David Polansky from Imme...

Ep. 206 - Understanding Current Market Structures in this Economic Environment with Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management from 2021-12-22T00:01

For Episode 206 of the Planet MicroCap Podcast, I spoke with Michael Green. He is the Portfolio Manager and Chief Strategist at Simplify Asset Management, and better known as @profplum99 on Twit...

Ep. 205 - ”Five Forces” Principles for Researching Stock Ideas with Richard Sosa, Host of ”Riches in the Niches” Podcast from 2021-12-16T00:01

For Episode 205 of the Planet MicroCap Podcast, I spoke with Richard Sosa, Host of the "Riches in the Niches Podcast." I've been following Richard for a while now, and wanted to get to know the ...

Ep. 204 - Planet MicroCap LIVE: Canada Virtual Edition - Reviewing 2021 and What Lies Ahead for MicroCap Stocks in 2022 with Dave Barr, CFA, CEO and Portfolio Manager at PenderFund Capital Management from 2021-12-08T00:01

For Episode 204 of the Planet MicroCap Podcast, I'm sharing the Planet MicroCap Podcast: LIVE episode with guest, Dave Barr, CEO and Portfolio Manager at PenderFund Capital Management that was b...

Ep. 203 - Finding Canadian MicroCap Opportunities Using ”The Leishman Methodology” with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management from 2021-12-01T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management. He will be moderating a panel at the event showca...

Ep. 202 - Tales from the Qualitative Crypt with Robert Mulcahy, @TinyStockNinja from 2021-11-24T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Robert Mulcahy, better known as @TinyStockNinja on Twitter. I've been following Robert for a while now, and he's a fellow MicroCap-p...

The Investors Roundtable #42: Q3 2021 Earnings Reactions, Market Structure Issues and Energy from 2021-11-19T00:01

For this episode of The Investors Roundtable (#42), we share our post-earnings reactions - chatting about supply chain issues, labor issues, trends that we saw as a result. We also have a great ...

Ep. 201 - The In‘s and Out‘s of Stock Spin-Off Investing with Rich Howe, Founder and Editor, StockSpinOffInvesting.com from 2021-11-17T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Rich Howe. He is the Founder and Editor of Stock Spin-Off Investing, a premium newsletter focused on spin-offs. I originally met Ric...

Ep. 200 - Celebrating 10 Years of MicroCapClub with Ian Cassel and Mike Schellinger from 2021-11-10T00:01

For Episode 200 of the Planet MicroCap Podcast, I welcomed back Ian Cassel and Mike Schellinger, the Co-Founders of MicroCapClub. For those who don't know, MicroCapClub is the pre-eminent MicroC...

Ep. 199 - Merger Arbitrage, Naked Wines and Value Traps with Luis Sanchez, Investor/Founder of LVS Advisory from 2021-11-03T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Luis Sanchez, investor and founder of LVS Advisory; I was introduced to him by Ben Claremon, Host of the Compounders podcast (thank ...

Ep. 198 - Quality, Value and Management: Are You Not Entertained? with Trey Henninger, Host of the DIY Investing Podcast from 2021-10-27T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Trey Henninger. He is the Host of the DIY Investing Podcast, and as a fellow MicroCap-per in the trenches, we talk about a wide rang...

Ep. 197 - Hunting for Compounders and Business Transformations with Edward Chang, Founder of Pledge Capital from 2021-10-20T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Edward Chang. He is the Founder of Pledge Capital, and we met recently via Twitter after seeing he shared a recent episode of Compou...

Ep. 196 - With Investing, You Want to Play the Easiest Games Possible...MicroCap Stocks with Harris Perlman, Full-time Investor and @Ottermarket from 2021-10-13T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Harris Perlman. He is a Full-time MicroCap investor, MicroCapClub contributor and better known as @Ottermarket on Twitter. We've cro...

The Investors Roundtable #41: Anyone else felt that SEC Dark Stock Rule was like Y2K? from 2021-10-08T00:01

For this episode of The Investors Roundtable (#41), we discuss the aftermath since the new SEC Dark Stock rule took effect on September 28, 2021. Spoiler alert, we all felt it was more Y2K-like,...

Ep. 195 - Running Out of Gas? Thoughts on the Energy Crisis and Oil and Gas Markets with Josh Young, CIO of Bison Interests from 2021-10-06T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Josh Young. He is the CIO of Bison Interests. I recently met Josh at our last virtual event, when he participated on Ben Claremon's ...

Ep. 194 - Long-Term, Conviction Investing in Global, Small-Cap Companies with Jon Cukierwar, Founder of Sohra Peak Capital Partners from 2021-09-29T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jon Cukierwar. He is the Founder of Sohra Peak Capital Partners. I recently met Jon at one of our virtual events, and as a fellow mi...

Ep. 193 - A Deeper Look at Financials with Derek Pilecki, Portfolio Manager at Gator Capital Management from 2021-09-22T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Derek Pilecki. He is the Portfolio Manager at Gator Capital Management. After a great recommendation by friend of the show, Rich How...

Ep. 192 - Precious Metals: Reversion to the Mean, Reddit Investing in Metals and Everything You Need to Know About Uranium with Rick Rule, Investor and Speculator from 2021-09-15T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Rick Rule. I've known Rick for my entire career in Financial Media, and whenever I have questions about what happening in Precious M...

Ep. 191 - The Underdog, Babushka Doll, Social Pariah, Ugly Duckling and Doubted Champion with David Polansky, Co-Founder and Managing Partner of Immersion Investments from 2021-09-08T00:01

For this episode of the Planet MicroCap Podcast, I spoke with David Polansky. He is the Co-Founder and Managing Partner of Immersion Investments. David very recently launched in his fund, Immers...

Ep. 190 - Not Your Father‘s Stocks with Tyler DuPont, Founder and CEO of Augury Research from 2021-09-01T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Tyler DuPont. He is the Founder and Chief Everything Officer at Augury Research. The title of this episode is "Not Your Father's Sto...

Ep. 189 - MicroCap Graduation Series with Barry Sloane, Founder, Chairman and CEO of Newtek Business Services Corp. (NASDAQ: NEWT) from 2021-08-25T00:01

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Barry Sloane, Founder, Chairman and CEO of Newtek Business Services Corp. (NASDAQ: NEWT). I'...

Ep. 188 - Planet MicroCap Podcast: LIVE "GenZ Investing Roundtable" with Caitlin Cook, Julia Carreon, Michael Liu from 2021-08-18T00:01

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: LIVE panel that we broadcast at the SNN Network Summer Virtual Event 2021. The theme for this p...

Ep. 187 - Real Estate: It's Not 2008, But Let's Talk with Jason Greenwald, Full-time Private Investor from 2021-08-11T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jason Greenwald. He is a Full-time Private Investor, who, as he says on Twitter, used to only buy Real Estate at Foreclosure Auction...

Ep. 186 - Learning from Market Champions and Starting Early with Srivatsan Prakash, Host of "Market Champions" Podcast from 2021-08-04T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Srivatsan Prakash. He is the Host of the Market Champions podcast and aspiring fund manager. Not only has he discovered the fun and ...

The Investors Roundtable #40: SEC Dark Stock Rule - What's going on? from 2021-07-30T00:01

For this episode of The Investors Roundtable (#40), we discuss the new 15C2-11 rule. I'll keep this short and sweet, I brought on some of the best dark stock investors in the business to get a b...

Ep. 185 - MicroCaps: Meet with Management, It HELPS with Chris Krug, President at Chatham Harbor Capital Management from 2021-07-28T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Chris Krug. He is the President of Chatham Harbor Capital Management. I've known Chris for years and while we miss seeing each other...

Ep. 184 - Price Matters with Chris Bloomstran, President and CIO Semper Augustus Investments Group from 2021-07-21T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Chris Bloomstran. He is the President and CIO of Semper Augustus Investments Group. Chris is an absolute legend in value investing c...

Ep. 183 - Business is the Monetization of Life with Mark Jones, Fund Manager at Pragmatic Capital Management from 2021-07-14T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Mark Jones. He is the Fund Manager at Pragmatic Capital Management. I recently came across Mark's interview with SumZero and, someho...

Ep. 182 - Investing: Always Be a Student of the Game with Conor MacNeil, Owner of the Investment Talk Newsletter from 2021-07-07T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Conor MacNeil. He is the Owner of the Investment Talk Newsletter and known as @InvestmentTalkk on Twitter. For a while, Conor was an...

Ep. 181 - Do Cult Companies Make Good Cult Stocks with Brandon Beylo, Host of the "Value Hive Podcast" from 2021-06-30T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Brandon Beylo. He is the Host of the Value Hive Podcast and Research Analyst at Macro Ops. I've known Brandon for a while now, and i...

Ep. 180 - Understanding the Value of a Trade with Jeff Moore, Editor of Ragnar is a Pirate Blog from 2021-06-23T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jeff Moore. He is a Full-time investor in both real estate and equities, and the Editor of Ragnar is a Pirate blog. I've been follow...

The Investors Roundtable #39: What Makes A Contrarian Investor? from 2021-06-18T00:01

For this episode of The Investors Roundtable (#39), we have a jam packed all-star roster ready to discuss being a Contrarian Investor. I believe all successful investors are contrarians to one d...

Ep. 179 - Distressed Securities: Finding Joy in the Junk with Dominique Mielle, Author of "Damsel in Distressed: My Life in the Golden Age of Hedge Funds" from 2021-06-16T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Dominique Mielle. She is the Author of the upcoming book, "Damsel in Distressed: My Life in the Golden Age of Hedge Funds", which wi...

The Investors Roundtable #38: Rise in Commodities Prices - Supply / Demand Issue vs. Inflation? from 2021-06-11T00:01

For this episode of The Investors Roundtable (#38), we chat the rise in commodities prices. Mainstream financial media outlets are now finally starting to talk about this phenomenon as it has be...

Ep. 178 - "Steak and Sizzle" Investing with Thomas Braziel, Founder and CIO of 507 Capital from 2021-06-09T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Thomas Braziel. He is the Founder and CIO of 507 Capital. The MicroCap universe, believe or not, is not huge (Shocker, I know), but ...

Ep. 177 - Making Sense of All the Crypto Headlines and Their Impact with Frank Holmes, Chairman of HIVE Blockchain Technologies, CEO and CIO of U.S. Global Investors from 2021-06-02T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Frank Holmes. He is the CEO and Chief Investment Officer at U.S. Global Investors, GROW on NASDAQ, and Chairman of the Board of HIVE...

The Investors Roundtable #37: What Does Investing in a Post-Pandemic World Look Like? from 2021-05-28T00:01

For this episode of The Investors Roundtable (#37), we chat about what investing in a Post-Pandemic world looks like. Everything from re-opening plays, how various industries have changed, and m...

Ep. 176 - MicroCap Investing Story Time with Ben Claremon and Eugene Robin, Cove Street Capital from 2021-05-26T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Ben Claremon and Eugene Robin, Principal Portfolio Manager and Principal Research Analyst at Cove Street Capital. When I chatted wit...

Ep. 175 - How to Actively Seek Out Why My Thesis is Wrong with Shana Sissel, CIO of Spotlight Asset Group from 2021-05-19T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Shana Sissel. She is the CIO at Spotlight Asset Group, and Co-host of "The Black Swans" podcast. I had been following Shana on Twitt...

Ep. 174 - How Alpha is Generated by Digging Deeper with Neil Cataldi, Principal at Blueprint Capital Management from 2021-05-12T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Neil Cataldi. He is the Principal at Blueprint Capital Management. This interview is a long time in the making, and I'm so stoked we...

Ep. 173 - In Life and Investing, Enjoy the Work, Enjoy the Process, It's Worth It with Guy Spier, Managing Partner and Principal at Aquamarine Capital from 2021-05-05T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Guy Spier, Managing Partner and Principal at Aquamarine Capital, and the Author of, "The Education of a Value Investor." We were int...

Ep. 172 - MicroCap Graduation Series: Kurt Sorschak, Chairman and CEO of Xebec Adsorption (TSX: XBC) from 2021-04-28T00:01

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Kurt Sorschak, Chairman and CEO of Xebec Adsorption (TSX: XBC). In 2019, I started a series ...

Ep. 171 - MicroCap Graduation Series: Hamed Shahbazi, Chairman and CEO of WELL Health Technologies (TSX: WELL) from 2021-04-23T00:01

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Hamed Shahbazi, Chairman and CEO of WELL Health Technologies (TSX: WELL). In 2019, I started...

Ep. 170 - Planet MicroCap Podcast / Value After Hours: Crossover Event (Tobias Carlisle, Jake Taylor, Bill Brewster) with Special Guest, Ian Cassel from 2021-04-21T00:01

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast / Value After Hours: Crossover Event with Special Guest, Ian Cassel. I've been wanting to do a c...

Ep. 169 - The Power of Haptic Memory in Technology Disruption with Julia Carreon, Author #GenZDisruption @juliaccarreon from 2021-04-14T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Julia Carreon. She is a longtime digital executive in financial services who now specializes in GenZ. I'm a firm believer that as in...

Ep. 168 - GARP Investing Since Day 1 with Ethan Tucker, Editor at TheGarpInvestor.com from 2021-04-07T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Ethan Tucker. He is the Editor of The GARP Investor blog at TheGarpInvestor.com, and better known as @TheGarpInvestor on Twitter. It...

The Investors Roundtable #36: Technical Analysis and Trading - Can you add "TA" to Fundamental Strategy? from 2021-04-02T00:01

For this episode of The Investors Roundtable (#36), we chat about a topic that, frankly, I don't know very much about: Technical Analysis and Trading. Actually, the first time I ever chatted wit...

Ep. 167 - Lessons Learned Chatting with Elite Money Managers with Ted Seides, Host of the "Capital Allocators" Podcast and Author of "Capital Allocators" from 2021-04-01T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Ted Seides. He is the Author of the new book, titled, "Capital Allocators: How the world's elite money managers lead and invest", an...

The Investors Roundtable #35: Identifying Great Companies Early from 2021-03-26T06:28:59

This episode of The Investors Roundtable (#35) is inspired by one of my favorite investing books of all time, The Intelligent Fanatics (all three books in the series), which is about how great l...

Ep. 166 - Investing in Thrift Conversions 101 and Lessons Learned as a Jeopardy Contestant with Jim Royal, Ph.D., Author of "The Zen of Thrift Conversions" from 2021-03-24T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jim Royal. He is the Author of the new book, titled, "The Zen of Thrift Conversions: How to Turn Hidden Bank Stocks into Big Gains."...

The Investors Roundtable #34: How Should We Think About Inflation, Deflation, Reflation? from 2021-03-19T00:01

For this episode of The Investors Roundtable (#34), I've been getting a lot of questions by friends and family about the $1.9T stimulus that's been passed, what this means for markets, money bei...

Ep. 165 - The Gen Z Investor and Long Term, Low Cost Investing is Cool with Caitlin Cook, @Deadcaitbounce from 2021-03-17T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Caitlin Cook. She is better known as @Deadcaitbounce on Twitter, and her incredible contributions to the Fintwit community. I'm a bi...

The Investors Roundtable #33: Everything You Want to Know About Being an Ultra Long-term Investor from 2021-03-12T00:01

For this episode of The Investors Roundtable (#33), inspired by last week's show covering the 2020 Berkshire Letter to Shareholders, I wanted to chat with our panelists about what it means to be...

Ep. 164 - Liquidity Cascades, Benefits of Diversification, Market Timing and Moving to Cayman Islands with Corey Hoffstein, Newfound Research and Host, "Flirting with Models" from 2021-03-10T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Corey Hoffstein. He is the Co-Founder and Chief Investment Officer at Newfound Research, and Host of the "Flirting with Models" podc...

The Investors Roundtable #32: Berkshire Hathaway $BRK.A $BRK.B Shareholder Letter 2020 Episode from 2021-03-05T00:01

For this episode of The Investors Roundtable (#32), Buffet & Co. published their 2020 Berkshire Letter to Shareholders on February 27, 2021 - there's been many a clubhouse meet-ups already, and ...

Ep. 163 - Looking for Multi-Baggers with Dave Barr, President, CEO and Portfolio Manager at PenderFund Capital Management from 2021-03-03T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Dave Barr. He is the President, CEO and Portfolio Manager at PenderFund Capital Management. Dave recently did a phenomenal presentat...

The Investors Roundtable #31: Nam Tai $NTP, Crypto and is Traditional Value Investing Dead? from 2021-02-26T00:01

For this episode of The Investors Roundtable (#31), our original plan was to chat about earnings season, but we decided, eh, let's chat on a whole host of other stuff. Thomas and Steven have kno...

Ep. 162 - 2021 Topics No One Wants to Hear About Anymore with Charley Grant, Heard on the Street at The Wall Street Journal from 2021-02-24T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Charley Grant. He runs Heard on the Street at THE Wall Street Journal. It's not often we get someone who writes a daily column for T...

Ep. 161 - The Science of Hitting (and not selling yourself short) with Alex @TSOH_Investing from 2021-02-19T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Alex, better known as The Science of Hitting (@TSOH_Investing) on Twitter. I first heard Alex on Toby's podcast discussing his "neve...

Ep. 160 - The Mission: Spread Financial Wellness with Brian Feroldi, Writer at The Motley Fool from 2021-02-10T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Brian Feroldi. He is a writer at The Motley Fool, and will be a featured speaker at the upcoming MicroCapClub Leadership Summit on S...

The Investors Roundtable #30: The Aftermath - What Happens Now Following Robinhood $GME Chaos? from 2021-02-09T00:01

For this episode of The Investors Roundtable (#30), the dust has settled since last week's chaos in the markets. Our panel today is all about what's happened since we recorded Episode 29 - offic...

The Investors Roundtable #29: Making Sense of the GameStop $GME, Robinhood Chaos from 2021-02-08T08:10:27

For this episode of The Investors Roundtable (#29), our panel tries to make sense of the GameStop $GME, Robinhood and overall stock market chaos that's taken over the financial news airwaves. It...

Ep. 159 - The Batman Investor: CIO of the Alaska Permanent Fund by Day and MicroCap Investor by Night with Marcus Frampton from 2021-02-03T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Marcus Frampton. He is the CIO of the Alaska Permanent Fund and Editor/Publisher of the "Micro Cap Letter & OTC Stock Letter". This ...

The Investors Roundtable #28: Why are MicroCap Stocks Surging? from 2021-01-30T00:01

For this episode of The Investors Roundtable (#28), our panel chats about a topic I've been asked multiple times now. I even went on Fox Business to give my thoughts on this. I thought it would ...

The Investors Roundtable #27: MicroCap Due Diligence in the Virtual World from 2021-01-29T00:01

For this episode of The Investors Roundtable (#27), our panel chats about doing due diligence on MicroCap stocks in the virtual world. We wanted to highlight this because our panelists are very ...

Ep. 158 - I'm Just a Streamer, Stream My Life Away with Francisco Olivera, President of Arevilo Capital Management from 2021-01-27T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Francisco Olivera. He is the President of Arevilo Capital Management. I had Francisco on a recent episode of The Investors Roundtabl...

The Investors Roundtable #26: Hindsight is 2020, Implications for 2021 - Can it get crazier? from 2021-01-23T00:01

For this episode of The Investors Roundtable (#26), the final episode of 2020, we reflect on a year that was in the markets and how all the various themes played, as well as implications some of...

The Investors Roundtable #25: How Do We Value SaaS Companies? (Part 1 of many probably) from 2021-01-22T09:08:08

For this episode of The Investors Roundtable (#25), we starting what I'm calling our valuation series, where we are going to look at various business models, industries, asset classes and do our...

Ep. 157 - With Poker and Investing, Know the Game Your Playing and Master Your Strategy with Annie Duke, Author of "How to Decide: Simple Tools for Making Better Choices" from 2021-01-20T00:01

I'm very excited for this episode. As you see in the title, my guest today is Annie Duke. One of my earliest memories of watching sports, believe or not, was watching the 2003 and 2004 World Ser...

The Investors Roundtable #24: Digital Assets - 2020 Review, Current State, Looking Ahead at 2021 from 2021-01-16T00:01

For this episode of The Investors Roundtable (#24), we are going full crypto. We assembled an amazing panel to discuss all things crypto - reviewing 2020, current state of the industry, current ...

The Investors Roundtable #23: Why M&A Deals Succeed and Fail Historically and in 2020 from 2021-01-15T00:01

For this episode of The Investors Roundtable (#23), we cover Mergers and Acquisitions. A couple big deals were announced/finalized this week in large cap space - Salesforce buying Slack, Uber fi...

Ep. 156 - Howard Jonas: One of the Best Investors You've Never Heard of with Joe Boskovich, Co-Founder and Partner at Old West Investment Management from 2021-01-13T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Joe Boskovich. He is the Founder and Co-Partner of Old West Investment Management. We did an interview for the SNN YouTube Channel, ...

The Investors Roundtable #22: Thanksgiving Episode! Giving Thanks and Hopeful For in 2021 from 2021-01-12T00:01

This week's The Investors Roundtable is our Thanksgiving Episode! Our panelists take the time to discuss what they are thankful for as investors in 2020, as well as what they are hopeful for in ...

The Investors Roundtable #21: Understanding COVID-19 Vaccine Trial Results, Investing in Healthcare from 2021-01-11T07:47:44

In this Episode of The Investors Roundtable (Episode 21!), our topic we discuss is: “COVID-19 Vaccine Trial Results and Investing in Healthcare". With the recent clinical trials results from Pfi...

Ep. 155 - Planet MicroCap Podcast: CANADA VIRTUAL EDITION with Meredith Brill, Jason Hirschman, Mathieu Martin and Dean Trottier from 2021-01-06T15:00

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: CANADA VIRTUAL EDITION panel from this week’s SNN Network Canada Virtual Event. I'm beyond stok...

Ep. 154 - Roku Thesis, Betting on Kambi and the Pains of Being a Mets, Jets, Islanders Fan with Elliot Turner, Managing Partner, CIO of RGA Investment Advisors from 2020-12-30T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Elliot Turner. He is the Managing Partner and CIO of RGA Investment Advisors. I'd been following Elliot on Twitter for a long time, ...

The Investors Roundtable #20: Streaming Services and the Future of Media from 2020-12-26T00:01

For this episode of the The Investors Roundtable, our topic is "Streaming Services and the Future of Media." This roundtable was inspired by Activist Investor Dan Loeb's letter on Why Disney Nee...

The Investors Roundtable #19: What Are Compounders and How Do We Find Them? from 2020-12-25T00:01

For this episode of the The Investors Roundtable, our topic is trying to define “What are Compounders and How Do We Find them?” There’s been a thread on Twitter going around on a firm claiming t...

Ep. 153 - Finding Special Companies, Special Situations, Special Opportunities with Billy Duberstein, Portfolio Manager at Stone Oak Capital, LLC from 2020-12-23T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Billy Duberstein. He is the Portfolio Manager at Stone Oak Capital, LLC. We were introduced by Matthew Peterson - thank you, Matt - ...

The Investors Roundtable #18: Where Do We Go From Here: Macroeconomics, Fed Policy, Debt, Inflation from 2020-12-19T09:00:59

For Episode 18 of The Investors Roundtable, we thought we would take stock of where are economy is right now, as best we can. With the election coming up this week, our panel describe where the ...

The Investors Roundtable #17: Can Cultural Moats Exist in the Age of Physical Separation? from 2020-12-18T00:01

In Episode 17 of The Investors Roundtable, we take a topic that's been discussed on here a bit further: Moats. For this conversation, we try to make sense of: 1. Do cultural moats exist (first o...

Ep. 152 - Obsessing on Cruises, Movie Theaters and Nerding Out on Marvel with Andrew Walker, Yet Another Value Blog/Podcast and Rangeley Capital from 2020-12-16T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Walker. He is the Founder/Editor of Yet Another Value Blog, Host of the Yet Another Value Podcast, Portfolio Manager at Range...

Why Canadian MicroCaps is a Great Place to Hunt for the Best of the Undiscovered with Paul Andreola, Small Cap Discoveres from 2020-12-14T00:01

For this special Canada episode of the Planet MicroCap Podcast, I spoke with Paul Andreola, Founder and Editor of Small Cap Discoveries. Paul and I have teamed up to host an event to showcase an...

The Investors Roundtable #16: SPACs: What is Going on Here? from 2020-12-12T00:01

For Episode 16 of The Investors Roundtable, our panel discusses a subject that has been all the rage in 2020: SPACs. We cover it all - what a SPAC is, why companies would opt to go public via SP...

The Investors Roundtable #15: Sectors and Industries with High TAM, Revenue Growth, GPM and OPM from 2020-12-11T00:01

In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and ...

Ep. 151 - Environmental + Social + Financial = Governance with Liz Simmie, Co-Founder and CIO of Honeytree Investment Management from 2020-12-09T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Liz Simmie. Liz is the Co-Founder and CIO of Honeytree Investment Management. Her firm, Honeytree Investment Management, builds quan...

The Investors Roundtable #14: Are AGM’s Vital for Differential Insights and Shareholder Activism? from 2020-12-05T00:01

In this Episode of The Investors Roundtable (Episode 14!), our topic we discuss is: Are AGM’s dead or a vital tool to gain differential insights and implement shareholder activism? Sent in by fe...

The Investors Roundtable #13: What Truly Defines Good (and Bad) Management? from 2020-12-04T00:01

In this Episode of The Investors Roundtable (Episode 13!), we have a great topic for you today that touches on themes we've discussed on here before, but it was time to dedicate a full episode t...

Ep. 150 - With Investing, Be Creative and Use Your Imagination with Eric Boroian, Full-time Investor @eboroian from 2020-12-02T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Eric Boroian. Eric is a Full-time investor based in Paris whose handle is @eboroian on Twitter. I was introduced to Eric ...

The Investors Roundtable #12: Determining Current Valuation Without Looking at Current Stock Price from 2020-11-29T08:12:52

We are back with Episode 12 of The Investors Roundtable! After a one week hiatus, we have an epic show for you today discussing the following topic (sent in by "Trosclair" @mictros on Twitter): ...

The Investors Roundtable #11: Future 100+ Baggers and How to Identify Them from 2020-11-27T05:54:35

In Episode 11, going back to the well of the Fintwit community, but thought we'd go a step further. The topic, "Future 100+ Baggers and How to Identify Them", was requested, and I thought, who b...

Ep. 149 - Closing the Gap: Building Generational Wealth with Impact and Discipline with Keith Beverly, CFA, CFP®, MBA, Managing Partner&CIO of GRID 202 Partners from 2020-11-25T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Keith Beverly, CFA, CFP®, MBA. He is the Managing Partner and CIO of GRID 202 Partners. Keith participated on a panel at our August ...

The Investors Roundtable #10: Optionality of Holding Cash and Position Sizing from 2020-11-21T00:01

In Episode 10, we got some great suggestions from the Fintwit community - this week, we chose to discuss everyone's view on the optionality of holding cash, position sizing and how they incorpor...

The Investors Roundtable #9: Insider Ownership: Did We Create a New Bias? from 2020-11-20T00:01

In Episode 9, our topic is Insider Ownership. One of panelists had an interesting situation where a company he's invested in has an abnormal insider ownership and incentive structure that any in...

Ep. 148 - Global Approach to Concentration, Compounding and Special Situations with Shree Viswanathan, Founder and CIO of SVN Capital from 2020-11-18T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Shree Viswanathan. He is the Founder and CIO of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentra...

The Investors Roundtable #8: Everything You Want to Know About Being a MicroCap Board Director from 2020-11-17T10:44:37

In Episode 8, we are joined by panelists that all happen to board directors on public, MicroCap boards. We thought it would be fun to dive deep into that topic: what that experience has been lik...

The Investors Roundtable #7: SaaS Models, Future of Food Delivery, Gold, Asteroid Mining and Kodak from 2020-11-13T00:01

In Episode 7, our panel discussed technology, SaaS models, Future of Food Delivery, Why Gold is Reaching All Time Highs, Asteroid Mining and of course, Kodak.

***ORIGINALLY PUBLISHED ON ...

Ep. 147 - Planet MicroCap Podcast: AUSTRALIA VIRTUAL EDITION with Tony Hansen, Matt Joass, Michael Liu and Connor Haley from 2020-11-11T00:01

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: Australia Virtual Edition panel from this week’s SNN Network Australia Virtual Event...

The Investors Roundtable #6: How Economic Narratives Shape Investor Behavior and...EARTHQUAKE! from 2020-11-07T00:01

In Episode 6, our panel discussed the role that economic narratives play in shaping investor behavior, specifically as it relates to the pandemic, and investing during uncertainty.

Also,...

The Investors Roundtable #5: Fed Policy, Inflation and SPAC's from 2020-11-06T00:01

In Episode 5, our panel discussed Federal Reserve policy, inflation and SPAC's.

***ORIGINALLY PUBLISHED ON July 24, 2020 on the SNN Network YouTube Channel***

Joining us today wa...

Ep. 146 - Finding Cheap Stuff and Playing it Well with Harris “Kuppy” Kupperman, Founder and CIO of Praetorian Capital from 2020-11-04T01:01

For this episode of the Planet MicroCap Podcast, I spoke with Harris “Kuppy” Kupperman. He is the Founder and CIO of Praetorian Capital and Chief Adventurer of the Adventures in Capit...

The Investors Roundtable #4: Anti-Fragile Business Models and Accessibility to Global Markets from 2020-10-31T00:01

In Episode 4, our panel discussed the difference between anti-fragile vs. not fragile companies and business models, how investing in global markets is accessible (and even potentially good for ...

The Investors Roundtable #3: Tesla Valuation, MicroCap Gold Stocks, US Election Ramifications from 2020-10-30T10:21:20

In Episode 3, our panel discussed Tesla valuation and how it affects the overall market, EV market, are we in a mania, MicroCap Gold stocks and US presidential election ramifications.

**...

Ep. 145 - Private Company Valuation Methodology for Public Securities with Keith Smith, Portfolio Manager at Bonhoeffer Capital from 2020-10-28T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Keith Smith, CFA. He is the Portfolio Manager at Bonhoeffer Capital. Keith joined me on the Willow Oak Asset Management - Affiliated...

The Investors Roundtable #2: Taking PPP Loans, Scenario Planning, ESG and Impact Investing from 2020-10-24T00:01

In Episode 2, our panel discussed taking PPP Loans, scenario planning, ESG and impact investing. The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTub...

The Investors Roundtable #1: Global Investing Climate and Robinhood Effect on MicroCap Stocks from 2020-10-23T00:01

The Investors Roundtable, hosted by Robert Kraft, is a show where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, ...

Ep. 144 - Why Resources and Mining Matter with Joe Mazumdar, Editor/Analyst and Publisher of Exploration Insights from 2020-10-21T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Joe Mazumdar. He is the Editor, Analyst and Publisher at Exploration Insights. You may recognize the name of the publication as I’ve...

Ep. 143 - The Templeton Way: The Art of Contrarian Investing with Lauren Templeton, Founder and Principal of Templeton&Phillips Capital Management from 2020-10-14T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Lauren Templeton. She is the Founder and Principal of Templeton & Phillips Capital Management, LLC. Lauren is also the co...

Ep. 142 - Hanging Out with Bill Brewster, Founder and Portfolio Manager of Sullimar Capital Group from 2020-10-07T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Bill Brewster. He is the Founder and Portfolio Manager of Sullimar Capital Group. Bill is also a co-host on the very popu...

Ep. 141 - An Intelligent Framework for Successful Investing in Any Market with Sham Gad, Paragon Technologies, Inc., Gad Partners Funds and Author of “The Business of Value Investing” from 2020-09-30T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Sham Gad. He is the Chairman and CEO of Paragon Technologies, Inc. (OTC: PGNT), Managing Partner of Gad Partners Funds, a...

Ep. 140 - The Power of Narrative and Intuition in Investing with Liz Hall, @LIZquidity from 2020-09-23T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Liz Hall, @LIZquidity on Twitter. I first heard her story on Jim O’Shaughnessy’s Infinite Loops Podcast, where she discusses in deta...

Ep. 139 - Making Ultra Long Bets on Survivors&Thrivers with Jeremy Deal, Portfolio Manager of JDP Capital Management from 2020-09-16T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Deal, Portfolio Manager of JDP Capital Management. I was originally introduced to Jeremy via Matthew Peterson - th...

Ep 138 - How Understanding Mispricing Helps Generate Alpha with Jeff Henriksen, Founder and Managing Partner of Thorpe Abbotts Capital from 2020-09-09T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jeff Henriksen, Founder and Managing Partner of Thorpe Abbotts Capital. Jeff and I met when he joined me on The Investors...

Ep. 137 - Beating the Stock Market is Easier than Learning a New Language with Jeremy Raper, Founder and Head of Research at Raper Capital from 2020-09-02T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Raper, Founder and Head of Research at Raper Capital. I’ve known and been following Jeremy’s blog for a while now,...

Ep. 136 - Investing is the Greatest Game on Earth with Ryan O’Connor, Founder and Portfolio Manager at Crossroads Capital from 2020-08-26T00:01

For this episode of the Planet MicroCap Podcast, I spoke with Ryan O’Connor, Founder and Portfolio Manager at Crossroads Capital. If you love investing, like, really love the game, this is an ep...

Ep. 135 - Many Levels to Being a Contrarian Investor with Ben Claremon, Cove Street Capital from 2020-08-18T17:51:35

For this episode of the Planet MicroCap Podcast, I spoke with Ben Claremon, Principal, Portfolio Manager and Research Analyst at Cove Street Capital. Quick side note, I’ve met more LA...

Ep. 134 - Hunting for Value in Turkey with Mesut Ellialtioglu, Talas Turkey Value Fund, LP from 2020-08-11T20:52:49

In this episode of the Planet MicroCap Podcast, I spoke with Mesut Ellialtioglu, Turkey Investment Officer of the Talas Turkey Value Fund, LP. I was introduced to Mesut by Matthew Peterson, a re...

Ep. 133 - Planet MicroCap Podcast: VIRTUAL EDITION with Maya Peterson, Perth Tolle and Lauren Templeton from 2020-08-04T19:09:36

For this episode of the Planet MicroCap Podcast, even though we've been "Virtual" forever, this special episode was broadcast at the SNN Network Virtual Conference on August 4, 2020. Featured fo...

Ep. 132 - CFP® Marketing 101: Understanding Your Niche with Taylor Schulte, CFP, Founder and CEO of Define Financial from 2020-07-28T22:44:09

In this episode of the Planet MicroCap Podcast, I spoke with Taylor Schulte, CFP, Founder and CEO of Define Financial. I found Taylor via his podcasts: Stay Wealthy and Experiments in Advisor Ma...

Ep. 131 - What You Learn After Losing One Million Dollars with @TheGladiatorHC from 2020-07-21T17:09:30

For this episode of the Planet MicroCap Podcast, I had the pleasure of speaking with @TheGladiatorHC. Keeping up the two-week theme of anonymous investors, @TheGladiatorHC preferred to be interv...

Ep. 130 - How to Avoid Bubbles, Limit Drawdowns and Safely Grow Wealth with @ValueStockGeek from 2020-07-14T20:41

For this episode of the Planet MicroCap Podcast, I spoke with @ValueStockGeek. The next two weeks here, we got an anonymous investor theme going on here starting with Mr. Geek, but don't let tha...

Ep. 129 - Helping First Generation Americans Achieve their Wealth Generation Goals with Anna N'Jie-Konte, Founder of Dare to Dream Financial Planning from 2020-07-07T17:01

For this episode of the Planet MicroCap Podcast, our host spoke with Anna N'Jie-Konte, Founder of Dare to Dream Financial Planning. Anna is a passionate believer in the empowerment of women and ...

Ep. 128 - Using Short Puts as an Equity Purchasing Strategy with Matthew Peterson, Managing Partner of Peterson Capital Management from 2020-06-30T17:03:05

In this episode of the Planet MicroCap Podcast, I spoke with Matthew Peterson, Managing Partner of Peterson Capital Management. Matthew Peterson is the Managing Partner of Peterson Capital Manag...

Ep. 127 - Understanding Risk, Conservative Investing and Appreciating the Downside with Lawrence Hamtil, Fortune Financial Advisors from 2020-06-23T17:01

In this episode of the Planet MicroCap Podcast, I spoke with Lawrence Hamtil, Investment Advisor at Fortune Financial Advisors. Lawrence Hamtil is a sixteen-year veteran of the financial service...

Ep. 126 - Quantitative Numbers Tend to be the Effect of Good Qualitative Factors with Kelvin Seetoh, Slingshot Capital from 2020-06-16T18:47:36

For this episode of the Planet MicroCap Podcast, I spoke with Kelvin Seetoh, better known by his avatar on Twitter @SlingshotCap. Kelvin has an incredible story and I had a great time learning m...

Ep. 125 - Venture Capital: The Hardest Way to Make Easy Money with Alex Rubalcava, Stage Venture Partners from 2020-06-09T17:01

In this episode of the Planet MicroCap Podcast, I spoke with Alex Rubalcava, Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Part...

Ep. 124 - Wealth Management in Times of Crisis with Gary Ribe and Eric Furey, Accretive Wealth Partners from 2020-06-02T17:45:59

For this episode of the Planet MicroCap Podcast, I spoke with Gary Ribe, Managing Partner and Chief Investment Officer at Accretive Wealth Partners, and his partner, Eric Furey, Managing Partner...

Ep. 123 - So you want to be a Fund Manager? with Steven Kiel, President and CIO of Arquitos Capital Management from 2020-05-26T18:29:29

For this episode of the Planet MicroCap Podcast, I spoke with Steven Kiel. He is the President of Willow Oak Asset Management, a subsidiary of Enterprise Diversified, Inc., (OTCQB: SYTE) - Steve...

Ep. 122 - Turning Petty Cash into Building Wealth with Dean Trottier, Full-time Private Investor from 2020-05-19T17:26:58

For this episode of the Planet MicroCap Podcast, I spoke with Dean Trottier, Full-time Private Investor and Editor of Petty Cash blog. I've known Dean for a long time now having met at a MicroCa...

Ep. 121 - Investing in Emerging Markets and 'Freedom-weighting' with Perth Tolle, Founder of Life + Liberty Indexes from 2020-05-12T17:52:35

For this episode of the Planet MicroCap Podcast, I spoke with Perth Tolle, Founder of Life + Liberty Indexes. We've had a number of guests on here talk about investing in global markets: Canada,...

Ep. 120 - The Importance of Highlighting Women in Finance, the Power of Investing Young with Maya Peterson, “Early Bird: The Power of Investing Young”, “Lighthouses: Women Leading the Way in Finance” from 2020-05-05T20:05:31

This next episode of the Planet MicroCap Podcast is a very special one for me. My guest is Maya Peterson, Author of “Early Bird: The Power of Investing Young”, Compounding Snowballs blog, and he...

Ep. 119 - COVID-19: Where Are We Now? with Dr. Daniel Kraft, Medicine Chair at Singularity University and Founder of ExponentialMedicine.com from 2020-04-30T17:00

In this special episode of the Planet MicroCap Podcast, Dr. Daniel Kraft was kind enough to join me and discuss where we are at now with COVID-19. Dr. Kraft has a unique background that is at th...

Ep. 118 - Investing in the Next Economy: Finding Companies Addressing Systemic Risks with Garvin Jabusch, Chief Investment Officer for Green Alpha Advisors from 2020-04-28T18:13:15

For this episode of the Planet MicroCap Podcast, I spoke Garvin Jabusch, Chief Investment Officer for Green Alpha Advisors. The firm’s mission is to, “grow our clients’ capital by building portf...

Ep. 117 - Planet MicroCap Podcast: LIVE! VIRTUAL EDITION with Connor Haley, Jason Hirschman, Sam Namiri and Maj Soueidan from 2020-04-21T20:37:37

For this episode of the Planet MicroCap Podcast, we are back LIVE! And, this time, Virtual Edition. Joining me for this conversation will be Connor Haley, Jason Hirschman, Sam Namiri and Maj Sou...

Ep. 116 - From Microsoft to MicroCaps with Andy Preikschat, CIO and Portfolio Manager at Edgebrook Partners, LP from 2020-04-14T21:51:09

For this episode of the Planet MicroCap Podcast, I spoke Andy Preikschat, CIO and Portfolio Manager of Edgebrook Partners, LP. I’ve known Andy now for many years, first meeting him at our confer...

Ep. 115 - Human Nature Hasn’t Changed in Millennia, There’s Your Edge with Jim O’Shaughnessy, Chairman and Co-CIO of O’Shaughnessy Asset Management from 2020-04-07T18:19:02

For this episode of the Planet MicroCap Podcast, I spoke with Jim O’Shaughnessy, Chairman and Co-Chief Investment Officer at O’Shaughnessy Asset Management. This is a big episode for me. Simply ...

Ep. 114 - Understanding the Value of a Financial Advisor and Education with Tyrone Ross Jr., Host of the Human Advisor Podcast and Director of Community at Altruist from 2020-03-31T19:14:12

For this episode of the Planet MicroCap Podcast, I spoke with Tyrone Ross Jr., Host of the Human Advisor Podcast and Director of Community at Altruist. I was introduced to Tyrone via our mutual ...

Ep. 113 - Anytime Someone Wants to Talk MicroCap Stocks, I’m in with Dan Rasmussen, Founder and CIO of Verdad Advisers from 2020-03-24T17:16:49

For this episode of the Planet MicroCap Podcast, I spoke with Dan Rasmussen, Founder and CIO of Verdad Advisers. Prior to Verdad, Dan worked at Bain Capital and Bridgewater Associates, and also ...

Ep. 112 - OTC Adventures: Discovering Intriguing Investment Opportunities with Dave Waters, CEO of Alluvial Capital Management from 2020-03-17T19:57:44

For this episode of the Planet MicroCap Podcast, I spoke with Dave Waters, CEO of Alluvial Capital Management. This episode has been a long time coming, as I’ve been a fan of Dave’s for a while ...

Ep. 111 - Some People Like to Fish, I Like to Invest with Scott Miller, Founder of Greenhaven Road Capital from 2020-03-10T16:01

For this episode of the Planet MicroCap Podcast, I spoke with Scott Miller, Founder of Greenhaven Road Capital. While at the helm of Greenhaven Road Capital, the firm has out-performed the Russe...

Ep. 110 - Performance Wins Out: If Investors Make Money Then EGP Makes Money with Tony Hansen, CIO of EGP Capital from 2020-03-03T18:16:55

For this episode of the Planet MicroCap Podcast, I spoke with Tony Hansen, Chief Investment Officer of EGP Capital. I was introduced to Tony via Twitter from Mark Tobin of Coffee MicroCaps – tha...

Ep. 109 - Boring is Beautiful with Brent Beshore, Founder and CEO of Permanent Equity from 2020-02-25T16:59:51

For this episode of the Planet MicroCap Podcast, I spoke with Brent Beshore, Founder and CEO of Permanent Equity. I’ve been a big fan of Brent’s work for years now, from the success of Adventur....

Ep. 108 - The Hidden Power of Inflection Points and Catching Monsters with Matt Joass, CIO of Maven Funds Management from 2020-02-18T16:00

For this episode of the Planet MicroCap Podcast, I spoke with Matt Joass, Chief Investment Officer of Maven Funds Management. Thanks to a tweet from Ian Cassel on MicroCap Fund Managers/Strategi...

Ep. 107 - Investing in Long-Term Compounders with Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital from 2020-02-11T16:01

For this episode of the Planet MicroCap Podcast, I spoke with Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital. As you will hear, Yaron is incredibly passionate about investing and...

Ep. 106 - Key Takeaways from “The Rebel Allocator” and Farnam Street's Investing Philosophy with Jake Taylor, Farnam Street Investments and Author of “The Rebel Allocator” from 2020-01-28T17:55:01

For this episode of the Planet MicroCap Podcast, I spoke with Jake Taylor, CEO of Farnam Street Investments and author of, “The Rebel Allocator”. I invited Jake on because I wanted to learn more...

Ep. 105 - Assessing Stock Performance with Probability and Not as Binary with Peter Rabover, Managing Director of Artko Capital from 2020-01-14T15:47:53

For this episode of the Planet MicroCap Podcast, I spoke with Peter Rabover, Managing Director at Artko Capital. I met Peter after following him on Twitter for a while – I became a fan of his co...

Ep. 104 - Recapping Biotech and Healthcare in 2019 and What to Expect for 2020 with John Vandermosten, Senior Biotech Analyst at Zack’s Small-Cap Research from 2019-12-31T16:00

For this episode of the Planet MicroCap Podcast, I spoke with John Vandermosten, Senior Biotech Analyst at Zack’s Small-Cap Research. I met John recently at a conference in Austin, where we did ...

Ep. 103 - Catching up with OTC Markets and Addressing Critical Issues to MicroCap Ecosystem with Cromwell Coulson, CEO of OTC Markets Group, Inc. from 2019-12-17T15:45:43

For this episode of the Planet MicroCap Podcast, I spoke with Cromwell Coulson, CEO of OTC Markets Group, Inc., a publicly-traded company, OTCM on the OTCQX. I originally spoke with Cromwell on ...

Ep. 102 - SEC Wants to Stop Trading in Dark Stocks with Dan Schum, NoNameStocks.com from 2019-12-10T17:09:24

For this episode of the Planet MicroCap Podcast, I’m sharing with you an interview I did with Dan Schum, Editor of NoNameStocks.com. We recorded and I shared our chat on our YouTube Channel back...

Ep. 101 - Value Investing: Looking for the Overlooked with Geoff Gannon, Co-Founder and Portfolio Manager at Focused Compounding from 2019-11-26T15:47:07

For this episode of the Planet MicroCap Podcast, I spoke with Geoff Gannon, Co-Founder and Portfolio Manager at Focused Compounding. You might also recognize Geoff from the very popular investin...

Ep. 100 - Investing: It's All About the Journey with Ian Cassel, MicroCapClub.com from 2019-11-12T15:39:18

I want to start off with a big THANK YOU! Thank you all for your listenership and support for the Planet MicroCap Podcast. Whether you've been listening since the beginning or even a new listene...

Ep. 99 - Planet MicroCap Podcast: LIVE! In Austin, TX with Maj Soueidan, Chris Lahiji and Sam Namiri from 2019-10-29T14:46:18

For this episode of the Planet MicroCap Podcast, I’ll be sharing with you my live panel from the MicroCap Rodeo 2019 in Austin, TX. Joining me on this panel is Maj Soueidan from GeoInvesting.com...

Ep. 98 - Intelligent Fanatics of India and Finding Inefficiencies with Rohith Potti, Co-Author of “Intelligent Fanatics of India” from 2019-10-15T17:00

For this episode of the Planet MicroCap Podcast, I spoke with Rohith Potti, Co-Author of the upcoming, “Intelligent Fanatics of India.” This was very exciting for me – not only as a fan of “Inte...

Ep. 97 - MicroCap Value Destruction: An Antidote with Adam J. Epstein, Founder of Third Creek Advisors, LLC from 2019-10-02T13:27:34

For this episode of the Planet MicroCap Podcast, I caught up with Adam Epstein, Founder of Third Creek Advisors, LLC. I previously had Adam on the podcast for Episode 22, where we discussed the ...

Ep. 96 - Classic Growth Theory of Investing and How to Prepare for a Downturn in the Market with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management from 2019-09-17T18:58:27

For this episode of the Planet MicroCap Podcast, I spoke with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management. At the beginning of September, when we recorded this interview, m...

Ep. 95 - Can Trend Following Strategy Reduce Risk and Volatility? with Meb Faber, Host of the Meb Faber Podcast from 2019-09-03T17:01

For this episode of the Planet MicroCap Podcast, I spoke with Meb Faber, Host of the Meb Faber Podcast, and Co-founder and the Chief Investment Officer of Cambria Investment Management. Some of ...

Ep. 94 - How Working for San Antonio Spurs Helped Shape Investing Thesis with Adam Wilk, Greystone Capital Management from 2019-08-20T17:01

For this episode of the Planet MicroCap Podcast, I spoke with Adam Wilk, Portfolio Manager at Greystone Capital Management and Editor of Pound the Rock Investing investor blog. I reached out to ...

Ep. 93 - “The Joys of Compounding” and the Passionate Pursuit of Lifelong Learning with Gautam Baid, Author of “The Joys of Compounding” from 2019-08-06T18:32:38

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Author of “The Joys of Compounding.” I’m always looking for new books to read that can offer a new perspective or outlo...

Ep. 92 - Moats, Management and Price: Breaking Down the Venn Diagram with Todd Wenning, Senior Analyst at Ensemble Capital from 2019-07-23T14:33:34

For this episode of Planet MicroCap Podcast, I spoke with Todd Wenning, Senior Analyst at Ensemble Capital. I first became aware of Todd when I found his profile on Twitter and he had this venn ...

Ep. 91 - So you want to be an Activist Investor? with Jeff Gramm, Bandera Partners and Author of “Dear Chairman” from 2019-07-09T18:09:52

For this episode of the Planet MicroCap Podcast, I caught up with Jeff Gramm, Author of “Dear Chairman”. In our first interview on the podcast, Episode 40, we dissect his book, “Dear Chairman” -...

Ep. 90 - MicroCap Graduation Series: eXp World Holdings, Inc. (NASDAQ: EXPI) from 2019-06-25T18:01:23

For this episode of the Planet MicroCap Podcast, we are launching a new series here called, the “MicroCap Graduation Series”. I’ve done about 90 interviews here on the podcast, and I’ve intervie...

Ep. 89 - Your Investing Strategy Has to Fit You with Vitaliy Katsenelson, CEO/CIO of Investment Management Associates, Inc. (IMA) from 2019-06-11T17:39:16

For this episode of Planet MicroCap Podcast, I spoke with Vitaliy Katsenelson, CEO and CIO of IMA. I came to know Vitaliy by finding his profile on Twitter. From there, I started reading his blo...

Ep. 88 - The Big Picture for Small Cap Value with Bill Nasgovitz, Founder and Portfolio Manager at the Heartland Value Fund from 2019-05-28T18:27:22

For this episode of Planet MicroCap Podcast, I spoke with Bill Nasgovitz, Chairman and Portfolio Manager of the Heartland Value Fund and Small Cap Value Strategy. I had originally met Bill two y...

Ep. 87 - Planet MicroCap Podcast: LIVE! with Connor Haley, Jason Hirschman, Chris Lahiji and Sam Namiri from 2019-05-14T15:33:05

I’d like to thank everyone who joined us in Las Vegas for our annual event, the Planet MicroCap Showcase. Putting on these events is a lot of hard work, and what makes it all worth it is having ...

Ep. 86 - What is Behavioral Value Investing with Gary Mishuris, Silver Ring Value Partners from 2019-04-02T17:40:11

For this episode of Planet MicroCap Podcast, I spoke with Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners. Gary and I met on LinkedIn, and after doing ...

Ep. 85 - Understanding Insider Activity with Jesse Felder, Founder and Editor of The Felder Report from 2019-03-19T17:39:58

For this episode of Planet MicroCap Podcast, I spoke with Jesse Felder, Founder and Editor of The Felder Report. Jesse is a well-respected money manager, who began his career at Bear Stearns and...

Ep. 84 - What is the “The Keystone Philosophy” with Ryan Irvine, Founder of Keystone Financial from 2019-03-05T17:11:43

For this episode of Planet MicroCap Podcast, I spoke with Ryan Irvine, Founder of Keystone Financial. I actually met Ryan last year at our event in Las Vegas, the Planet MicroCap Showcase. I sta...

Ep. 83 - Deep Value + Acquirer's Multiple = Beat the Market with Tobias Carlisle, Author of “The Acquirer’s Multiple” from 2019-02-19T17:44:12

For this episode of the Planet MicroCap Podcast, I welcomed back Tobias Carlisle, Founder, Editor and Author of The Acquirer's Multiple. We are excited to announce that Tobias will be our Keynot...

Ep. 82 - Investing in Cannabis 2019: Where are we now? with Alan Brochstein, CFA, 420 Investor and New Cannabis Ventures from 2019-02-05T16:55:04

For this episode of Planet MicroCap Podcast, I spoke with Alan Brochstein, Founder of 420 Investor and New Cannabis Ventures. The last time I had Alan on the program was approximately three year...

Ep. 81 - How to Approach Investing in Energy Markets with Keith Schaefer, Publisher of Oil and Gas Investments Bulletin from 2019-01-22T18:26:53

For this episode of Planet MicroCap Podcast, I spoke with Keith Schaefer, Publisher of Oil and Gas Investments Bulletin. I’ve met Keith a few times on the conference circuit, having been booth b...

Ep. 80 - MicroCap Investing: Recapping 2018, Looking Ahead to 2019 with Maj Soueidan and Chris “Quoth the Raven” Irons, GeoInvesting.com from 2019-01-08T17:14:32

For this episode of Planet MicroCap Podcast, I spoke with Maj Soueidan and Chris “Quoth the Raven” Irons from GeoInvesting.com. At GeoInvesting.com, Maj, Chris and whole team there are studying ...

Ep. 79 - Growth Runway vs. Moats with Thomas Bachrach, PFH Capital from 2018-12-27T13:07:40

For this episode of Planet MicroCap Podcast, I spoke with Thomas Bachrach, Founder and Principal at PFH Capital. I met Thomas at the MicroCap Leadership Summit back in September. We were at the ...

Ep. 78 - What is ‘Intrinsic Investing’ and Emerging Moat Businesses with Sean Stannard-Stockton, President&CIO of Ensemble Capital from 2018-12-04T20:36:53

For this episode of Planet MicroCap Podcast, I spoke with Sean Stannard-Stockton, President and Chief Investment Officer of Ensemble Capital. I’m always looking for new and interesting topics to...

Ep. 77 - Illiquidity and Finding Value on the OTC Markets with Doug Mohn, NoCalledStrikes.com from 2018-11-21T16:20:49

For this episode of Planet MicroCap Podcast, I spoke with Doug Mohn, Editor of NoCalledStrikes.com. I met Doug recently at the MicroCap Leadership Summit in Chicago, and I enjoyed getting to kno...

Ep. 76 - Trends in MicroCaps for 2018 and What to Expect at LD Micro “Main Event” with Chris Lahiji, LD Micro from 2018-11-13T16:13:51

For this episode of Planet MicroCap Podcast, I caught up with Chris Lahiji, President of LD Micro. Every year, the MicroCap investing universe gathers together during the first week of December ...

Ep. 75 - How to Approach Investing in Global Markets with Adrian Day, Chairman and CEO of Adrian Day Asset Management from 2018-10-23T21:36:48

For this episode of the Planet MicroCap Podcast, I spoke with Adrian Day, Chairman and CEO of Adrian Day Asset Management. We first met Mr. Day in 2017 at the Sprott Natural Resource Symposium, ...

Ep. 74 - How to Utilize Differential Insights in Your Investing Strategy with Paul Lountzis, Lountzis Asset Management, LLC from 2018-10-09T18:37:09

For this episode of the Planet MicroCap Podcast, I spoke with Paul Lountzis, President of Lountzis Asset Management, LLC. I first saw Mr. Lountzis speak at the first annual MicroCapClub Leadersh...

Ep. 73 - What My Professor Taught Me About Finance and Investing with Darrol Stanley, Professor of Finance at Pepperdine Graziadio School of Business from 2018-09-25T14:53:05

For this episode of the Planet MicroCap Podcast, I spoke with Darrol Stanley, Professor of Finance at Pepperdine Graziadio School of Business. As some of you may know, I’m in the process of gett...

Ep. 72 - Cryptocurrency, Blockchain and Institutional Research for New Asset Class with Tom Shaughnessy, 51Percent Crypto Research from 2018-09-11T17:46:33

For this episode of the Planet MicroCap Podcast, I welcome back Tom Shaughnessy to the program. When we first spoke, we discussed the importance of stock screeners and how to use them. Since the...

Ep. 71 - Three Years Later, Where it all began: Ian Cassel, MicroCapClub.com - So you want to be a MicroCap Investor? from 2018-08-07T16:13:57

So we just passed the anniversary of when I published the first episode of the Planet MicroCap Podcast, which was on July 28, 2015. Since then, I have published now 73 episodes and amassed over ...

Ep. 70 - How the Billionaire Contrarians of Deep Value Beat the Market with Tobias Carlisle, Author of “The Acquirer’s Multiple” from 2018-07-17T16:54:37

For this episode, I caught up with Tobias Carlisle, who is the founder of Carbon Beach Asset Management and The Acquirer’s Multiple. Since our first interview on the Planet MicroCap Podcast on E...

Ep. 69 - The 8 P’s for Speculative Investing with Doug Casey, Founder of Casey Research from 2018-07-03T14:08:09

For this episode, I spoke with Doug Casey, Founder of Casey Research. Doug is a best-selling author, world-renowned speculator and libertarian philosopher with more than 40 years experience inve...

Ep. 68 - Family Offices: What You Need to Know with Karl Douglas, CIO of PPMT Capital Advisors from 2018-06-20T12:40:32

For this episode, I spoke with Karl Douglas, Chief Investment Officer of PPMT Capital Advisors. Not only does Karl run a multi-family office advisory firm at PPMT, he has also been a regular con...

Ep. 67 - Planet MicroCap Podcast: LIVE! with Philippe Belanger, Chris Lahiji, Sam Namiri and Travis Wiedower from 2018-06-05T19:07:33

Last year, I hosted the first-ever live Planet MicroCap Podcast. To say there were fireworks among the panelists would be an understatement, but what made it special for me was the opportunity t...

Ep. 66 - Focus on Downside Risk and High Quality Businesses with Connor Haley, Managing Partner of Alta Fox Capital Management from 2018-05-22T16:39:36

For this episode of Planet MicroCap Podcast, I spoke with Connor Haley. He is the Founder and Managing Partner of Alta Fox Capital Management, a long/short hedge fund based in Fort Worth, Texas....

Ep. 65 - History and Overview of the TSX Venture and TSX Exchanges with Brady Fletcher, Managing Director of TSX Venture Exchange from 2018-05-09T13:40:56

I’d like to first start off by thanking everyone who came to the Planet MicroCap Showcase 2018. It was great to meet everyone who listens to this podcast, as well as introduce people to our comm...

Ep. 64 - Value-based Options Strategy and Overview of Asset Management Space with Chris Abraham, CVA Investment Management from 2018-04-04T08:59:13

For this episode of Planet MicroCap Podcast, I spoke with Chris Abraham, Chief Investment Officer of CVA Investment Management. I met Chris at an LD Micro conference, and wanted to learn more ab...

Ep. 63 - When Your Passion Becomes Your Full-Time Job with Mathieu Martin and Philippe Belanger, Espace MicroCaps from 2018-03-20T19:34:51

For this episode of Planet MicroCap Podcast, I spoke with Philippe Belanger and Mathieu Martin, the President and Vice-President of Espace MicroCaps. I hav...

Ep. 62 - How Macroeconomic News Impacts MicroCap Stocks with Charles Payne, “Making Money with Charles Payne” and Wall Street Strategies from 2018-03-06T16:42:33

For this episode of Planet MicroCap Podcast, I spoke with Charles Payne. He is the Founder & CEO of Wall Street Strategies, and is featured on the Fox Business Network Monday-Friday at 6 PM ET o...

Ep. 61 - Case Studies on a Common Characteristic of Multi-bagger Stocks with Mike Schellinger, MicroCapClub.com from 2018-02-20T21:25:29

For this episode of Planet MicroCap Podcast, I caught up with Mike Schellinger. Mike is a full-time MicroCap investor, as well as Co-Owner of MicroCapClub. While my guests sometimes discuss a st...

Ep. 60 - Investing 101: Knowing the Basics of SEC Filings and Reading Financials with Galileo Russell, HyperChangeTV from 2018-01-23T18:15:06

For this episode of Planet MicroCap Podcast, I spoke with Galileo Russell. He is the Founder and CEO of HyperChangeTV. The mission of this podcast, as most of you know, is all about educating th...

Ep. 59 - Management: Focus on Corporate Governance, Compliance and Avoiding Badly Structured Financing Vehicles with Jacob Ma-Weaver, Cable Car Capital from 2018-01-09T16:44:21

For this episode of Planet MicroCap Podcast, I spoke with Jacob Ma-Weaver, Portfolio Manager at San Francisco-based investment advisor, Cable Car Capital. I had reached out to Jacob a couple mon...

Ep. 58 - Importance of Mentors and Compounding Your Network with Sean Iddings, Co-Author of “Intelligent Fanatics: Standing on the Shoulders of Giants” from 2017-12-26T17:25:27

For this episode of Planet MicroCap Podcast, I caught up with Sean Iddings, Co-Author of the book, “Intelligent Fanatics: Standing on the Shoulders of Giants.” I previously had Sean on the progr...

Ep. 57 - MicroCap Investor Conference Guide: Pregame, During and Follow-Up with Sam Namiri, First Value Investments from 2017-11-28T16:37:58

For this episode of the Planet MicroCap Podcast, I caught up with Sam Namiri from First Value Investments. With the LD Micro “Main Event” coming up in Los Angeles next week, I was interested in ...

Ep. 56 - Technology MicroCap Stocks: What Sean Peasgood from Sophic Capital Looks For from 2017-11-07T17:05:27

For this episode of Planet MicroCap Podcast, I spoke with Sean Peasgood; he is the President and CEO of Sophic Capital. Sean has been covering tech and cleantech for a number of years, and thoug...

Ep. 55 - SPACs, Active vs. Passive Investing and Special Situations with Siegfried Eggert, Analyst with GeoInvesting from 2017-10-17T21:53:50

For this episode of Planet MicroCap Podcast, I spoke with Siegfried Eggert. He is an Analyst with the GeoInvesting team. I met Siggy at a few conferences, and I wanted to learn more about his ap...

Ep. 54 - 2017 MicroCap Reflections and 10th Annual LD Micro Main Event with Chris Lahiji, LD Micro from 2017-10-03T16:40:16

For this episode of Planet MicroCap Podcast, I caught up with Chris Lahiji. As the founder of LD Micro and the LD Micro Index, Chris hosts two conferences every year: LD Micro Invitational and M...

Ep. 53 - Australia and MicroCap Stocks with Mark Tobin, Senior Analyst at Independence Investment Research from 2017-09-19T14:59:14

For this episode of Planet MicroCap Podcast, I spoke with Mark Tobin. He is a Senior Analyst at Independence Investment Research based in South Africa. My experience with Australian MicroCaps ha...

Ep. 52 - It's Never Too Early to Start Investing with Michael Liu, Private Investor and MicroCapClub Member from 2017-09-05T17:19:03

For this episode of Planet MicroCap Podcast, I spoke with Michael Liu. He is a private Investor, who has the distinct honor of the being the youngest member of the MicroCapClub. I met Michael at...

Ep. 51 - Technical Analysis 101 with Steve Shelton, Cornerstone Global Group from 2017-08-15T17:09:46

For this episode of Planet MicroCap Podcast, I spoke with Steve Shelton, President of Cornerstone Global Group. I met Steve via my father, where they are both members of the ISEEE – Internationa...

Ep. 50 - Everything You Wanted to Know About Equity Crowdfunding with Alon Goren, Crowd Invest Summit from 2017-08-01T17:28:16

For this episode of Planet MicroCap Podcast, I spoke with Alon Goren, Co-Founder and Host of the Crowd Invest Summit. Recently, three Reg A+ deals were funded and are now trading on exchanges. I...

Ep. 49 - Investing in Special Situations with Mark Vonderwell, @Googie on MicroCapClub.com from 2017-07-18T22:18:33

For this episode of Planet MicroCap Podcast, I spoke with Mark Vonderwell, also known as “Googie” on MicroCapClub.com. I met Mark at the MicroCapClub Leadership Summit last year in Chicago, and ...

Ep. 48 - Life as a Professional Analyst with Ralph Garcea, Echelon Wealth Partners from 2017-07-04T20:28:11

For this episode of Planet MicroCap Podcast, I spoke with Ralph Garcea from Echelon Wealth Partners. Ralph was a participant on the “Institutional Investors” panel at the Planet MicroCap Showcas...

Ep. 47 - Demystifying MicroCap Myths with Denis Amato, Ancora Advisors from 2017-06-20T16:12:03

For this episode of Planet MicroCap Podcast, I spoke with Denis Amato from Ancora Advisors. I recently met Denis while organizing the Planet MicroCap Showcase, and he sent me his firm’s investme...

Ep. 46 - Why Pay Attention to CEO and C-suite Pay and Stock Ownership with Travis Wiedower, Wiedower Capital from 2017-06-06T22:02:41

For this episode of Planet MicroCap Podcast, I spoke with Travis Wiedower from Wiedower Capital. I’ve been following Travis’ blog for some time, called, Egregiously Cheap, and reached out to him...

Ep. 45 - Using Your Professional Skills for MicroCap Investing with Meredith Brill, @LockStockBarrl from 2017-05-23T17:29:24

For this episode of Planet MicroCap Podcast, I spoke with Meredith Brill, who goes by the handle @LockStockBarrl on Twitter and the MicroCapClub.com. We were introduced through a mutual friend, ...

Ep. 44 - Planet MicroCap Podcast: LIVE! with Chris Irons, Brandon Mackie, Jason Hirschman and Chris Lahiji from 2017-05-09T18:01:09

I’m very excited to share with you the first-ever live Planet MicroCap Podcast that I recently hosted at the Planet Microcap Showcase 2017 in Las Vegas. My guests for this panel were Chris Irons...

Ep. 43 - Why Simplicity Trumps Complexity with Ben Carlson, Author of “A Wealth of Common Sense” from 2017-04-25T18:00:55

For this episode of Planet MicroCap Podcast, I spoke with Ben Carlson, Author of the book, “A Wealth of Common Sense.” I picked up Ben’s book not too long ago and found it very useful and inform...

Ep. 42 - MicroCap Value Strategy Using Quantitative Approach with Len Haussler, Founder and Portfolio Manager at Opus Capital Management from 2017-04-11T20:24:42

For this episode of Planet MicroCap Podcast, I spoke with Len Haussler, Founder and Portfolio Manager at Opus Capital Management. I reached out to his firm to discuss their MicroCap Value strate...

Ep. 41 - The Art of Value Investing with Sanjay Bakshi, Professor and Value Investor from 2017-03-28T20:14:50

For this episode of Planet MicroCap Podcast, I had the honor of speaking with Professor and Value Investor, Sanjay Bakshi. I was first introduced to Sanjay at the MicroCapClub Leadership Summit ...

Ep. 40 - Rise of Shareholder Activism with Jeff Gramm, Author of “Dear Chairman” from 2017-03-15T16:34:55

For this episode of Planet MicroCap Podcast, I spoke with Jeff Gramm, Author of the book, “Dear Chairman.” In Episode 22 with Adam Epstein, we discussed at length the importance of corporate gov...

Ep. 39 - Strategies for Investing in Canadian MicroCap Stocks with Paul Andreola and Brandon Mackie, Small Cap Discoveries from 2017-02-28T18:20:26

For this episode of Planet MicroCap Podcast, I spoke with Paul Andreola and Brandon Mackie, Editor and Writer/Researcher at Small Cap Discoveries. I’m very excited that Paul and Brandon will be ...

Ep. 38 - Learning from the Greatest Investors of All Time (GIOAT) with Rupert Hargreaves, Hidden Value Stocks Newsletter and ValueWalk.com from 2017-02-21T16:48:42

For this episode of Planet MicroCap Podcast, I spoke with Rupert Hargreaves, Editor of the Hidden Value Stocks Newsletter and Value Reporter at ValueWalk.com. Rupert’s website, ValueWalk.com, ha...

Ep. 37: Banking Sector, Investing Books and Articles with Nate Tobik, Founder/CEO, CompleteBankData.com and Author, Oddballstocks.com from 2017-02-07T16:29:10

For this episode of Planet MicroCap Podcast, I spoke with Nate Tobik, Founder/CEO of CompleteBankData.com and Author at Oddballstocks.com. I’d been following Nate’s blog for some time now and I ...

Episode 36 - Why MicroCap Stocks? with Scott Felsenthal and Todd Massedge, WhyMicroCaps.com from 2017-01-24T18:15:50

For this episode of the Planet MicroCap Podcast, I spoke with Scott Felsenthal and Todd Massedge to discuss their project, WhyMicroCaps.com. Since speaking with Scott on Episode 10, he has partn...

Episode 35 - Investing Pitfalls to Avoid, Searching for Gold in SEC Filings and 2017 with Mike Schellinger, MicroCapClub.com from 2017-01-10T17:37:53

For this episode of Planet MicroCap Podcast, I caught up with my guest from Episode 11, Mike Schellinger from MicroCapClub.com. When we first spoke, we discussed his life as a full-time MicroCap...

Episode 34 - Deep Value Investing with Tobias Carlisle, Carbon Beach Asset Management from 2016-12-27T05:01

For this episode of Planet MicroCap Podcast, I spoke with Tobias Carlisle, the Founder and Managing Partner of Carbon Beach Asset Management LLC, and he serves as Chief Investment Officer. I met...

MicroCap Stocks: 2016 Year-in-Review with Maj Soueidan, GeoInvesting.com from 2016-12-21T17:54:38

This is a special podcast episode with a previous guest on the podcast, Maj Soueidan from GeoInvesting.com. I wanted to do an episode reviewing what happened in the MicroCap space in 2016. As a ...

Episode 33 - Diversifying Your MicroCap Stock Portfolio with Bill Hench, The Royce Funds from 2016-12-06T17:11:31

For this episode of Planet MicroCap Podcast, I spoke with Bill Hench, Portfolio Manager at Royce Funds. For more than 40 years, Royce & Associates, investment advisor to The Royce Funds, has bee...

Episode 32 - Why it’s ok to Question Your Investing Thesis with Jason Hirschman, @EightTrack18 from 2016-11-22T16:09:23

For this episode of Planet MicroCap Podcast, I spoke with Jason Hirschman, a private investor who goes by the handle @EightTrack in the MicroCapClub and @EightTrack18 on Twitter. I met Jason dur...