BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS - a podcast by Andrew Walker

BONUS EPISODE with Michael Liu, Analyst at Intelligent Fanatics Capital Management - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2023. Topics covered: discovery process for MicroCap stocks, building relationships with management, disagreements with management, groupthink, all followed by Q&A from the audience.

For more information about Michael Liu and Intelligent Fanatics Capital Management, please visit: https://if.capital/

You can Follow Michael Liu on Twitter @michael20171 : https://twitter.com/michael2017l

Chapters:

[0:00] Introduction

[1:20] Michael Liu and Intelligent Fanatics Capital Management backgrounds

[2:25] Discovery process for MicroCap stocks

[5:51] Building relationships with management teams

[9:47] How does Michael handle disagreements with management teams

[11:56] Avoiding the MicroCap groupthink echo-chamber (or not, if the collective is right)

[14:29] Herd mentality in MicroCaps and executing on information arbitrage

[19:33] Q&A with audience

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