Planet MicroCap Podcast | MicroCap Investing Strategies: Recent Episodes
SNN Network
My guest on the show today is Jerome, Portfolio Manager at Uzo Capital. Jerome brings a unique lens to public equity investing—shaped by his experience on the equity trading floor at Merrill Lynch during the financial crisis, his global perspective, and a profitable venture in music royalties.
In this episode, we dive into Jerome’s barbell investment approach: pairing stable, cash-generative compounders with higher-risk, venture-style bets in the public markets. He walks us through how he identifies “asymmetric” opportunities—where the upside far outweighs the downside—particularly in companies that are either undiscovered or undergoing transformational change.
Jerome also shares how his music royalty business, which generates steady, recurring cash flow, provides the emotional and financial runway to take bold swings on high-risk, high-reward ideas. He discusses how this foundation enables him to withstand volatility and dig deeper into ideas that others may overlook.
We cover a lot in this conversation—from PLBY, McCoy Global, and Comstock, to his thesis around durable, capital-light growth businesses and the importance of identifying "free call options" within complex situations. Jerome also lays out a thoughtful framework for due diligence and portfolio sizing that helps manage both risk and conviction. And for full disclosure, we discussed a number of companies during today’s podcast. I am not a shareholder in any of them.
For more information about Uzo Capital, please visit: https://uzocapital.substack.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Ben Brostoff, software engineer at Klaviyo and the writer behind the Stock Talk newsletter on Substack. Ben has a fascinating perspective on investing—he started out in investment banking, taught himself to code, and now spends his free time researching microcap companies, especially in the software and tech space.
In this episode, we dive into Ben’s investing philosophy—why he targets 8–10% returns with the least amount of risk, how AI is changing the way he evaluates software moats, and why he won’t own a company unless he’s written a blog post about it. We also dig into some of the key lessons he’s learned, from the dangers of leverage to the power of doing more than just reading a 10-K.
Ben shares actionable frameworks for evaluating microcap software companies, offers a nuanced view on AI’s impact on infrastructure and margins, and explains why, for him, true due diligence means turning over every rock.
And for full disclosure, we discussed a number of companies during today’s podcast. I am not a shareholder in any of them.
For more information about the Stock Talk Newsletter, please visit: https://stocktalknewsletter.substack.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Cameron, Founder of Commonsense Investing and author of the Substack microcapstocks.substack.com. Cameron is a microcap investor focused on education, community, and a disciplined research process — bringing a common-sense approach to navigating this often volatile corner of the market.
In our conversation, Cameron shares how his investing journey evolved from chasing high-flyers and exposing bad actors to building a thoughtful framework for identifying quality microcap companies. He discusses the importance of doing your own research, filtering stocks through a rigorous process, and why flexibility is a powerful edge for retail investors.
We also talk about his personal investing experiences, as well as key red flags to look out for — from share dilution to questionable management behavior. And for full disclosure, we discussed a number of companies during today’s podcast. I am not a shareholder in any of them.
For more information about Cameron and Common Sense Investing, please visit: https://commonsenseinvesting.ca/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into European microcaps – a market segment he describes as “so unloved and uncovered,” with unique inefficiencies and opportunities.
In our conversation, Thomas lays out why Southern Europe – especially countries like Spain, Italy, and Greece – is currently one of the most interesting regions for microcap investing. He explains the value of bottom-up research, the importance of direct interaction with management teams, how non-European investors can begin navigating this often-overlooked space, as well as some of the structural risks that exist in this space – including governance concerns and delisting threats.
We also touch on specific names like Euroconsultants, Shelly Group, Reway, and ALA, and for full disclosure, I am not a shareholder in any of them.
For more information about Thomas Richard and Philippe Hottinguer Gestion, please visit: https://www.philippehottinguer.com/fr/phhgestion/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Today, I'm sharing with you our annual Planet MicroCap Podcast: LIVE! panel from the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub. Joining me this year are:
Thomas Bachrach, PFH Capital
Website: https://www.pfhcap.com/
Twitter/X: https://x.com/PFHCapital
Jason Hirschman, Hudson 215 Capital
Twitter/X: https://x.com/EightTrack180
Whit Huguley, River Oaks Capital
Website: https://www.riveroaks-capital.com/
Twitter/X: https://x.com/Whit_Huguley
PLUS, Special Guest appearance from: Kevin Shea (Twitter/X: https://x.com/thegoodprick)
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Ben Kohn, President and CEO of PLBY Group, Inc. (NASDAQ: PLBY). PLBY Group, Inc. is a global pleasure and leisure company connecting consumers with products, content, and experiences that help them lead more fulfilling lives. PLBY Group’s flagship consumer brand, Playboy, is one of the most recognizable brands in the world, with products and content available in approximately 180 countries.
We all know the brand, we all know who Playboy is, the history, the bunny ears, the magazine; it's an iconic brand. Those don't just grow on trees, nor have the cultural awareness like Playboy has had for 70+ years now. However, following its botched go public strategy in 2021, management has been working hard picking up the pieces to turn things around. That's what I wanted to chat with CEO, Ben Kohn, about, who was very gracious and quite candid as we discussed:
- the Corporate history of Playboy
- How they are focused on returning customers to Playboy's roots
- Licensing deals, specifically the Byborg deal
- Managing cultural risks
- 3-5 year vision for the company
For more information about PLBY Group, please visit: https://www.plbygroup.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Brian Kitchen, President & CEO, Ryan Kavalauskas CFO of Ascent Industries Co. (NASDAQ: ACNT). Ascent Industries Co. is a company that engages in a number of diverse business activities including the production of specialty chemicals and industrial tubular products. Ascent will be joining us in Las Vegas, and I invited the team on to learn more about:
- History of Ascent Industries
- Brian and Ryan's background and why they decided to join Ascent; and,
- Their experience turning around specialty chemicals businesses
- Path to profitability while still focused on growth, and
- 3-5 year vision for the company
For more information about Ascent Industries, please visit: https://ascentco.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Islamorada Investment Management, please visit: https://www.islainvest.com/
You can Follow John Rotonti on Twitter/X: @Jrogrow
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes over the years on Activist Investing, and I'd say all the investors that end up going activist, it's a reluctant endeavour; they basically, with all the circumstances happening in that particular company, made a conscious decision doing a time and cost analysis that it was a necessary step. But the biggest difference between most activist investors we've had on, or rather, investors that have gone active, is that they wouldn't necessarily describe themselves as activist investors; it was all situational. While becoming an activist investor was initially unintentional with my guest today, Denver Smith, he is now most certainly intentional when the circumstances are ripe. And we dive into what a ripe situation looks like. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Carlson Ridge Capital, please visit: https://carlsonridge.com/
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the "ways of seeing" bucket, meaning, every once in a while I have a conversation on here with someone that has a completely different way they look at investing that I find very unique. In this case, Devin's focus on finding very "unclean" stories and doing the work to clean it up struck a chord that I wanted to understand further. I had a blast jamming on this concept, and then diving further on the Nicotine industry and his thesis on Haypp Group. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Invariant, please visit: https://invariant.substack.com/
You can Follow Devin LaSarre on Twitter/X: https://x.com/DevinLaSarre
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Gavin Burnett, CEO of Locafy (NASDAQ: LCFY). Locafy is a software-as-a-service technology company specializing in local search engine marketing. Founded in 2009, Locafy's mission is to revolutionize the US$700 billion SEO sector. SEO, also known as Search Engine Optimization, is phrase you have probably heard a million times, and you probably couldn't define exactly what it is. You're not alone. And the main reason being is that it's a sector that is evolving so quickly that it's difficult to keep up. I invited on Gavin today because, since I last interviewed him back in February 2023, the company has had it's own evolution in tackling this both simple and complex problem every company must figure out: how do people find our business on the internet. We discuss this, and: * Locafy's suite of solutions * The company's business strategy * What the competitive landscape looks like * Progress towards profitability; balancing growth vs. focus on profitability, and * their 3-5 year vision for the company
For more information about Locafy, please visit: https://locafy.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor's Podcast Network. I've been a fan from afar and had the chance to hang with Kyle at our conference in Vancouver last year. We had a blast and thought we should bring that energy to the podcast. I wanted to learn more about his background and how he got hooked into our MicroCap world here. We dove deeper into his thoughts on the differences between a quality business and quality investment, his criteria for an ideal investment and we close with lessons learned that came to his mind from his interviews on the We Host Billionaires podcast. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them. For more information about We Study Billionaires, please visit: https://www.theinvestorspodcast.com/we-study-billionaires/ You can Follow Kyle Grieve on Twitter/X: https://x.com/IrrationalMrkts We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with the shareholders they deserve." There's many different ways to think about this concept - Adam and I do our best to cover them all. I thought it was particularly interesting for why Adam even wrote the article was inspired by potential LPs and other investors asking him why won't this company stay cheap forever; I would've thought for sure this article was inspired by management teams asking him about this topic. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Greystone Capital Management, please visit: https://www.greystonevalue.com/
You can Follow Adam Wilk on Twitter/X here: https://x.com/AKWilk
MicroCapClub article: https://microcapclub.com/we-will-find-you/
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I've known Whit for a few years now, first having met him at one of my own conferences in Vegas, and have gotten to know and appreciate Whit's investing style. He launched his Fund, River Oaks Capital, about 5 years ago now, and while he's in the middle of writing his annual letter, he graciously jumped on the pod to talk more about what he's learned from running a MicroCap fund thus far. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them. For more information about River Oaks Capital, please visit: https://www.riveroaks-capital.com/ You can Follow Whit Huguley on Twitter/X: https://x.com/Whit_Huguley We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, investing framework, and more. Special situations is always fun to talk about, in my opinion, and some of my favorite conversations are had when discussing the topic. This one with Conor fits that bill in spades. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about the Value Situations Newsletter, please visit: https://valuesits.substack.com/
You can Follow Conor Maguire on Twitter/X: https://x.com/ValueSituations
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. 2024 is in the books, and like every good podcaster, we had to do our version of a year-in-review, and in the MicroCap world, there's no shortage of things to cover. So much so, this might be Maj and I's longest pod ever - an hour and 40 minutes worth of mostly what I think we do best, jam session on MicroCap stocks and investing. Maj absolutely cooks on this episode, and it's always fun to watch. We dissect defining quality, round trips, unexpected winners, information arbitrage, growth capital, how diversification can allow you to concentrate, and much more. We discussed a number of stocks during our interview today, I am not a shareholder in any of them, and Maj also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and GeoInvesting for full disclosure. For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the introduction. Roger runs a long-biased investment firm in LA that invests primarily in equities, and focuses on nanocaps and special situations. Their objective is to compound at 15-20%+ over the long term with a concentrated portfolio and minimal/no leverage or shorting. I invited Roger on to learn more about his strategy and how he intends to achieve these returns. Roger mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.
For more information about RF Capital Management, please visit: https://www.rfcapitalmanagement.com/
You can Follow Roger Fan on Twitter/X @rgrfan: https://x.com/rgrfan
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current market penetration, competitive landscape: these are all concepts we need to think about when looking at MicroCaps, and we've talked at length on this show about. The idea, or the ability, to conceptualize the future for any given company is a skill I think we all wish we had mastered (then we'd all be extremely wealthy), and yet, is what makes investing in Small, MicroCaps so damn fun. Deiya and his team at Pernas Research focus heavily on companies where their future is brighter than their current state, in other words, how the conceptualization of their futures are different from market perception. We dig into this idea today, and provide a few examples to illustrate what Deiya means. Deiya mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.
For more information about Pernas Research, please visit: https://pernasresearch.com/
You can Follow Deiya Pernas and Pernas Research on Twitter/X @pernasresearch: https://x.com/pernasresearch
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we've all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they'll show you how they did it. All jokes aside, it's a strategy that has worked time and again for many folks out there, however, buying and operating small private businesses is not as easy as social media would make you think, goes without saying. I invited on Colin to talk about his journey to launching and running this strategy at Circle City Capital Group. Colin mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.
For more information about Circle City Capital Group, Inc., please visit: https://www.circlecitycapitalgroup.com/
You can Follow Colin King on Twitter/X @valuedontlie: https://x.com/valuedontlie
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more specifically, idea generation that Peter Lynch made famous. In our conversation today, Tristan and I talk extensively about this concept as it pertains to his investing style and philosophy. Specifically, we thought we could up the boring business ante, by talking about the sexiest businesses alive: accounting and document management software. In all seriousness, we have a great time, and Tristan provides some valuable insight on the topic of investing in what you know. Tristan mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.
For more information about the Hurdle Rate newsletter on Substack, please visit: https://hurdlerate.substack.com/
You can Follow Tristan on Twitter/X @hurlde_rate: https://x.com/hurdle_rate
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understand his approach here, plus: European Small/MicroCaps, disassociating from FOMO and his thesis on Shelly Group $SLYG. Leon mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.
For more information about Underfollowed Stocks newsletter, please visit: https://underfollowedstocks.substack.com/
You can Follow @mavix_leon on Twitter/X here: https://x.com/mavix_leon
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, including: counter cyclicality, offshore oil drilling, commercial real estate, coal, buying scarce assets, inflation protection, and more! We also talk at length about his largest position, Cipher Pharmaceuticals.
Dylan mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.
For more information about Raging Bull Investments Substack, please visit: https://ragingbullinvestments.substack.com/
You can Follow Dylan on Twitter/X @ragingbullcap: https://x.com/ragingbullcap
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more about his investing philosophy, strategy and why it's not necessarily bottom fishing when looking at MicroCaps.
For more information about Paul Cerro and Cedar Grove Capital Management, please visit: https://www.cedargrovecm.com/
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially closed the planned take-private transaction on August 15, 2024. Today's interview has a few factors at play here:
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We've done quite a few interviews recently here, i.e., with Mathieu Martin and Paul Andreola, about how M&A has been hot, particularly in Canada, for the last 12-18 months, with no signs of slowing down.
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I've known Nick now for almost 10 years, having first interviewed him back in 2015, and have covered the UGE journey from beginning to now conclusion of their life as a public company. So, I wanted to share with you all a conversation about Nick's experience as a MicroCap public company CEO, what it means to run a MicroCap public company, what happened and why now was the time to go forward with the transaction to go private, lessons learned, insights to pass on about his experience being a MicroCap CEO and more! Now that the deal has officially closed, I really appreciated Nick's candor and hopefully a lot can be gleaned from this episode that the entire MicroCap space can learn from, as well as a glimpse behind the thought process when faced with the prospect of staying public vs. being acquired/going private.
For more information about UGE, please visit: https://ugei.com/
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guests on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any validation discipline from end-to-end. I invited on Eddie to learn more about:* History of kneat + how and why they developed their validation platform Kneat Gx * Problems that Kneat Gx is solving, specifically for the life sciences industry * What "validation" means, and why highly regulated industries need to have high quality solutions to meet their validation requirements * What the competitive landscape looks like * Progress towards profitability; balancing growth vs. focus on profitability, and * their 3-5 year vision for the company
For more information about kneat.com, please visit: https://investors.kneat.com/
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My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover a ton, but mostly digging into Jason's background and how it inspired the best named investing strategy out there, the Cockroach Strategy.
For more information about Mutiny Funds, please visit: https://mutinyfund.com/
To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We're serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few companies that will be presenting.
For more information about Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/
To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more!
We discussed a number of stocks during our interview today, Maj also may or may not own companies that comprise his Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.
For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Sam McColgan, Analyst at Breakout Investors. While Sam is relatively new to his investing journey, he has dived right in, getting his reps in, and doing what some of the best investors in our community do: share their ideas to get as much feedback as possible. That's how you grow, that's how you become a better investor faster. In our conversation today, I wanted to highlight Sam's philosophy he's developed for himself thus far, his research process and what his goals are.
For more information about Breakout Investors, please visit: https://substack.com/@sammccolgan
You can Follow Sam McColgan on Twitter/X @sammcolgan: https://x.com/sammccolgan
To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guests on the show today is Craig Mull (CEO), Bryan Jacobs (President) of Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF). Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF) is a specialty pharmaceutical company with a robust and diversified portfolio of commercial and early to late-stage products, mainly in dermatology. Cipher acquires products that fulfill unmet medical needs, manages the required clinical development and regulatory approval process, and currently markets those products in Canada, the U.S., and South America. On July 29, 2024, Cipher announced that it acquired the global product rights for Natroba, as well as the commercial sales team in the US for $89.5 million from ParaPRO. Following this acquisition, the largest in the company's history, I invited on the management team to learn more about:* History of Cipher and how they've narrowed their focus on providing dermatology products for the under-18 consumer * What the competitive landscape looks like * Acquisition of Natroba and what that means moving forward * Phase 3 clinical trial for nail fungus treatment with Moberg Pharma, and; * their 3-5 year vision for the company
For more information about Cipher Pharmaceuticals, please visit: https://www.cipherpharma.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company. Quick synopsis of James' book: most businesses are mediocre at best, but a small percentage stand out as exceptional. One thing that distinguishes one type from the other - the management. "Fabric of Success" unravels the golden threads that run through all businesses, like: Apple, Southwest Airlines and more! In our conversation, James and I discuss these "Golden Threads", how "Fabric of Success" is different from similar books like "Intelligent Fanatics" or "Outsiders", and information that was a surprise for him when doing his research. "Fabric of Success" is available for purchase on Amazon.
"Fabric of Success" on Amazon: https://www.amazon.co.uk/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1/?_encoding=UTF8&pd_rd_w=RvQJW&content-id=amzn1.sym.22d9a84f-7f3b-4184-a0b0-a2bfb7ac40c1&pf_rd_p=22d9a84f-7f3b-4184-a0b0-a2bfb7ac40c1&pf_rd_r=257-3984832-9327042&pd_rd_wg=FTNXr&pd_rd_r=43a8c5ee-8db8-430b-a562-fe707e3e0a1e&ref_=aufs_ap_sc_dsk
To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Yale Bock, Owner of Y H & C Investments. As a Las Vegas local, Yale is all about assessing his odds in any potential investment, and in our conversation we discuss how he tilts the odds in his favor. I've known Yale for a long time and consider him a great friend. He does a ton of management meetings, loves turning over every rock, and I wanted to learn more about how he discerns which companies truly have a competitive advantage or moat.
For more information about Yale Bock and Y H & C Investments, please visit: https://www.y-hc.com/
To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you're making a calculated bet on an upcoming catalyst, for example. Today's episode, we cover quite a few examples of what makes MicroCaps and special situations synonymous.
For more information about Rouge Funds, please visit: https://www.rogue-funds.com/
To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroCap Twitter/X to declare, "WE ARE BACK." Maybe we are, maybe we're not, but Maj, Jan and I discuss this most recent breakout. We discuss opportunities in Aerospace, how there's info arbitrage opportunities everywhere and more!
We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.
For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is John Givens, CEO of VirTra (NASDAQ: VTSI). VirTra is a global provider of judgmental use of force training simulators and firearms training simulators for the law enforcement, military, educational and commercial markets. The company’s patented technologies, software, and scenarios provide intense training for de-escalation, judgmental use-of-force, marksmanship, and related training that mimics real-world situations.
I first heard VirTra's presentation, I believe as far back as 2014 or 2015 at one of Ian Cassel's MicroCapClub Investor Summits, which I'll be attending again this year in Idaho. Since my first introduction to the story, the company has a new CEO, John Givens, who I invited on to discuss:
- History of VirTra and what he's accomplished since taking over as CEO
- Challenges the company faced over the last couple years, and how John overcame them
- Competitive landscape and better understanding of their Military and Law Enforcement customer base, and
- John's 3-5 year vision for the company
For more information about VirTra, please visit: https://www.virtra.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We're half way through 2024, and it's time to take stock of the year that has been. Quick teaser - in MicroCaps, it's mostly the same as how things ended last year. Having said that, we had a bunch to talk about: energy drinks, a few ideas and thinking about the rest of 2024.
We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.
For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Ira Goldfarb, Founder and Executive Chairman of Sow Good (NASDAQ: SOWG). Sow Good Inc. is a U.S.-based freeze dried candy and snack manufacturer dedicated to providing consumers with freeze dried treats. Sow Good has harnessed the power of our proprietary freeze-drying technology and product-specialized manufacturing facility to transform traditional candy into a novel and exciting everyday confectionaries subcategory that we call freeze dried candy. Full description according to the company's website.
Sow Good recently uplisted to NASDAQ in April of 2024, and despite founding the company in 2020, they launched their "Sow Good"-branded freeze dried candies in March 2023. I invited Ira on to better understand:
- History of Sow Good and why they decided to launch a freeze dried candy brand
- What makes their candy and manufacturing process unique and different compared to their peers;
- What's stopping larger candy conglomerates from entering freeze dried candy space; and
- Ira's 3-5 year vision for the company
For more information about Sow Good, please visit: https://sowginc.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Paul Andreola, Founder and Editor of Small Cap Discoveries. I invited Paul on the show today for two reasons: 1. I always enjoy hearing Paul's perspective on what's happening north of the border in MicroCaps, which we cover, and 2. I'm excited to announce that the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries event registration is now open. The dates for this year are September 25-26, 2024 at the Fairmont Waterfront Vancouver.
In 2023, we successfully launched our first Planet MicroCap Showcase: VANCOUVER at the beginning of September, and Paul Andreola and his team hosted their invite only Small Cap Discoveries Day a few weeks later. This year, we combined our events to SHOWCASE the best North American MicroCaps possible.
Listen in to hear our format for Vancouver, and to register, please visit: https://planetmicrocapshowcase.com/
For more information about Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Artem Fokin, Portfolio Manager at Caro-Kann Capital. Even though I just had Artem on the pod for the live podcast panel we did at the Planet MicroCap Showcase: VEGAS, his answer to one of the questions about what his most controversial microcap investing opinion is right now inspired today's invitation back on. Tune in to hear what Artem's answer is and we then dissect what his hypothesis could mean for the MicroCap investing environment.
For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/
Artem's first appearance on Planet MicroCap Podcast: https://www.youtube.com/watch?v=SH8BOZLuJOQ
Recent appearance on the Planet MicroCap Podcast: LIVE: https://www.youtube.com/watch?v=1K0L-ZvJERY
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we discuss $TSSI and its YTD performance of more than 600% (as of today's recording) and why. We then break down their Tier One Quality MicroCap Index overall performance and why the GARP/Value bull market is just getting started.
We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.
For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack. We actually had met a few years ago at our conference in Vegas, the Planet MicroCap Showcase, where he made the long trip from Europe to join us. I invited him on the podcast because he's recently started his Substack, the Treasure Hunting Newsletter, and he's actively getting out there sharing his investing process, philosophy and a few MicroCap investing theses. We talk about all of this and more today!
For more information about the Treasure Hunting Newsletter on Substack, please visit: https://treasurehunting.substack.com/
Follow Sebastian Krog on Twitter/X @SebKrog: https://x.com/SebKrog
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
PANEL: “Planet MicroCap Podcast: LIVE” at the Planet MicroCap Showcase: VEGAS | April 30-May 2, 2024
Moderator: Robert Kraft, Planet MicroCap
Twitter: https://twitter.com/BobbyKKraft
Participants:
Artem Fokin, Caro-Kann Capital
Website: https://caro-kann-capital.com/
Linkedin: https://www.linkedin.com/in/artem-fokin-1a5479/
Sam Namiri, Ridgewood Investments
Website: https://ridgewoodinvestments.com/
Twitter: https://twitter.com/snamiri
Ben Claremon, Devonshire Partners
Twitter: https://twitter.com/BenClaremon
Linkedin: https://www.linkedin.com/in/ben-claremon/
Compounders: https://compounderspod.substack.com/
Michael Liu, Intelligent Fanatics Capital Management
Website: https://if.capital/
Twitter: https://twitter.com/michael2017l
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
There was so much that happened at the Planet MicroCap Showcase: VEGAS 2024, that I thought it would be fun to do a post-event debrief. Joining me were arguably the two busiest people at the event besides our staff, Maj Soueidan from GeoInvesting and Mathieu Martin from the Rivemont MicroCap Fund, who between them did 14 fireside chats with management teams, attended additional presentations on top of that, and another 20-25 1x1s combined on Thursday. In our chat today, we talked about what Q&As and companies stood out to them, as well as differential insights gained from the 1x1s/Q&As they participated in.
For more information about GeoInvesting, please visit: https://geoinvesting.com/
For more information about Stocks & Stones newsletter on Substack: https://stocksandstones.substack.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Chris Abbott, CIO of 1035 Capital Management. As it states on the 1035 Capital Management website, "our passion is to uncover these opportunities [companies undergoing fundamental business improvements that should drive future stock returns] before the ramifications of a positive catalyst become evident to the majority of investors, a concept we call “front running the black box.” This quote encapsulates everything we talk about today: the idea of eclectic value, intelligent diversification, MicroCap turnarounds, and we dive into a few stocks that exemplify some of these themes, as well as Chris' 'Small Cap Core' investment strategy.
For more information about 1035 Capital Management, please visit: https://1035capital.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all the companies that Maj will be doing a Q&A with at the Planet MicroCap Showcase in Las Vegas, that includes: Intouch Insight, INX.V, DATA Communications Management, DCM.TO, Heritage Global, HGBL, Lakeland Industries, LAKE, Crexendo, Inc., CXDO, Richardson Electronics, RELL, Altigen Communications, ATGN, and Greystone Logistics, GLGI. We close out by discussing the companies he's looking at not participating on the Tier One track. We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure. To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signup For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Joe Lucosky, Managing Partner at Lucosky Brookman. You might take one look at this title and might not think this is for you; as an investor you might wonder why should you care whether a company decides to uplist, cross-list or even delist? What do these terms even mean? Why is the company wasting their time even considering any of these corporate actions? If you've ever asked yourself this question, whether you're an investor or even an issuer, this is without a doubt the episode for you. Even if you've never thought about these topics, I think you'll find our conversation fascinating.
In the world of Micro and Nano-caps, this conversation is happening in every boardroom: should we uplist to the NASDAQ from OTC Markets? What's this new U.S. Listings program at CBOE? Should we delist to the OTCQX, QB or the Pinks? Is it too soon for us to Uplist? Should we cross-list onto OTC or NASDAQ? Should we do a simultaneous raise with uplist or cross-list? How will our investors react to this?
I've known Joe for years and has given multiple keynotes on this topic at our recent investor conferences, including a Keynote Q&A with Erik Sloane from the CBOE at the Planet MicroCap Showcase: VEGAS on April 30, 2024. You don't want to miss that. This is Joe's topic, his bread and butter, and he truly enjoys helping companies understand what makes the most sense for them. I think we do a good job covering every angle on the topic, but look, I invite you to give it a listen, and would love your feedback on this one. For more information about Lucosky Brookman, please visit: https://www.lucbro.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We're trying something out here at Planet MicroCap, where on a weekly or bi-monthly basis, Maj and Jan will be hopping on the show to discuss recent performance of their Tier One Quality MicroCap Index, as well as the latest and greatest they have been covering on the MS MicroCaps Substack and the GeoInvesting Newsletters. We're also going to spotlight some names from their index inspired by their recent performance, for example, in today's inaugural episode, we covered SPAR Group, ticker is $SGRP, and FitLife Brands, ticker $FTLF. As part of conversation on Classic InfoArb (short for Information Arbitrage), Maj and Jan cover Taylor Devices, ticker TAYD, and Crawford United, ticker $CRAWA. We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure. For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Bryan Ganz, President and CEO of Byrna Technologies, Inc. (NASDAQ: BYRN). Byrna is a technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions. I had actually met Bryan and interviewed him when they were known as Security Devices International, and safe to say, the company has come a long way since. I invited Bryan on the show today to discuss the company's journey, plus:
- Byrna's business model and marketing strategy
- What their competitive landscape looks like, and
- Bryan's 3-5 year vision for the company.
For more information about Byrna Technologies, please visit: https://byrna.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Toffcap - he's a fund manager and Editor of the Toffcap Newsletter on Substack, and @ToffCap on Twitter/X. We discuss a whole host of topics derived from both his newsletter and his posts on social media, including: Toff's criteria, what his investable universe looks like, what's intriguing about cannabis, as well as his investing theses on both ADF Group and DNO.
For more information about ToffCap, please visit: https://toffcap.substack.com/
You can Follow ToffCap on Twitter/X @ToffCap: https://twitter.com/ToffCap
To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Griffin Marie, Vice President of Business Development at SumZero. We've teamed up with SumZero for a couple fun initiatives for the Planet MicroCap Showcase: VEGAS 2024: the Allocators Roundtable Panel and the "Allocators Power Hour", where we'll have allocators on a panel discussing their mandates and what they are looking for amongst the pool of talented Small/Micro/NanoCap buy side investors. Following that panel from 2pm-6pm we'll have space to host 1x1 meetings for Allocators to meet our buy-side attendees in 30 minute, speed dating meetings.
We're very excited about adding all of this to our program this year, and I invited Griffin on the pod to discuss the importance of institutional validation and the growing interest amongst allocators to engage with talented Small/Micro/Nano-cap strategies. If you are an Allocator or Buy-side manager and you'd like to participate and attend the Planet MicroCap Showcase: VEGAS, please visit our event website: PlanetMicroCapShowcase.com, or shoot me an email at rkraft@snnwire.com.com. This event is complimentary for all allocators, buy-side and retail investors.
For more information about SumZero, please visit: https://sumzero.com/
To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is my friend and frequent guest, Fadi Diab, better known as @TheGladiatorHC on Twitter/X. It's been well over a year since he's been on the show, and we had a bunch of topics I wanted to get his take on, in particular, how the Australian MicroCap market has fared for the Gladiator in 2023 and their performance relative to North American microcaps. Fadi is the eternal speculator and while some of you may run away when you hear mining, cannabis or better yet, psychedelics, he's running as fast as he can towards it looking for hidden gems. We chat about all this and more!
For more information about Phoenix Global, please visit: https://phoenixglobalinvestments.com.au/
You can Follow Fadi on Twitter/X @TheGladiatorHC: https://twitter.com/TheGladiatorHC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Tamir Poleg, Chairman and CEO of The Real Brokerage Inc. (NASDAQ: REAX). Real (NASDAQ: REAX) is a real estate experience company working to make life’s most complex transaction simple. The fast-growing company combines essential real estate, mortgage and closing services with powerful technology to deliver a single seamless end-to-end consumer experience, guided by trusted agents. With a presence in all 50 states throughout the U.S. and Canada, Real supports more than 15,000 agents who use its digital brokerage platform and tight-knit professional community to power their own forward-thinking businesses. Full description according to the company's website and additional information can be found on its website at www.onereal.com. I invited Tamir on the show today to discuss:* The Real's business model * Real's competitive moat and differentiation; and * Tamir's 3-5 year vision for the company
For more information about The Real Brokerage, Inc., please visit: https://onereal.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. I welcomed back my friends, Maj and Jan, to discuss their latest venture, MS MicroCap Cliffnotes and their Tier One Quality MicroCap Index. As some of you may know, we run an index as well called the Planet MicroCap Index that we use for educational purposes only to better understand how the general MicroCap market is performing with specific rules that allow for smaller, relatively illiquid names, growthy/pre-revenue/unprofitable names to be included.
Maj and Jan launched an index, where, as it states on the MS Cliffnotes website, "the qualification of a stock to be added to the index is determined by quality, valuation, price momentum indicators, multi-bagger potential, qualitative analysis and market cap," and, "the rebalancing of the MSM index occurs on an active basis, not just quarterly or monthly." I think indices like this are necessary because you could take one look at our index at Planet MicroCap, and you'd be correct to think, that the MicroCap space has been in the doldrums for 2+ years. However, when you look at an index that assesses more qualitative factors, you'll see that the Tier One Quality index, for example, has a current return of 27.60% and average peak return of 76.84%. I wanted to better understand Maj and Jan's criteria for inclusion, as well as what differentiates their index from it being a "model portfolio."
For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Brian Bares, Founder, Portfolio Manager, and Research Analyst at Bares Capital Management. I had the opportunity to meet Brian at Ian Cassel's MicroCapClub Leadership Summit last year in Chicago, where he participated in a Q&A with Connor Haley and Ian. Brian has an incredible background and vast amount of experience, not just investing in Small/MicroCaps, but also building a small/microcap strategy from scratch. In our conversation today, we talk about what it takes to launch a small/microcap strategy, how that process has changed in the last 25 years and how to differentiate yourself in order to stand out in a now crowded field of talented investors.
For more information about Bares Capital Management, please visit: https://barescapital.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Sebastien Mailhot, CEO of D-BOX Technologies Inc. (TSX: DBO). D-BOX creates realistic, immersive entertainment experiences by moving the body and sparking the imagination through effects: motion, vibration and texture. D-BOX has collaborated with some of the best companies in the world to deliver new ways to enhance great stories. Whether it’s movies, video games, music, relaxation, virtual reality applications, metaverse experience, themed entertainment or professional simulation, D-BOX creates a feeling of presence that makes life resonate like never before, full description according to the company's website. I invited Sebastien on the show today to discuss:
- D-BOX's haptic technology solutions and creating a new market
- Moat around D-BOX's technology and solutions
- Competitive landscape and working with content creators; and
- Sebastien's 3-5 year vision for the company.
For more information about D-BOX Technologies Inc., please visit: https://www.d-box.com/en
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Francois Roberge, President and CEO of LSL Pharma Group (TSX-V: LSL). LSL Pharma Group is a Canadian integrated pharmaceutical company specializing in the development, manufacturing and distribution of high-quality natural health products and dietary supplements in solid dosage forms, as well as high quality sterile ophthalmic pharmaceutical products, according to the company's website. I invited on Francois to discuss:
- Developing their own pharmaceutical products in-house vs. partnering
- Why there is an opportunity to consolidate the fragmented CDMO (contract development and manufacturing organization) market for niche products
- LSL's natural health and Ophthalmic products; and,
- Francois' 3-5 year vision for the company
For more information about LSL Pharma Group, please visit: https://www.groupelslpharma.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Erik Sloane, Global Head of Company Listings for Cboe Global Markets (CBOE on CBOE) and Chief Revenue Officer for Cboe Canada. On June 2, 2023, Cboe announced the launch of Cboe Global Listings, the first-of-its-kind, global listing network facilitating worldwide access to capital and secondary liquidity for companies and ETFs. Cboe recently acquired the NEO Exchange, and owns exchanges in the U.K., Netherlands and Australia. They are looking to revolutionize the intralistings to facilitate worldwide access to capital and secondary liquidity for companies and ETFs. I invited Erik on today to provide you all with the full and complete understanding about the Cboe Global Listings initiative, why now, the problem(s) it solves and why this initiative is of particular interest for Small and MicroCap issuers. For more information about the Cboe, please visit: https://www.cboe.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Jim Rakievich, President & CEO of McCoy Global (TSX: MCB). McCoy Global Inc. is a product and service provider for the international oil and gas sector with new digital technology solutions. McCoy’s series of Smart products seeks to increase efficiency, wellbore integrity and safety by eliminating human error and guaranteeing consistency and repeatability of casing running operations worldwide, according to the company's website.
I originally heard McCoy Global's presentation at the Small Cap Discoveries' event back in October 2023, and they. will also be presenting at our upcoming event, the Planet MicroCap Showcase: VEGAS 2024. Despite operating in a cyclical industry, the company has been around for 100 years and has a global footprint with operations on every continent. I invited on Jim to better understand the following:
- How McCoy Global has evolved and provided a product and services suite for the current Oil & Gas environment
- Competitive landscape and customer base
- Their digital technology solutions, and;
- Jim's 3-5 year vision for the company
For more information about McCoy Global, please visit: https://www.mccoyglobal.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Bill Chen, Managing Partner at Rhizome Partners. I met Bill at the MicroCapClub Leadership Summit back in October and was stoked to have him on the pod to chat real estate with him. I haven't covered publicly-traded real estate, or real estate in general, that much and thought it was time to change that up. Bill did the pod circuit last year, and he clearly has a handle on the latest and greatest in Real Estate; a few things we hit on today: delta between public and private valuations, what lower interest rates environment means for REITs, chat on a few pubcos, bear case, commercial and more!
For more information about Rhizome Partners, please visit: https://www.rhizomepartners.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. We last chatted on the podcast back in July 2023, so figured it was time for our semi-annual conversation on energy markets. It was a rough second half of 2023 for Oil & Gas, and Josh provides his post-mortem on what happened - plus, how 2024 is setting up when considering all the macro news on the horizon, geopolitical events currently happening, elections later this year, but all things considered, and why Josh thinks there is a decent chance that Oil could do well this year.
For more information about Bison Interests, please visit: https://bisoninterests.com/
You can Follow Josh Young on Twitter/X @Josh_Young_1: https://twitter.com/Josh_Young_1
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Nathan Mazurek, Chairman and CEO of Pioneer Power Solutions, Inc. (NASDAQ: PPSI). Pioneer Power Solutions, Inc. is a leader in the design, manufacture, integration, refurbishment, service and distribution of electric power systems, distributed energy resources, power generation equipment and mobile EV charging solutions for applications in the utility, industrial and commercial markets, according the company's website.
I first met Nathan prior to our conference, the Planet MicroCap Showcase: VEGAS 2023, and since their presentation at the event, the company has announced numerous orders for the E-Boost and E-Bloc products. I invited Nathan on today to discuss the company's progress, as well as:
- Better understand the distributed generation and EV charging markets
- E-Boost and E-Block product differentiation as compared to their peers; and,
- Nathan's 3-5 year vision for the company
For more information about Pioneer Power Solutions, Inc., please visit: https://www.pioneerpowersolutions.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is James (Jeb) Besser, CEO of Modular Medical, Inc. (NASDAQ: MODD). Modular Medical, Inc. (Nasdaq:MODD) is a development-stage medical device company that is working towards launching the next generation of insulin delivery technology. Using its patented technologies, the company seeks to eliminate the tradeoff between complexity and efficacy, thereby making top quality insulin delivery both affordable and simple to learn. As Jeb discusses in the interview, despite many tech companies trying to find "next generation" solutions for an insulin pump, it's only been recently that there's been some momentum in the delivery technology itself vs. a smart phone-related monitoring solution. That is why I invited Jeb on today to discuss the following:* The history of insulin pump innovation * Why patients the standard of care pump is so complicated * Modular Medical's delivery technology and what makes it unique; and, * Next steps for commercialization
For more information about Modular Medical, please visit: https://modular-medical.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments. Today's conversation is Sam and I catching up on the year that was in 2023, and the year ahead in 2024. He's a frequent guest on the show, and was one of my first friends when I started in this business all the way back in 2011. I always enjoy hearing his perspective on the MicroCap markets as he's one the hardest working investors I know: Sam turns over every rock, will take as many meetings as possible, and works tirelessly to find that next great MicroCap stock.
For more information about Ridgewood Investments, please visit: https://ridgewoodinvestments.com/
You can Follow Sam Namiri on Twitter/X @snamiri: https://twitter.com/snamiri
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Caitlin Cook, better known as @DeadCaitBounce on Twitter/X, Head of Marketing and Communications at Hxro Network. This is a special edition pod because we had some breaking news - on Wednesday, January 10, 2024, the SEC approved the listing and trading of a number of spot bitcoin exchange-traded product (ETP) shares. Caitlin is my go-to person for all things crypto, whose sole focus is educating the masses about crypto. From when we worked on her podcast, The Deadcaitbounce Experience, almost every guest made the same point that one way to bridge the gap between early crypto adopters and traditional finance, or "TradeFi", would be when Bitcoin ETFs were approved by the SEC. Well, the day has come, despite the very appropriate crypto-nian (with a "c") social media blunder on January 9th, we now have Bitcoin ETFs, and Caitlin and I break it all down.
You can Follow Caitlin Cook on Twitter/X @Deadcaitbounce: https://twitter.com/DeadCaitBounce
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Shanoop Kothari, Co-CEO and CFO of LuxUrban Hotels, Inc. (NASDAQ: LUXH). LuxUrban Hotels Inc. utilizes a long-term lease, asset-light business model to acquire and manage a growing portfolio of short-term rental properties in major metropolitan cities. The Company’s future growth focuses primarily on seeking to create “win-win” opportunities for owners of dislocated hotels, including those impacted by COVID-19 travel restrictions, while providing favorable operating margins.
The LuxUrban business model is a little different than your traditional hotel operator. The nuance, as Shanoop describes, is that they enter master leases with hotel owners, where they have control of the asset, just don't own the asset. We dive deeper into what this means, as well as:
- Why the company decided to focus solely on the hotel business
- Nature of LuxUrban's relationship with Wyndham; why they chose them over, say a booking.com for just the reseller aspect of the business
- Whether its getting harder or easier to get more leases; in essence, is it getting easier or harder to scale the business; and,
- Shanoop's 3-5 year vision for the company
For more information about LuxUrban Hotels, please visit: https://luxurbanhotels.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guest on the show today is Lionel, Editor of Valorem Research Newsletter. I think Lionel (he'd prefer to stay anonymous) might be one of my favorite podcast guests: his appearances on Andrew Walker's Yet Another Value Podcast have to question all my life choices and perhaps re-evaluate getting a law degree, if only so I can totally understand everything he talks about. In our conversation today, Lionel and I talk about how and why he finds legal special situations so interesting, as well as high level overviews of recent cases he discusses in WAY more depth on Andrew's show, his overall take on anti-trust / M&A and his thoughts on the topic for 2024.
For more information about Valorem Research Newsletter, please visit: https://www.valoremresearch.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Rick Mills, CEO of Creative Realities, Inc. (NASDAQ: CREX). Creative Realities, Inc. provides digital signage-based omni-channel marketing and media solutions to enhance customer, shopper, guest, fan, or employee engagement within physical spaces and transactional environments. The company is focused on delivering these solutions across verticals best positioned for growth in the digital signage space- including Retail, Convenience, Entertainment & Theme Parks, Healthcare, QSR, Stadiums & Arenas, and Dealer Showroom ecosystems. As you will hear in the interview today, which we recorded on December 12, 2023, their customers include: Best Buy, Macy's, Cowboys Stadium, Verizon stores and more. With these well-known brands as customers, I wanted to better understand the economics of Creative Realities' business, as well as:* How the company evolved and grew out of COVID, that at certain retail locations saw little to no foot traffic * What the competitive landscape looks like * How the company plans on scaling the business with more well-known brands * Rick's 3-5 year vision for the company
For more information about Creative Realities, please visit: https://cri.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
My guests on the show today are fellow MicroCap legends: Paul Andreola, Founder and Editor of Small Cap Discoveries, Jason Hirschman from Hudson 215 Capital, and Maj Soueidan, Founder and Editor of GeoInvesting. In this conversation, consensus was that MicroCap stocks in 2023, boring is sexy again. We spent 90 minutes talking about why. And, to be honest, we could've gone another 3 hours. So much quality back and forth, that at one point, I just sat back and watched Paul, Jason and Maj talk. I loved this whole conversation, and I think you will too.
Paul Andreola
Twitter: https://twitter.com/PaulAndreola
Website: https://smallcapdiscoveries.com/
Jason Hirschman
Twitter: https://twitter.com/EightTrack180
Maj Soueidan
Twitter: https://twitter.com/majgeoinvesting
Website: https://geoinvesting.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is Erik Conrad, Portfolio Manager at Peapod Lane Capital. I was introduced to Erik by Doug Porter from Acuitas Investments (thank you Doug!) and had the chance to meet him recently in New York. Erik is a self-described extreme value investor and while uncovering what that means to him, we started getting into his generalist strategy investing in Healthcare. We've been covering the bloodbath in Healthcare/Biotech here at the podcast, and so I wanted to learn more about how Erik is approaching looking at a sector that's been beaten down.
For more information about Peapod Lane Capital, please visit: https://peapodlane.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
My guest on the show today is William Crossland, President & CEO of Thermal Energy International, Inc. (TSX-V: TMG) (OTCQB: TMGEF). Thermal Energy International Inc. provides energy efficiency and emissions reduction solutions to Fortune 500 and other large multinational companies. The company's value proposition is to help save their customers money by reducing their fuel use and cutting their carbon emissions. Thermal Energy's proprietary and proven solutions can recover up to 80% of energy lost in typical boiler plant and steam system operations while delivering a high return on investment with a short, compelling payback, according to the company's website.
As William jokes in the interview, Thermal Energy is a 20-year overnight success story. When he joined the company and took over as CEO in 2009, William's focus was turning a profit, where, just before the pandemic, was able to accomplish that, 30% compounded annual growth rate and $25 million in revenues.
While the pandemic was difficult for all of us, the company had to fight through a challenging environment, which we discuss in the interview, but has since started reporting, in the last few months, more projects and orders coming in. For example, since recording the interview, Thermal Energy announced a, "$3.7 Million Heat Recovery Order from One of Europe’s Largest Food and Drink Producers" on December 7, 2023. We also discuss:
- How Thermal Energy works with their multinational client base
- Their full suite of solutions, and;
- William's 3-5 year vision for the company
For more information about Thermal Energy, please visit: https://www.thermalenergy.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 focus - as Mathieu points out in our conversation, there's been 10 non-resource Canadian MicroCap transactions in 2023. While that may not seem that much, the frequency they've been happening of late has us MicroCap warriors taking note. I invited on my friend and colleague, Mathieu Martin, to chat with me about what is going on here and whether we think M&A will continue to move at this fast rate with the fear that sentiment is or may change for the better.
"Rebound" article on Stocks & Stones Newsletter: https://stocksandstones.substack.com/p/rebound
For more information about Rivemont MicroCap Fund, please visit: https://rivemont.ca/en/rivemont-microcap-fund/the-rivemont-microcap-fund/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Death of Small Cap Equities?" We've been talking for a while here about all the various issues plaguing the Small/MicroCap space, and invited Chris to share the research the Verdad team have uncovered.
For more information about Chris Satterthwaite and Verdad, please visit: https://verdadcap.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 philosophy as depicted in his diagram outlining the overlapping synergies between management, moat and price. He has since launched his newsletter, “Flyover Stocks” on Substack, and wanted to have him on to learn more about it, as well as discuss some of his first posts on there. For more information about Flyover Stocks, please visit: https://www.flyoverstocks.com/ You can Follow Todd Wenning on Twitter/X @ToddWenning: https://twitter.com/ToddWenning Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Markets' downtown offices, where we chatted for about 75 minutes. Our last interview on Planet MicroCap Podcast was in December 2019, safe to say a lot has happened in the last 4 years. We covered a lot of topics, including as many of your questions as possible: Micro/SmallCap capital markets, uplistings, de-listings, cross-listings, stock promotion, dark stocks and much more! We conclude by discussing the capital market trends we're likely to see in 2024 and the trends Cromwell would like to see in 2024.
For more information about OTC Markets Group, please visit: https://www.otcmarkets.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 show to answer a few of my questions and some that came in from social media. We covered more than I thought we would during our 20 minute conversation, including: starting to reflect on 2023, better understanding investor sentiment, what could happen to cause that to change, his thoughts on the Small/MicroCap bloodbath of the last couple years. We close out looking ahead to 2024 and if there are any new investing themes or trends on the horizon that folks should really focus on. Charles also just released his new book, "Unbreakable Prosperity", which is now available wherever books are sold.
For more information about Charles Payne and "Making Money with Charles Payne", please visit: https://www.wstreet.com/
You can Follow Charles Payne on Twitter/X @cvpayne: https://twitter.com/cvpayne
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 phenomenal conversation about his ESG strategy and his approach to investing in environmentally-friendly companies. In the Summer 2023 issue of the Planet MicroCap Review, Filip contributed an article titled, "ESG Investing 101," documenting his investing process, and invited him on the podcast to dive deeper into ESG, Cleantech, Agrotech and why ESG is still a megatrend that investors shouldn't ignore.
For more information about ESGFIRE, please visit: https://esgfire.com/en/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 developed a smart home platform under the Shelly brand. The company specializes in the design, production, and distribution of smart, innovative, open-architecture, high-quality IoT home products (Smart Home). Its main business is a growing line of products under the brand “Shelly."
I was introduced to the Shelly Group by a good friend and colleague, Adi Soglowek, thank you Adi, and had the pleasure of seeing Co-CEO, Wolfgang Kirsch, present the company at Ian Cassel's MicroCapClub Leadership Summit. At the time, I thought to myself, interesting presentation, but didn't quite understand how the "Shelly", Shelly Group's smart home product, was unique and different amongst the swath of smart home products we have here in the states.
This is the reason I love this show because Wolfgang cleared up my confusion real quick, and we dove deep into how and why the Shelly Group chose this pathway for the products themselves and ultimately marketing to the DIY (do it yourself) community. We also discuss: Marketing strategy to break into the US market and how the company hopes to achieve its goal of $200M in revenues by 2026.
With that, please enjoy my conversation with Wolfgang Kirsch, Co-CEO of Shelly Group. For more information about the Shelly Group, please visit: https://www.shelly.com/en-us
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Ryan, during lunch at SmallCap Discoveries event in Vancouver, and learning a little bit about MicroCap quant strategy, I invited him on to share his strategy. The format for this interview is a little different - Ryan put together a great presentation called, "Quantitative MicroCap Investing with 'GUTS'", and I wanted him to run with it. Also, the video version of today's pod, which is up on the Planet MicroCap YouTube Channel, has a visual of the presentation. It's very informative, and in my opinion, Ryan does a phenomenal job showcasing a strategy that, who knows, could work for you when developing your MicroCap investing philosophy.
You can Follow Ryan Telford on Twitter/X @Rtelford_invest: https://twitter.com/RTelford_invest
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 and streams spanning eight jurisdictions. The Company was established in 2014 and has since built unique intellectual property, a technically focused transactional team and a global sourcing network which has allowed Vox to target the highest returns on royalty acquisitions in the mining royalty sector. Since the beginning of 2020, Vox has announced over 25 separate transactions to acquire over 50 royalties.
Investing is difficult, investing in junior mining companies, in my opinion, like biotech, is extremely hard. Picking the right companies comes down to understanding a multitude of factors that requires some expertise in geology (or biology). For the mining industry, the royalty and streaming provides a different vehicle for exposure to the space, and that's why I invited Kyle on to better understand the royalty and streaming business.
For more information about Vox Royalty, please visit: https://voxroyalty.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 house down with is comical (albeit serious) pitch on The Children's Place $PLCE. Safe to say, David was tailor made to be a great guest on my podcast, and he does not disappoint. In our conversation, we talk about quirky / off the beaten path investing, what that means, understanding when to make your move when assessing these quirky stocks and quick pitches on The Children's Place and National CineMedia.
For more information about Kingdom Capital Advisors, please visit: https://www.kingdomcapitaladvisors.com/
You can Follow David Bastian on Twitter/X @kingdomcapadv: https://twitter.com/kingdomcapadv
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 see if I had an interest in doing an episode about Japanese MicroCaps. I got this email as I was getting geared up for our conference in Vancouver, our first event outside the U.S., which is some fun irony considering our audience is continuing to look globally for quality opportunities. I said yes to Dave, he sent me some great materials making the case for Japanese MicroCaps, and I'm excited to share our conversation all about it.
For more information about Sumitomo Mitsui Trust Asset Management, Inc., please visit: https://www.sumitrust-am.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 projects. Their distributed energy solutions deliver cheaper, cleaner energy to businesses and consumers with no upfront cost, and with over 500MW of global experience, they are working daily to power a more sustainable world, according to the company's website.
UGE recently presented at the MicroCapClub Leadership Summit, a phenomenal event by the way, where CEO, Nick Blitterswyk, did a presentation and Q&A with an investor friend of mine, Jeff Kowal. It was a packed room with some of the best MicroCap investors in the game, and Nick did a great job, which by my definition means clearly describing what the company does, prospects for future growth, addressing potential risks that could impede that growth, and vision for the company.
I first interviewed Nick in November 2016 (that's about 7 years ago now), and have done six short-form interviews with him since then. I invited him on this podcast as a showcase of how companies evolve, how difficult it can be to refine a company's message despite thinking it's simple, and the importance of recognizing the need to change your business strategy. Furthermore, we also discuss:
- UGE's pivot to "Full Life Cycle" approach to developing and owning community solar projects
- The company's backlog and typical project sizes
- And, of course, Nick's vision for the company
With that, please enjoy my conversation with Nick Blitterswyk, CEO of UGE International Ltd. For more information about UGE International, please visit: https://ugei.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 hosting me and for the chance to speak with Tavi, Emily and Steven for a great conversation about the State of the Junior Mining Market, as well as the tools for the modern junior mining investor. We cover everything here at Planet MicroCap and I was grateful to be in-person to get first hand accounts and sentiment in the space.
Tavi Costa, Crescat Capital: https://www.crescat.net/
Emily King, Prospector Portal: https://www.prospectorportal.com/
Steven De Jong: https://vrify.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 audio, this was all recorded live at the event with live Q&A, so please excuse any time lapses in between questions during the Q&A portion and keep in mind for quality purposes. Each speaker provided incredible insights, and the order for each segment goes:
-
Paul Andreola (SmallCap Discoveries): https://www.youtube.com/watch?v=q-K1i4hTwVY
-
Dave Barr (PenderFund): https://www.youtube.com/watch?v=8oVfaLurCVI
-
Harold Leishman (Canaccord Genuity): https://www.youtube.com/watch?v=apkFD3gDwYk
-
Fireside Q&A with Hamed Shahbazi (WELL Health Technologies): https://www.youtube.com/watch?v=cZ6ZESXEySohttps://www.youtube.com/watch?v=cZ6ZESXEySo
-
Brent Todd (Canaccord Genuity): https://www.youtube.com/watch?v=3zUggFndKe4
-
Ryan Irvine (Keystone Financial): https://www.youtube.com/watch?v=Z_JjbZTJ6kI
Links to each individual keynote is next to the speaker.
SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas!
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 company says provides a distinguishable benefit to patients and their healthcare providers and, according to their website, is known for their ability to effectively and efficiently introduce new products to the Canadian market. BioSyent is, as the company states on their website, actively sought out as the Canadian market partner of choice by brand innovators with niche or specialty products looking for a trusted partner.
The first time we interviewed Rene was back in June 2013. At the beginning of June 2013, the stock was trading around $1.30, and as of recording of this introduction, the morning of September 15, 2023, the stock closed at $7.85. Furthermore, as of Q2 2023, the company has reported 52 consecutive profitable quarters, according to their Q2 2023 results presentation. Many of you listening know the BioSyent story well, and yet despite the company's performance during Rene's tenure, I think some of you would agree that BioSyent is the most well-known unknown company. I thought it was time for folks that don't know the company's history and where they were going to have Rene on the show to chat about all of that, plus:
- Capital allocation discipline and approach
- Criteria for in-licensing new products, and;
- Rene's "promised land" / long-term vision for BioSyent
With that, please enjoy my conversation with Rene Goehrum, President, CEO and Chairman of BioSyent. For more information about BioSyent, please visit: http://www.biosyent.com/rx/home/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 invited him back for his annual appearance. I feel like a broken record on the pod recently - we've talked a lot about how MicroCaps are in the doldrums (that's putting it nicely), redemptions + no inflows, Small/Micro strategies can't raise new capital, etc... We haven't really talked about the quantitative reason (looking at the data) for why the confluence of all the events are happening. Toby is data king, and he does not disappoint in providing his perspective on what the data is telling us, including one semi-bold prediction about the big "R"-word (recession).
For more information about the Acquirers Funds, please visit: https://acquirersfunds.com/
You can Follow Tobias Carlisle on Twitter/X @Greenbakd: https://twitter.com/Greenbackd
You can Watch the Value After Hours Podcast on YouTube here: https://www.youtube.com/@UCJ27FwJZ3hsMrPCviG5gCFg
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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-specification, American-made communications equipment of unsurpassed reliability and value for use by public safety professionals and government agencies. BK Technologies' SaaS business focuses on new, innovative public safety smartphone services that will make the first responders safer or more productive.
BK Technologies participated at our event in Las Vegas in April 2023 and as host, I was running around and didn't get a chance to hear their Q&A with Scott Weis from Semco Capital live, but did have a chance to listen to it on our YouTube Channel. After watching that, I invited CEO John Suzuki on to better understand:
- What the Land, Mobile, Radio competitive landscape looks like
- Who BK Technologies competes with
- Focus on providing radio communications for the wildland fires market, and how they are looking to expand to more verticals
- How folks should about the financial performance, specifically regarding gross margins; and,
- Why radios is still a viable technology that folks use and need
With that, please enjoy my conversation with John Suzuki, CEO of BK Technologies Corporation. For more information about BK Technologies, please visit: https://www.bktechnologies.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 host this podcast for the last 8 years - I say this because, this sounds crazy to say, I last hosted Donald on the show in July 2016, when he was at DGHM to discuss his first white paper "MicroCaps Value Uncovered." We were reconnected by Doug Porter from Acuitas Investments (no relation by the way - thank you Doug), and it just so happens that Donald had updated his white paper on why MicroCap stocks still present a compelling investment opportunity in 2023. We chat about the current MicroCap environment, international MicroCaps, his quick takes on various sectors and more!
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 him on to get his perspective on the markets in 2023, as well as his take on MicroCap performance. As the title states, we've been experiencing a double whammy in MicroCaps: poor stock performance over the last two years and allocators are not distributing funds to MicroCap strategists. We talk at length about why this environment is fertile ground for MicroCap investors that know what they are doing. Jonathan and I also talk about his latest venture: the Boyar Research substack, where you can actually get Jonathan's latest MicroCap picks as a subscriber - the link to the Boyar Research substack is in the show notes.
Subscribe to the Boyar Research Substack here: https://boyarresearch.substack.com/
You can Follow Boyar Value Group on Twitter/X here: https://twitter.com/BoyarValue
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Companies currently listed (all subject to change) to participate in the event. I like to be very collaborate when putting together our events and what companies folks would be interested in seeing, and that was especially the case for our first event up in Vancouver - Paul and his team were integral to that process. We just opened our 1x1 meeting platform this week for participants to start requesting meetings with CEOs, and so we thought it would be cool to share some quick insights to get you fired up to participate in the event - it's not too late to register by the way: planetmicrocapshowcase.com.
Register to attend for the Planet MicroCap Showcase: VANCOUVER: https://planetmicrocapshowcase.com/signup
Presenting Company List for the Planet MicroCap Showcase: VANCOUVER: https://planetmicrocapshowcase.com/components/30404
For more information about Paul Andreola and SmallCap Discoveries, please visit: https://smallcapdiscoveries.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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: VANCOUVER coming up on September 6-7, 2023 (planetmicrocapshowcase.com for more information), and it is a great opportunity for attendees to meet with MicroCap management teams and ask them questions. We've covered this topic quite often here on the show, but: 1. We haven't in a while, and 2. Gary's article, same as today's episode title, I think provides a solid framework/check list of questions that every investor could refer to when thinking about what they want to speak with management about.
My biggest takeaway that stuck with me is asking yourself the following: "what are you trying to accomplish" in your interaction with management. I think most folks go into these conversations and their goal is thinking they can get CEOs to give them information that's either borderline or non-public altogether. Most management teams are wise to those tricks and will lose respect for you as an investor because they get the game you're trying to play. But asking yourself "what are you trying to accomplish", perhaps trying to build a relationship with the CEO or getting a feel of the CEOs values, and then constructing questions around that, I think can help you immensely with getting the results you're hoping for. There's even more quality insight from Gary, so hopefully you'll see its not just another "How To" talk to management episode.
Gary Mishuris' article on Stubstack: https://behavioralvalueinvestor.substack.com/p/interviewing-company-ceos-the-must
For more information about Silver Ring Value Partners, please visit: https://silverringvaluepartners.com/ Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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: "Individual investors: why don't you invest in illiquid microcaps?" When you deal with MicroCaps, there's a good chance you'll come across a company you might like that meets all your criteria, and it barely trades. This is not news to most of you, but I thought the question that Simon posted on Twitter/X got me thinking: how illiquid is too illiquid? Is the lack of liquidity THE edge when investing in MicroCap stocks? So, I invited on Simon to chat further about all of this plus his theses on stocks currently in his portfolio: Constellation Software CSU, OTC Markets OTCM, Atlas Engineered AEP on the Venture and Galaxy Gaming GLXZ.
For more information about the Margin of Safety Investing Newsletter on Substack, please visit: https://www.marginofsafetyinvesting.com/
You can Follow Simon Handrahan on Twitter @MoS_Investing: https://twitter.com/MoS_Investing
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 unveil some exciting new content on that podcast feed. I invited Ben on Planet MicroCap today to talk about what the new look Compounders Podcast is all about, plus: banks, entertainment industry, smallcap value, as well as what he describes as "Quiet Compounders". Be sure to subscribe to the Compounders Podcast audio feed which is available on Apple, Spotify or wherever you listen to podcasts, as well as on the Planet MicroCap YouTube Channel.
You can Subscribe to the Compounders Podcast on Apple, Spotify and on the Planet MicroCap YouTube Channel.
Apple: https://podcasts.apple.com/us/podcast/compounders-podcast/id1579124518
Spotify: https://open.spotify.com/show/3Qbcrw84MDaJ3CZUNuqOxu
YouTube: https://www.youtube.com/snnwire
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 forth on doing an interview for a while, and he recently published a thread on how Paul Andreola and Brandon Mackie's investing framework, "Small Cap Discovery", has impacted his investing process. The thread is in the show notes by the way. Paul and Brandon are great friends of Planet MicroCap, and the presentation they did on this framework back in 2016, I was in the room for that, not to mention the many times both of them have been on the podcast. So, I thought it was really cool that Paul found this framework and his been able to extrapolate from there a Small/MicroCap strategy that works for him. We talk about the framework, how Paul implements it and some examples of investments he's made where he's benefitted, as well as made mistakes.
You can Follow Paul on Twitter @Investmentideen: https://twitter.com/Investmentideen
Twitter thread "How to Identify Multibagger Stocks": https://twitter.com/Investmentideen/status/1680506750485819397
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 solutions, specializing in automatic detection and protection solutions that includes network visibility, analytics, and reporting tools. Corero's technology provides scalable protection capabilities against both external DDoS attackers and internal DDoS threats, in even the most complex edge and subscriber environments, ensuring internet service availability and uptime.
According to Corero's annual DDoS Threat Intelligence Report they recently published, there has been a 300% increase in carpet bomb attacks in 2022 compared to 2021, over seven times as many Mirai-like DDoS attacks in 2022 than in 2021 and twice as many DDoS attacks targeting DNS (Domain Name System) services in 2022 than in 2020. Needless to say, the need for cyber security solutions is on the rise, and I wanted to better understand how Corero is addressing these industry tailwinds, as well as:
- How Corero's DDoS protection solutions are unique and different compared to their peers
- Nature of their partnerships with firms like Juniper Networks, which owns 9.9% of Corero
- From a corporate perspective, being a publicly-traded MicroCap on the AIM exchange
- Recent financial performance and executive management shake-up; and,
- Corero's 3-5 year vision for the company and the inflection points that will get them there
With that, please enjoy my conversation with Phil Richards, CFO of Corero Network Security. For more information about Corero, please visit: https://www.corero.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 a high level update on all things energy and oil & gas, and specifically, why its gone off the radar. We discuss how the global energy crisis has been temporarily defused, valuations collapsed, tech stocks re-inflated, and what the opportunity set looks like in Oil & Gas small cap-side. Josh also goes into detail on a few ideas within the O&G opportunity set that he's looking at: Vital Energy, Journey Energy, Sandridge.
For more information about Bison Interests, please visit: https://bisoninterests.com/
You can Follow Josh Young on Twitter @josh_young_1: https://twitter.com/Josh_Young_1
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 providing essential enterprise solutions that automotive dealerships and Original Equipment Manufacturers (“OEMs”) rely on for their operations.
I've known of Quorum for a while now, and they recently jumped on my radar again when then announced a new addition to their Board of Directors, Damien Leonard, which we talk about today; so I invited Maury on to better understand the business, as well as:
- Their five enterprise solutions: Quorum’s Dealership Management System (DMS), DealerMine CRM, Autovance, Accessible Accessories and VINN Automotive
- Balancing their desire to accelerate organic growth in the business via cross selling their solutions to existing clients, and how that in turn speeds up their ability to be more acquisitive
- Current market penetration; well-known in Canada and looking to expand further into the US, plus how they will do that, and;
- Maury's 3-5 year vision for the company and inflection points that will get them there
With that, please enjoy my conversation with Maury Marks, President and CEO of Quorum Information Technologies Inc. For more information about Quorum Information Technologies, please visit: https://quoruminfotech.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 $2,000 an ounce and remain just below, lithium craze and much more. I invited Rick on the show to hear what metals and mining narratives he's been paying attention to in the last 6-12 months and for the next 6-12 months. Rick also does a deep dive on the three reasons why there has been a junior mining MicroCap malaise, his criteria for finding the top 5% junior mining stocks, as well as his thoughts on royalty and streaming companies. Whether you're an active investor in metals and mining, passively follow or even hate the industry all together, my chat with Rick Rule has nuggets of wisdom for each of you.
For more information about Rule Investment Media, please visit: https://ruleinvestmentmedia.com/
You can sign up for The Rule Symposium here: https://rulesymposium.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 processing and point-of-sale systems for cash-only businesses. POSaBIT specializes in resolving pain points for complex, high-risk, emerging industries like cannabis with an all-in-one solution that is compliant, user-friendly and utilizes top-of-the-line hardware.
Let's start by saying that the Cannabis industry has been getting, for lack of a better term, wrecked in the last two years. Almost every sector index and indicator, and publicly-traded cannabis company issuer performance are down. Even when we think that some companies are making progress, they've probably announced not-so-great earnings within the last quarter or two.
Despite the nuclear winter we're seeing in Cannabis right now (and for the last couple years now), if we're looking at the big picture, whether cannabis is legalized or not, it's without a doubt not going anywhere. I think we can all agree with that premise. And if so, I wanted to have on a "picks and shovels"-type company to better understand how they are working through the current Cannabis climate, as well as their perspective on the industry as a whole. That's where today's guest, Ryan Hamlin from POSaBIT enters the chat. We had a great conversation what's happening in the Cannabis industry, as well as:
- Legalization debate within the industry
- The importance of having a payments infrastructure as a Cannabis retailer
- POSaBIT's capital allocation strategy, specifically in regards to M&A, and;
- Ryan's vision for the company in 3-5 years
With that, please enjoy my conversation with Ryan Hamlin, Co-Founder and CEO of POSaBIT Systems Corporation. For more information about POSaBIT Systems, please visit: https://www.posabit.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 GeoInvesting.com. Last year when we did the mid-year review, we all needed a nice glass of whiskey to drown our sorrows in the bloodbath of 2022 for MicroCaps. 2023 has been slightly kinder - all major indices have been up on the year and as per usual, Small / MicroCaps have lagged. I invited my esteemed colleagues to talk about all of this and more!
Andrew Walker
Website: https://www.yetanothervalueblog.com/
Twitter: https://twitter.com/AndrewRangeley
Jason Hirschman
Twitter: https://twitter.com/EightTrack180
Maj Soueidan
Website: https://geoinvesting.com/
Twitter: https://twitter.com/majgeoinvesting
To register and attend, please visit: https://planetmicrocapshowcase.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, installation, management and maintenance of heating, ventilation, air-conditioning (“HVAC”), mechanical, electrical, plumbing and controls systems. With over 1,500 team members and 17 offices located throughout the United States, the company partners with institutions with mission-critical infrastructures, such as data centers and healthcare, industrial & light manufacturing, cultural & entertainment, higher education, and life science facilities.
Limbach had presented at our virtual conference in December of 2022, and I've interviewed the previous CEO, Charlie Bacon, going back as far as 2016. Also, my friend, Yaron Naymark recently was a guest on Andrew Walker's show, Yet Another Value Podcast, to discuss his thesis about Limbach. As you will hear, Limbach, despite being around since 1901, went through a strategic shift in their business in 2016 and I wanted to chat with the new CEO on here to share with us his vision for the company moving forward, as well as:
- Balancing the mix to Owner Direct Relationships from General Contractor Relationships
- Focus on tertiary markets
- Capital allocation, specifically regarding their M&A strategy, criteria; and,
- Michal McCann's vision for the company in the next 3-5 years
With that, please enjoy my conversation with Michael McCann, President & CEO of Limbach Holdings. For more information about Limbach Holdings, please visit: https://www.limbachinc.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 done anything on the Russell Rebalance. After spending minutes in the deep Planet MicroCap podcast archives, it turns out, we hadn't! So, I acted on Howard's suggestion and invited his Director of Research to talk about it. We recorded this interview on Wednesday, June 21, 2023, and the Russell Rebalance officially takes effect on Monday, June 26, 2023 - timing couldn't be better on this one.
For more information about Punch & Associates, please visit: https://punchinvest.com/
To register and attend, please visit: https://planetmicrocapshowcase.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 the biggest disruptive trends shaping our world. They look at opportunities everywhere, but Chris has an affinity for MicroCaps, where he can deploy his own proprietary CHAOS formula to find disruptive companies within the MicroCap ranks. In our conversation today, Chris shares what his "CHAOS Formula" is (which stands for Change, Hype, Acceleration, Ownership and Size) and applies that formula for a few investment ideas he's looking at. Chris also recently attended our conference, the Planet MicroCap Showcase in Las Vegas, as well as LD Micro, where at both, he did a ton of meetings with management teams - so, I wanted to get his take on the message he's getting from CEOs.
For more information about RiskHedge, please visit: https://www.riskhedge.com/
To register and attend, please visit: https://planetmicrocapshowcase.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 (ZGC) Life Science Park in Beijing, is a Chinese agricultural technology company. In crop seed biotechnologies, Origin Agritech's phytase corn was the first transgenic corn to receive the Bio-Safety Certificate from China's Ministry of Agriculture, according to the company's website.
Three things to get you ready for this interview:
-
I've been wanting to have a US-listed Chinese company on the podcast. US-listed Chinese companies have had a negative perception for a while now in general, and especially amongst US MicroCap investors. Out of curiosity, I wanted to chat with a US-listed Chinese company to better understand how they feel about this and approach investors with a certain narrative, without knowing anything specific about their company.
-
I wanted to interview a US-listed Chinese company that I know has been around for a while, and has some following from other US-based investors I respect (for compliance purposes, this is not an endorsement of the company itself). Origin Agritech has had a long, volatile history since going public in 2006 and have been making headlines recently after receiving GMO approval in China for their corn seed.
-
If you've been listening to this series for a while, you know, I usually only interview C-suite for this podcast. However, in Origin Agritech's case and most other US-listed Chinese companies, English is management's second language. Also, I've known Joe for a long time as an investor, he's been an investor in Origin Agritech since 2008, and has recently been brought on as VP Business Development for the company.
There's a lot to unpack with Origin Agritech, and in this interview, we cover all of these topics and more. With that, please enjoy my conversation with Joe Ramelli, Vice President of Business Development for Origin Agritech (NASDAQ: SEED). For more information about Origin Agritech, please visit: https://originagritech.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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, we are really excited to introduce and welcome you all to my next event on the MicroCap investor conference calendar, the Planet MicroCap Showcase: VANCOUVER - taking place September 6-7, 2023 at the Fairmont Waterfront.
Paul Andreola and his team at Smallcap Discoveries are lead sponsors for this event, and will be my personal escort through all of Vancouver. All jokes aside, we wanted to take 20 minutes of your time here today to discuss why we embarked on our first event outside of Las Vegas, why Vancouver, and how we feel this event will fill a void for Canada, which, in my opinion, has one of the best MicroCap investing ecosystems in the world.
We already have some really, and I mean really high quality speakers and companies lined-up to participate, and now is your chance to join us as well. To register and attend, please visit PlanetMicroCapShowcase.com to learn more, and be updated on who will be joining us.
Like I said, Paul and I aren't just here to promote Vancouver, I also get his thoughts on the first half of 2023 for MicroCaps, Canadian companies in particular, and what he's seeing for the rest of the year. I've had Paul on the show many times, and he is one of the best MicroCap investors in the game, so I'm honored whenever I get a chance to speak with him, let alone garnering his support for our first venture outside Vegas. To register and attend, please visit: https://planetmicrocapshowcase.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 technology to deliver data collection, real-time surveillance and monitoring for supply chain management, homeland security, public safety, traffic & parking management, and access control applications. The company's customers range across four key verticals: Supply Chain, Traffic Management, Public Safety/Safe Cities, and Retail/Restaurants.
As it states in the title and Shai's answer to my first question, the company creates automation through object identification. Yes, it sounds like tech jargon, however, I started to better understand what omniQ is attempting to achieve when you better understand the verticals they are serving, which we cover at length in our conversation, as well as:
- What differentiates omniQ's technology from their peers
- Working with their client base to solve huge problems like homeland security and supply chain management
- Path to profitability, and;
- Where Shai would like to see the company in 3-5 years
With that, please enjoy my conversation with hai Lustgarten, CEO of omniQ Corp. For more information about omniQ, please visit: https://omniq.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Managing Director and Portfolio Manager with Nicholas-Applegate Capital Management, experience with Russell in the midst of building out the MicroCap index, as well as EAM's strategy using what he describes "Informed Momentum", I think you're in for a treat.
For more information about EAM Investors, please visit: https://eaminvestors.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 manufacturer based in the United States. The company, according to their website, is the originator of the chemical vapor deposition (CVD) process for diamond and a direct company lineage back to Apollo Diamond, as well as claim that their Lab-Grown Diamonds are identical to the best mined diamonds - optically, physically and chemically. Adamas One had recently participated in our conference, the Planet MicroCap Showcase, and following some conversations I had with folks that met with Jay in a 1x1 meeting and post-presentation, I wanted to better understand how Adamas One differentiates themselves from their peers, as well as:* Their business strategy: launching a consumer-focused lab-grown diamond brand * Opportunities beyond the consumer for lab-grown diamonds * Adamas' path to profitability, and; * Where he would like to see the company in 3-5 years
With that, please enjoy my conversation with Jay Grdina, President, CEO, Chairman of Adamas One Corp. For more information about Adamas One Corp., please visit: https://www.adamasone.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 follow up panel in August 2020 about why ESG and impact investing are taking center stage. It's been three years. Suffice it to say, A LOT has changed since then, across the board, as well as the conversation around ESG. You might be hearing this and thinking that you're about to listen to a full-on ESG podcast. Sure, we discuss the changing discourse around ESG/impact investing, but what I found most fascinating is our discussion around the intersectionality of trends and sectors, which is starting to take center stage in sustainability investing.
For more information about Green Alpha Advisors, please visit: https://greenalphaadvisors.com/
You can Follow Garvin Jabusch on Twitter @Garvin1313: https://twitter.com/Garvin1313
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 proprietary lithium-ion batteries, battery systems, and battery-related products for energy storage, clean electric transportation, and other specialized applications. The Company has acquired a 52-acre site with a 135,000 sq.foot manufacturing building in NY State for its planned Gigafactory, in addition to its two operating locations in Canada. Electrovaya has been in the battery space for over two decades and has had many "lives" and Raj explains. In 2009, when Raj joined the company, it was in the automotive space and that was their main focus as a battery supplier. What's fascinating about Electrovaya's story to me is how they had make the difficult choice to pivot their business strategy, which we discuss at length, as well as:* Why the company pivoted away from delivering batteries for the automotive industry to focusing specifically on the material handling vehicles space * How Electrovaya has performed since the 2018 pivot * Where he would like to see the company in 3-5 years
With that, please enjoy my conversation with Dr. Raj DasGupta, CEO of Electrovaya Inc. For more information about Electrovaya, please visit: www.electrovaya.com
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Cap and MicroCap Equity Strategy available for their clients. I invited Howard on to learn more about their equity strategies, his firm's approach to investing in MicroCaps, as well as their investing philosophy. We also chatted at the top of the conversation about how he would compare this current pessimism in Small/MicroCaps to other times in history where this pessimism existed - his take I found really interesting. As the title states, we did spend the majority of the time talking about categorizing MicroCap CEOs as either "Missionaries" or "Mercenaries", and how deciphering between the two has helped Howard better understand which management teams he wants to invest in.
For more information about Punch & Associates, please visit: https://punchinvest.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 the process of obtaining, managing, and creating intellectual property. Founded in 2006 as Reprints Desk, the company was a pioneer in developing solutions to serve researchers.
I did an interview on Planet MicroCap with Avi Fisher from Long Cast Advisors, where he described his thesis about Research Solutions, and so I wanted to invite on Roy to better understand the company, as well as:
- The company's pivot from an individual articles model to a platform model
- Industry tailwinds and headwinds
- What the company looks like in an OpenAccess world, and;
- Where he would like to see the company in 3-5 years
With that, please enjoy my conversation with Roy Olivier, CEO and President of Research Solutions, Inc. For more information about Research Solutions, Inc., please visit: https://www.researchsolutions.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Horseshoe Hotel & Casino in Las Vegas. Joining me on this panel are: Ryan Irvine (@RyanIrvine75), Sam Namiri (@snamiri), Harris Perlman (@ottermarket) and Mathieu Martin (@espacemc). Please enjoy!
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 sharing the live podcast from Vegas next week. In the last 12-18 months, I've noticed a few firms changing the name of the "MicroCap" strategy to the "Discovery" fund or strategy, and there's a bit more nuance to its reasoning that from a marketing perspective, can be more inclusive. Darren jumps on to discuss the strategy change, plus a full on deep dive into MicroCaps, specifically how he thinks about trends and how that guides his investment process.
For more information about Jacob Asset Management and the Discovery Fund Strategy, please visit: https://jacobam.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 boutique alternative asset manager that is focused on building platforms in the multi-trillion dollar alternative asset space. The company has built several businesses that originate and source bespoke credit secured by various types of real estate on behalf of money managers, insurance companies, large institutions and funds. AAMC also has an asset management company that has a deep history across various types of credit, real estate, distressed housing, and mortgages.
AAMC has been included as part of the Planet MicroCap Index for two quarters in a row, and in the last quarter alone, Q1 2023, increased about 221%. I wanted to invite on Jason to better understand AAMC's value proposition, as well as:
- How interest rates have impacted the business
- What measures need to be taken in order to scale AAMC further
- How Jason has leveraged his experience from his time at Nomura and Morgan Stanley, and;
- Where he would like to see the company in 3-5 years
With that, please enjoy my conversation with Jason Kopcak, President, CEO and Director of Altisource Asset Management. For more information about Altisource Asset Management, please visit: https://www.altisourceamc.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 on Wednesday, April 26 at 12:30pm in Track 1 following Chris Tessin's presentation. We titled Vijar's presentation in Vegas, "MicroCaps vs. Failed Startups" - the idea for which came from all these failed SPACs in recent years, and perhaps they would've been better going public a different way (or in some cases, not at all). MicroCaps provide a level of transparency (or at least they should and legally obligated to) that small, private venture-stage companies cannot, as well as an opportunity for investors to participate before they get picked up by institutional buyers. Vijar and I talk about this dynamic, the problem with public markets for MicroCaps and some especially hot takes that you'll have to tune in to hear.
For more information about Golden Door Asset Management, please visit: https://www.goldendoorasset.com/
You can Follow Vijar Kohli on Twitter @VijarKohli: https://twitter.com/VijarKohli
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 for global audiences. The IDW Publishing and IDW Entertainment businesses acquire IP for holistic franchise development across comics and graphic novels, television and other entertainment platforms and leverage established stories from our creative partners.
Allan was recently named CEO in August 2022, and has been in charge of leading the turnaround for IDW. As IDW's Chairman, Howard Jonas stated in the press release announcing Allan's appointment: “He is a dynamic leader with deep experience in the industries in which IDW operates with a clear, thoughtful vision for accelerating IDW’s transformation into a media powerhouse."
I've known IDW for many years now, interviewing multiple CEOs on behalf of the company, so I invited Allan on the show to better understand why under his leadership, that could be the catalyst for change. We also discuss:
- IDW's business strategy
- Focus on developing original IP, while maintaining and expanding their core publishing business
- Entertainment industry trends, and;
- Allan's vision for the company and where he wants to see it in 3-5 years
With that, please enjoy my conversation with Allan Grafman, CEO of IDW Media Holdings. For more information about IDW Media Holdings, please visit: https://idwmediaholdings.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 going on in the space. Today, we go macro. There's a world beyond our little bubble here in MicroCaps, and some of what's happening there can have a trickle down effect. John is a regular guest on several financial news networks for his market insights and analysis. I'm putting on my best CNBC / Fox Business anchor hat and we cover as many 2023 macro trends as we can and how they may affect our MicroCap world.
For more information about John Petrides and Tocqueville Asset Management, please visit: https://tocqueville.com/
You can Follow John Petrides on Twitter @Jpetrides2: https://twitter.com/Jpetrides2
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 industry, with its manufacturing facility located in Bettendorf, IA and its Executive offices located in Tulsa, OK.
For those wondering what a pallet is, those are the flat wooden structures that heavy goods are put so that they can be moved using a fork-lift truck. One of the key differentiators is that they manufacture recycled plastic pallets vs. those traditional wooden pallets that you've for sure seen at your local Costco.
While some folks might see the pallet industry as a sexy business, most folks in our investing world would lovingly refer to Greystone as a classic boring company. Some of my favorite interviews are with classic boring companies because I get to learn more about a topic that I never thought I would. That's why I invited on Warren, to share more about Greystone Logistics, and:
- How Greystone's pallets are differentiated and unique compared to wood pallets, and other plastic pallet manufacturers
- Warren has been with the company for 10+ years, how has the company evolved during his time there
- Their strategy for attacking the plastic segment of the $9.5 billion pallet industry; and,
- Post-COVID, supply chain issues and whether this has been a tailwind for Greystone Logistics.
With that, please enjoy my conversation with Warren Kruger, CEO of Greystone Logistics, Inc. For more information about Greystone Logistics, please visit: https://www.greystonelogistics.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Microcap strategy pursues its investment objective using a multi-manager process by allocating assets among one or more high confidence managers that invest in inefficient segments of the equity markets. I wanted to learn more about their MicroCap fund of funds strategy and their experience working with MicroCap managers.
I've had a number of conversations with MicroCap fund managers in recent months, and in addition to the rough performance amongst MicroCap stocks, redemptions and lack of in-flows have also been a cause for concern. And what's worse, everyone and their grandparents agree, almost every quality MicroCap (and small cap) have taken haircuts across the board - now is one of the best times to dive deep on names trading at much cheaper prices. Managers need new in-flows in order to participate. This is where allocators like Acuitas enter the conversation.
Chris will be doing a keynote presentation in Las Vegas on Wednesday, April 26, 2023 - if you're a MicroCap portfolio manager, investor or family office, he and his partner, Doug Porter want to meet you. Hear what Chris and I discuss, and then join us all in person in Vegas for the opportunity to network and meet with an allocator; conferences might charge up to $5000 to meet with folks like Chris and Doug - our event is complimentary to all buy-side. Go to PlanetMicroCapShowcase.com and click the register button.
For more information about Chris Tessin and Acuitas Investments, please visit: https://acuitasinvestments.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 and supplemental Airline flying the Airbus A320 family aircraft. GlobalX flies as a passenger ACMI and charter airline serving the US, Caribbean, European and Latin American markets. In 2023, GlobalX entered ACMI cargo market flying the A321 freighter.
I found Global Crossing Airlines Group on several forums I subscribe to, notably on MicroCapClub, and you might be asking yourself, oh boy, an airline, here we go. However, since starting the company in January 2020, Global Crossing Airlines has grown significantly and I wanted to better understand how and why this occurred, plus:
- Global Crossing's growth goals and how they hope to achieve them
- Original thesis for the company's founding
- Addressing downside risks/adding more planes to the fleet; and
- How folks understand the company
With that, please enjoy my conversation with Ryan Goepel, CFO of Global Crossing Airlines Group, Inc. For more information about Global Crossing Airlines Group, Inc., please visit: https://globalairlinesgroup.com/ Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 many times before, when you invest in a MicroCap stocks, you're primarily making a bet on the jockey aka management. That means part of your due diligence process, in my opinion, should be listening to conference calls, interviews, presentations management has done, as well as meet with management in a 1x1 meeting and asking as many questions as you have. We've done many episodes discussing the do's and don'ts of speaking with management, but surprisingly, we'd never done anything about how we should think about the information conveyed. That's where Josh and Tom enter the conversation, both of whom have an immense amount of experience meeting with management. Tom's background, in particular, I think differentiates their research process - his transition from doing investor relations full-time to being on the buy-side I think offers unique insight from someone who's been in the room with management teams discussing how they want to speak with shareholders.
For more information about Womack Capital Partners, please visit: https://www.womackcapitalpartners.com/
To register for the upcoming Planet MicroCap Showcase: VEGAS happening on April 25-27, 2023, please visit: https://planetmicrocapshowcase.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, batteries, and robotic systems. Their high-resolution 3D acoustic imaging solutions and services enable clients to overcome the challenges in our oceans – safely, efficiently, and sustainably. Kraken Robotics is headquartered in Canada and has offices in North and South America and Europe. Kraken is ranked as a Top 100 marine technology company by Marine Technology Reporter.
Since I first interviewed Greg back in 2017, the company has grown to the point of announcing on January 12, 2023, they expect to Report $40 Million in 2022 Revenue, up 56% Year-Over-Year. I wanted to invite Greg on to better understand:
- The inflection points resulting in revenue growth
- Geopolitical tailwinds
- Commercial opportunities outside their core Defense customer base, and;
- Greg's 3-5 year vision for Kraken Robotics
Kraken Robotics will also be presenting at our upcoming investor conference, the Planet MicroCap Showcase: VEGAS, happening on April 25-27, 2023. Registration is complimentary, you can do so at www.PlanetMicroCapShowcase.com.
With that, please enjoy my conversation with Greg Reid, President and CEO of Kraken Robotics. For more information about Kraken Robotics, please visit: https://krakenrobotics.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Namiri, Harris Perlman and Mathieu Martin, Ryan will be moderating a few sessions with companies that are within the "Keystone Coverage" universe. Ryan's firm, Keystone Financial, is an independent research firm that provides their investors with BUY/SELL/HOLD advice on undervalued micro, small, and mid-cap growth and value stocks. As their website states, "Real companies, producing real revenue and earnings growth, trading at low prices." In our conversation today, we dive deeper into Keystone's investing strategy plus a quick overview on two of the companies that Ryan will be doing fireside chats with: Envela, ELA on the NYSE American, and Geodrill, GEO on the TSX.
Fore more information about Keystone Financial, please visit: https://keystocks.com/
You can Follow Ryan Irvine on Twitter @RyanIrvine75: https://twitter.com/RyanIrvine75
To register for the upcoming Planet MicroCap Showcase: VEGAS happening on April 25-27, 2023, please visit: https://planetmicrocapshowcase.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 solutions are used by some of the world’s largest manufacturers, programming centers, and contract manufacturers to securely program integrated circuits and bring their electronic devices to life. Virtually every electronic product today incorporates one or more programmable semiconductor devices that contain data and operating instructions essential for the proper operation of the product. You hear that description, and one thinks, "ok, I can wrap my head around that", but then when you ask the question after, "ok, well what does that mean?", that's when the fun part of being a hightech MicroCap comes into play. Now, what do I mean when I say that - well, not every MicroCap story is as simple as a consumer goods story or some SaaS platform - that is both what provides opportunity and, conversely, barriers to entry if something sounds too complicated. In the case of Data I/O, they are somewhere in the middle, but I say all of this because we spend the first part of the interview working through the best way to understand their business for the every day, non-hightech investor. We also discuss:* Automotive electronics growth and their place in this market * Understanding the SentriX platform, and; * Vision for the company for the next 3-5 years
With that, please enjoy my conversation with Anthony Ambrose, President & CEO of Data I/O. For more information about Data I/O, please visit: www.dataio.com Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 style, and how he evaluates companies, he's on the Mount Rushmore of MicroCap investors of the last 20+ years. This is the reason I invite Maj to be a guest on my show, as well as headline any conference we do. When he speaks, you should listen, and if you have a chance to meet him and chat with him, you should.
Maj will be hosting a Top Tier Track on Day 2 of our upcoming conference: the Planet MicroCap Showcase, happening on April 25-27, 2023. This has been an idea we've chatted about for years and finally making it happen. Basically, MicroCap management teams that fit Maj's "Top Tier" criteria (which we describe in today's pod), will be giving 10-15 overviews of their businesses followed by Q&A with Maj and the audience. I'm really excited about this part of our agenda, and wanted to dedicate an episode of the pod to, yes shamelessly plug our upcoming event in Vegas (not going to deny that), but also discuss what the idea is, Maj's Top Tier criteria, why this criteria is important to digest with the current state of the markets and discuss a few names that will be participating. Maj and I always have a fun, lively conversation and this should serve as a fun preview of what you can expect in Las Vegas if you choose to join us.
For more information about GeoInvesting.com, please visit: https://geoinvesting.com/
You can Follow Maj Soueidan on Twitter @majgeoinvesting: https://twitter.com/majgeoinvesting
To register for the upcoming Planet MicroCap Showcase: VEGAS happening on April 25-27, 2023, please visit: https://planetmicrocapshowcase.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 and infection prevention company, providing environmental solutions for disinfection through the manufacturing, sales and licensing of its premier Binary Ionization Technology® (BIT™) platform. Invented under a defense grant in association with the Defense Advanced Research Projects Agency (DARPA) of the U.S. Department of Defense, BIT™ solution utilizes a low percentage hydrogen peroxide as its only active ingredient and uses patented ionized Hydrogen Peroxide (iHP™) technology in all SteraMist systems to create superior disinfection. I've seen TOMI present at many investor conferences and this was my first opportunity to interview management. Needless to say, I took full advantage, covering an array of topics including:* Deeper dive into the five divisions of the company, and the division Dr. Shane is particularly excited about * Ebb and flow of future pandemics and outbreaks and how that affects TOMI * Competitive landscape and downside risks, and; * Dr. Shane's vision for the company in 3-5 years.
With that, please enjoy my conversation with Dr. Halden Shane, CEO & Chairman of TOMI™ Environmental Solutions, Inc. For more information about TOMI™ Environmental Solutions, Inc., please visit: https://tomimist.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 is one of, maybe even the most under followed and under invested regions in the world. Is it geopolitical risk (no doubt there's that and not diminishing the significance of that risk whatsoever - we talk about it at length), but could it also be, well - it's also really hard to find good information about investments in Latin America, especially in English. That's where Patrick and his newsletter, LATAM Stocks enters the conversation.
He's an expat, who's been living in Brazil full time for the last 10 years, After starting out working at a boutique asset manager, he moved on to work as an M&A analyst at a family office, then went on to work as Chief Gringo (yes that’s an official job title, look it up) at one of the largest crypto currency exchanges in Latin America. Equity analysis is his first love, and he does the dirty work, a la one of our favorites here, Paul Andreola - Patrick goes through every local Latin American exchange, and dives deep into their financial statements. Needlesstosay, I'm now a fan, and really enjoyed my conversation with Patrick covering all things Latin America.
For more information about Patrick Flood and LATAM Stocks Newsletter, please visit: https://latamstocks.substack.com/
You can Follow Patrick Flood on Twitter @LatamStocks: https://twitter.com/LatamStocks
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 suite of web-based, SaaS subscription products providing access to comprehensive commercial credit reports, bankruptcy risk analytics, financial and payment information, and curated news on public and private companies worldwide. The products help corporate credit and procurement professionals stay ahead of and manage financial risk more quickly, accurately, and cost-effectively.
The Company’s newest platform, SupplyChainMonitor™, leverages its financial risk analytics expertise to create a risk management solution built specifically for procurement, supply chain, sourcing, and finance personnel involved in the supplier lifecycle, risk assessment, and ongoing risk monitoring. Users can assess counterparty risks at the aggregate and granular levels under a variety of categories including geography and industry, as well as customized, customer-specific configurations. The platform features mapping capabilities with real-time weather/natural disaster event overlays as well as customizable news notifications, reports, and charts.
The company has been around since 1999, they are a family owned and operated business, and nearly 40% of the Fortune 1000 rely on their solutions. I invited Jerry and Michael on because I wanted to better understand the business, plus:
- Jerry's philosophy about building a company built for the long-term
- Launch of SupplyChainMonitor, which we talk about at length
- Why they haven't been bought out by Dun & Bradstreet, and;
- Jerry & Michael's vision for the company
With that, please enjoy my conversation with Jerry Flum, Chairman and CEO, and Michael Flum, President and COO, of CreditRiskMonitor.com, Inc. For more information about the company, please visit: https://www.creditriskmonitor.com/about/shareholder-information
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 will be hosting three (3) LIVE podcast conversations, three separate guests with three different ideas being discussed. We are about TWO MONTHS AWAY now, so be sure to register at www.PlanetMicroCapShowcase.com.
Andrew and I also recently announced our collaboration on his show, Yet Another Value Podcast. I truly think that he has the best show breaking down investors' ideas, and in my opinion, in a world where there's enough "guru"-like pods out there, I think Yet Another Value Pod provides so much value as a listener to hear quality conversations about investment ideas. Today, we chat about working together, how this came out, our own takes on the financial podcast arena (already alluded to my main take here), as well as a debrief on what he learned from his investment in Twitter last year, corporate governance takes based on a current idea Andrew is working on and we close out on what to expect in Las Vegas for the Planet MicroCap Showcase: VEGAS! For more information about Yet Another Value Podcast/Blog, please visit: https://yetanothervalueblog.substack.com/ You can Follow Andrew Walker on Twitter @AndrewRangeley: https://twitter.com/AndrewRangeley Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 manufacturing, assembly, integration, and testing facility focused on commercial satellite design, manufacture, launch, and data collection. The company’s rich heritage includes the design and manufacture of many flight and ground component parts and systems for various space-related customers and programs. Sidus Space has a broad range of Space-As-a-Service offerings including space-rated hardware manufacturing, design engineering, satellite manufacturing and platform development, launch and support services, data analytics services and satellite constellation management.
Sidus Space has a mission of Bringing Space Down to Earth™ and a vision of enabling space flight heritage status for new technologies while delivering data and predictive analytics to domestic and global customers.
Ok yes, there was at least one balloon joke during our conversation (maybe more), but in all seriousness, you know the common phrase, Space is the Final Frontier; Carol and her team at Sidus Space are working towards opening that frontier for all, which we discuss in detail in our conversation, plus:
- Diving deeper into their business model
- The difficulty in launching new satellites
- Challenge of educating the population globally about space-based data, and;
- Where she envisions Sidus Space to be in 3-5 years and the inflection points that will get them there
With that, please enjoy my conversation with Carol Craig, Chairwoman and CEO of Sidus Space. For more information about Sidus Space, please visit: https://sidusspace.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 MicroCap bloodbath, which of course we all know, got worse (Planet MicroCap Index was down ~40% for the year). I've had a few investors on here to start 2023, where we dissected 2022, what worked, what didn't, and while Yaron and I start off the conversation that way, the reason I always enjoy having him on the show is that he has a unique ability to simplify. I just have to ask one question on what happened in 2022, and I think Yaron covers that question as succinctly and clearly as anyone; in 15 minutes no less. So, we chat about 2022, recognizing mistakes, improving his process, his 2023 outlook and a short back and forth about morality with investing.
For more information about 1 Main Capital, please visit: https://www.1maincapital.com/
You can Follow Yaron Naymark on Twitter @1MainCapital: https://twitter.com/1MainCapital
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 into Potentially Improper and Illegal Trading Activity in the Company’s Common Stock." This was a first for me, and a trend that I wanted to understand better: is this the same fight as the AMC/Gamestop short squeeze that galvanized retail investors to fight back against Wall Street? If so, are select MicroCaps taking advantage of these same retail investors - the idea being that Wall Street is potentially illegally naked shorting our stocks too, come join us in the fight. Or, are select MicroCaps utilizing tools, like ShareIntel, to genuinely understand what is happening in their company's stock in order to do something about it, protect long-term shareholders, or perhaps stop the bleeding because they'll need to raise more growth capital, which will already be dilutive. I invited on David to help me understand these questions and more.
For more information about ShareIntel, please visit: https://shareintel.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Orange 142, brings state-of-the-art sell- and buy-side advertising platforms together under one umbrella company. Direct Digital Holdings' sell-side platform, Colossus SSP, offers advertisers of all sizes extensive reach within general market and multicultural media properties.
The company's subsidiaries Huddled Masses and Orange142 deliver services for middle market advertisers by providing data-optimized programmatic solutions at scale for businesses in sectors that range from energy to healthcare to travel to financial services. Direct Digital Holdings' sell- and buy-side solutions manage approximately 90,000 clients monthly, generating over 100 billion impressions per month across display, CTV, in-app and other media channels. Direct Digital Holdings is the ninth black-owned company to go public in the U.S and was named a top minority-owned business by The Houston Business Journal.
Similar to last week's episode, I was also made aware of Direct Digital Holdings by Scott Weis from Semco Capital. Thank you, Scott! I invited Mark on today because I wanted to get a better understanding of the media buying (and selling) business, plus: * Defining middle market of advertisers; the company's target customer * Looking at the competitive landscape for media buying and selling; and * Understanding how Direct Digital Holdings serves both sides in the media placement transaction
With that, please enjoy my conversation with Mark Walker, Chairman and CEO of Direct Digital Holdings. For more information about Direct Digital Holdings, please visit: https://directdigitalholdings.com/ Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 or 4. Sentiment was extremely high, gold crossed the $1,800/oz threshold and every newsletter writer and gold bug espoused that $5,000/oz was not out of the question by the end of 2012. Sounds eerily familiar, eh? In any case, resources markets have had a rocky 10+ years - some ups and downs mostly driven by hype, i.e., materials needed for EV markets, ESG issues in mining, etc... And, here we are in 2023, and the price of gold has stayed above $1,800/oz to start the year. Brent is a frequent guest that I turn to when I have questions about the mining industry, especially right now, where there seems to be some real tailwinds lifting the industry right now (which we discuss in our chat). Brent will also be sharing his thoughts live on a panel at our conference, the Planet MicroCap Showcase on April 25-27, 2023, so if you like what you hear today, be sure to join in Vegas to meet him in person.
For more information about Exploration Insights, please visit: https://explorationinsights.com/
You can Follow Brent Cook on Twitter @BrentCookgeo: https://twitter.com/BrentCookgeo
oday's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 corporation of Lifted Made, Kenosha, WI (www.LiftedMade.com), which manufactures and sells hemp-derived and psychoactive products under its Urb Finest Flowers and Silly Shruum brands. LFTD Partners Inc. also owns 4.99% of CBD-infused beverage and products maker Ablis Holding Company (www.AblisBev.com), and of craft distillers Bendistillery Inc. d/b/a Crater Lake Spirits (www.CraterLakeSpirits.com) and Bend Spirits, Inc. (www.Bendistillery.com) all located in Bend, OR.
I was made aware of LFTD Partners by Scott Weis from Semco Capital, and after doing a quick dive into the company, I invited them on to better understand how LFTD has gotten to where they are today. You hear me gush a little bit in this interview, not a recommendation nor do I own LFTD Partners, but I've been interviewing cannabis companies for 8-9+ years now, was right there at the beginning interviewing psychedelics companies, and have chatted with countless investors/experts that are active in the space. The majority of the companies, I would argue, have or will fail in building a business in cannabis or psychedelics, especially in this nuclear winter, negative sentiment environment for this space. And so, when I come across a company like LFTD, I wanted to share a story that, for all intents and purposes, is not just surviving, but also thriving. That's not to say there hasn't been bumps in the road, which we discuss, as well as:* Lifted Made's brands: Silly Shruum and Urb Finest Flowers * Managing regulatory risks * Building out their distribution and sales networks * Importance of Brand IP; and * Running a psychedelics/cannabis company through the current nuclear winter/negative sentiment
With that, please enjoy my conversation with Gerry Jacobs and Nick Warrender from LFTD Partners, Inc. Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Team Europe. Also a US-resident, he was on Team Europe because he was pitching a video game development company based in Europe. I started thinking about my own experience with video games, and it took me a minute because my heyday was playing FIFA and Madden on Playstation 2. Safe to say, the gaming industry has grown A LOT since then.
I've also interviewed a number of MicroCap companies that would describe themselves as gaming or gaming-adjacent, and while it doesn't take a rocket scientist to recognize the explosion of video games, some of the newer entrants and business models haven't quite made a whole lot of sense to me. So, I brought on Hermann, who has 20+ years experience working and investing in the gaming industry, to cure me of my old man syndrome, and hopefully help all of us better understand how to think about investing in this space.
For more information about Hermann Peterscheck and Hypernormal Capital, please visit: https://hypernormalcapital.com/
You can Follow Hermann Peterscheck on Twitter @petershk: https://twitter.com/petershk
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 to the S&P Biotechnology Select Industry Index, the sector has been down ~45-50%. At the same time, in 2023, also according to the S&P Biotechnology Select Industry Index, the sector is up about 4-5% already on the year (as of January 20, 2023). Whether this is a sign that things are looking up for biotech is still too early to tell, but I felt its worth discussing why its been hard times in biotech in 2021 and 2022. Eden and I also discuss what he's looking for amongst the biotech rubble, in particular, why it's so important to pay attention to how Phase 2b clinical trials are constructed. We close out with his biotech predications for 2023.
For more information about Eden Rahim and Next Edge Capital, please visit: https://www.nextedgecapital.com/funds/next-edge-biotech-and-life-sciences-opportunities-fund/overview/
You can Follow Eden Rahim on Twitter @EdenRahim: https://twitter.com/EdenRahim
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 into how Avi's experience in 2020 set him up for a year, like 2022, was for MicroCaps. Specifically, he shares the best advice he received in the midst of a tough 2020 - "Don't Let Long-term Investing Blur into Entropy"; I think this phrase works for all investors and, in my opinion, can be a helpful concept when assessing and reassessing your portfolio. Following our conversation about 2022 and looking ahead to 2023, Avi and I discuss Research Solutions, RSSS on NASDAQ, which, as Avi points out, articulates his investing process in MicroCaps.
For more information about Avi Fisher and Long Cast Advisers, please visit: http://www.longcastadvisers.com/
You can Follow Avi Fisher on Twitter @LongCastAdviser: https://twitter.com/longcastadviser
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 with Corporación Nacional del Cobre de Chile (“Codelco”), the world’s largest copper producer. Amerigo produces copper concentrate and molybdenum concentrate as a by-product at the MVC operation in Chile by processing fresh and historic tailings from Codelco’s El Teniente mine, the world's largest underground copper mine.
Despite the copper price being down from it's all-time high in late February 2022, copper has been back to 2011 levels and consistently been above $4 since 2021. In a Reuters column published on January 17, titled, "Funds jump back into copper, betting on Chinese recovery", writer Andy Home states, "Investors played copper from the short side for much of last year, if they were prepared to engage at all. Rolling lockdowns in China, an energy crisis in Europe and aggressive rate hikes in the United States were all good reasons to give Doctor Copper a wide berth. The funds' sudden return is a sign that many are betting on a much sunnier outlook." Amerigo also just announced on January 17, 2023 their 2022 production results that came in above guidance, as well as provided their guidance for 2023. With all the news around copper right now, I invited on Aurora Davidson to discuss that, and:* Amerigo's business model, and how they are copper producer without owning an actual copper mine * Working exclusively with Codelco and what that means for their business and future growth potential * Geopolitical risks working in Chile, and; * Her vision for the company in 3-5 years
With that, please enjoy my conversation with Aurora Davidson, President and CEO of Amerigo Resources. For more information about Amerigo Resources, please visit: http://www.amerigoresources.com/ Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 just that. Last time I had Adam on was about 4 years ago, and since then his fund has grown, as well as his experience as a MicroCap investor. We jam on a few topics here today: what worked for him in 2022, specifically: businesses doing accretive M&A (which we get into more) and activist involvement, what didn't work, managing mental and emotional side of investing, especially in a year like 2022, capital raising in this environment and positioning himself heading into 2023. Speaking to the headline of today's show, we also discuss why his investment in Polished.com has, "been one of the more frustrating investments I've ever made", and the idea of frustrating investments in general.
For more information about Adam Wilk and Greystone Capital Management, please visit: https://www.greystonevalue.com/
You can Follow Adam Wilk on Twitter @AKWilk: https://twitter.com/AKWilk
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 opened up, China had remained on very strict lockdowns, and from a international business perspective, folks were wondering what are we supposed to do about this - will China ever re-open? If so, what will the new restrictions be?
Also, how do we think about China within the international business community when you compound lockdowns with their association with allegations of supporting Putin in the Ukraine War and the crackdown on Chinese tech companies.
Nevertheless, China has re-opened, and I wanted to put this news into context as some institutions start to look at investing overseas to park capital if the U.S. is to go into a recession. To help me answer all these questions, I invited on Michael Fritzell, Editor of Asian Century Stocks. Michael is Swedish citizen who has been living in Asia since 2009, currently resides in Singapore, and has been investing in Asian stocks since 2008.
In our discussion today, we discuss the China re-opening, consumer trends we should be looking in China with the re-opening, non-Chinese companies that sell product to China consumer base, investing in non-China-based Asian companies, and what this all means for MicroCaps in general.
For more information about Asian Century Stocks, please visit: https://www.asiancenturystocks.com/
You can Follow Michael Fritzell on Twitter @Fritz844: https://twitter.com/Fritz844
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 for both public and commercial enterprise use. The Company leverages a dealer network and close relationships with world-class manufacturing partners to supply its flagship electric, CNG and clean-diesel Vicinity buses, the VMC 1200 electric truck and a VMC Optimal-EV shuttle bus.I've known Vicinity for a long time now, since they were known as Grande West Transportation, and I invited Will on to share their journey, as well as:
- Recently announced $100M+ Purchase Order for 1,000 VMC 1200 Electric Trucks, and what that means for the company
- Diversifying their product offering beyond Electric Buses for municipalities into Electric Trucks
- Managing supply chain disruptions that they and most auto manufacturers experienced, and;
- How 2023 is all about executing their business model
With that, please enjoy my conversation with William Trainer, CEO, President, Director of Vicinity Motor Corp. For more information about Vicinity Motor, please visit: https://vicinitymotorcorp.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 2023. 2022 was a difficult year for almost everyone's portfolio across the board, especially if you are an active MicroCap investor, and so we reflect on events that could've been catalysts for steep declines in MicroCap stock prices. Artem and I also provide our observations, including our thoughts on who the biggest winners and losers were for 2022.
For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Leishman, Canaccord Genuity
Ryan Irvine, Keystone Financial @RyanIrvine75
Mathieu Martin, Rivemont MicroCap Fund @espacemc
Video version of the Stock Pitch World Cup™ - Team Canada, can be viewed here: https://www.youtube.com/watch?v=w16dgPQpvcM
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 @JanSvenda
Scott Weis, Semco Capital
Video version of the Stock Pitch World Cup™ - Team USA, can be viewed here: https://www.youtube.com/watch?v=-rJq7o9Za1I
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Hao @jhcapitall
Video version of the Stock Pitch World Cup™ - Team Asia, can be viewed here: https://www.youtube.com/watch?v=7Hq8qVNqGEo
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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
- Hermann Peterscheck @petershk
- Rukun Duggal, Chandern Capital LP
Video version of the Stock Pitch World Cup™ - Team Europe, can be viewed here: https://www.youtube.com/watch?v=wleBE7HLRaU
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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, Full-time Private Investor
David Pevcic, 62 Capital
Video version of the Stock Pitch World Cup™ - Team Australia, can be viewed here: https://youtu.be/dLyzPBNU6Ms
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 crop production know-how and intellectual property augmented by advanced AgTech facilities and solutions. Looking to serve the global market, the Company’s current focus is on North and Central America, Europe, and Asia. The AgriFORCE vision is to be a leader in delivering plant-based foods and products through advanced and sustainable AgTech solution platforms that make positive change in the world—from seed to table.
Agriculture technology or "AgTech" sector has garnered a lot more attention in recent years due to growing demand to feed a growing global population with entrepreneurs around the globe working tirelessly for solutions to this problem. AgriFORCE is right there in the fight, and we dive into: * AgriFORCE's technology solutions and brands * GrowHOUSE facilities opportunity * The company's business strategy, and; * Where CEO, Ingo Mueller, would like to see the company in 3-5 years.
With that, please enjoy my conversation with Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. For more information about AgriFORCE, please visit: www.agriforcegs.comToday's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 launch of Journalytic, an online investment journaling tool that was born from Jake's desire to have something not only to track his ideas, but that included many additional features. 2022 has been quite a year in the investing world - the list of events that happened is too long to go over here - but, even when things aren't as hectic as they were, this is a good time to self-reflect, think about what worked, what didn't work. What better way to start practicing introspection than by doing it, and I think Journalytic is a really interesting tool to help with that. We spend most of the episode talking about Journalytic and how it works - in fact, if you watch the video version of today's pod, we did a screen share for Jake to demo the product. We close out with Jake's own reflection on 2022 and the year that was, and how he's getting ready for the year to come. For more information about Journalytic and sign up for a free account, please visit: https://journalytic.com/ You can Follow Jake Taylor on Twitter @farnamjake1: https://twitter.com/farnamjake1 Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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. At the time of the recording, only a couple weeks ago, it seemed there was a never ending stream of bad news in finance. So, Nat and I wanted to share with you a good ole fashioned MicroCap conversation. Tune out all the noise by joining Nat and I talking about our mutual love of MicroCap stocks, as well as his investing philosophy with an idea that demonstrates his strategy in action. For me, the best advice Nat gave here was how he uses his stock watchlist - we talk about it all the time on pod, almost everyone we talk to uses one, but Nat clearly outlines a simple, useful way to leverage a watchlist.
For more information about Nat Stewart, NAS Capital and his newsletter, please visit: https://stockpicking.substack.com/
You can Follow Nat Stewart on Twitter @natstewart5: https://twitter.com/natstewart5
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 better way to enjoy your favorite foods. The Company’s mission is to provide “Real Food You Feel Good About Eating”, making delicious, nutritious foods that are low in sugar, low in carbohydrates and high in protein. The Real Good Foods family of products includes breakfast, lunch, dinner, and snacks – available in over 16,000 stores nationwide with additional direct-to-consumer options.
I have interviewed companies in the frozen foods space over the years, and I wanted to chat with Bryan today about the industry as it exists today, especially since COVID, as well as:
- How RGF positions their frozen food products and the Frozen Foods total addressable market
- Real Good Foods product differentiation
- Digital marketing strategy by working with social media influencers; and,
- Growth strategy and path to profitability
With that, please enjoy my conversation with Bryan Freeman, Executive Chairman of The Real Good Food Company. For more information about The Real Good Food Company, please visit: https://realgoodfoods.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 through acquisition. NOW’s VI solutions are organized by industry vertical and are built upon a foundational set of data technologies that fuse, secure, and mobilize data in a transformative and compliant way. The NOW product suite enables the creation of high-value VI solutions that are predictive in nature and drive automation specific to each high-value industry vertical.
Periodically, I crowdsource what companies you'd like to hear me interview on here, and NowVertical came up a few times, and they also are a constituent in the Planet MicroCap Index this quarter. With all that said, I invited Daren on the show to discuss:
- NowVertical's acquisition strategy and criteria
- Vertical Intelligence, what this means and suite of software and solutions available to their target customer base, as well as, who is their target customer base
- Path to profitability and balancing that goal with growing at the pace they foresee
With that, please enjoy my conversation with Daren Trousdell, Chairman and CEO of NowVertical Group. For more information about NowVertical Group, please visit: https://www.nowvertical.com/
Today's episode is sponsored by:
Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 the Freight Transports sector on the sell-side and parlayed that experience and launched a substack called, "Planes, Trains, &...Trucks." Even though he hasn't updated his substack for little bit, he still has a wealth of knowledge about the space and thought it'd interesting to learn more about the freight transports sector. He also happened to compete on Season 29 of the Amazing Race, so I guess it's all very appropriate that not only did Vanck compete on THE reality competition show around traveling, he covered the travel (albeit on the freight side) for a living.
You can Follow Vanck Zhu on Twitter @vanckzhu: https://twitter.com/vanckzhu
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 platform connecting the world’s best artisan food makers with top chefs and epicurean consumers nationwide.
Innovative Food Holdings has presented at all the main MicroCap events, so you may have heard about this company before. I've known Sam for a long time, and I wanted to invite Sam on here to dive deeper into IVFH as it exists today, and provide an opportunity for Sam to give you his unfettered perspective on the business. I'm thankful that Sam took the time to speak with me here today in this format.
With that, please enjoy my conversation with Sam Klepfish, Chairman and CEO of Innovative Food Holdings. For more information about Innovative Food Holdings, please visit: https://www.ivfh.com/
This video contains certain forward-looking statements and information relating to Innovative Food Holdings, Inc. (the “Company”) that are based on the current beliefs of the Company’s management, as well as assumptions made by, and information currently available to, the Company. Such statements reflect the current views of the Company with respect to future events and are subject to certain assumptions, including those described in this release. Should one or more of these underlying assumptions prove incorrect, actual results may vary materially from those described herein as “should,” “could,” “will,” “anticipate,” “believe,” “intend,” “plan,” “might,” “potentially” “targeting” or “expect.” Additional factors that could also cause actual results to differ materially relate to the global COVID-19 crisis, international crisis, environmental and economic issues and other risk factors described in our public filings. The Company does not intend to update these forward-looking statements. The content of the websites referenced above are not incorporated herein.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN.
The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 both Public Relations and Investor Relations Professionals. Our comprehensive solutions are used by thousands of customers from emerging startups to multi-billion dollar global brands, ensuring their most important moments are reaching the right audiences, via our industry leading newswire, IR website solutions, events technology, and compliance solutions.
For full disclosure, we're a customer of Issuer Direct's, using their events software and webcast solutions for our investor conferences, as well as publishing press releases through the Accesswire platform. I've also known Brian for pretty much my entire career working in MicroCaps and would consider him both a friend and colleague, and have always admired how he's gone about building and running Issuer Direct over the years. We've done a couple interviews over the years, but thought it was time for us to geek out on the media and news business, as well as discuss:
- Issuer Direct's just announced acquisition of Newswire and what the biggest acquisition in the company's history means for them moving forward
- the in and outs of the Press Release and News Distribution business and industry
- Lessons learned from mistakes made and what inspired the founding of Issuer Direct, and;
- Brian's vision for the company in 3-5 years
With that, please enjoy my conversation with Brian Balbirnie, CEO of Issuer Direct Corporation.For more information about Issuer Direct Corporation, please visit: https://www.issuerdirect.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 fellow guests of the show, Chris Krug and Artem Fokin, discussing MicroCap Due Diligence in the virtual world. Brian is as active a MicroCap investor as it gets, who has the record, or is right up there for doing the most 1x1 meetings (at least at our events) in the last few years. In our discussion, we talk about his background, where we have similar inspirations for getting into MicroCaps (our dads!). One key part of the conversation and why I titled this episode what I did is because MicroCap companies can have a tendency to chase that carrot or trend that investors are flocking to. We chat about what separates the companies that are prepared to carrot chase vs. those who are just going to keep chasing.
For more information about Brian Weber, you can connect with him on LinkedIn here: https://www.linkedin.com/in/brian-weber-12310558/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 technologies to create a Connected Care Platform. The Company’s devices give people the ability to receive care at home and confidence to age in place. LogicMark revolutionized the PERS industry by incorporating two-way voice communication technology directly into its medical alert pendant and providing this life-saving technology at a price point everyday consumers can afford. The Company’s PERS technologies are sold through the United States Veterans Health Administration and dealers/distributors. LogicMark has been awarded a contract by the U.S. General Services Administration that enables the Company to distribute its products to federal, state, and local governments. I recently met Chia-Lin at a conference and wanted to have her on to discuss:
- Turn-around strategy and pivoting to LogicMark from NXT-ID
- LogicMark's current products and ultimate goal of becoming a "Caring Platform as a Service" company
- Working with government institutions, in particular, with the Veterans Health Administration and the nature of that relationship, and;
- The company's path to profitability
With that, please enjoy my conversation with Chia-Lin Simmons, CEO of LogicMark, Inc. For more information about LogicMark, Inc., please visit: https://www.logicmark.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Planet MicroCap Review magazine, which is now available on SCRIBD, ISSUU and Substack. The theme for this issue is "Time to Look for “Fallen Angels” Stocks?". According to the Planet MicroCap Index, from Jan 2022 to the end of Q3, MicroCaps are down 34.74%, not too far off from all major indices. Almost every MicroCap company you look at is down at least 30%-50% on average. As my friend and colleague, Rick Rule, loves to remind me, "Bear Markets are the Authors of Bull Markets", thus I sought after a few authors to help me answer if now is the time to look at some of the most beaten up names out there.
Special thank you to Ben Claremon and Tim Travis, who although couldn't join our chat today, contributed great pieces discussing Fallen Angels as well. Fadi and Billy jumped on to talk more about "Fallen Angels", what that phrase means to them, and more. My favorite part of our conversation today that I think you should all pay attention to is when we discuss how to determine whether a particular stock that's down 30-40-50-80 percent is deserved because it's a dog, or whether it's a quality business whose valuation is more of an overreaction - I thought Billy and Fadi made some excellent points and suggestions here on what they look for here.
Check out the latest issue of the Planet MicroCap Review here: https://www.scribd.com/document/601442193/Planet-MicroCap-Review-Q3-2022
For more information about Stone Oak Capital, please visit: https://stoneoakcapitalllc.com/
You can Follow Billy Duberstein on Twitter @BDubes82 : https://twitter.com/BDubes82
You can Follow Fadi Diab on Twitter @TheGladiatorHC: https://twitter.com/TheGladiatorHC
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 exposure to Small and MicroCap stocks that I've been following for a while, and its long overdue to have Andrew and Nick on the show. They recently published the Q3 2022 investor letter, so I wanted to dive in to a bunch of topics they brought up in there: value in US community banks, LDI Pension Crisis, outlook for the remainder of 2022, plus their investing strategy and research process, where we talk about their investment in RCI Hospitality.
For more information about Fairlight Capital, please visit: https://www.fairlightcapital.com/
You can Follow Fairlight Capital on Twitter @Fairlight_Cap: https://twitter.com/Fairlight_Cap
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 include embedded components, external antennas, and integrated systems, across the globe. The company's mission is to connect the world through optimized integrated wireless solutions. Airgain’s expertise in custom cellular and antenna system design pairs with their focus on high-growth technologies and our dedication to simplifying the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, Airgain helps to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets.
Jacob has been with the company for 15+ years and seen the company grow to where it is today and is now steering the ship since taking over as CEO in 2019. We talk about his full experience at the company, plus:
- How the company has evolved from providing components to wireless systems
- Upselling Airgain's product suite to its Tier One clients
- Competing in the IoT space, and;
- Where he sees the company in 3-5 years and inflection points to get them there
With that, please enjoy my conversation with Jacob Suen, President and CEO of Airgain. For more information about Airgain, please visit: https://airgain.com/
Regarding notes concerning Forward-Looking Statements and the discussion of Non-GAAP Financial Measures, please reference Airgain’s 2022 Second Quarter Earnings release here: https://investors.airgain.com/news-events/press-releases/detail/164/airgain-reports-second-quarter-2022-financial-results. For more information on the Company, please reference the most recently filed annual 10K report here: https://investors.airgain.com/sec-filings/all-sec-filings?form_type=10-K&year=##document-582-0000950170-22-004238-2
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 stonks only go up. Safe to say, the world was a little different then, and things have shifted quite a bit. We got to chatting offline about the current environment, specifically how he's approaching investing in the eye of the storm. Jeremy was an active investor back in the 2008-2009 time period, so I wanted his take on how things are compared to then. Also, he sent me a paper by Meritech Capital about “Durable Growth”, and he's using this framework to help him through this difficult investing environment. We wrap up talking about how Jeremy would deploy this framework in MicroCaps.
For more information about Jeremy Deal and JDP Capital Management, please visit: https://jdpcap.com/
You can Follow Jeremy Deal on Twitter @Jeremy_Deal: https://twitter.com/Jeremy_Deal
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 channels across metaverse gaming platforms that empower developers, energize players, and entertain fans. The company’s solutions provide incomparable access to an audience consisting of players in the largest global metaverse environments, fans of hundreds of thousands of gaming influencers, and viewers of gameplay content across major social media and digital video platforms.
We've had a couple gaming companies on Due Diligence thus far, and I wanted to invite Ann because, as you'll hear, we are still in the early innings with many ways entrepreneurs are looking to capitalize on all the tailwinds for the industry. Ann and I discuss all of this, plus: * Super League Gaming's platform connecting gamers, game creators and advertisers * What deploying an advertising campaign looks like * Ann Hand's background and how she's channeling her past non-gaming experience into this new venture, and; * Working within the Minecraft and Roblox ecosystems
With that, please enjoy my conversation with Ann Hand, CEO of Super League Gaming. For more information about Super League Gaming, please visit: https://www.superleague.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 and Keith Smith, Portfolio Manager of Bonhoeffer Capital Management. We did a similar Willow Oak roundtable conversation back in 2020, and thought I'd bring the crew back together for a temperature check on 2022. I really appreciate everyone's take, and I think you will too, on what we're experiencing in 2022, how we got here, what's ahead and why all three guests are embracing the idea, to one degree or another, that the Special Situation right now is finding Growth-Oriented Firms Using Value Framework.
For more information about Willow Oak Asset Management, please visit: https://willowoakfunds.com/
Shree Viswanathan
Website: https://www.svncapital.com/
Twitter: https://twitter.com/SvnCapital
Steven Kiel
Website: https://www.arquitos.com/
Twitter: https://twitter.com/Steven_Kiel
Keith Smith
Website: https://www.bonhoeffercapital.com/
Twitter: https://twitter.com/Bonhoeffer_KDS
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 patented Digital Ledger Technology Platform currently used by Fortune 500 companies running mission-critical applications worldwide. Boardwalktech's digital ledger technology and its unique method of managing vast amounts of structured and unstructured data is the only platform on the market today where multiple parties can effectively work on the same data simultaneously while preserving the fidelity and provenance of the data. Boardwalktech can deliver collaborative, purpose-built enterprise information management applications on any device or user interface with full integration with enterprise systems of record in a fraction of the time it takes other non-digital ledger technology-based platforms.
I've done some short form video interviews with Andrew Duncan for our channel over the last year, and I wanted to dive deeper into the Boardwalktech story on topics such as:
- How their Digital Ledger Technology Platform works and is not just another smart excel spreadsheet
- Having a patented Digital Ledger Technology Platform before "ledger technology" became associated with blockchain and crypto, and;
- Taking the next step to profitability
With that, please enjoy my conversation with Chairman and CEO, Andrew Duncan, and CFO and Director, Charlie Glavin. For more information about Boardwalktech, please visit: https://www.boardwalktech.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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, journey to the US, his book - "The Joys of Compounding", and his stint as portfolio manager at Summit Global Investments. After leaving Summit Global July last year, where Gautam was a portfolio manager for the last 5 years, he set out to start his own fund focused on Indian equities. In our discussion we talk about Gautam's new endeavor at Stellar Wealth Partners, why Indian-listed equities only, why US investors looking to get exposure outside the US should consider India, understanding the Indian economy and growth prospects, plus why now is the time to get exposure to Indian equities.
For more information about Gautam Baid and Stellar Wealth Partners India Fund, please visit: https://stellarwealthindia.com/
You can Follow Gautam Baid on Twitter @Gautam_Baid: https://twitter.com/Gautam__Baid
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, Boat Rocker's purpose is to tell stories and build iconic brands across all genres and mediums. With offices around the world, Boat Rocker's creative and commercial capabilities include Scripted, Unscripted, and Kids & Family television production, distribution, brand & franchise management, a world-class animation studio, and talent management through Untitled Entertainment. A selection of Boat Rocker's projects include: Invasion (Apple TV+), Orphan Black (BBC AMERICA, CTV Sci-Fi Channel), Dear... (Apple TV+), Billie Eilish: The World's a Little Blurry (Apple TV+), The Next Step (BBC, Family Channel, CBC), Daniel Spellbound (Netflix), and Dino Ranch (Disney+, Disney Junior, CBC).
Boat Rocker Media went public in March 2021 on the TSX, so they are relatively newer public company, and I wanted to learn more about their strategy moving forward, as well as:
- What differentiates Boat Rocker Media from other publicly traded independent studios
- Opportunities within each business segment, and;
- John's vision for the company in 3-5 years
With that, please enjoy my conversation with John Young, CEO of Boat Rocker Media. For more information about Boat Rocker Media, please visit: https://boatrocker.com/home/default.aspx
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 for this panel was Dr. Nicole Adshead-Bell, President at Cupel Advisory, Jamie Holman, Portfolio Manager at Merk Investments and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. The original theme for the panel was "Pro Tips on Investing in Junior Miners", which we do answer, but the overall take home message from the live audience was our discussion about the Mining industry's PR problem. We unpack why mining has such a bad reputation with the average retail investor, why the negative sentiment in mining right now feels very different than past troughs, as well as what the mining industry needs to do to push back against the perception that mining is bad. My three guests are very experienced professional investors in mining, and wherever you land on the spectrum in terms of mining or precious metals in your portfolio, I think you will really appreciate their insights on this topic. Also, special thank you to the entire team at the Precious Metals Summit and the Levental Family for your hospitality and hosting one of the best MicroCap events on the calendar.
For more information about Dr. Nicole Adshead-Bell and Cupel Advisory, please visit: https://www.cupeladvisory.com/
For more information about Tavi Costa and Crescat Capital, please visit: https://www.crescat.net/
For more information about Jamie Holman and Merk Investments, please visit: https://www.merkinvestments.com/index.php
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, and it's been a long summer, with a potentially longer winter ahead of us, and I wanted his thoughts on navigating our current MicroCap environment. Maj also recommended having Quim Abril on the show to give his take as well, and talk about his investing course geared towards native Spanish speakers. We discuss in depth that right now, at this point in 2022, when looking at MicroCaps (at any potential investment), Maj and Quim are focusing on KPI's, Key Performance Indicators that the company can show that indicates their business success, growth or lack thereof. It's easy right now to get wrapped up in so many different data points at both the macro and individual company scale, so being able to lock in on information that one can clearly see the overall performance of the business. Quim and Maj give a number of live examples to demonstrate what they mean by this. We also talk about overall pessimism in MicroCaps, thoughts on why and as demonstrated with honing in KPIs, what we can do about it.
For more information about GeoInvesting, please visit: https://geoinvesting.com/
For more information about Draco Global, please visit: https://www.dracoglobal.es/
You can Follow Maj Soueidan on Twitter @MajGeoinvesting: https://twitter.com/majgeoinvesting
You can Follow Quim Abril on Twitter @AbrilQuim: https://twitter.com/AbrilQuim
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 20 years experience as a professional investor, and prior to foundering Ocean Park Investments, he worked with legendary investors, such as, Peter Lynch and with the late Michael Price. Dennis extracted many lessons during those experiences, and went on to write a book titled, "5 Keys for Value Investing." Dennis hasn't done a ton of podcasts, so I am very excited for you to learn more from his experiences, as well as his investing strategies at Ocean Park Investments.
For more information about Ocean Park Investments, please visit: https://oceanparkinvestments.com/
You can Follow Dennis Jean-Jacques and Ocean Park Investments on Twitter @OceanParkInvest: https://twitter.com/OceanParkInvest
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 market information and streaming financial data solutions to media, corporations, online brokerages, and financial services companies. The Company licenses interactive stock research tools such as streaming real-time quotes, market research, news, charting, option chains, filings, corporate financials, insider reports, market indices, portfolio management systems, and data feeds. Their client list includes companies such as: NASDAQ, TMX Group, CSE, London Stock Exchange, The Motley Fool, Canaccord Genuity, and well, us here at Planet MicroCap.
If you've visited any of our websites over the years and follow our newly launched index, all of that is powered by QuoteMedia. Suffice to say, I've known QuoteMedia, their CEO, Dave Shworan, the team at QuoteMedia (shout out to Jon and David!), for a long time. Over the last couple years, the company has done a few conferences and started to publicly announce new customer wins, but for the most part, they've stayed under the radar. That's why I wanted to chat with Dave on the show today to learn more about QuoteMedia as a company, as well as:
- How the company is trying to disrupt financial market information and streaming financial data solutions industry
- Competing with large, well-established companies like Bloomberg, Thomson Reuters, Factset and more
- Moving into primary source data collection rather than getting it from other aggregation services, and;
- Capital allocation, and growing the empire vs. the prospect of being acquired
With that, please enjoy my conversation with Dave Shworan, President, CEO and Director of QuoteMedia, Inc. For more information about QuoteMedia, Inc., please visit: https://quotemedia.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 space has had a rough year in 2022, I'd argue that two sectors that have particularly had it rough are Mining and Psychedelics (which we talked about in Episode 239 with Fadi Diab). Probably the sector, however, that has received, not only the least amount of "love" so to speak, it's being completely forgotten about and not mentioned at all - Cannabis! I've heard Aaron on multiple podcasts talking about the opportunities in Cannabis, and rather than doing a "Cannabis Investing 101" pod, we wanted to talk about why capital has dried up for the cannabis industry (for now), why brokerage houses have made it extremely difficult to buy cannabis stocks, and most importantly the headwinds that have caused this "Cannabis Winter." Don't worry Cannabis enthusiasts, we do also cover what catalysts could result in a rebound for the cannabis industry.
For more information about Mindset Capital, please visit: https://mindsetvalue.substack.com/
You can Follow Aaron Edelheit on Twitter @aaronvalue: https://twitter.com/aaronvalue
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 engineered solutions, power grid and microwave tubes and related consumables; power conversion and RF and microwave components; replacement parts, tubes, and service training for diagnostic imaging equipment; and customized display solutions.
For 75 years, the company has been a provider of power grid and microwave tubes, and serves customers in the alternative energy, aviation, broadcast, communications, healthcare, industrial, marine, medical, military, scientific and semiconductor markets.
The Company’s strategy is to provide specialized technical expertise and “engineered solutions” based on their core engineering and manufacturing capabilities. The Company provides solutions and adds value through design-in support, system integration, prototype design and manufacturing, testing, logistics, and aftermarket technical service and repair through its global infrastructure.
I've seen Richardson Electronics at a number of conferences over the years, so it was great to get Ed and, COO, Wendy Diddell, on the podcast to discuss:
- The company's 75 year history and Ed's 60 year career with Richardson Electronics
- Helping investors make sense about the company, why "Engineered Solutions" is simple, and;
- Richardson's growth opportunities and tailwinds driving those prospects
With that, please enjoy my conversation with Ed Richardson, Chairman, CEO and President of Richardson Electronics. For more information about Richardson Electronics, please visit: www.rell.com
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 while, so I was keen to get an update and he did not disappoint. We talked about topics I did not expect to cover, and in true contrarian form, we went deep on two extremely unloved sectors right now: Psychedelics and Mining, plus a whole bunch more.
For more information about Fadi Diab and The Spec Investor, please visit: https://www.thespecinvestor.com.au/
You can Follow Fadi Diab on Twitter @TheGladiatorHC: https://twitter.com/TheGladiatorHC
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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. The Company is seeking to acquire additional assets and entities serving the gaming and esports markets and, more broadly, in sports and entertainment.
GameSquare owns a portfolio of companies including Code Red Esports Ltd., an esports talent agency serving the UK, GCN, a digital media company focusing on the gaming and esports audience based in Los Angeles, USA., NextGen Tech, LLC (dba as Complexity Gaming), a leading esports organization operating in the United States, Swingman LLC (dba Cut+Sew and Zoned), a gaming and lifestyle marketing agency based in Los Angeles, USA, and Fourth Frame Studios, a multidisciplinary creative production studio.
Video games and playing sports online has been around forever, at least it seems that way as a millennial who grew up playing both. However, the idea of Gaming and Esports as a business is relatively new, but is starting to get a lot of institutional support, both from a finance perspective, and even from various sports leagues. In fact, Jerry Jones, Owner of the Dallas Cowboys and probably the most well-known owner in sports, happens to be an investor in Gamesquare.
I met Justin when he participated in a "Gaming" panel we hosted for one of our virtual events, so I invited him on to learn more about how they are approaching monetizing gaming, as well as:
- Evolution of gaming and esports as a business
- Gamesquare's business model
- How involved Jerry Jones and the Goff's of Goff Capital are in Gamesquare, and;
- How the company plans to balance their growth objectives with goal of becoming a profitable business
With that, please enjoy my conversation with Justin Kenna, CEO of GameSquare Esports Inc. For more information about GameSquare Esports, please visit: https://www.gamesquare.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 former Reporter and Editor at the Wall Street Journal covering Asia Finance. I recently met Rick via Twitter when chatting about one of the recent Due Diligence pods; after learning more about his background and expertise, we had to do an episode. At the University of Virginia, Rick has taught a course titled, "Global Digital Divide: Big Tech in a Multipolar World" that explores how executives and policymakers are grappling with the rise of Big Tech across the globe with a particular emphasis on Silicon Valley and China’s tech ecosystems.
Considering all the news around China, technology and as we discuss on the show, the implications of Chinese leader Xi Jinping's imminent re-election for a third term, I thought the timing was perfect to have Rick on to chat about all of these topics. And as a bonus, we also get into Rick's approach to MicroCap investing, his opinion on why investing in MicroCaps can generate outsized returns and of course, why investors should be highly skeptical of US-listed MicroCaps with operations in China.
You can Follow Rick Carew on Twitter @RickCarew: https://twitter.com/rickcarew
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, production, marketing, live streaming, wholesale distribution, and direct-to-consumer sales of branded apparel, footwear, accessories, fine jewelry, home goods and other consumer products, and the acquisition of dynamic consumer lifestyle brands.
This is a company that doesn't put out a whole lot of news other than your standard Q's and K's, and yet, has done the conference circuit and I've known about for some time. I wanted to take this opportunity to learn more about Xcel Brands from Robert, the company, as well as:
- Key takeaways of the recent Isaac Mizrahi transaction
- His opinion on what the future of retail looks like in 1-3 years, and;
- What is Livestreaming and why are Xcel is so excited about this opportunity
With that, please enjoy my conversation with Robert D’Loren, CEO & Chairman of Xcel Brands, Inc. For more information about Xcel Brands, Inc., please visit: https://xcelbrands.co/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Value After Hours with Tobias and Jake, and I wanted to have him on to discuss all things Value Investing. Tim is a deep value investor who closely follows everything that's happening in value investing circles. Pretty simple, I ask him about it all.
For more information about T&T Capital Management and Tim Travis, please visit: https://www.ttvalueinvesting.com/
You can Follow Tim Travis on Twitter @TimTravisValue: https://twitter.com/TimTravisValue
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 platforms and Banking-as-a-Service (BaaS) providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness.
The BM Technologies (BMTX) digital banking platform employs a multi-partner distribution model, known as "Banking-as-a-Service" (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business.
Luvleen was recently Named Winner of Greater Philadelphia Ernst & Young (EY US) Entrepreneur Of The Year® 2022. She's also one of, probably, the youngest public company CEOs (not just MicroCap) that I've interviewed. We discussed all of this, and:
- What "Banking-as-a-Service (BaaS)" means and BMTX's opportunity here
- T-Mobile partnership; and,
- Business strategy around BMTX's announced merger with First Sound Bank expected to close in second half of 2022
With that, please enjoy my conversation with Luvleen Sidhu, CEO and Co-Founder of BM Technologies, Inc. For more information about BM Technologies, please visit: https://www.bmtx.com/, https://ir.bmtxinc.com/, https://www.t-mobilemoney.com/, https://luvleensidhu.com/
BMTX’s social channels:
https://twitter.com/bmtxinc
https://www.facebook.com/bmtxinc/
https://www.instagram.com/bmtxinc/
https://www.tiktok.com/@bmtxinc
https://www.linkedin.com/company/bmtxinc
Luvleen’s social channels:
https://www.linkedin.com/in/luvleen-sidhu-021ab258/
https://twitter.com/luvleensidhu (@LuvleenSidhu)
https://www.facebook.com/LuvleenSidhuBMTX/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 while, but couldn't figure out a time. I got an email from him a couple weeks ago announcing the launch of his public equity fund, Infuse Partners LP. I asked to come on the show and we made it happen. We talked about everything from when he got his start investing, his Research as a Service platform - Investing City, how he got the Walmart CEO as his first interview on his podcast, and of course, his new venture. My favorite part of our interview is why he waited to launch a fund until he experienced a market drawdown.
For more information about Infuse, please visit: https://www.infuse-am.com/
You can Follow Ryan Reeves on Twitter @RyanReeves_: https://twitter.com/RyanReeves_
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 electro-optic (EO) polymers to transmit data at higher speeds with less power. The Company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets.
I interviewed Dr. Lebby in April 2020 in a short CEO interview that's available on our YouTube Channel when the company was still listed on the OTCQB; and still a MicroCap. Fast-forward to just over two years later and Lightwave is now listed on NASDAQ with a market cap over $1B. I invited Dr. Lebby on to make sense of the company's rapid growth, as well as:
- What makes Electro-optic (EO) Polymers technology unique and different compared to the legacy technology Lightwave is looking to replace
- The company's business strategy to capitalize on the momentum of the last couple years; and
- Where Dr. Lebby envisions the company in the next 3-5 years
With that, please enjoy my conversation with Dr. Michael Lebby, CEO of Lightwave Logic, Inc. For more information about Lightwave Logic, Inc., please visit: https://www.lightwavelogic.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 to Adam and thank you! I've done a few interviews over the years with MicroCap management teams claiming that their holding company is the next Berkshire or a mini-Berkshire, the goal being to build the next multi-billion dollar conglomerate. I say this slightly in jest because I'm not sure how many of those companies are still around, however, it inspired my conversation with Carter today because he focuses on finding quality conglomerates, but also serial acquirers as a whole.
For more information about Carter Johnson and MCJ Capital Partners, please visit: https://www.mcjcapitalpartners.com/
You can Follow Carter Johnson on Twitter @CarterJohnson23: https://twitter.com/CarterJohnson23
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 future-proofed multi-directional grids that improve the efficiency, reliability and sustainability of public power and electric cooperative utilities and the communities they serve.
Tantalus was founded in 1989 and went public in early 2021 via an RTO with RiseTech. Despite being around for over 30 years, the company is very new to the public markets, and just starting to get the word out on who they are and their smart grid technology. I invited Peter on today because I wanted to better understand why the utility market needs a technology upgrade right now and:
- How Tantalus is looking to capitalize on key industry trends driving Smart Grid spend
- How Tantalus' smart grid solutions work, using a couple examples in the field
- How Tantalus wants to automate the meter process, and;
- Why they are not just another meter manufacturer
With that, please enjoy my conversation with Peter Londa, President and CEO of Tantalus Systems Holding Inc. For more information about Tantalus, please visit: https://www.tantalus.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 from Bison Interests. If you've been following MicroCap performance for 2022, it's nothing short of a bloodbath; data from the MicroCap Review Index shows that the space is down ~27% since the New Year. I wanted to make sense of this with three of the best minds in the game today.
You can Follow Jason Hirschman on Twitter @EightTrack180: https://twitter.com/EightTrack180
You can Follow Yaron Naymark on Twitter @1MainCapital: https://twitter.com/1MainCapital
You can Follow Josh Young on Twitter @Josh_Young_1: https://twitter.com/Josh_Young_1
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, photonics and infrared solutions for the industrial, commercial, defense, telecommunications, and medical industries. LightPath designs and manufactures proprietary optical and infrared components including molded glass aspheric lenses and assemblies, custom molded glass freeform lenses, infrared lenses and thermal imaging assemblies, fused fiber collimators, and proprietary Black DiamondTM ("BD6") chalcogenide-based glass lenses. LightPath also offers custom optical assemblies, including full engineering design support. The Company is headquartered in Orlando, Florida, with manufacturing and sales offices in Latvia and China.
The first time we interviewed management from LightPath was back in 2012. Since that time, the company has gone through quite a bit, and I invited Sam on to discuss the company's genesis to where they are today, as well as: * How the company and their technology has evolved over time * LightPath's business strategy and criteria for working with their desired partners; and, * Market opportunity based on their target customer base
With that, please enjoy my conversation with Sam Rubin, President & CEO of LightPath Technologies. For more information about LightPath, please visit: www.lightpath.com
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 - be sure to check out our interview talking about Solition Devices (OTC: SODI), where Tim is the CEO. In addition to being CEO of a publicly traded company, Tim runs Cedar Creek Partners that focuses on Micro and Small Cap equities. We answer all your questions that came through on Twitter, and as the title suggests, making a business grow is not easy. Tim has no fear taking larger positions in MicroCap stocks, and enacting change to hopefully unlock value for shareholders, which can be difficult (at any level). We talk about a couple of those experiences, including PharmChem and Tix Corporation, as well as liquidity, position sizing and much more!
For more information about Cedar Creek Partners, please visit: https://www.eriksencapitalmgmt.com/
You can Follow Tim Eriksen on Twitter @eriksen_tim: https://twitter.com/eriksen_tim
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 solutions for systems that demand the ultimate in performance and reliability. Customers in aerospace, defense, industrial and space rely on Solitron’s innovative products to develop smaller, lighter weight, higher efficiency systems level power solutions.
Solitron Devices has been requested a few times when I've crowd-sourced who y'all want to hear on the show, and Tim did not disappoint. We had a wide-ranging discussion about:
- History of Solitron Devices, and how Tim got involved
- Crossing over from shareholder to CEO, and understanding the defense industry
- Downside risks, OTC Markets, and where he sees the company in 3-5 years
With that, please enjoy my conversation with Tim Eriksen, CEO of Solitron Devices. For more information about Solitron Devices, please visit: https://solitrondevices.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Growth Companies" at our virtual event in December 2021 (highly recommend checking that out), and I wanted to get to know Sharon and her investing philosophy better. Assuming that you've been following the news, or better yet seen the performance from the MicroCap Review Index, the broader markets have been taking a bit of a shellacking with MicroCaps taking the brunt of this beatdown. With all this in mind, the best investors see market drawdowns as a chance to find and/or add to quality positions. That's what Sharon and I discuss today; what she looks for and her small and MicroCap criteria during market drawdowns.
For more information about Sharon Wang and PenderFund, please visit: https://www.penderfund.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 combining technology and subject matter expertise, AudioEye is helping companies and content creators solve every aspect of web accessibility—from finding and resolving issues to navigating legal compliance, to ongoing monitoring and upkeep. AudioEye delivers automated remediations and continuous monitoring for accessibility issues without making fundamental changes to website architecture, source code, or browser-based tools.
AudioEye's thesis is a relatively simple and painfully obvious problem on so many levels that needs a solution. We talk about this and:
- AudioEye's technology platform to make the digital landscape fully accessible for all participants
- Capital allocation decision making process; and,
- What investors get most confused about with the company.
With that, please enjoy my conversation with Dr. Carr Bettis, Executive Chairman of AudioEye. For more information about AudioEye, please visit: https://www.audioeye.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 the business and learning about the stock market, StockTwits was one of the first platforms I used. This was back in 2011 before Twitter and Fintwit became what it is today. So, to say I've been a fan of Howard is an understatement. I don't care what anyone says, the idea of Fintwit (for better or worse) began with Howard. In our conversation, we chatted about a wide variety of topics, including: what staying in the (investing) game looks like for him, his criteria for new potential investments and his thoughts on current events in finance. This was an awesome experience for me and I'm stoked Howard took the time to talk with me.
For more information about Howard Lindzon, please visit: www.HowardLindzon.com
You can Follow Howard Lindzon on Twitter @howardlindzon: https://twitter.com/howardlindzon
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Summits, where I think he's participated in multiple stock pitches at those events. I'd been wanting to chat with Michael for a while on the pod, and I'm stoked that we could make it happen. Michael is a deep value microcap investor. Simply put, we spend our time breaking down what that means and going through some examples that demonstrate that philosophy.
For more information about Gate City Capital Management, please visit: https://www.gatecitycap.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 multiple VR and AR software & services companies, and designed with the specific purpose of cultivating companies in the emerging VR/AR industry.
The metaverse, virtual reality, augmented reality all comprise what's known as "Immersive Technologies", which, as I learned from Lyron, we are in the first phase of this technology cycle. I wanted to chat with Lyron about all of this, especially since we're in the early innings, as well as how The Glimpse Group is addressing:
- Emerging immersive technology cycle
- Where we are at in the cycle and why, and;
- The Glimpse Group's corporate strategy to mitigate the growth aspect associated with new tech
With that, please enjoy my conversation with Lyron Bentovim, President & CEO of The Glimpse Group, Inc. For more information about The Glimpse Group, please visit: https://www.theglimpsegroup.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Watchlist Investing Newsletter. As the title indicates, "Patience is Your Friend"; we know this phrase, and some of us truly embrace the meaning behind it. Adam's main takeaway from going to this year's Berkshire meeting was this phrase. When one of your heroes or person that you highly respect uses phrases like this, I don't know about you, but I most definitely listen and want to better understand why. In our conversation, Adam and I try to answer that question.
For more information about Mead Capital Management, please visit: https://meadcm.com/
You can Follow Adam Mead on Twitter @BRK_Student: https://twitter.com/BRK_Student
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 (CCaaS), communication platform software solutions, and collaboration services designed to provide enterprise-class cloud communication solutions to any size business through their business partners, agents, and direct channels. Crexendo's solutions currently support over two Million end users globally and was recently recognized as the fastest growing UCaaS platform in the United States.
Crexendo has been written up in some MicroCap newsletters I respect, and Doug did an interview with Maj Soueidan on one of our pods a while back. I invited Doug to join me for this conversation to discuss:
- Where he sees the company in 3-5 years
- the inflection points that will get them to that point, and;
- How COVID impacted Crexendo
With that, please enjoy my conversation with Doug Gaylor, President and COO of Crexendo, Inc. For more information about Crexendo, Inc., please visit: https://www.crexendo.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Nathan because I wanted to learn more about the Psychedelics sector. I remember quite vividly when the Cannabis sector started to gain traction in public markets, for me that was back in 2014. Psychedelics companies have come on the public markets scene in the last 18-24 months, and how its performance is very reminiscent of how Cannabis got its start. We've had a number of psychedelics companies present at our events, and thought it was time to figure out if this was a passing fad or here to stay.
For more information about Aegis Capital Corp., please visit: https://www.aegiscapcorp.com/
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 product portfolio consists of meatballs, meatloaf, sausages and pasta bowls with beef, turkey, chicken and pork varieties – as well as an assortment of chicken-based dishes, olives, savory products and salads through its T&L Creative Salads and Olive Branch subsidiaries. The Company’s products are sold in over 45,000 locations nationwide, including at regional delis and retailers such as Sam’s Club, ALDI Markets, Schnuck Markets, Whole Foods, Publix, ShopRite, Stop & Shop, Costco and Albertsons – as well as through national distributors such as Sysco and United Natural Foods. The Company also maintains a direct-to-consumer presence on QVC and through Amazon Fresh.
I've known Carl a long time, and have sampled many meatballs at conferences over the years. So I invited in him on to discuss:
- Capital allocation strategy, specifically in regards to M&A
- How the company managed supply chain issues, and;
- the Specialty Pre-Prepared, All-Natural Foods space
With that, please enjoy my conversation with Carl Wolf, Chairman and CEO of MamaMancini's. For more information about MamaMancini's, please visit: www.MamaMancinis.com
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 see if he'd be interested in jumping on the pod. After initially declining, he decided to come on the podcast and I'm really glad he did. I've had many guests that started out as shareholders and eventually became more involved with their holdings, most often as a Board Member. Chris' story is unique to this podcast in that he went to work at one of his portfolio companies, Etsy. So, I wanted to learn more about his background, and some of the investing lessons learned going from shareholder to employee.
You can Follow Chris Bernatz on Twitter @jj_shipley: https://twitter.com/jj_shipley
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, since 2008 with a product lineup that includes Azuñia Tequilas, Burnside Whiskeys, Hue-Hue Coffee Rum, and Portland Potato Vodkas. Eastside's Craft Canning + Bottling subsidiary is one of the Northwest's leading independent ready-to-drink canners.
Geoffrey and I talk quite a bit about Eastside's Craft Canning + Bottling subsidiary, and I learned more about canning in our conversation than I ever thought I would know. All jokes aside, we also discuss:
- Managing supply chain issues
- Why the industry is running out of aluminum cans
- What makes Eastside unique and different compared to their peers
With that, please enjoy my conversation with Geoffrey Gwin, CEO and CFO of Eastside Distilling. For more information about Eastside Distilling, please visit: https://www.eastsidedistilling.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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™ platform through its subsidiaries to develop blood tests to help diagnose and monitor a range of life-altering diseases including some cancers and diseases associated with NETosis such as sepsis and COVID-19. While the company has been primarily focused on human diagnostics and monitoring, it also has a subsidiary focused on animal diagnostics and monitoring.
Even though Volition's animal diagnostics and monitoring subsidiary is relatively new, the company recently announced a $28M deal with Heska Corporation for their low cost animal cancer screening and monitoring tests. I've known Volition for a long time, and want to chat with Cameron about:
- Animal diagnostics and monitoring subsidiary
- How this subsidiary fits with Volition's strategy moving forward
- Current status on their clinical trials for their blood tests
- What Cameron thinks about the potential for their NETosis product
With that, please enjoy my conversation with Cameron Reynolds, President and CEO of VolitionRx. For more information about VolitionRx, please visit: https://volition.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 Hotel & Casino in Las Vegas. Joining me on this panel are: Brandon Mackie (Smallcap Discoveries), Jason Hirschman (@EightTrack180), Emily Paxhia (@empax1) and Gary Ribe (@EnterprisingInv). For those tracking MicroCap Stocks in 2022, it hasn't been a pretty picture (MicroCap Review Index MCRI was down 16.56% YTD at the time of this recording), so we wanted to answer the question: are we in a bear market for MicroCap Stocks? Have there been any other times in recent history reminiscent of what we're seeing today in MicroCaps? And, what our panelists' strategies would be if we were in fact in a MicroCap bear market? Please enjoy!
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 proprietary AI platform for audio and technologies for podcasts. Auddia offers two industry firsts-the ability to listen to any AM/FM radio station with added personalized content and no commercials, as well as podcasts with an interactive digital feed that supports deeper stories and delivers digital revenue to podcasters. As a podcaster myself, I'm always interested in learning about new technologies that could benefit our audience's listening experience, so I interested in diving deeper with Jeff about:
- faidr and Vodacast applications
- Reactions to the applications so far, and the marketing plan to reach critical mass
- The barriers to entry from other larger audio streamers
With that, please enjoy my conversation with Jeff Thramann, Executive Chairman of Auddia Inc. For more information about Auddia Inc., please visit: https://auddiainc.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 investors that I haven't had on the show yet, quite a few of you suggested Mariusz. I really enjoyed getting to know Mariusz, his background, how MicroCap investing fit his personality and how he was able to turn $10,000 investment in 2009 to $7 Million in 12 years.
For more information about Mariusz Skonieczny and MicroCap Explorations, please visit: https://microcapexplosions.com/
You can Follow Mariusz Skonieczny on Twitter @ClassicValueInv: https://twitter.com/ClassicValueInv
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Resources (IDR) is one of the few resource-based companies (public or private) possessing the combination of officially recognized U.S. domestic rare earth element properties (in Idaho) and Idaho-based gold production in an established mining community. IDR’s strategic two-pronged approach as a gold producer with a focus on rare earth elements and other strategic resources gives them a unique foundation of cash flows and future business plans.
Idaho Strategic Resources is not your normal mining company, at least not the kind I'm used to interviewing in my career, and my goal for this interview was to understand the DNA for why. In addition, John and I discuss:
- Gold Production asset in North Idaho
- Why IDR is excited about their Rare Earth Elements projects
- What it's like going from a nobody's heard of us company on OTC to now an NYSE-listed company, after their recent uplisting
With that, please enjoy my conversation with John Swallow, CEO and President of Idaho Strategic Resources, Inc. For more information about Idaho Strategic Resources, please visit: https://idahostrategic.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 disconnect between the mainstream idea that we need more battery metals for EV and other applications, and what the reality of the situation looks like right now: are we using the right technology for EV batteries, the actual problem with procurement of these raw materials, why the issues are greater than securing sources of these materials. The Benchmark Mineral Intelligence team and Caspar are at the forefront of doing research and data monitoring covering all these questions and more.
For more information about Benchmark Mineral Intelligence, please visit: https://www.benchmarkminerals.com/
You can Follow Caspar Rawles on Twitter @CDMRawles: https://twitter.com/CDMRawles Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 global computing resources. Soluna builds modular, scalable data centers for computing intensive, batchable applications such as cryptocurrency mining, AI and machine learning.
We recorded the interview on March 28, 2022, and since then, the company has announced the MTI Instruments subsidiary to Vitrek LLC. The company, as it states in their announcement, "expects that it will be solely focused on developing and monetizing green, zero-carbon computing and cryptocurrency mining facilities." Michael and I discuss the company's focus and:
- Why the company is thrown into the crypto mining bucket, when as the title states, their a "Solutions Provider to the Renewable Energy Generating Business"
- Description of their suite of services and how they helping energy providers
- What investors tend to misunderstand about Soluna
With that, please enjoy my conversation with Michael Toporek, CEO of Soluna Holdings, Inc. For more information about Soluna Holdings, Inc., please visit: https://www.solunacomputing.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 guest on the show, said to me that he expects him to be the next Billionaire that started in the MicroCap ranks. After meeting Sid and our conversation you're about to hear, I can see why. I really enjoyed learning about Sid's approach to investing - taking a macro view of the world, and trying to express that thesis in equities. Simple concept in theory, but I learned quite a lot when trying to understand what that means and his way of answering those questions: what is going on the world economically and how do I leverage this information to make money.
For more information about Canterbury Lane Holdings, please visit: https://www.canterburyln.com/
You can Follow Sid Grover on Twitter @canterbury_sid: https://twitter.com/canterbury_sid
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 vehicle (RV) Owners to Hirers. Camplify’s platform allows for consumers (potential RV hirers) to connect with RV Owners and SMEs with a fleet of RVs. Having grown its community in Australia, Camplify expanded its operations into the United Kingdom, New Zealand and Spain. At the time of recording, I recently returned from an RV trip with my kids and hope to do more, so I was looking forward to chatting with Justin about:
- How Camplify's marketplace platform works and the barrier to entry launching the technology
- Competitive landscape for Camplify
- Current market penetration and expansion into Europe
With that, please enjoy my conversation with Justin Hales, CEO of Camplify. For more information about Camplify, please visit: https://www.camplify.com.au/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 better, as well as his investing philosophy. We chatted about how he got his start investing, how his strategy evolved over time, and how his full-time job has influenced his due diligence process. In proper true crime form, the clue is in the title.
For more information about 7Investing, please visit: https://7investing.com/
You can Follow Matthew Cochrane on Twitter @Matt_Cochrane7: https://twitter.com/Matt_Cochrane7
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 & Casino in Las Vegas. To register (complimentary for investors), please go to: https://planetmicrocapshowcase.com/signup
This year, we are incorporating the metals and mining sector on a bit larger scale as part of our programming with a Metals & Mining track, plus these incredibly talented folks (plus Bill Powers from MiningStockEducation.com) hosting a keynote and panel. Gwen Preston, Tavi Costa and David Erfle are some of the best investors and thought leaders in the Metals & Mining industry, and I invited them on today to me answer the questions:
Why Mining and Metals?
Why Now?
Joining me today was:
Tavi Costa, Crescat Capital
Twitter: https://twitter.com/TaviCosta
Website: https://www.crescat.net/
David Erfle, Self-Taught Junior Resource Investor, Analyst & Writer
Website: https://www.juniorminerjunky.com/
Gwen Preston, Resource Maven
Twitter: https://twitter.com/miningmavengwen
Website: https://resourcemaven.ca/subscribe/
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 electric, multi-function surgical drivers and shavers used primarily in the orthopedic, thoracic, and maxocranial facial markets. The company has patented adoptive torque-limiting software and proprietary sealing solutions, and it also provides engineering, quality, and regulatory consulting services; and manufactures and sells rotary air motors to various industries. Pro-Dex's products are found in hospitals and medical engineering labs around the world. I asked Rick to join me today to discuss:
- Why folks over-complicate Pro-Dex
- Describing the company's IP and why that's important to understanding Pro-Dex
- Target customer base
With that, please enjoy my conversation with Rick Van Kirk, CEO of Pro-Dex, Inc. For more information about Pro-Dex, Inc., please visit: https://www.pro-dex.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 at the event called, “Expert Tips and Strategies for Profitably Investing in Junior Mining Stocks” with Gwen Preston and David Erfle. I was a guest on Bill's podcast recently, so we wanted to do a "home-and-home" to discuss his upcoming appearance in Vegas, as well as dig into the topic of investing in Junior Mining Stocks. As you know, I try and be judicious to all MicroCap investing strategies and specialities, from the more value approaches to growth-y stuff, to cannabis, crypto, mining and more revenue generating, Lynch-ian type businesses. Whether you like it or not, metals and mining makes up a huge (with a "Y") swath of the MicroCap space. With gold not far off its all time highs and macro pressures to increase domestic production for most metals, if you want to start educating yourself on how to play some tailwinds, my conversation with Bill is a great start, and his podcast is an excellent resource.
For more information about the Mining Stock Education podcast, please visit: @MiningStockEducation.com
You can Follow Bill Powers and Mining Stock Education on Twitter @MiningStockEdu: https://twitter.com/MiningStockEdu
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 States. The company operates through three segments: Water Filtration, Pathogen Detection, and Renal Products. Its ultrafilters are used in dialysis centers for the removal of biological contaminants from water and bicarbonate concentrate; and in hospitals for the prevention of infection from waterborne pathogens, such as legionella and pseudomonas, as well as in military and outdoor recreation, commercial, and other healthcare facilities.
The company is a pure play in water filtration and water pathogen detection in healthcare facilities. In their latest earnings call they mentioned a $250,000 order supplying filters to a large quick service restaurant chain with a couple thousand units and they recently launched a new water pathogen detection system. With that said, I wanted to chat with Andy about:
- Filtration and Pathogen Detection Business
- HDF development - a new dialysis machine with expected FDA clearance ~mid 2022
- The commercial filter business and the opportunity here
With that, please enjoy my conversation with Andy Astor, President and CEO of Nephros, Inc.
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 science, where sometimes, even a disciplined investor may slightly alter their criteria because there was something about an idea that caused them to dive deeper or ignore entirely. That's what Manuel and I try to unpack in today's episode, the concept of "Je Ne Sais Quoi", the inexplicable about a potential investment. And, since Manuel is based in Portugal, we closed out today's pod with how I can make my dream of moving to Portugal (at some point) happen.
For more information about AllInStocks.com, please visit: https://allinstocks.com/
You can Follow Manuel Mauricio on Twitter @manuelbean: https://twitter.com/manuelbean
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 proprietary casino table games and associated technology, platforms, and systems for the gaming industry. The company’s proprietary table games comprise side bets, which are proprietary features and wagering options added to public domain games, such as poker, baccarat, pai gow poker, craps, and blackjack table games; and premium games, which are stand-alone games with their own unique set of rules and strategies. It offers side bets under the Lucky Ladies, 21+3, and Bonus Craps titles; and premium games under the Heads Up Hold ’em, High Card Flush, Cajun Stud, and Three Card Poker.
I think Galaxy Gaming has always stood out in my mind because at one of my first investor conferences, they had a blackjack table set up in the sponsor area. And, when I was getting my start on this MicroCap journey, I got to network and chat with fellow MicroCap investors over a couple games. I can't believe that was back in 2011, and the company has been through a lot since then. CEO, Todd Cravens and I, discuss quite a bit, including:
- Settling up corporate issues with Galaxy's former CEO
- Accelerating the business out of COVID
- Understanding Galaxy's business model
- Barrier to entry and moats around Galaxy Gaming
With that, please enjoy my conversation with Todd Cravens, CEO of Galaxy Gaming. For more information about Galaxy Gaming, please visit: https://www.galaxygaming.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 currently on sale, focuses on how his decision making evolved throughout the on-set of the COVID-19 crisis and beyond. Crises are inevitable, unfortunately, we're in the middle of a horrible one right now with the humanitarian crisis and despicable invasion of Ukraine. Alex discusses managing the psychological turmoil of trading through crises, and doing one's best to overcome irrational thinking. I am certain you will find a strategy or two that can help your investing process.
For more information about HonTe Advisors, please visit: https://honteinv.com/
You can Follow Alex Gurevich on Twitter @agurevich23: https://twitter.com/agurevich23
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 engages in the development and commercialization of TRUFORMA platform, which offers point-of-care diagnostic products for disease states in dogs and cats; and PulseVet, provides for treatment of various musculoskeletal issues, such as broken bones, tendonitis, and torn ligaments in horses and small animals.
Zomedica has collaboration agreements with Celsee, Inc. for the development and commercialization of liquid biopsy assays and related consumables for the detection of cancer in companion animals; and Seraph Biosciences, Inc. for development and markets a novel pathogen detection system.
According to a 2018 research report by Grand View Research, "The global pet care market size was estimated at USD 131.7 billion in 2016 and is expected to grow with a CAGR of 4.9% from 2016 to 2025." Furthermore, a 2021 ASPCA report noted that "23 million American households acquired a pet during the COVID-19 crisis."
I've seen Zomedica at many financial conferences, however, this is my first conversation with newly appointed CEO, Larry Heaton, who started this position in the company in October 2021 and I wanted to hear his thoughts since joining the company, how the company is addressing the pet care market, as well as:
- Full slate of Diagnostic and Therapeutic products
- How to evaluate which assays to bring on board
- Regulatory differences between human and animal health markets
- Capital allocation strategy
With that, please enjoy my conversation with Larry Heaton, CEO of Zomedica. For more information about Zomedica, please visit: https://zomedica.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 the Microsoft platform and designed to improve customer engagement and employee productivity in every aspect of today's connected world.
Altigen delivers fully managed Unified Communications services, offering Hosted Skype for Business, Teams Phone System, Advanced Cloud PBX, and Innovative Cloud Contact Center applications. Currently, ~90% of the company's revenue comes from their legacy business, and we happen to speak with Jerry at a unique time in the company's life cycle as they are looking to deploy their cloud solutions. We talk at length about how this will work using their partnership with Fiserv as an example, as well as the following topics:
- Why the company chose to build all their solutions on the Microsoft platform
- Building components to enhance the PBX experience
- Altigen's go-to-market strategy
- Competitive landscape; allowing Microsoft Teams to be the PBX and why Altigen took this route, and why competition decided not to build applications for the Microsoft Teams platform
With that, please enjoy my conversation with Jeremiah Fleming, CEO of Altigen. For more information about Altigen, please visit: https://www.altigen.com/
This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.
The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.
SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
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 trading, shorting, long-term investor, whatever it is, that's awesome and I hope you continue to do so. One strategy that I think gets unfairly thought of is Short Selling; the idea of making a bet that a company will fail or overtime decrease in value. I think this is unfair because some of the best investors in the world are short sellers, and provide insightful, valuable research to help us avoid serious mistakes. Now, some of you may be under the impression that Edwin's newsletter is all about short reports and exposing frauds, but what I learned the most from Edwin, who I think is a superstar and the sky's the limit for him, is that he's exposing companies, that may in time be frauds and/or good shorts, but more importantly, are providing bad customer experiences. No matter the strategy, if it involves some qualitative due diligence, customer experience can be everything to the success or failure of a business. It's this point we talk about at length - Edwin's research process that locks in on uncovering this differential insight.
For more information about The Bear Cave Newsletter and to subscribe, please visit: https://thebearcave.substack.com/
You can Follow Edwin Dorsey on Twitter @StockJabber: https://twitter.com/StockJabber
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 in drug trials to see if the drug is impacting cognition. The company operates through two segments, Healthcare and Direct to Consumer, as a provider of digital cognition tests for Alzheimer's disease clinical trials, and direct to consumer via its global commercial partner Eisai Co., Ltd with the recently announced Digital Tool “CogMate™" in Taiwan And Hong Kong.
With the recent FDA approval of Aduhelm to address the underlying biology of the disease, the first of its kind, Alzheimer's disease and other neurodegenerative disorders had a major breakthrough. Cogstate seeks to capitalize on this secular bull market in Alzheimer's R&D and commercialization without being a drug development company themselves.
Brad O'Connor has a background you wouldn't expect, as he does not come from the Healthcare industry, and he has a very unique perspective on growing the business. Brad and I discuss the following topics:
- Alzheimer's R&D and Commercialization - how the clinical trials are set up?
- Creating digital cognition tests for the consumer
- Barrier to entries for digital cognition testing market
- Data and analytics opportunities
With that, please enjoy my conversation with Brad O'Connor, CEO of Cogstate. For more information about Cogstate Ltd., please visit: https://www.cogstate.com/
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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 considerably following the horrible invasion of Ukraine by Russia. These actions have had a tremendous impact on the world with ripple effects across all industries. However, for our purposes today, with all the headlines on Oil & Gas, Energy and average national price of gas going up every day, I invited Josh back on so that Steven, Kevin and myself could ask every question we could.
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kevin Shea, @thegoodprick
Twitter: https://twitter.com/thegoodprick
Josh Young, Bison Interests
Twitter: https://twitter.com/Josh_Young_1
Website: https://bisoninterests.com/
The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym .
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, Ian! To get prepared for our conversation, Jean Philippe sent over recent fund letters and in his 2018 annual letter, he describes quite thoroughly his "Three Pillars of Investing." I found this quite interesting and nuanced, so we dive a bit deeper to fully understand his approach.
You can Follow Jean Philippe Tissot on Twitter @jptissot1: https://twitter.com/jptissot1
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 was the MicroCap Leadership Summit - thank you, Ian - then re-introduced by Mike Pruitt, thank you Mike, who Joe worked with for a number of years. Joe is also Editor of the finance newsletter, Value Investing World, and with the recent flock to value, I wanted to get his perspective on why, as well as other trends and observations he's been noticing within value investing circles. We also attempt to convey these current events using a golf metaphor. Emphasis on the word "Attempt".
For more information about Sorfis Investments, please visit: https://sorfis.com/
You can Follow Joe Koster on Twitter @jtkoster: https://twitter.com/jtkoster
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 wanting to do a SPAC episode for a while, and he delivered the perfect guest. Louis runs a SPAC-focused hedge fund, and has been investing in SPACs well before the SPAC craze we've been experiencing today. According to the article, "A Record Pace for SPACs in 2021" on NASDAQ, the total number of SPAC IPOs reached record highs in 2021, increasing to 613 from 248 in 2020 - compare that to just 59 in 2019! I know, everyone financial content creator has done something on SPACs - I'm no different here, but I think Louis provides really interesting insights into the evolution of SPACs, as well as his thoughts on what the future holds.
For more information about Louis Camhi, please connect with him on LinkedIn: https://www.linkedin.com/in/louis-camhi-aa3464b/
You can Follow Louis Camhi on Twitter @valwithcatalyst: https://twitter.com/valwithcatalyst
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 and companies since 2014. To say the industry has been volatile would be an understatement. There's been a lot of excitement about potential legalization, anxiety it's not done yet; it's felt like we've been in this purgatory forever. Once and for all, I wanted to understand why the Cannabis industry has made me feel that way, where we are currently at from an investor perspective and what the future holds. There is no better person to help me answer these questions than Emily Paxhia. I've known Emily since 2015 when she spoke at one of our investor events, and her fund, Poseidon, is one of the longest running dedicated cannabis investment funds. She's the perfect guest to gain some clarity about why Cannabis may still be a generational investing opportunity.
For more information about Poseidon Investment Management, please visit: https://www.poseidonassetmanagement.com/
You can Follow Emily Paxhia on Twitter @empax1: https://twitter.com/empax1
Today's episode is sponsored by:
Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 "Entrepreneurship in Biotechnology." I became aware of David when he gave a presentation at Ian and Mike's MicroCapClub Leadership Summit I think 1-2 years ago, and have been a fan ever since. Life Sciences, healthcare, biotech, medtech make up a huge portion of Small, Micro and Nano-cap companies, and while most are pre-revenue, early-stage in the clinic, that doesn't necessarily mean that every one of those opportunities are for the Doctors and experts. Sure, you need some basic understanding of statistics, but as you'll come to learn during the course of my chat with David, that can be acquired and put to good use. As David expresses multiple times throughout our chat, investing in Life Sciences and Healthcare, is an exercise in problem solving, and I really enjoyed learning more about how to apply that simple concept in an area I always thought you needed 8 years of medical school to understand.
For more information about David Sable, please visit: https://www.dbsable.com/
You can Follow David Sable on Twitter @dbsable: https://twitter.com/dbsable
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 was excited to catch up on the pod. Ian is a true, blue MicroCap investor, who, when asked about his investing philosophy, he's all about "The Art of Subtraction." In our conversation, we discuss what his means, his "Ideal Investment", importance of getting repetition in talking with management, healthy skepticism and even a little Crypto talk.
For more information about Hunter Value Capital, please visit: https://huntervalue.com/
You can Follow Ian Hunter on Twitter @HunterValueCap: https://twitter.com/HunterValueCap
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Leadership Summit and have been a follower ever since. In this conversation, Joe and I discuss his experience launching the Motley Fool in Australia, Lakehouse Capital's investment approach, research process and so much more.
You can Follow Joe Magyer on Twitter @Magyer: https://twitter.com/Magyer
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, and was excited to chat but you know, chat about the book, his background, the usual. But, wow. I don't really know the best way to preface this conversation other than it has been one of my favorite interviews I've done for this show. William has an encyclopedic recall, professor-like ability to distill important lessons from his resources, and conveyed in an incredibly humble way. I'm still processing everything we discussed and so thankful to have the opportunity. And if there's nothing else you take away from this, just one word: simplify.
For more information about William Green and "Richer, Wiser, Happier", please visit: https://www.williamgreenwrites.com/
You can Follow William Green on Twitter @williamgreen72: https://twitter.com/williamgreen72
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 months in the making; and I was extremely excited to chat with him about Fundamental Global's investing strategy, particularly in MicroCap stocks. Co-Founded with Joe Moglia, former Chairman and CEO of TD Ameritrade Fundamental Global® is a private partnership focused on long-term strategic holdings, and we discuss what that means, joining public company boards, difference between "activism" and "suggestiv-ism", and much more!
For more information about Fundamental Global Investors, please visit: https://fundamentalglobal.com/
You can Follow Kyle Cerminara on Twitter @kcerminara: https://twitter.com/kcerminara
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 discuss "MicroCap Due Diligence in the Virtual World", where our focus was how 1x1 meetings with companies have changed. It was only the tip of the iceberg as we discussed why, for Artem, interviewing management is a crucial aspect in his 24/7 hunt for multibaggers. I really enjoyed our conversation as we learned more about Artem's investing philosophy, the "Ideal Investment", how his investing style has changed and more!
For more information about Artem Fokin and Caro-Kann Capital LLC, please visit: http://caro-kann-capital.com/
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Immersion Investments (Thank you, David!). Shawn was featured in Reuters in January 2021 for Honest Capital's outperformance and bets placed since launching his fund in May 2020, an incredible story on its own. We discuss starting a fund in the midst of all the uncertainty, and why he placed his bets on Cannabis.
For more information about Shawn Badlani and Honest Capital LLC, please visit: https://www.linkedin.com/in/shawn-badlani-319ab4/
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Twitter. This interview has been a few months in the making and I think the timing of our chat couldn't be better - Michael is a renowned expert on the intersection of economics, markets, regulation and politics, and we discuss it all...well, as much as we could in about an hour (but we cover a lot). From China, Crypto, ETFs, passive investing, we chat about it all. For all our MicroCap diehards out there, I think you'll especially enjoy hearing Michael's experience working at Royce & Associates.
For more information about Michael Green and Simplify Asset Management, please visit: https://www.simplify.us/
You can Follow Michael Green on Twitter @profplum99: https://twitter.com/profplum99
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 man beyond his famous food takes. He is a passionate investor and it shows when we dive deep into what Richard calls, "Sosa's Five Forces." I really enjoyed our conversation about his investing style as we turned the mic around on a fellow colleague in the field.
For more information about the "Riches in the Niches" Podcast, please visit: https://richesintheniches.libsyn.com/website
You can Dave Barr on Twitter @RichesNichesPod: https://twitter.com/RichesNichesPod
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 broadcast yesterday at the SNN Network Canada Virtual Event. I've had Dave on the program previously and he even gave a keynote earlier this year at the January edition of this event. I invited him back on the program to take a look back because, for those following closely, MicroCaps have been crushed in the last little bit here, Canadian MicroCaps especially, and I thought it would be interesting to chat with someone who's in the trenches to discuss this experience, why this is happening, reflect further on a volatile 2021, and what lies ahead for MicroCaps in 2022.
For more information about PenderFund Capital Management, please visit: https://www.penderfund.com/
You can Dave Barr on Twitter @PenderDave: https://twitter.com/PenderDave
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 showcasing three companies that he discovered using "The Leishman Methodology", which is the topic for today's conversation. I wanted to dig a little deeper into the algorithm Harold and his team put together, backtested, and used to uncover, monitor and lead to more qualitative follow-up with management teams. I really enjoyed our conversation and I highly recommend you sign up for the conference at Canada.SNN.Network to hear his panel as well.
For more information about Harold Leishman and Canaccord Genuity Wealth Management, please visit: https://www.canaccordgenuity.com/
Today's episode is sponsored by:
Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'
Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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-per in the trenches. While he is well on his way to becoming a full-time Private Investor, Robert has a number of investing stories under his belt already. Companies can screen well all the livelong day, but all too often, especially with MicroCap stocks, it comes down to the qualitative due diligence, and we chat about a few of those qualitative tales from the crypt.
You can Follow Robert Mulcahy How on Twitter @TinyStockNinja: https://twitter.com/tinystockninja
Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 discussion about Energy markets - it's not every day we get Josh Young on - so we all had a chance to better understand what's happening right now.
Joining us today was:
Gary Ribe, Accretive Wealth Partners
Website: https://www.accretivewealthpartners.com/
Kevin Shea, @thegoodprick
Twitter: https://twitter.com/thegoodprick
Josh Young, Bison Interests
Twitter: https://twitter.com/Josh_Young_1
Website: https://bisoninterests.com/
Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym
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 Rich when he was a guest on Avoiding the Crowd with Maj Soueidan, a great episode, and inspired me to not only start following Rich and his newsletter, but I wanted to share more of his expertise on here. As you can imagine, our conversation is about all things Spin-Offs: criteria, identifying opportunities, case studies, why they go unnoticed by most investors, and much more!
For more information about Rich Howe and StockSpinOffInvesting.com, please visit: https://stockspinoffinvesting.com/premium/
You can Follow Rich How on Twitter @stockspinoffss: https://twitter.com/stockspinoffss
Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 MicroCap investing forum, known for spring-boarding the careers of some of the best investors we know, and more importantly, has profiled many of the most well-known MicroCap winners. Ian Cassel was my first ever guest on Planet MicroCap, Mike has been a guest three times, and I can't thank them enough for their support of the Planet MicroCap Podcast. MicroCapClub was started in 2011, so I was thrilled we could celebrate both Episode 200 and their 10-year anniversary, all in one episode. Listen in to hear how MCC came to be, it's evolution, the incredible culture that has been cultivated, how their investing styles have changed, and much more!
For more information about MicroCapClub, please visit: https://microcapclub.com/
You can Follow Ian Cassel on Twitter @iancassel: https://twitter.com/iancassel
You can Follow Mike Schellinger on Twitter @MikeDDKing: https://twitter.com/MikeDDKing
Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 you Ben!). This was the first time I met with Luis and we chatted about a whole host of topics: his defensive portfolio strategy focused on merger arbitrages, growth portfolio philosophy, Naked Wines thesis, value traps and more! I really enjoyed meeting Luis and learning more about his investing approach.
For more information about Luis Sanchez and LVS Advisory, please visit: https://lvsadvisory.com/
You can Follow Luis Sanchez on Twitter @LuisVSanchez777: https://twitter.com/LuisVSanchez777
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 range of topics that permeate our landscape, for example, why MicroCap is still not mainstream and the recent Dark Stock amendment. Trey and I then dig into his investment approach which boils down to three prongs: Quality, Value and Management - sounds simple, and it is, but I thoroughly enjoyed learning how he explains his process.
For more information about the DIY Investing Podcast and DIY Investing, please visit: https://www.diyinvesting.org/
You can Follow Trey Henninger on Twitter @TreyHenninger: https://twitter.com/TreyHenninger
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Compounders. After doing some research on Edward and his firm, Pledge Capital, I can't believe its taken me this long to find and have him on the show. As the title alludes, our conversation is all about hunting for compounders or companies undergoing transformations that could lead to a compounding scenario; the latter point being explored the most. I really enjoyed learning about Edward's approach and he shares a few case studies that support his thesis.
For more information about Pledge Capital, please visit: http://www.pledge.capital/
You can Follow Edward Chang on Twitter @edwardwchang: https://twitter.com/edwardwchang
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 crossed paths at many events over the years, and stoked to finally get Harris on the show to discuss his passion for MicroCaps. As you will hear, Harris was a big gamer when he was younger, and while considering investing in the stock market, he notes that, "with investing, you want to play the easiest games possible", which ultimately led him towards his journey into investing in MicroCap stocks. Listen in to hear his investing framework, how the MicroCap universe has changed, various ideas and much more!
You can Follow Harris Perlman on Twitter @OtterMarket: https://twitter.com/OtterMarket
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, but there were some interesting things that happened.
Joining us today was:
Thomas Braziel, 507 Capital
Twitter: https://twitter.com/ThomasBraziel
Website: https://507capital.com/
Marcus Frampton, Alaska Permanent Fund
Twitter: https://twitter.com/MarcusFrampton
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 10-K club panel and pitched SandRidge Energy - panel available on the SNN Network YouTube Channel. If you've been following Josh on Twitter, he has been very active discussing oil and gas investing, the energy crisis, rising gas prices; and I wanted to be more informed about what the heck is going on (gas ain't cheap here in Los Angeles). We not only go into everything that's happening currently, we also answer all your questions that were submitted on Twitter. I really enjoyed our conversation because Josh gets into detail for folks who know Energy, Natural Gas, Oil & Gas well, and breaks it all down for those who haven't been following the news.
For more information about Bison Interests, please visit: https://bisoninterests.com/
You can Follow Josh Young on Twitter @Josh_Young_1: https://twitter.com/Josh_Young_1
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 millennial passionate about Small-, Micro-Cap stocks, I had to invite him on. Jon recently launched Sohra Peak Capital this Summer with an investment process that focuses on his own 21-point proprietary investment framework. His background and passion led to what sets him and Sohra Peak apart: finding inefficiencies in Small-Caps, looking globally with a long-term time horizon. I really enjoy featuring new, emerging fund managers on the pod, and based on Jon's background, passion and clear focus, he's one to watch for sure.
For more information about Sohra Peak Capital, please visit: https://www.sohrapeakcapital.com/
You can Follow Jon Cukierwar on Twitter @JonCukierwar: https://twitter.com/JonCukierwar
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Howe from Stock Spinoff Investing, Derek and I found a time to connect and discuss all things financials. We chatted about regional banks, Puerto Rico, consumer finance, and what it's like starting a hedge fund in the middle of the Global Financial Crisis. Since launching Gator Capital, his fund's performance has been stellar - 21.52% Annual Compound Return, and I really enjoyed finding out why.
For more information about Gator Capital Management, please visit: https://gatorcapital.com/
You can Follow Derek Pilecki on Twitter @GatorCapital: https://twitter.com/gatorcapital
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Metals, Natural Resources, Mining, he's the guy. Since I last spoke to Rick, he has stepped down as CEO at Sprott US Holdings, and has a little more time doing what he loves: Investing and Speculating. I asked Rick to join me on the pod because I just finished doing 100 interviews for the Precious Metals Summit - Beaver Creek, the best event in the Precious Metals space in my opinion, and I had to get his opinion on some of what I heard from management teams. In addition, we hadn't talked since the pandemic hit in early 2020, so I wanted to hear his takes on the silver short squeeze, Reddit investing, how all this has affected precious metals, and of course, taking up all the headlines of late, Uranium.
For more information about Rick Rule and Rule Investment Media, please visit: https://ruleinvestmentmedia.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, Immersion Investments, in June 2021, so it was a pleasure to welcome him on the pod to better understand his investing philosophy and approach. We spend the majority of our time breaking down the "Ideal Immersion Setup", which are companies that fall into one or more of the categories listed in the title of this episode. I had a great time chatting with David and excited for him as he embarks on this new journey.
For more information about David Polansky and Immersion Investments, please visit: https://immersioninvest.com/
You can Follow David Polansky on Twitter @DavidHPolansky: https://twitter.com/davidhpolansky
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Stocks" as an ode to, not only Tyler's podcast by the same name, but what inspired him to get into investing in the first place. There are many lessons we learn from our parents, and as a father myself, I can only hope my kids become a far better people than I one day. With that said, you will most certainly love how Tyler became obsessed with researching stocks and investing because well, his father was so bad at it. Tyler is driven to be the best he possibly can be and I'm thankful to his father for inspiring him to get after it the way he has and continues to with Augury Research.
For more information about Augury Research, please visit: https://www.auguryresearch.com/
You can Follow Tyler DuPont on Twitter @AuguryInvesting: https://twitter.com/AuguryInvesting
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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've known and interviewed Barry as far back at maybe 7 or 8 years ago, and Newtek was actually featured on the front cover of our magazine, the MicroCap Review back in March 2015.
The last 18 months have been especially interesting for Newtek, where, at its peak on June 4, 2021, since its March 2020 low, has gone up 331%, and as of August 24, 2021, up 215%. As the company is described, "Newtek Business Services Corp., Your Business Solutions Company®, is an internally managed BDC, which along with its controlled portfolio companies, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business (“SMB”) market."
Back in March 2020, the company made several announcements on its involvement in providing PPP loans to small businesses and via the CARES Act, and Barry, as he will tell you, has never been busier. In this discussion, we cover everything from why Barry started Newtek over 20 years ago, how he loves being a public company CEO (as he says, 'you have to'), growing pains and much much more. Please enjoy!
In 2019, I started a series on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company.
For more information about Newtek Business Services Corp., please visit: https://www.newtekone.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 panel was "GenZ Investing" with the goal of helping listeners understand this next generation, who is here right now, and how that affect the future of business in all aspects. I've assembled an all-star panel to join in this conversation, and they deliver. Moral of the story, as if you're an investor and/or a business owner, you need to be thinking about GenZ and the trends around the next generation. Please enjoy!
Julia Carreon, Managing Director at Citi Global Wealth
LinkedIn: https://www.linkedin.com/in/julia-c-carreon-8318674/
Caitlin Cook, Head of Community at Onramp Invest & VP of Operations at Onramp Academy
Twitter: https://twitter.com/DeadCaitBounce
Podcast: https://podcasts.apple.com/us/podcast/the-chicks-of-fintwit/id1577302713
Website: https://www.bonfire.com/getoutside/
Michael Liu, Analyst at Intelligent Fanatics Capital Management
Twitter: https://twitter.com/michael2017l
Website: https://if.capital/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Auctions and has advanced some since. I've known and followed Jason for a long time on Twitter and it was about time we had a chat on the pod, and we discuss it all: real estate, stocks and most importantly, commiserate on our respective favorite sports teams.
You can Follow Jason Greenwald on Twitter @JGreenwald86: https://twitter.com/JGreenwald86
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 joy of investing at such a young age, he started a podcast to actively learn from great investors, some even have been guests on this pod. As you will hear, Sri is incredibly passionate about investing, MicroCaps, and at 17 years old, Sri is well on his way to incredible career and I feel privileged being able to follow along.
For more information about the "Market Champions" Podcast, subscribe:
Spotify: https://open.spotify.com/show/7KVwQ0RsTc6XN49Wg3yp5a Apple: https://podcasts.apple.com/ca/podcast/market-champions/id1450300020
YouTube: https://www.youtube.com/channel/UC3zc51x38Rt_oHdLj7L1NXw
You can Follow Srivatsan Prakash on Twitter @SrivatsPrakash: https://twitter.com/SrivatsPrakash
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 better understanding about what is going on.
Joining us today was: Thomas Braziel, 507 Capital
Twitter: https://twitter.com/ThomasBraziel
Website: https://507capital.com/
Marcus Frampton, Alaska Permanent Fund
Twitter: https://twitter.com/MarcusFrampton
Dan Schum, NoNameStocks.com
Twitter: https://twitter.com/NoNameStocks
Website: http://www.nonamestocks.com/
Maj Soueidan, GeoInvesting.com
Twitter: https://twitter.com/majgeoinvesting
Website: https://geoinvesting.com/
Dave Waters, Alluvial Capital
Twitter: https://twitter.com/alluvialcapital
Website: https://alluvialcapital.com/
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 at investor conferences around the country, we'll settle for a fun chat via Zoom for the pod. We continue the conversation we started on The Investors Roundtable, called, "MicroCap Due Diligence in the Virtual World." Chris is all about meeting management, probably the most gung ho investor I've ever met about this, so we discuss why it helped him become the investor he is today.
For more information about Chris Krug, please visit: http://chathamharborcapital.com/
You can Follow Chris Krug on twitter @chcap2016: https://twitter.com/chcap2016
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 circles and I'm really thankful for the privilege to speak with him, let alone him spending 2.5 hours with me answering questions. And not just any questions, your questions you sent in on Twitter. It was off the cuff, a lot of fun, and I'm really thrilled to share our conversation today.
For more information about Chris Bloomstran and Semper Augustus Investments Group, please visit: https://www.semperaugustus.com/
You can follow Chris Bloomstran on Twitter @ChrisBloomstran: https://twitter.com/ChrisBloomstran
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, somehow, missed his fantastic interview on Toby's Acquirer's Podcast back in March 2019. I listened to both and thought this person needs to be on more shows to share his insights, and let's start here. I mean, he was talking about GameStop and AMC before it was in vogue. A true contrarian to the core and so excited to share our conversation. Not only that, I'm so stoked to announce Mark will be giving a Keynote Presentation at our upcoming virtual, the SNN Network Summer Virtual Event 2021.
For more information about Pragmatic Capital Management, please visit: https://www.pragmaticcap.com/home
You can connect with Mark Jones on LinkedIn here: https://www.linkedin.com/in/pragmaticcapital/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 anonymous on Twitter, and only very recently changed up his marketing strategy. He has developed quite a following since starting his Twitter account in February 2020, and launched his newsletter in May 2020. What was really cool and encouraging about my chat with Conor is that despite being a young man, he gets whole-heartedly that with investing, one is always a student of the game. My impression is that that is why he's seeing the success he's had and will continue to do so.
For more information about the Investment Talk Newsletter, please visit: https://investmenttalk.substack.com/about
You can Follow Conor MacNeil on Twitter @InvestmentTalkk: https://twitter.com/InvestmentTalkk
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 it was long overdue to have him on the show. He's incredibly passionate about investing and that comes through in all his endeavors via the podcast and his work at Macro Ops. As a guest on his show, I saw that firsthand in the prep Brandon does even for me, and I think he's a true asset to the space. We had a fun chat where we jam on his background, investing strategy, and specifically, on cult companies and whether they make good cult stocks.
For more information about Brandon Beylo and Macro Ops, please visit: https://macro-ops.com/
You can listen to the "Value Hive Podcast" here: https://podcasts.apple.com/us/podcast/value-hive-podcast/id1492171651
You can Follow Brandon Beylo on Twitter @marketplunger1: https://twitter.com/marketplunger1
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 following Jeff for a long time now, and stoked to have him on the pod, and shout out to Richard Sosa for saying that Jeff has some great investing stories. Don't mean to spoil anything, but he shares a few. We also chat about understanding the value of a trade, from the days of trading baseball cards to equities.
For more information about Jeff Moore and Ragnar is a Pirate blog, please visit: http://ragnarisapirate.blogspot.com/
You can follow Jeff Moore on Twitter @ragnarisapirate: https://twitter.com/ragnarisapirate
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 degree or another, however, having a contrarian mindset is easier said than done. We've talked about contrarianism on many episodes on Planet MicroCap and there's many ways to not just be a successful investor, but also be a successful contrarian investor. So, I've assembled some of the best of the best to chat about it.
Paul Andreola, Small Cap Discoveries
Twitter: https://twitter.com/PaulAndreola
Website: https://smallcapdiscoveries.com/
Jason Hirschman, Private Investor/MicroCapClub.com Contributor
Twitter: https://twitter.com/EightTrack180
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/enterprisinginv
Website: http://inthemarkettrenches.podbean.com/
Christian Ryther, Cureen Capital
Twitter: https://twitter.com/CurreenCR
Website: http://www.curreencapital.com/
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 will be coming out on September 7, 2021. Dominique's upcoming book is a memoir about her time working at Canyon Partners, which at the time was a small, little-known hedge fund, and over the span of two decades, she rose to the top of the firm as the only female partner and senior portfolio manager—in what became one of the largest hedge funds in the U.S. We have a great conversation about her time working at Canyon Partners, and all the lessons she learned along the way.
For more information about Dominique Mielle, please visit: https://www.dominiquemielle.com/
To pre-order "Damsel in Distressed: My Life in the Golden Age of Hedge Funds" on Amazon, please visit: https://www.amazon.com/Damsel-Distressed-Golden-Hedge-Funds/dp/1642939722/ref=s
You can follow Dominique Mielle on Twitter @DominiqueMielle: https://twitter.com/DominiqueMielle
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 been affecting all aspects of the economy. The goal here is to better understand why this is taking place - is it simply a supply / demand issue that'll be resolved once the demand lessons as the world continues to open up, is this due to rising inflation concerns, or is it something in between? Please enjoy!
Joining us today was:
Thomas Braziel, 507 Capital
Twitter: https://twitter.com/ThomasBraziel
Website: https://507capital.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/enterprisinginv
Website: http://inthemarkettrenches.podbean.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 so many of our guests said I should meet Thomas Braziel, he looks at the weirdest of the weird, the most out there ideas. Luckily, Tom has joined me on several The Investors Roundtable episodes, and we're finally taking the time to highlight him on Planet MicroCap. We chat about why he's a big fan of the "Steak and Sizzle" style of investing, as well as many examples of how he's utilized this strategy.
For more information about Thomas Braziel and 507 Capital, please visit: https://507capital.com/
You can Follow Thomas Braziel on Twitter @ThomasBraziel: https://twitter.com/ThomasBraziel
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Blockchain Technologies, HIVE on TSX Venture and HVBTF on the OTCQX. I've known and interviewed Frank for a long time now, so featuring him on the pod is long overdue. But the timing couldn't be better as Frank has been on the front lines of crypto and he needs to be fully up to date on all the macro events that could affect digital assets. We chat at length on all the biggest headlines in crypto, what they mean, as well as how the crypto volatility compares to his experience investing primarily in natural resources. We recorded this episode in two parts, the first ~50 minutes on May 12 and the rest on May 27 because there was so much that happened in crypto world in between.
For more information about HIVE Blockchain Technologies, please visit: https://hiveblockchain.com/
For more information about U.S. Global Investors, please visit: https://www.usfunds.com/
You can Follow Frank Holmes on Twitter @bulldogholmes: https://twitter.com/bulldogholmes
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 most importantly, and what our panel of investors are looking right now. While the light is as bright as ever as exit the dark COVID-19 tunnel, we felt it was important to take stock (no pun intended) of what's happening in these current market conditions. Please enjoy!
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/enterprisinginv
Website: http://inthemarkettrenches.podbean.com/
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 with Ben last year for Episode 135, he told me about his colleague, Eugene, who has some great MicroCap stories to tell. So, I thought it would be fun to have them both on to chat about all things MicroCap. Please enjoy!
For more information about Cove Street Capital, please visit: http://covestreetcapital.com/
You can Follow Ben Claremon on Twitter @InoculatedInves: https://twitter.com/InoculatedInves
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Twitter for a while now, caught her various TV appearances, and I wanted to chat with her further about her background, where her instincts came from for investing, her strategy and much more. In particular, I found her take on how she actively tries to debunk her theses quite intriguing.
For more information about Spotlight Asset Group and Shana Sissel, please visit: https://spotlightassetgroup.com/
You can Follow Shana Sissel on Twitter @shanas621: https://twitter.com/shanas621
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 were finally able to make this happen. If you love microcaps, heck, even have the smallest, tacit interest in microcaps, you will want to hear my chat with Neil. He's a true, blue microcapper, through and through, and I think you will enjoy every bit of what Neil has to say about his investing style, experience, talking with management, everything.
For more information about Neil Cataldi and Blueprint Capital Management, please visit: https://www.blueprintcm.com/
You can Follow Neil Cataldi on Twitter @neilcataldi: https://twitter.com/neilcataldi
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 introduced by Matthew Peterson, Managing Partner at Peterson Capital Management, a great friend and joined me on the pod for Episode 133 - definitely check that out. I've known about Guy for a long time, and couldn't believe that this would be possible, so I'm incredibly humbled that he joined me for our conversation.
For those who don't know Guy, nor read his book, Guy got his start in MicroCap land, and not only did we chat about those experiences, but discuss his journey of self-discovery, discipline, understanding oneself and how that can help you as an investor. If there's one takeaway I had, and was an incredible reminder, in life and investing, enjoy the process, enjoy the work because chances of success are small.
For more information about Guy Spier, please visit: https://www.aquamarinefund.com/
You can Follow Guy Spier on Twitter @GSpier: https://twitter.com/GSpier
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. I first met Kurt at our 2019 Planet MicroCap Showcase, where he was featured on Paul Andreola's panel, "Canadian MicroCap Stocks: Best of the Really Undiscovered."
Since that panel was conducted, Xebec, at its peak on January 18, 2021 has gone up 712%, and as of April 26, 2021, up 226%. As Kurt will discuss, it's all about timing, and it took a long time for the company to finally hit the inflection points to recognize value for shareholders. Kurt is very open and honest about the ups and downs of running a public company, and is especially candid about the company's recent dip following updating their 2020 guidance. We actually chat at length about guidance and why Kurt will continue to provide guidance for shareholders. I loved our conversation and learned a great deal from him. Please enjoy!
For more information about Xebec Adsorption, please visit: https://xebecinc.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 a series on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. My guest today has not one, but two, MicroCap graduates in a relatively short time frame, 4 years, with TIO Networks and WELL Health Technologies. Actually, one of the first investor presentations I saw was your presentation on TIO Networks at LD Micro I think back in 2011.
On February 14, 2017 (great V-Day gift), PayPal announced that it will acquire TIO Networks for approximately $302 million CDN ($238 million USD), and since taking the job as CEO on May 23, 2018, where the stock closed at $0.58, and as of yesterday (Day of recording - April 13, 2021) traded at $7.60, ~1,210% increase in share price. I really enjoyed learning from Hamed what it takes to have success in building businesses from scratch.
For more information about WELL Health Technologies, please visit: https://www.well.company/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 crossover event that would rival Avengers: Endgame, and I think we did just that. In all seriousness, I'm a huge fan of Tobias' podcast, Acquirers Podcast, as well as his weekly chats with Bill Brewster and Jake Taylor, titled, "Value After Hours". And in the #1 spin-off of the last 12 months, Bill has launched his own incredible podcast, "The Business Brew", where he's showcasing his talents as an interviewer and bringing on brilliant guests. And, how could we have a #MicroCap crossover event without Ian Cassel - I'm truly thankful for all his contributions to bring integrity to the MicroCap space, and for continuing to remind people that MicroCap stocks is where the greats got their start building generational wealth. We talk about many different topics here, so sit back, relax, and please enjoy!
Bill Brewster, Host, "The Business Brew" and Co-Host "Value After Hours"
Twitter: https://twitter.com/BillBrewsterSCG
Podcast: https://www.podpage.com/the-business-brew/
Tobias Carlisle, Host, "Acquiers Podcast" and Co-Host "Value After Hours"
Twitter: https://twitter.com/Greenbackd
Website: https://acquirersmultiple.com/
Podcast: https://acquirersmultiple.com/podcast/
Ian Cassel, Co-Founder of MicroCapClub.com and CIO at Intelligent Fanatics Capital Management
Twitter: https://twitter.com/iancassel
Website: https://microcapclub.com/
Jake Taylor, CEO of Farnam Street Investments and Co-Host "Value After Hours"
Twitter: https://twitter.com/farnamjake1
Website: http://www.farnam-street.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 investors, business owners, evaluators of businesses, no question about it, you want to understand your investments' customer base, and as business owners, your customer. As part of a generation, millennials, that's been traditionally "poo-poo'd" on themost, I was starting to see that same pattern happening with GenZ, even falling for some of those easy criticisms myself. However, I wanted to break this thought process and better understand GenZ as best I can. This conversation started with Caitlin Cook, a GenZ-er herself, and we are continuing with acclaimed writer, thinker who has vast experience speaking at conferences and white paper author on the topic, Julia Carreon. We try our best to understand everything we can about GenZ, but most importantly, in general, why it's important to not overlook what could be the most disruptive generation in human history.
For more information about Julia Carreon, you can connect with her on LinkedIn: https://www.linkedin.com/in/julia-c-carreon-8318674/
You can Follow Julia Carreon on Twitter @juliaccarreon: https://twitter.com/juliaccarreon
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 was my first time meeting Ethan after following him for some time on Twitter, and we chat about all things GARP investing. Ethan also works with his family in a commercial real estate business and we chat a little about the space, especially during COVID. Please enjoy!
For more information about Ethan Tucker and The Garp Investor, please visit: https://thegarpinvestor.com/
You can Follow Ethan Tucker on Twitter @TheGarpInvestor: https://twitter.com/TheGarpInvestor
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 with Kevin Shea was about how he uses "TA" as part of his MicroCap investing strategy. We decided to take the conversation to the next level and discuss whether or not you can have "TA" as part of your fundamental approach. Can you? Listen and find out. Please enjoy!
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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", and Host of the very popular podcast, "Capital Allocators with Ted Seides". I've been a fan of Ted's show for a long time, and was grateful for the opportunity to learn a bit more about his background and new book, which is now available on Amazon and wherever books are sold.
For more information about Ted Seides and to purchase your copy of "Capital Allocators: How the world's elite money managers lead and invest," please visit: https://capitalallocatorspodcast.com/
You can Follow Ted Seides on Twitter @tseides: https://twitter.com/tseides
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 leaders build sustainable businesses. Our panelists all have years and years of investing experience focused on identifying great companies early, and today, they share their knowledge how they've gone about doing so. Please enjoy!
Here are a few related links from the episode:
Sean Iddings' post about John Hammond: https://www.thewoodshedd.com/posts/2021-03-25-hammond/
Marcus Frampton link of daily list of new names trading OTC:
https://otce.finra.org/otce/dailyList?viewType=Additions
Joining us today was:
Jason Hirschman, Private Investor/MicroCapClub.com Contributor
Twitter: https://twitter.com/EightTrack180
Sean Iddings, Private Investor and Entrepreneur Twitter: https://twitter.com/iddings_sean
Website: https://www.thewoodshedd.com/
Marcus Frampton, Alaska Permanent Fund
Twitter: https://twitter.com/MarcusFrampton
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." Jim and his book were recommended by one of our listeners, thank you Gunnar, and I'm so stoked he was. I had never even heard of Thrift Conversions before this conversation, and that's saying a lot living the obscure MicroCap land that we do. That's why this episode is the 101 class version, and I think might be now be able to tell you what a Thrift Conversion is, let alone spell it. Jim does a great job detailing this asset class, and as an awesome bonus, he was a contestant on Jeopardy so we chat about his experience there as well. Come for Thrift Conversions, leave with a great story about Jeopardy.
For more information about Jim Royal and to purchase your copy of "The Zen of Thrift Conversions: How to Turn Hidden Bank Stocks into Big Gains," please visit: https://www.thezenofthriftconversions.com/
You can Follow Jim Royal on Twitter @JimRoyalPhD: https://twitter.com/JimRoyalPhD
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 being infused into the economy, as well as mainstream media networks discussing what this could mean for inflation. So, with all that in mind, I thought it would be a good idea to have our panelists share their thoughts on how should we think about Inflation, Deflation, Reflation? Please enjoy!
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/enterprisinginv
Website: http://inthemarkettrenches.podbean.com/
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 big fan and follower of Catilin because she is all about education, where she is actively helping her generation and future generations understand finance and investing, and having a damn good time doing. As you will hear, we chat about the Gen Z investor, where they find ideas, their relationship with the stock market, and then how we can make long term, low cost (or boring) investing cool. Also, we joke a bit about drinking, and just want to remind everyone that we are just having fun here, so please drink responsibly.
You can Follow Caitlin Cook on Twitter @Deadcaitbounce: https://twitter.com/DeadCaitBounce
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 an ultra long-term investor, meaning, investing and holding a company for 10, 15, 20+ years. We chat about everyone's criteria, mindset - really cover everything you want to know to be this type of investor. Please enjoy!
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Jason Hirschman, Private Investor/MicroCapClub.com Contributor
Twitter: https://twitter.com/EightTrack180
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
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" podcast. This was a long time coming, I've been a fan Corey, his work at Newfound, as well as his show, and really enjoyed meeting him, and learning about his investing journey, strategy, Liquidity Cascades white paper, benefits of diversification, market timing and his recent move to the Cayman Islands.
For more information about Newfound Research, please visit: https://www.thinknewfound.com/
Subscribe to "Flirting with Models" here: https://www.thinknewfound.com/podcast
You can Follow Corey Hoffstein @choffstein: https://twitter.com/choffstein
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 we brought our expert panel of Buffet-ites to share their thoughts and insights about Berkshire's most recent letter. Please enjoy!
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Matthew Peterson, Peterson Capital Management
Twitter: https://twitter.com/MattPetersonCFA
Website: https://www.petersonfunds.com/
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 presentation at our last virtual event, and thought it would be fun to continue the conversation of how he and PenderFund identify multi-baggers.
Link to presentation: https://www.youtube.com/watch?v=xvkcygx07wI
For more information about PenderFund Capital Management, please visit: https://www.penderfund.com/
You can Follow Dave Barr on Twitter @PenderDave: https://twitter.com/PenderDave
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 known each other a long time and close friends - both are also Directors of Enterprise Diversified, Inc. (OTCQB: SYTE), and we all chat on: Nam Tai $NTP, Crypto, why it's been so difficult for traditional value investing strategies in the past couple years, and much more. Please enjoy!
Joining us today was:
Thomas Braziel, 507 Capital
Twitter: https://twitter.com/ThomasBraziel
Website: https://507capital.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
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 THE Wall Street Journal on here, so we discuss all the 2021 hot topics he's been writing about: Bitcoin on the balance sheet, Tesla takes - we're just trying to make sense of what's been happening thus far despite only being the end of February. I had a blast chatting with Charley and you will no doubt enjoy hearing his insights.
Charley Grant articles on WSJ: https://www.wsj.com/news/author/charley-grant
You can Follow Charley Grant on Twitter @CGrantWSJ: https://twitter.com/CGrantWSJ
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 "never sell" investing philosophy and been a fan ever since. Today's show is all about "The Science of Hitting" bombs, not selling yourself short - shout out to Less Than Jake. We had a lot of fun and hope you do too while hearing our chat.
You can Follow Alex on Twitter @TSOH_Investing: https://twitter.com/TSOH_Investing
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 September 23-24, 2021. I've recently become a huge fan of Brian's because I truly believe in his mission to spread financial wellness and how he's going about doing it. Access to quality information about finance is hard to find, and Brian is doing his part with his work at The Motley Fool, as well as his insights shared on Twitter, and distilling difficult concepts on his substack. We also talk about in this interview how to properly light a campfire.
You can Follow Brian Feroldi on Twitter @BrianFeroldi: https://twitter.com/BrianFeroldi
For more information about Brian's substack, please visit: https://brianferoldi.substack.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 - official statements from Robinhood, how $GME and other meme stocks traded, potential legal ramifications, and more! Please enjoy!
ORIGINALLY PUBLISHED ON February 5, 2021 on the SNN Network YouTube Channel
Joining us today was: Shelly Kraft, SNN Incorporated
Twitter: https://twitter.com/AskMrWallstreet
Sam Namiri, Ridgewood Investments
Twitter: https://twitter.com/snamiri
Website: https://www.ridgewoodinvestments.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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's our longest episode to date, and we cover a lot. Listen closely as our panelists get somewhat technical on this, but provide very informative insights.
ORIGINALLY PUBLISHED ON January 29, 2021 on the SNN Network YouTube Channel
Joining us today was:
Thomas Bachrach, PFH Capital
Twitter: https://twitter.com/PFHCapital
Website: https://www.pfhcap.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/enterprisinginv
Website: http://inthemarkettrenches.podbean.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 was a lot of fun as dug deep into Marcus' MicroCap investing strategy, how he balances his day to day duties with his passion for MicroCap investing, as well as chatting at length about the upcoming delisting of PINK and GREY sheet companies as part of the SEC's latest rule and how that affects his strategy investing in dark stocks. Please enjoy!
For more information about Marcus Frampton, please visit Twitter @MarcusFrampton: https://twitter.com/MarcusFrampton
We are conducting a survey titled, "2021 Small Public Company Investor Survey: Identifying Investing Trends in Micro- to Small-Cap Stocks." I would really appreciate your input on this by taking our brief survey as we want to better serve you. #SNNsurvey: https://www.surveymonkey.com/r/SNN_InvestorSurvey
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 be fun to get our esteemed panel together to hear their thoughts as well on why they think MicroCaps are surging. Please enjoy!
ORIGINALLY PUBLISHED ON January 22, 2021 on the SNN Network YouTube Channel
Joining us today was:
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
Maj Soueidan, GeoInvesting
Twitter: https://twitter.com/majgeoinvesting
Website: https://geoinvesting.com/
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 active going to many investor conference, both in-person and now virtual, because that's where they go for idea generation, and specifically doing as many 1x1 meetings as possible to assess management teams. So, we thought it would be fun to discuss what this new normal has been like: doing virtual 1x1s, has that changed their process, why virtual events have been way more efficient for them, and much more. Please enjoy!
ORIGINALLY PUBLISHED ON January 15, 2021 on the SNN Network YouTube Channel
Joining us today was:
Artem Fokin, Caro-Kann Capital LLC
Website: http://caro-kann-capital.com/
Chris Krug, Chatham Harbor Capital
Twitter: https://twitter.com/chcap2016
Website: http://chathamharborcapital.com/
Brian Weber, Robotti Securities / BRW Investors LP
LinkedIn: https://www.linkedin.com/in/brian-weber-12310558/
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 Roundtable to discuss "The Future of Media and Streaming Services", and we thought it would be fun to have a full conversation all about streaming services. Look, I will find any excuse to do a podcast talking with colleagues about our favorite shows and podcasts, but despite thinking we would, we do get into discussing various business models, what's working, what's not and more.
For more information about Francisco Olivera and Arevilo Capital Management, please visit Twitter @FrancoOlivera: https://twitter.com/FrancoOlivera
We are conducting a survey titled, "2021 Small Public Company Investor Survey: Identifying Investing Trends in Micro- to Small-Cap Stocks." I would really appreciate your input on this by taking our brief survey as we want to better serve you. #SNNsurvey: https://www.surveymonkey.com/r/SNN_InvestorSurvey
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 those themes may have on 2021. From COVID-19 trades, the Robinhood/Dave Portnoy effects, SPACs, you name it, we review it. And then we ask the question, can 2021 get even crazier? We shall see. In any event, Happy New Year, please stay safe and look forward to 2021!
ORIGINALLY PUBLISHED ON January 1, 2021 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/enterprisinginv
Website: http://inthemarkettrenches.podbean.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 to understand current valuations. First up, and this could probably be a series onto itself, are SaaS businesses. Our panel here discusses: why do investors like SaaS modeled companies, are SaaS models more or less 'predictable' and we close out trying to figure out if we were to take a SaaS business public tomorrow and get the fattest valuation, what type of SaaS business would it be. Please enjoy!
ORIGINALLY PUBLISHED ON December 18, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 Series of Poker. Seeing legends like Chris Moneymaker and Greg Raymer win the title, then all the tournaments in between, was so cool, and all I wanted to do was play poker. Another stand out amongst the greats playing these now televised events was, you guessed it, Annie Duke.
Since retiring from the game in 2012, Annie is an author, corporate speaker, and consultant in the decision-making space. Annie’s latest book, How to Decide: Simple Tools for Making Better Choices, was released in the fall of 2020 from Portfolio, a Penguin Random House imprint. Her previous book, Thinking in Bets, is a national bestseller. As a former professional poker player, she has won more than $4 million in tournament poker. During her career, Annie won a World Series of Poker bracelet and is the only woman to have won the World Series of Poker Tournament of Champions and the NBC National Poker Heads-Up Championship.
Prior to becoming a professional poker player, Annie was awarded a National Science Foundation Fellowship to study Cognitive Psychology at the University of Pennsylvania. Annie is the co-founder of The Alliance for Decision Education, a non-profit whose mission is to improve lives by empowering students through decision skills education. She is also a member of the National Board of After-School All-Stars and the Board of Directors of the Franklin Institute. In 2020, she joined the board of the Renew Democracy Initiative. Long story short, she's incredible, and I'm still wrapping my head around what I learned from speaking with her.
For more information about Annie Duke, please visit: https://www.annieduke.com/
You can Follow Annie Duke on Twitter @AnnieDuke: https://twitter.com/annieduke
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 and future trends, and looking ahead at 2021. We also analyze how the recent run up in Bitcoin and other digital assets in 2020 is different that what we saw in 2017. Most importantly, we talk about how digital assets can change society for the better!
ORIGINALLY PUBLISHED ON December 11, 2020 on the SNN Network YouTube Channel
Joining us today was:
Adam Blumberg, Interaxis
Twitter: https://twitter.com/Interaxis8
Website: https://www.interaxis.io/
Thomas Braziel, 507 Capital
Twitter: https://twitter.com/ThomasBraziel
Website: https://507capital.com/
Jeff Dorman, CFA, ARCA
Twitter: https://twitter.com/jdorman81
Website: https://www.ar.ca/
Tyrone Ross, Onramp Invest
Twitter: https://twitter.com/TR401
Website: http://tyroneross.io/
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 finalized purchase of Postmates, and our panel discusses M&A in general, what makes good and bad deals, why some deals succeed while others don't work out, our opinion on some of the best deals of the last 20 years, as well as focus on strategies around: Revenue, Technology, People, Customers, Location, Distribution; avoid pressure to act, no falling into the "hot money" trap. Please enjoy!
ORIGINALLY PUBLISHED ON December 4, 2020 on the SNN Network YouTube Channel
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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, where we dive deep into Joe's investment strategy, so I invite you all to check that out. Joe recently published a write-up on Howard Jonas, an investor who has built a billion dollar empire, who, according to Joe's write-up, "founded IDT Corporation in 1990 as a provider of a call re-origination service. He took his company public in 1996 and built it to the point where today it generates $1.5 billion in revenue per year from the sale of communications and payment services. IDT has also been incredibly successful at creating value for its shareholders by using the cash flows from its core business to fund a wide array of growth initiatives. In the past decade IDT has spun-off 5 public companies and sold a 6th after which it provided a special dividend to shareholders." Howard is one the best microcap investors, founder, CEO, capital allocators you've never heard of, and Joe has done a ton of work and due diligence on all his businesses.
For more information about Old West Investment Management, please visit: https://www.oldwestim.com/
You can follow Joe Boskovich on Twitter @boskovic64: https://twitter.com/boskovic64
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 coming year.
ORIGINALLY PUBLISHED ON November 27, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Christian Ryther, Curreen Capital
Twitter: https://twitter.com/CurreenCR
Website: http://www.curreencapital.com/
Shree Viswanathan, SVN Capital
Twitter: https://twitter.com/SvnCapital
Website: https://www.svncapital.com/
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 Pfizer and Moderna on COVID vaccines, I thought this would be a great opportunity to put these results into some sort of context, as well as ignite an important discussion on how to evaluate the healthcare and life sciences industry as an investor.
ORIGINALLY PUBLISHED ON November 20, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
John Vandermosten, Zack's Small Cap Research
Twitter: https://twitter.com/vanjohn10 Website: https://scr.zacks.com/
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 stoked that Meredith Brill, Jason Hirschman, Mathieu Martin and Dean Trottier were panelists with me. For this episode, we discuss everyone's investing strategy, conviction to hold, what great management looks like and much more, all through the lens of looking at the Canadian MicroCap market. However, these are things that can be applied across all asset classes. Especially, when you get to the part where my guests humble brag on a successful Canadian microcap investment they made and how that changed their lives. For all you $XPEL-ers out there, Meredith and Jason break down their whole process. Please enjoy!
You can Follow Meredith Brill on Twitter @LockStockBarrl: https://twitter.com/LockStockBarrl
You can Follow Jason Hirschman on Twitter @EightTrack180: https://twitter.com/EightTrack180
You can Follow Mathieu Martin on Twitter @escpacemc: https://twitter.com/espacemc, and for more information about Espace MicroCaps, please visit: https://espacemc.com/
You can Follow Dean Trottier on Twitter @Petty__Cash: https://twitter.com/Petty__Cash, and for more information about the Petty Cash blog, please visit: https://pettycash.blog/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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, and finally worked up the courage to ask him on. Elliot is currently a co-host on MOI Global's, "This Week in Intelligent Investing" podcast, a great show that I highly recommend, where he shares his insights and investing thesis on a pretty regular basis. So, for today's episode, we chatted about things we find interesting: streaming wars, sports betting, and most importantly, New York sports. We happen to represent opposite sides of the New York sports fan spectrum, and support each other through this difficult time as a NY sports fan. I had a great time, and you will enjoy Elliot's in-depth look at Roku and Kambi.
For more information about Elliot Turner and RGA Investment Advisors, please visit: https://www.rgaia.com/
You can Follow Elliot Turner on Twitter @ElliotTurn: https://twitter.com/ElliotTurn
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 Needs to Double Its Streaming Spending, and Chris Bloomstran's letter offering a counterpoint. We're still in the very early innings of the streaming era, and new technological advancements opens the doors to discussions like this about where current firms are positioned, how streaming/technology has changed the media landscape, as well as where could we be headed. A lot of familiar names are chatted about on here, and stay tuned until the very end to hear everyone's first snail-mail Netflix rental, Red Box and Blockbuster rental. Please enjoy!
ORIGINALLY PUBLISHED ON November 13, 2020 on the SNN Network YouTube Channel
Joining us today was:
Bill Brewster, Sullimar Capital
Twitter: https://twitter.com/BillBrewsterSCG
Website: https://sullimarcapital.group/
Jeremy Deal, JDP Capital Management
Twitter: https://twitter.com/Jeremy_Deal
Website: https://jdpcap.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Francisco Olivera, Arevilo Capital Management
Twitter: https://twitter.com/FrancoOlivera
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 to have created the term - I figured we should do an episode to demonstrate that a definition of “Compounder” may not be as straightforward as you might think. Please enjoy!
ORIGINALLY PUBLISHED ON November 6, 2020 on the SNN Network YouTube Channel
Joining us today was:
Thomas Bachrach, PFH Capital
Twitter: https://twitter.com/PFHCapital
Website: https://www.pfhcap.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
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 - we're starting a new group called "Friends of Matt", or "FOM". As it states on Billy's website, the firm's "Opportunity Fund" is, "a concentrated, value-based hedge fund, that aims for aggressive capital appreciation and superior long-term returns." The focus for this interview is to learn more about Billy's strategy for finding opportunities that fit his fund's criteria, in particular, how he finds Special Companies and Special Situations.
For more information about Stone Oak Capital, LLC, please visit: https://stoneoakcapitalllc.com/
You can Follow Billy Duberstein on Twitter @BDubes82: https://twitter.com/BDubes82
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
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 nation is currently at economically, as well as provide some historical perspective with other republics, nations, societies in similar economic circumstances. From there, Adrian and Gary discuss various scenarios - what various outcomes of the election could mean, current fed policy impacts, and much more. If you want a lesson on economic history and some opinions on where do we go from here, tune in. Please enjoy!
ORIGINALLY PUBLISHED ON October 30, 2020 on the SNN Network YouTube Channel
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/enterprisinginv
Website: http://inthemarkettrenches.podbean.com/
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 off), 2. Do cultural moats result in greater value accretion for shareholders, 3. What does corporate culture in the age of physical separation look like, and lastly, 4. Can companies create a cultural moat as the world is going more and more digital/globalized/work from home. Please enjoy!
ORIGINALLY PUBLISHED ON October 23, 2020 on the SNN Network YouTube Channel
Joining us today was:
Sam Namiri, Ridgewood Investments
Twitter: https://twitter.com/snamiri
Website: https://www.ridgewoodinvestments.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 Rangeley Capital and co-host of the Rangeley Capital Podcast. I’ve been a fan and admirer of Andrew and all the work he’s done on his blog and podcasts, and this conversation was LONG overdue. In the similar vein of my chat with Bill Brewster, Andrew’s investing philosophy and strategy is well-covered on his platforms, so we have a fun time chatting about what he’s obsessed with currently, and geek out on our mutual love of Marvel, Game of Thrones, and more.
You can Follow Andrew Walker on Twitter @AndrewRangeley: https://twitter.com/AndrewRangeley
For more information about Andrew Walker, Yet Another Value Blog/Podcast and Rangeley Capital, please visit: https://yetanothervalueblog.com/ and http://www.rangeleycapital.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
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 and highlight Canadian Small, Micro and Nano-Caps called, the SNN Network Canada Virtual Event on January 6-7, 2021 (website: Canada.SNN.Network). Not going to BS you, yes, we are promoting the heck out of the event in this episode, but it's only because we are quite convinced that we put together one of the best line-ups for a Small, Micro and Nano-Cap show - Presenting Companies, Speakers, Agenda - just all around. So, take 20 minutes and listen to why Canadian MicroCaps is a Great Place to Hunt for the Best of the Undiscovered, and we hope that you join us at our upcoming show.
To register for the SNN Network Canada Virtual Event, please visit: https://canada.snn.network/signup
Home Page: https://canada.snn.network/
Presenting Company List: https://canada.snn.network/page-4331
Speakers: https://canada.snn.network/page-3031
You can Follow Paul Andreola on Twitter @PaulAndreola: https://twitter.com/PaulAndreola
For more information about Paul Andreola and Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
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 SPAC, the mechanics of a SPAC, and more. If you had any questions about why SPACs are trending in 2020, we answer them during this episode. Please enjoy!
ORIGINALLY PUBLISHED ON October 16, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
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 OPM faster with increasing cash flows? And, vice versa? And why? In a nutshell, discussion on sectors and industries that are burgeoning and suffering, and why.
Most importantly, a challenge was accepted - if we get Kevin Shea's Twitter handle @thegoodprick up to 500 followers, he will do a TikTok dance challenge. This is necessary content that we all thought we didn't need, but really want to see. Let's make it happen. Follow Kevin here: https://twitter.com/thegoodprick
ORIGINALLY PUBLISHED ON October 9, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 quantamental public market portfolios for institutional and select private investors looking for concentrated, high-conviction strategies with full ESG integration. As the title states and in this interview, Liz discusses why the current ESG definition may need a bit of re-defining, and she makes the argument for why ESFG formula works for them. Liz is brilliant and I think you’ll really enjoy her perspective.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
You can Follow Liz Simmie on Twitter @LizSimmie: https://twitter.com/LizSimmie
For more information about Liz Simmie and Honeytree Investment Management, please visit: https://www.honeytreeinvest.com/
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 fellow panelist, Mark Tobin, we chat about why AGM's are actually very important for the due diligence process, why AGM's can help gain differential insights, as well as shareholder activism.
ORIGINALLY PUBLISHED ON October 2, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Andy Preikschat, Edgebrook Partners
Twitter: https://twitter.com/AndyPreikschat
Website: https://edgebrookinvest.com/
Mark Tobin, Coffee MicroCaps
Twitter: https://twitter.com/mtobinwex
Website: https://www.coffeemicrocaps.com/
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 to (sent in again by "Trosclair" @mictros on Twitter): "What truly defines good management (CEOs, CFOs, COOs), how to spot these characteristics and where it can be seen translated on the P&L and Balance Sheet". Thank you for watching and please enjoy!
ORIGINALLY PUBLISHED ON September 25, 2020 on the SNN Network YouTube Channel
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Shelly Kraft, SNN Incorporated
Website: https://stocknewsnow.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 by one of the best MicroCap investors in the game right now, Meredith Brill @LockStockBarrl on Twitter. It was funny, I was expecting to be speaking with someone from France with the French accent, so it was surprising to get on the Zoom and hear Eric’s Chicago accent. All jokes aside, I thoroughly enjoyed my conversation with Eric as we dive deep into his investing process. If there is any take away from our chat that you will hear - with investing, be creative, think outside the box and use that damn imagination of yours.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
You can Follow Eric Boroian on Twitter @eboroian: https://twitter.com/eboroian
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): "Determining the Current Value of a Company - Assuming microcaps are inefficient, can this be done without looking at current stock price". This is a full-on valuation conversation - thank you for watching and please enjoy!
ORIGINALLY PUBLISHED ON September 18, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/AccretiveWP
Website: http://inthemarkettrenches.podbean.com/
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 better to join this panel than Chris Mayer himself, Author of "100 Baggers". We also are featuring two more first time panelists, fellow 100+ bagger enthusiasts, Andy Preikschat and Gary Ribe (co-host of In the Market Trenches), and Steven Kiel! Please enjoy and have a great Labor Day weekend. Stay safe!
ORIGINALLY PUBLISHED ON September 4, 2020 on the SNN Network YouTube Channel
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Chris Mayer, Author of "100 Baggers"
Twitter: https://twitter.com/chriswmayer
Website: https://www.woodlockhousefamilycapital.com/
Andy Preikschat, Edgebrook Partners
Twitter: https://twitter.com/AndyPreikschat
Website: https://edgebrookinvest.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/AccretiveWP
Website: http://inthemarkettrenches.podbean.com/
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 2020 virtual event, titled, “The Business Case for Changing the Landscape of Financial Services”, that explores how we can make financial services a more diverse and equitable ecosystem. I’m excited to share my chat with Keith because he is a pioneer in the financial community. After getting his start in finance working at The Motley Fool, he could’ve easily gone the stock picking route - starting a fund or asset manager. However, Keith followed his passion for closing the wealth gap in the United States, and his solution for this is using a holistic approach through sound financial planning. Listen in as Keith describes GRID 202’s approach to building generational wealth with impact and discipline.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Keith Beverly and GRID 202 Partners, please visit: https://grid202partners.com/
You can Follow Keith Beverly on Twitter @KeithBevCFA: https://twitter.com/KeithBevCFA
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 incorporate both into their investment strategies (shout out Brian McCann @Bootstrap86!) - please enjoy!
ORIGINALLY PUBLISHED ON August 28, 2020 on the SNN Network YouTube Channel
Joining us today was:
Thomas Bachrach, PFH Capital
Twitter: https://twitter.com/PFHCapital
Website: https://www.pfhcap.com/
Jeremy Deal, JDP Capital Management
Twitter: https://twitter.com/Jeremy_Deal
Website: https://jdpcap.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Christian Ryther, Cureen Capital
Twitter: https://twitter.com/CurreenCR
Website: http://www.curreencapital.com/
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 investor would raise an eyebrow at. Yet, despite the odd corporate governance, the company keeps performing (and so has the stock). That was today's inspiration and we end up realizing we may have created a new bias - please enjoy!
ORIGINALLY PUBLISHED ON August 21, 2020 on the SNN Network YouTube Channel
Joining us today was:
Jason Hirschman, Private Investor/MicroCapClub.com Contributor
Twitter: https://twitter.com/EightTrack180
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Mark Tobin, Coffee MicroCaps
Twitter: https://twitter.com/mtobinwex
Website: https://www.coffeemicrocaps.com/
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 concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital, according to the company’s website. Shree is truly passionate about investing and it was a pleasure learning more about his investing philosophy and criteria.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about SVN Capital, please visit: https://www.svncapital.com/
You can Follow Shree Viswanathan on Twitter @SVNCapital: https://twitter.com/SvnCapital
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 like, what they didn't know as investors and how being a board director made them better investors. We close out the interview with quick takes on Q2 2020 earnings that are starting to trickle in.
ORIGINALLY PUBLISHED ON August 14, 2020 on the SNN Network YouTube Channel
Joining us today was:
Scott Felsenthal, Private Business Owner, Private Investor and MicroCap Board Director
Twitter: https://twitter.com/scottfelsenthal
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 August 7, 2020 on the SNN Network YouTube Channel
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Alex Rubalcava, Stage Venture Partners
Twitter: https://twitter.com/AlexRubalcava
Website: https://www.stagevp.com/
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. We have a stacked line-up: Tony Hansen, Matt Joass, Michael Liu and Connor Haley. Tony and Matt are flying the Aussie flag for us, Michael is playing the role of North American investor looking abroad and Connor wrote a pretty epic report called, “The Makings of a Multibagger”, which showcases how Australia made up 5.1% of the total investable universe, and yet 11.5% of the 104 best performing stocks over the last 5 years were listed on the ASX. Let that sink in while listening to these brilliant folks.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Connor Haley, Alta Fox Capital
https://www.altafoxcapital.com/
Twitter: https://twitter.com/AltaFoxCapital
Tony Hansen, EGP Capital
https://egpcapital.com.au/
Twitter: https://twitter.com/EGPtony
Matt Joass, Maven Funds Management
https://www.mavenfunds.com.au/
Twitter: https://twitter.com/MattJoass
Michael Liu, Intelligent Fanatics Capital Management
https://if.capital/
Twitter: https://twitter.com/michael2017l
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, at around the 8:39 mark, you'll see our panel got rocked by an Earthquake - gotta love living in Los Angeles!
ORIGINALLY PUBLISHED ON July 31, 2020 on the SNN Network YouTube Channel
Joining us today were: Jeremy Deal, JDP Capital Management
Website: https://jdpcap.com/
Jeff Henriksen, Thorpe Abbotts Capital
Website: http://www.thorpeabbottscapital.com/
Shaun Noll, Family Office CIO
Matthew Peterson, Peterson Capital Management
Website: https://www.petersonfunds.com/
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 was:
Chris Irons, Quoth the Raven Podcast (via Audio)
Twitter: https://twitter.com/QTRResearch
Website: https://quoththeravenresearch.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 Capitalism blog. Kuppy, as an investor, has always been looking for cheap stuff, something I think most of us as investors look to accomplish. What we discuss in our interview is how he’s gone about finding the cheap stuff and his game plan on making money on those bets. We cover his background, investing philosophy, event-driven investing, shipping, bitcoin, and more! Please enjoy!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Praetorian Capital and Adventures in Capitalism, please visit: https://adventuresincapitalism.com/
You can Follow Kuppy on Twitter @hkuppy
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 your portfolio) - you just have to do the work, as well as investing lessons learned during the first half of 2020.
ORIGINALLY PUBLISHED ON July 17, 2020 on the SNN Network YouTube Channel
Subscribe to SNN Network: http://bit.ly/1Q5Yfym
Joining us today was:
Thomas Bachrach, PFH Capital
Twitter: https://twitter.com/PFHCapital
Website: https://www.pfhcap.com/
Jason Hirschman, Private Investor/MicroCapClub.com Contributor
Twitter: https://twitter.com/EightTrack180
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
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.
ORIGINALLY PUBLISHED ON July 10, 2020 on the SNN Network YouTube Channel
Subscribe to SNN Network: http://bit.ly/1Q5Yfym
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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 Funds Roundtable back in August and it was time to highlight his investing philosophy and strategy. I have to say, Keith is a never-ending pit of information with an insatiable appetite to go down every rabbit hole to accumulate as much knowledge as he can. If there’s one thing to take away from this interview, as an investor, go down the rabbit hole and fill your brain with details, facts, intelligence - it’ll all help you on your investing journey. You will enjoy learning more about Keith’s private company valuation methodology that he uses to assess public securities.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Keith Smith and Bonhoeffer Capital, please visit: https://www.bonhoeffercapital.com/
You can Follow Keith Smith on Twitter @Bonhoeffer_KDS: https://twitter.com/Bonhoeffer_KDS
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 YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out.
ORIGINALLY PUBLISHED ON July 3, 2020 on the SNN Network YouTube Channel
Subscribe to SNN Network: http://bit.ly/1Q5Yfym
Joining us today was:
Garvin Jabusch, Green Alpha Advisors
Twitter: https://twitter.com/Garvin1313
Website: https://greenalphaadvisors.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
Dean Trottier, Petty Cash / MicroCapClub Contributor
Twitter: https://twitter.com/Petty__Cash
Website: https://pettycash.blog/
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, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym In Episode 1, our panel discussed the global investing climate, as well as the Robinhood Effect on MicroCap stocks.
ORIGINALLY PUBLISHED ON June 26, 2020 on the SNN Network YouTube Channel
Joining us today was:
Thomas Bachrach, PFH Capital
Twitter: https://twitter.com/PFHCapital
Website: https://www.pfhcap.com/
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Sam Namiri, Ridgewood Investments
Twitter: https://twitter.com/snamiri
Website: https://www.ridgewoodinvestments.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
Mark Tobin, Coffee MicroCaps
Twitter: https://twitter.com/mtobinwex
Website: https://www.coffeemicrocaps.com/
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 interview Joe’s partner, Brent Cook, many times, as well as Joe, and it was time to learn more about Joe’s background and investing philosophy.
For those not familiar with Exploration Insights, veteran economic geologists and equity analysts Joe Mazumdar and Brent Cook offer the sophisticated speculator a strictly independent, unbiased, and technical analysis of the junior mining and exploration sector. Their sole purpose is helping their subscribers profit from their investments. Turning Rocks into Money™ is their motto, and that is our goal today.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Exploration Insights, please visit: https://explorationinsights.com/
You can Follow Joe Mazumdar on Twitter @JoeMazumdar
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-author of “Investing the Templeton Way: The Market Beating Strategies of Value Investing’s Legendary Bargain Hunter.” She joined me on the Planet MicroCap Podcast: VIRTUAL EDITION with Perth Tolle and Maya Peterson, and it was long overdue to have her back on the show. If you had to build an investor in a lab with the desired intellect, knowledge base, capability, behavioral intelligence and pedigree, I think Lauren Templeton would be the result of that. She has a wealth of experience, from the many lessons she learned from her father starting at a young age, to her days working with her great uncle, Sir John Templeton, and in this episode, we cover it all. Listen and learn The Templeton Way: The Art of Contrarian Investing - I promise you will enjoy our chat.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Templeton & Phillips Capital Management, please visit: http://www.templetonandphillips.com/
You can Follow Lauren Templeton on Twitter @LCTempleton
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 popular series, Value After Hours podcast, with Tobias Carlisle and Jake Taylor. I’ve interview Toby and Jake, and it was about time to bring on the third leg of the triumvirate - the most important leg of course. Bill is already a legend and rather than do my typical style of interview - let’s chat about your background, investing philosophy, etc… - I figured, since you can hear that on a weekly basis on Bill’s show, thought it would be fun to, as the title states, hang out. We go everywhere from his thesis on his investment in Qurate Retail Group to Cobra Kai (promise no spoilers). Grab a beer and join us at the bar - this is Planet MicroCap after hours.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Bill Brewster, please visit: https://sullimarcapital.group/
You can Follow Bill Brewster on Twitter @BillBrewsterSCG: https://twitter.com/BillBrewsterSCG
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, and Author of “The Business of Value Investing.” I met Sham at one of our events, where he was doing a presentation of Paragon. We chatted a couple times, but we had been planning on catching up more once the event was over. Cool story though, Tobias Carlisle was giving a keynote at the event, and I was right there when he saw Sham and they caught up. Sham wrote a couple guest articles in 2010 for Toby's blog, Greenbackd, and after the event, I read his articles, his philosophy with Paragon, and have been trying to get him on the podcast ever since. This episode has been a couple years in the making, and really excited that Sham took the time to share his insights.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Sham Gad, please visit: https://www.paragontech.com/ and http://gadfunds.com/
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 detail her background and introduction into investing. I’m honored that Liz took the time to do an interview with me, where we go deeper into her professional expertise as a copywriter, and discussing at length the importance of narrative, emotion and intuition in investing.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
You can Follow Liz Hall on Twitter @LIZquidity
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 - thank you, Matthew! Since then, he joined us on The Investors Roundtable, Episode #6, and it was time to highlight Jeremy’s investing philosophy and thesis. In this interview, you’ll learn about Jeremy’s criteria for identifying and buying survivors and thrivers.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Jeremy Deal and JDP Capital Management, please visit: https://jdpcap.com/
You can Follow Jeremy Deal on Twitter @Jeremy_Deal
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 Roundtable, Episode #6. We had a great time on there, and it was time to highlight his investing thesis and philosophy. One of the reasons I love asking and getting to know my guests’ backgrounds is that it usually is an indicator to their investing worldview, and Jeff’s story has an a very interesting parallel. Get hyped for how Jeff’s undergrad thesis about the difference in how Revolutionary War soldiers viewed their experience during the war, as it was happening, to 50 years later, may have influenced Jeff’s focus on mispricing and creating a system around finding those opportunities.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Jeff Henriksen and Thorpe Abbotts Capital, please visit: http://www.thorpeabbottscapital.com/
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, and thought it was time to have him on to talk shop. We break down his investing approach, investment frameworks, process for building a position and how an Aussie ended up in London (hence the background in the video version).
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Raper Capital, please visit: https://rapercapital.com/
You can Follow Jeremy Raper on Twitter @puppyeh1
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 episode for you. From his family ties to Warren Buffett to his starting Crossroads Capital, and taking the time to explain in thorough detail his Nintendo thesis - a master class on breaking down your investment - this episode has it all if you too are a lover of the game.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Crossroads Capital, please visit: http://www.crossroadscap.io/
You can Follow Ryan O'Connor on Twitter @AboveAvgOdds
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-based investors during COVID-19 than before - definitely in-person happy hour once things normalize a bit. This was a fun chat with Ben, where we really dig in to the many levels of being a contrarian investor. Value investors, for the most part, are natural contrarians looking for great deals in the market. Trying to find ways to understand what the market doesn’t love and why, makes for a good conversation.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Ben Claremon, please visit: http://covestreetcapital.com/
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 recent guest on our show, and I jumped at the opportunity to learn more about the investing landscape in Turkey. In this interview, Mesut provides an overview about what the capital markets have been like in Turkey - in fact, he was the first financial analyst in Turkey since the establishment of the Istanbul Stock Exchange.
We also have an open conversation about how investors should assess investing in Turkey from a geopolitical and social perspective, and I really appreciate Mesut's willingness to address some difficult topics. I hope you enjoy my chat with Mesut Ellialtioglu as he describes his hunt for value in Turkey.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about the Talas Turkey Value Fund, please visit: https://talascapital.com/
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 for the "VIRTUAL EDITION" are three of my favorite interviewees: Maya Peterson, Perth Tolle, and new to the show, Lauren Templeton. We covered everyone's investing philosophy, backgrounds, who inspired them to be investors, how we as a financial community can do better to encourage more women to invest, and an investing experience that inspired them. This was an incredible conversation and I'm thrilled for you to listen.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Maya Peterson, Author of Lighthouse: Women Leading the Way in Finance @FindingMoats
http://compoundingsnowballs.blogspot.com/
Perth Tolle, Life + Liberty Indexes @Perth_Tolle
https://www.lifeandlibertyindexes.com/
Lauren Templeton, Templeton & Phillips Capital Management, LLC @LCTempleton
http://www.templetonandphillips.com/
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 Marketing, and I thought it would be interesting to understand CFA and CFP marketing better. As it shows on Define Financial's website, it is very clear, "Retirement Planning For Individuals Over Age 50" - bam, right there, in your face, this is what we do. I've been interviewing more CFA's and CFP's recently, and between my recent interviews with Anna N'Jie-Konte, and now Taylor, it seems that CFA's and CFP's need to carve out their niche - can't be all things to all people. I really enjoyed my time learning about Taylor's firm, and his insights on marketing.
We are ONE WEEK away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices. In order to participate in our event, please register here: https://conference.snn.network/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Define Financial, please visit: https://www.definefinancial.com/
You can Follow Taylor Schulte, CFP on Twitter @DefineFinancial
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 interviewed by his very well-known Twitter handle. You're going to have a lot of fun listening to this episode as Maximus Desmus Meridius (nickname for @TheGladiatorHC for the interview) discuss his investing philosophy, strategy, and more thrillingly, what he learned after losing one million dollars. Please enjoy!
We are less than 2 weeks away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices. In order to participate in our event, please register here: https://conference.snn.network/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about @TheGladiatorHC, please visit: https://www.thespecinvestor.com.au/
You can Follow @TheGladiatorHC on Twitter here: https://twitter.com/TheGladiatorHC
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 that dissuade you, Mr. Geek knows his stuff. I've been a fan and following him for a while now, and we discuss his investing philosophy, strategy, Value Stock Geek Blog and his upcoming book: "The Weird Portfolio: Avoid Bubbles, Limit Drawdowns and Safely Growth Wealth." We had a great chat and I hope you enjoy!
We are a few weeks away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices.
In order to participate in our event, please register here: https://conference.snn.network/signup
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about @ValueStockGeek, please visit: www.ValueStockGeek.com
You can Follow Mr. Geek on Twitter @ValueStockGeek
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 minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and make a lasting impact on their family tree.
She is also the host of the “First-Gen Realness” podcast. There, she engages in conversations with her fellow first-generation Americans in order to reinforce their value and immense contributions to the fabric of America. By fostering a sense of community, she hopes to remind her peers that they matter, their stories are important and they are not alone in attempting to navigate multiple cultures with grace. Please enjoy our conversation and learning more about Anna N'Jie-Konte and Dare to Dream Financial Planning.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Anna N'Jie-Konte and Dare to Dream Financial Planning, please visit: www.daretodreamplanning.com and www.annanjiekonte.com
You can Follow Anna N'Jie-Konte on Twitter @anjiekonte
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 Management, LLC. Peterson Investment Fund I was established in 2011 as a capital allocation vehicle with a mission to build enormous wealth for long-term partners.
Matthew has been working as a financial professional for two decades. His experience includes working with global financial services firms Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.
We were introduced by Alex Rubalcava, who I interviewed in Ep. 125, and we had a great conversation, where we learned more about his investing strategy, as well as understanding his unique equity purchasing strategy.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Matthew Peterson and Peterson Capital Management, please visit: www.petersonfunds.com
You can Follow Matthew Peterson on Twitter @MattPetersonCFA
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 services industry, having served clients in all aspects of the business during his career, which started in 2002. We had a great time answering hard hitting questions from Twitterverse, and getting a better understanding of his investing philosophy and strategy.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Lawrence Hamtil and Fortune Financial Advisors, please visit: https://www.fortunefinancialadvisors.com/
You can Follow Lawrence Hamtil on Twitter @lhamtil
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 more about his investing thesis and strategy.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
You can Follow Kelvin Seetoh on Twitter @SlingshotCap
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 Partners, a leading venture capital firm in Santa Monica. After Anthem, Alex spent nearly a decade managing capital in public markets. I invited Alex on because I wanted to better understand portfolio management in venture capital.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Alex Rubalcava and Stage Venture Partners, please visit: www.stagevp.com
You can Follow Alex Rubalcava on Twitter @AlexRubalcava
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 and Wealth Advisor at Accretive Wealth Partners. I met Gary at an investor conference a few years back, and I thought it would be fun to learn more about his and Eric’s investment philosophy and a bit more about their firm.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Accretive Wealth Partners, please visit: https://www.accretivewealthpartners.com/
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) - Steven is the Chairman of Enterprise Diversified. He is also the President and Chief Investment Officer for Arquitos Capital Management. I've been a follower of Willow Oak for a long time, and happened to interview two of the brilliant minds that run two of their affiliated funds - Geoff Gannon of Focused Compounding and Dave Waters of Alluvial Capital. Steven is the perfect person to answer the question: so you want to be a Fund Manager? He's got answers.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Steven Kiel, Willow Oak and Arquitos Capital, please visit:
www.willowoakfunds.com
www.arquitos.com
You can Follow Steven Kiel on Twitter @Steven_Kiel
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 MicroCap investor conference a few years ago, and been a fan from afar. I invited him on today to have a good old-fashioned Planet MicroCap rap on MicroCap investing, and Dean's journey from turning his investing hobby into his full-time gig.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Dean Trottier and Petty Cash, please visit: https://pettycash.blog/
You can Follow Dean Trottier and Petty Cash on Twitter @Petty__Cash
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, Australia, Israel, China, etc..., and yet, we haven't really covered opportunities in Emerging Markets...until now. Enter: Perth Tolle. She is the Founder of The Life + Liberty Freedom 100 Emerging Markets Index, which is a freedom-weighted EM equity strategy that uses human and economic freedom metrics as primary factors in the investment selection process. I found her story, ETF and investment process fascinating, and I think you will too. Please enjoy!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Perth Tolle and Life + Liberty Indexes, please visit: https://www.lifeandlibertyindexes.com/
You can Follow Perth Tolle on Twitter @Perth_Tolle
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 her recently released second book, “Lighthouses: Women Leading the Way in Finance.” Her story will definitely cause you to ask, well – what have you done today? But in all seriousness, she’s already so accomplished at 17, published author, investor and I’m excited to brag to my daughter one day that I got to interview Maya when she was still only in high school. I’m honored that she took the time to do the interview and share her story with you all today.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Maya Peterson, her books and her blog, Compounding Snowballs, please visit: http://compoundingsnowballs.blogspot.com/
You can Follow Maya Peterson on Twitter @findingmoats
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 the intersection of Healthcare and Technology as both Medicine Chair for Singularity University and Founder of Exponential Medicine. He's a classically trained physician and great insight on what's going on currently in the world during this pandemic. Dr. Kraft also provides his thoughts on what investors should look for and look out for from companies claiming to be providing solutions for the COVID-19 pandemic - treatments, vaccines and testing.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Dr. Daniel Kraft, please visit: https://danielkraftmd.net/
You can Follow Dr. Daniel Kraft on Twitter @daniel_kraft
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 portfolios that tap into the innovation-driven economy and limit exposure to major systemic risks”, according to their website. Green Alpha’s focus on investing in the Next Economy and looking for companies that are addressing systemic risks, is why I invited Garvin on to discuss their investing philosophy and thesis. He also has one of the coolest and more unique backgrounds that I’ve spoken too. For all of you who are also fans of Indiana Jones, you will too.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Garvin Jabusch and Green Alpha Advisors, please visit: https://greenalphaadvisors.com/
You can Follow Garvin Jabusch on Twitter @Garvin313
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 Soueidan.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
You can Follow Maj Soueidan on Twitter @majgeoinvesting
You can Follow Connor Haley on Twitter @altafoxcapital
You can Follow Sam Namiri on Twitter @snamiri
You can Follow Jason Hirschman on Twitter @EightTrack180
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 conference in Vegas to our many conversations during formerly monthly Los Angeles MicroCap Meet-up sessions. His story is fascinating as he got his start in the financial world working for Bill Gates. Imagine that, literally right out of college and going to work for one of greats. In this interview, Andy discusses his experience working there, lessons learned, interactions with Bill, as well as going through his investing strategy.
Registration is now open – investors can register for free, where you’ll get to watch and listen to all company presentations and “MicroCap Investing Workshop” panels, as well as book 1on1 meetings with companies. To register, go to www.PlanetMicroCapShowcase.com and click “Register Now”. I hope you can join us this year, and feel free to email me if have any questions at rkraft@snnwire.com.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Andy Preikschat and Edgebrook Partners, LP, please visit: https://edgebrookinvest.com/
You can Follow Andy Preikschat on Twitter @AndyPreikschat
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 put, Jim is a legend, and I am so grateful he took the time to do this interview with me. I honestly don’t even know how to put into words what he means to our industry: from his numerous best sellers, recognition as a pioneer in quantitative equity analysis, to founding one of the most successful investment firms out there. We recorded this on Wednesday, March 4th, and couldn’t imagine any better captain to help us navigate these volatile and abnormal waters than Jim O’Shaughnessy.
The Planet MicroCap Showcase, April 21-23, 2020, is going virtual conference. Thanks to our friends at Issuer Direct, you will now get the full Planet MicroCap Showcase experience from the comfort of your own home. Issuers will be making presentations, attendees will get to book 1on1 meetings with our presenting companies, and you’ll get to learn from some of the brightest minds in the business during our MicroCap investing workshop.
Registration is now open – investors can register for free, where you’ll get to watch and listen to all company presentations and “MicroCap Investing Workshop” panels, as well as book 1on1 meetings with companies. To register, go to www.PlanetMicroCapShowcase.com and click “Register Now”. I hope you can join us this year, and feel free to email me if have any questions at rkraft@snnwire.com.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Jim O'Shaughnessy and O'Shaughnessy Asset Management please visit: https://osam.com/
You can Follow Jim O'Shaughnessy on Twitter @jposhaughnessy
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 friend and frequent guest, Tom Shaughnessy from Delphi Digital. After listening to this interview, you are going to want to run a marathon, read that book you’ve been wanting to read, start that business you’ve been thinking about forever, but in all seriousness, his passion and story are inspirational. The main takeaway from my chat with Tyrone is that he drives home the value of a financial advisor, and the importance of bringing financial education to the masses.
The Planet MicroCap Showcase, April 21-23, 2020, is going virtual conference. Thanks to our friends at Issuer Direct, you will now get the full Planet MicroCap Showcase experience from the comfort of your own home. Issuers will be making presentations, attendees will get to book 1on1 meetings with our presenting companies, and you’ll get to learn from some of the brightest minds in the business during our MicroCap investing workshop.
Registration is now open – investors can register for free, where you’ll get to watch and listen to all company presentations and “MicroCap Investing Workshop” panels, as well as book 1on1 meetings with companies. To register, go to www.PlanetMicroCapShowcase.com and click “Register Now”. I hope you can join us this year, and feel free to email me if have any questions at rkraft@snnwire.com.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Tyrone Ross Jr., Human Advisor Podcast and Altruit, please visit: http://tyroneross.io/
You can Follow Tyrone Ross Jr. on Twitter @TR401
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 holds an AB from Harvard College and MBA from Stanford Graduate School of Business. In 2017, he was named to Forbes 30 under 30 list. He’s one of the leading thinkers in the investing world and I’m really excited that he was able to join me on here. We recorded this interview in what seems like years ago, but its only been a month – February 25, 2020. This episode is a good old fashion chat about our mutual love of MicroCap stocks, as well as Dan’s strategies for success. At the very end, we spend a little time discussing crisis investing.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Dan Rasmussen and Verdad Advisers, please visit: https://verdadcap.com/
You can Follow Dan Rasmussen on Twitter @VerdadCap
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 and he’s one the leading voices in our MicroCap community. Dave gained notoriety from his popular blog OTC Adventures, and has since launched his own fund, Alluvial Capital Management. I had a great time chatting with him, and I think you’ll enjoy all the anecdotes and words of wisdom you’re about to hear. Just also want to be clear that Dave and I spoke prior to COVID-19 being officially labeled a pandemic, which is why we don’t mention it at all during our conversation.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Dave Waters and Alluvial Capital Management, please visit: www.alluvialcapital.com
You can Follow Dave Waters on Twitter @AlluvialCapital
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 Russell 2000 by approximately 25% and 29% net over the past 3- and 5-year periods (according Greenhaven’s Q4 2019 investor letter), and very recently created a new offering, The Partners Fund, which we discuss in this interview. Scott is very passionate about investing, and it comes through in spades during our chat you’re about to hear.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Scott Miller and Greenhaven Road Capital, please visit: www.greenhavenroad.com
You can follow Scott Miller and Greenhaven Road Capital on Twitter @GreenhavenRoad
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 – thank you, Mark. Tony was making a trip to the US from his home in Australia for a mix of business and vacation, an itinerary that included attending Charlie Munger’s Daily Journal annual meeting. Since his firm’s inception in 2011, using the ASX200 Total Return Index as his benchmark, EGP Capital has grown 350.4% vs. 209.5%, according to the EGP Capital website. Tony started off as an individual investor, honed his craft and as you’ll hear, thanks to some very good bets, was able to accumulate enough capital to start EGP Capital, and his performance speaks for itself.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Tony Hansen and EGP Capital, please visit: www.egpcapital.com.au
You can follow Tony Hansen on Twitter @EGPTony
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.es, now called Permanent Equity, to his philosophy on business, investing, people and life, which he’s been kind of enough to share on many of mine and most of your favorite podcasts over the years, as well as through his investor letters and essays.
I was fortunate enough to see him speak at the MicroCapClub Leadership Summit – shout out to Ian and Mike and a great event, everyone should register for 2020, where he was interviewed by Morgan Housel – I provided the link in the description. So, I was really stoked when he agreed to be interviewed by someone like me was quite humbling.
Link to interview: https://www.youtube.com/watch?v=psNqQh8Nv0c
In this interview, we cover a lot: his background, name change to Permanent Equity, how Permanent Equity’s approach is different from typical private equity models, why Boring is Beautiful and much more.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Brent Beshore and Permanent Equity, please visit: https://www.permanentequity.com/
You can Follow Brent Beshore on Twitter @BrentBeshore
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/Strategies, thank you Ian, I happened to see Matt’s handle and down the rabbit hole I went – I read his recent blog posts, learned more about his strategy and philosophy, and before we knew it, we had an interview scheduled to chat further. We cover a number of topics, including: how to catch Monsters, hidden power of inflection points, how Kiwi’s are winning the space race and more!
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Matt Joass and Maven Funds Management, please visit: www.mavenfunds.com.au
You can Follow Matt Joass on Twitter @MavenFunds
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 that enthusiasm matched his performance in 2019, where his fund had a YTD performance of 25.2% and 12.4% in Q4 2019 alone, net of fees and expenses – all figures based on 1 Main Capital’s Q4 2019 investor letter. He’s young and hungry, and I’m excited to share with you our full chat.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Yaron Naymark and 1 Main Capital, please visit: www.1maincapital.com
You can follow Yaron Naymark on Twitter @1MainCapital
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 about why he decided to write his book, “The Rebel Allocator”. We discuss some key takeaways from the book, learn more about Farnam Street’s investing philosophy and insights he’s learned from his own podcasts that he hosts called 5GQ and Hikecast.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Farnam Street Investments, Jake Taylor and his podcasts, please visit: www.orphanira.com
You can follow Jake Taylor on Twitter @farnamjake1
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 commentary and insights on the market, and then reached out for him to be on the podcast. Some key highlights for me: learning more about his investing journey story, how he’s changed his approach over time and how poker has helped his investing philosophy.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Peter Rabover and Artko Capital, please visit: https://www.hvst.com/organization/art-capital-lp
You can Follow Peter Rabover on Twitter @ArtkoCapital
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 a brief interview for the SNN Network YouTube Channel to discuss how to simplify the biotech valuation process, gene therapy and trends in biotech. I really enjoyed our chat then, and invited John back on to do a full wrap on 2019, as well as some trends he finds interesting for 2020.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about John Vandermosten and Zacks Small Cap Research, please visit: www.scr.zacks.com
You can Follow John Vandermosten on Twitter @vanjohn10
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 the podcast in Episode 25. During that episode, we discussed his background, history of OTC Markets, but we focused quite heavily on Reg A+. At that time, August 2016, the JOBS Act rules had just gone into effect in May 2016, and OTC was, and still is, an integral part of that new ecosystem. However, I invited Mr. Coulson back on for a couple reasons:
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I think its important for the MicroCap community to hear from Cromwell and get his latest insights on critical issues that affect our space
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I’ve spoken with many investors both on here, at events, etc…, and wanted to take this opportunity to ask Cromwell some questions that other investors want to know from him
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To get an update on what OTC Markets is doing to create a transparent, connected and open marketplace
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about OTC Markets Group, Inc., please visit: www.OTCMarkets.com
You can Follow OTC Markets Group, Inc. on Twitter @OTCMarkets
You can Follow Cromwell Coulson on Twitter @cromwellc
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 in mid-October, and I have a couple reasons I wanted to share the interview on here:
- I really enjoyed my conversation with Dan and learning about his investing thesis, particularly how he’s been successful investing in Dark Stocks
- The article he wrote, which inspired the title of our interview, “SEC Wants to Stop Trading in Dark Stocks”, is still a very active conversation going on where you can share your comments with the SEC
- I have a very special episode that I’ll be sharing with you next week with Cromwell Coulson, CEO of OTC Markets Group, where we'll address some of the issues Dan and I discuss here, as well as many other hot topic questions I know most of you would like to ask him yourselves.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Dan Schum and NoNameStocks, please visit: www.nonamestocks.com
You can Follow Dan Schum on Twitter @NoNameStocks
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 investing podcast, Focused Compounding, which he co-hosts with his partner, Andrew Kuhn. I’m a big fan of their work, and I invited on Geoff to share his background and to chat about his investing philosophy. We recorded this interview back in September, so keep that in mind when you hear us discuss the news about Willow Oak Asset Management and Focused Compounding to jointly launch a new private investment fund.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Geoff Gannon and Focused Compounding, please visit: www.focusedcompounding.com
You can Follow Geoff and Focused Compounding on Twitter: @FocusedCompound
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 listener, I really appreciate your support! Back in July 2015, I was a frustrated investor that wanted to get better. Thanks to the amazing guests we’ve had on here, they’ve helped people like me become the best investor I can. So, I’d also like to give a heartfelt thank you to all my guests, who have selflessly shared their time and expertise. It’s been 4+ years, and I feel that our best interviews and insights are ahead of us. With that, I’d like to share with you a new interview with Ian Cassel, Co-Founder of MicroCapClub.com, my first ever guest on Planet MicroCap as he talks about his journey since our first interview.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Ian Cassel and MicroCapClub.com, please visit: www.MicroCapClub.com
You can follow Ian Cassel on Twitter @iancassel
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, Sam Namiri of Ridgewood Investments and Chris Lahiji of LD Micro. In this edition of the Live Panel, we discussed a number of current events that could affect the MicroCap ecosystem, including: SEC proposals, global factors that may affect MicroCaps, WeWork Fail-PO, Charles Schwab and other brokerage houses ending commissions on stock trading, discuss how to tell if companies are lying and more! I would like to thank Maj, Chris and Sam for joining me on this panel, as well as the Issuer Direct team, Evan, Wylie and Rod for all the hospitality and hosting us at the MicroCap Rodeo 2019.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about our panelists, please go here:
Maj Soueidan | @majgeoinvesting | www.geoinvesting.com
Chris Lahiji | @theLDMicro | www.ldmicro.com
Sam Namiri | @snamiri | www.ridgewoodinvestments.com
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 “Intelligent Fanatics” series, but its covering a part of the world that I’ve had little exposure too. While I’ve interviewed some well-known Indian investors on here, Professor Bakshi and Gautum Baid, I’m looking forward to reading about some of the best entrepreneurs that have built successful businesses in India. Now, to guide us through this journey is my guest today, Rohith Potti. I had the opportunity to interview Rohith at the MicroCapClub Leadership Summit in Chicago a couple weeks ago, where we discussed Rohith’s background, his inspirations and he gave some snippets to what you can expect in the latest edition of Intelligent Fanatics. Thank you Ian Cassel and Sean Iddings for helping set this up, and for hosting another great event – I highly recommend everyone try and attend in 2020.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Rohith Potti and Intelligent Fanatics, please visit: www.intelligentfanatics.com
You can pre-order your copy of “Intelligent Fanatics of India” on IntelligentFanatics.com or on Amazon here.
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 importance of paying attention to corporate governance. Since then, a new platform has been launched, called, “Small Cap Institute”, whose ecosystem, as it states on their website, “is designed to elevate objective, differentiated education and transformative peer exchange, and empower small cap leaders to avoid value-destructive advice.” Founded by David Scher, who, as it states on their website, “occupies a unique vantage point from which to understand at a granular level which issues are most troubling to small-cap CEOs and Boards.” Most of you know David from his work at LD Micro with Chris Lahiji, and Adam Epstein joined Small Cap Institute’s advisory board to support and help David execute the mission and problem SCI is trying to solve – a potential antidote to MicroCap value destruction.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Adam Epstein, please visit: https://adamjepstein.com/
For more information about Small Cap Institute, please visit: https://smallcapinstitute.com/
You can Follow Adam J. Epstein on Twitter @TheAdamJEpstein
You can Follow Small Cap Institute on Twitter @SmallCapInst
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, mainstream media outlets have been discussing the affect trade wars, interest rates, and all sorts of potential catalysts for downturns in the market. I thought it would be important to discuss investing strategies in the event of downturns in the market. I was introduced to Gerry Frigon very recently, and thought he would provide interesting takes on current market conditions, how he and his firm would tackle downturns in the market, and to learn more about Taylor Frigon Capital Management’s investment philosophy.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Gerry Frigon and Taylor Frigon Capital Management, please visit: https://www.taylorfrigon.com/
You can Follow Gerry Frigon and Taylor Frigon on Twitter @TaylorFrigon
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 you may be familiar with Meb’s very popular podcast, the Meb Faber Podcast. I’m also a big fan of Meb, and thought it would be fun to invite him on the podcast to learn even more from him. In this interview, we cover a multitude of topics, including his books that he’s written over the years, his investing strategy, trend following and much more.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Meb Faber, please visit: https://mebfaber.com/
You can Follow Meb Faber on Twitter @MebFaber
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 Adam after reading his blog post, “Basketball and Investing: A Match Made in Heaven”, where he documents his experience working for the San Antonio Spurs. In the post, and you will soon hear, his time working with the Spurs and general manager, R.C. Buford, yielded lessons that he was able to incorporate into his passion for investing.
Adam’s blog, “Pound the Rock Investing”, is even inspired by the Stonecutter’s Creedo, a quote made famous by Jacob Riis, and is at the core of the Spurs’ culture. I’m a huge sports fan, and love when investing podcasts bring on people who have worked in the sports world. There are so many parallels, and if you’re a fan like me, you’ll enjoy my upcoming chat with Adam.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Adam Wilk, Pound the Rock Investing and Greystone Capital management, please visit: https://poundtherockinvesting.wordpress.com/
You can Follow Adam Wilk on Twitter @AKWilk
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 outlook on the world or investing. What is cool about Gautam’s book, “The Joys of Compounding” is that is achieves both of those things. As you will hear, we discuss at length his investing style and thesis, but more importantly, how Gautam’s passion for learning has served him well in all of life’s pursuits.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Gautam Baid, and to purchase your copy of "The Joys of Compounding", please visit: https://www.thejoysofcompounding.com/
You can Follow Gautam Baid on Twitter @Gautam_Baid
Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.
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 diagram outlining his investment philosophy pinned to his page. I thought to myself, I’ve got to interview him to learn more about how and why Todd constructed his philosophy, and condense his strategy into this one-pager.
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Todd Wenning and Ensemble Capital, please visit: https://ensemblecapital.com/
You can Follow Todd Wenning on Twitter @ToddWenning
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” - chapter by chapter. During that interview, we talk about the history and rise of shareholder activism, how it has evolved in the last 100 years, the difference between shareholder activism in large caps and microcaps, and much more. I invited Jeff back because I’ve been wanting to do an episode similar to ones I’ve done with Ian Cassel and Mike Schellinger about the life of a full-time MicroCap investor, but for this episode – the life of an activist investor and the best practices for those of you that may be interested in wanting to be an activist. The goal for this episode is to try and answer the question: so you want to be an activist investor?
Planet MicroCap Podcast will be coming to YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Jeff Gramm, Bandera Partners or "Dear Chairman", please visit: http://dearchairman.com/
You can Follow Jeff Gramm on Twitter @jeff_gramm
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 interviewed some of the best investors, where they discuss the investing strategies that helped them be successful investors. The next evolution I always envisioned for Planet MicroCap was to interview CEO’s who have successfully navigated the MicroCap waters to either be acquired by or graduate to a Small-, Mid- or Large-Cap company.
The goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. There also may be some of you listening to this that are CEOs or C-suite management of a Micro/Nano-cap public company or emerging growth private company; my guest today and future guests of this series have a lot of great information to share that led to their success.
Without further or due, my first guest for this series is Glenn Sanford, Founder and CEO of eXp World Holdings, Inc. They are a publicly traded company on NASDAQ, with the symbol, EXPI. As a quick background, eXp World Holdings, Inc. operates eXp Realty, a cloud-based, international real estate brokerage firm. eXp is one of the fastest growing real estate brands in North America that currently has 18,000+ agents/brokers on their platform. They are tech company that from 2014-2018, EXPI’s revenue experienced a 147% CAGR. All numbers I’m relaying here are from EXPI’s May 2019 investor presentation.
The company went public in late 2013 as a small MicroCap, where it traded as low at $0.15 during 2014, and as of today, June 25, 2019 is trading at $10.77 per share, with a market cap of around $664 million. I derived share and market cap information from Yahoo Finance.
For full disclosure, SNN Incorporated or myself are not shareholders of EXPI. This interview is for information purposes only and recommend you do your own due diligence prior to making any investment decision.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about eXp World Holdings, Inc., please visit: www.expworldholdings.com
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 blog, listening to his podcast and read a few of the available chapters of his book, and knew I had to reach out to have him on.
In this interview we focus quite a bit on how the more you know yourself, then the more informed you’ll be about what type of investing strategy and investor you will be.
As Vitaliy states in the interview, and I’m paraphrasing here, “investing is like clothes shopping. Some will look great, but when you try them on, that clothing item may not fit right. You try on different clothing that looks good, and eventually you find what works for you.” The goal for this episode is to learn how Vitaliy looked inward to understand what investing strategy would work best for him. Maybe this inspires you to look inward in order to help yourself become the best investor you can be.
Planet MicroCap Podcast will be coming to YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Vitaliy Katsenelson and Investment Management Associates (IMA), please visit: www.imausa.com
You can follow Vitaliy on Twitter @vitaliyk
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 years at an investor conference in California, and he ended up agreeing to be our keynote speaker at our 2017 Planet MicroCap Showcase, where he discussed “Opportunity in a Passive World”. Click here to watch his presentation
Mr. Nasgovitz has over 50 years experience as a MicroCap investor, as well as 35 years with Heartland. He has more experience investing in what we all know and love probably than most of us have collectively. With that, I had to have Bill on to share his insights on how the Small Cap, MicroCap universe has changed over the years, Heartland’s investment process and what the opportunity is for investors in the Small, Micro and Nano-Cap space.
ANNOUNCEMENT: Planet MicroCap Podcast will be coming to YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Bill Nasgovitz and Heartland Value Fund, please visit: www.HeartlandAdvisors.com
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 the chance to meet you all. We really enjoy putting on this event and look forward to continue to build and foster a strong, vibrant MicroCap community.
ANNOUNCEMENT: Planet MicroCap Podcast will be coming to YouTube! Starting with this episode, all archived episodes and each new episode will be posted on SNN Network’s YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
And now, I’m pleased to present to you our annual podcast episode, Planet MicroCap Podcast: LIVE, volume 3. This episode is always so much fun for me to do, especially after a full day of conference organizing. For this year, I invited back a few veterans of the LIVE episode: Jason Hirschman, Chris Lahiji and Sam Namiri, and making his first appearance on this panel: Connor Haley.
This year, we discussed everyone’s investing style, market events, management teams, how each of our guests define special situations, and closed it out with their thoughts on how they would change the MicroCap ecosystem and what’s in store for the rest of 2019.
I would like to thank Connor, Jason, Chris and Sam for joining me on this panel, to everyone who came to the Planet MicroCap Showcase 2019, and look forward to seeing you all in 2020.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about our panelists, please go here:
Connor Haley | @AltaFoxCapital | www.altafoxcapital.com
Jason Hirschman | @EightTrack
Chris Lahiji | @theLDMicro | www.ldmicro.com
Sam Namiri | @snamiri | www.ridgewoodinvestments.com
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 some research on Silver Ring and his publication, behavioralvalueinvestor.com, I wanted to learn about his investing insights, process and strategy. The goal for the interview is to learn more about Gary’s research process, as well as a discussion of behavioral biases that occur to investors and how to overcome them.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Gary Mishuris, Silver Ring Value Partners and Behavorial Value Investing, please visit:
www.SilverRingValuePartners.com
www.BehavorialValueInvestor.com
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 later co-founded a multi-billion-dollar hedge fund firm located in Santa Monica. With over 20 years of experience, I reached out to Jesse with the hope of learning his beginnings and how his investing journey has changed (or not) over the years. What I came to learn from this interview, which we talk at length about, is how insider activity affects Jesse’s investing strategy.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about The Felder Report, please visit: www.thefelderreport.com
You can follow Jesse Felder on Twitter @JesseFelder
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 started following Keystone on social media, listened to a few of his interviews and read articles from his blog, and decided to invite Ryan to share his thoughts on MicroCap investing and his “Keystone Philosophy”.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Keystone Financial, please visit: www.keystocks.com
You can Keystone Financial on Twitter @KeyStocks and Ryan Irvine @RyanIrvine75
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 Keynote Speaker at our upcoming conference, the Planet MicroCap Showcase 2019, April 30 - May 2 at Bally's Hotel & Casino in Las Vegas. I wanted to take the opportunity to catch up with him, chat about his background, as well as a deeper dive into how both his books, "Deep Value" and "Acquirer's Multiple", can help you develop your investing thesis and philosophy further.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Tobias Carlisle and to purchase your copy of "The Acquirer's Multiple", please visit: www.acquirersmultiple.com
You can follow Tobias Carlisle on Twitter @Greenbackd
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 years ago, and to say things have changed in the Cannabis space would be the understatement of the century. As you will hear, Alan has been following and covering the Cannabis industry and providing a capital markets perspective on all the regulations, issuer news and how that affects the industry as a whole. In this interview, we discuss how the cannabis industry has matured, as well as how that has affected the way Alan approaches considering a potential new Cannabis investment.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about 420 Investor and New Cannabis Ventures, please visit: www.420investor.com and www.newcannabisventures.com
You can follow Alan Brochstein on Twitter @420invest
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 buddies along the way. I also have yet to do an episode completely dedicated to Energy markets and how to approach looking at a potential investment in this space. I’ll admit, I’m a bit of a novice in this space, so I apologize in advance if some of my questions may sound a little off, but after interviewing Keith, I felt a lot more informed. As you will hear, Keith has been running Oil and Gas Investments Bulletin for some time now, and I’m excited to share his insights on how he has gone about investing in this space. The goal for this episode is to learn more about how Keith Schaefer approaches investing in energy markets.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Keith Schaefer, Publisher of Oil and Gas Investments Bulletin, please visit: www.oilandgas-investments.com
You can Follow Keith Schaefer on Twitter @OilandGasInvest
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 the MicroCap market on a daily basis for their newsletter: looking at every news release, reading filings, etc… So I thought, who better than to recap 2018 and look ahead at 2019 then Maj and Chris. The goal for this episode is to reflect on some themes in the capital markets that we recognized in 2018, as well as their thoughts on 2019.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 -May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about GeoInvesting.com, please visit: www.GeoInvesting.com
You can follow GeoInvesting @GeoInvesting Maj Soueidan @MajGeoInvesting and Chris "Quoth the Raven" Irons @QTRResearch
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 bar debating whether investing in an airport in a third world country, and figuring out who would fly over to do the due diligence. All joking aside, I really enjoyed chatting with him and learning his ideas on investing and MicroCaps.
Thomas recently launched PFH Capital, a globally-focused investment advisor focused on, “micro and small-cap businesses with significant insider ownership, ample growth runway and healthy finances”, as it states on the PFH Capital website. The goal for this interview was to learn more about his investment philosophy and strategy.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 -May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Thomas Bachrach and PFH Capital, please visit: www.pfhcap.com
You can follow Thomas Bachrach on Twitter @PFHCapital
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 cover on here, and I was doing research on potential guests for the podcast. I came across Sean’s website, IntrinsicInvesting.com, and had to learn more. It sounds like a combination of ‘intrinsic value’ and ‘value investing’, and as you will hear, Sean goes in depth on how he’s derived an investing strategy using this concept. While Sean’s firm is not MicroCap-focused, we try to apply this idea of ‘intrinsic investing’ for someone who has a MicroCap-focused investing strategy. The goal for this episode is to learn more about what ‘intrinsic investing’ is, as well as discuss a few articles and topics Sean and his team have written about on IntrinsicInvesting.com.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Sean Stannard-Stockton, Ensemble Capital and Intrinsic Investing, please visit:
Ensemble Capital: www.ensemblecapital.com
Intrinsic Investing: www.intrinsicinvesting.com
You can follow Sean, Ensemble Capital and Intrinsic Investing on Twitter @IntrinsicInv
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 know him, as well as hearing his experiences regarding investing in MicroCap stocks. What is interesting about our conversation you’re about to hear is that, unlike most investors, Doug doesn’t mind illiquidity – in fact, finding revenue generating companies listed on the Pink Sheets is part of his criteria. Like most of the interviews you’ve heard on here, most of guests have said in one degree or another that there’s a natural edge when investing in MicroCap stocks because most institutions can’t and won’t get involved until these businesses mature. I would argue that Doug takes this notion a step further by looking at illiquid stocks that generate revenues on the Pink Sheets – most retail investors don’t start there. The goal for this interview is to learn more about Doug’s investing strategy and his journey looking for winners on the Pink Sheets.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Doug Mohn and his blog, please visit: www.nocalledstrikes.com
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 in Los Angeles to check in with portfolio companies, look for new opportunities, as well as commemorate, celebrate and network. This year is Chris’ 11th annual LD Micro “Main Event” and I would consider the event an institution in our space. We always look forward to each and every year, and will be there in person, so be sure to say hi!
Because we are close to the end of 2018, I also wanted to get Chris’ thoughts on 2018: trends he recognized, highlights, lowlights and he even proposes some structural changes he thinks would incentivize more companies to go public, a common topic discussed for those covering the space.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about LD Micro and Chris Lahiji, please visit: www.LDMicro.com
You can follow LD Micro on Twitter @theLDMicro
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, and we have done two video interviews with him discussing his viewpoints on geopolitics and natural resource investing. I wanted to do an interview with Mr. Day on the podcast to get a deeper understanding of his investing philosophy and process. On his website, he outlines how he and his firm don’t just focus on resources – they also focus on value and global opportunities. The latter of which I wanted to understand a bit further because we have not covered this topic in depth. The goal for this episode is learn more about Mr. Day’s approach to analyzing and investing in global markets.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Adrian Day and Adrian Day Asset Management, please visit: www.adriandayassetmanagement.com
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 Leadership Summit in 2016, where he did a presentation discussing his investing strategy and the idea of differential insights. While Paul’s focus is not really MicroCaps, following his presentation, I thought he could provide insight, tools and strategies that can help investors no matter what asset or assets they focus on. The goal for this episode is to learn more about how Mr. Lountzis utilizes differential insights to assist in his investing philosophy, and the many lessons from his vast investing experiences.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Paul Lountzis and Lountzis Asset Management, please visit: www.lountzis.com
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 getting my MBA at Pepperdine, and coming into school, I wanted to do an interview with one of my professors whose class I not only enjoyed, but was also relevant to our mission with the podcast. That has all led me to my guest, Professor Darrol Stanley, my professor for finance to share his wealth of knowledge and experience with you all today. I loved Professor Stanley’s class because it was as old school as it gets, and he remained focused on teaching us the traditional value investing principles passed down from the greats: from Benjamin Graham to Warren Buffet, and we even spent time at the beginning of one class discussing Professor Sanjay Bakshi’s contributions to the world of investing. The goal for this episode to take you to class with me with one of my favorite Professors to discuss a topic we all know and love: finance and investing.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Professor Darrol Stanley and the Pepperdine Graziadio School of Business, please visit: www.bschool.pepperdine.edu
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 then, Tom was an equity analyst at Oppenheimer for a couple years, honing his due diligence and research skills. I decided to have Tom back on because he recently started a new venture called, 51Percent Crypto Research - “51pct.io”, where he is providing institutional-grade research covering the cryptocurrency and blockchain industry. While I’ve done an interview covering ICOs on here, I have yet to do a full-on, “crypto-dedicated” episode, and we do our best to cover a lot of ground. The goal for this episode is to define cryptocurrency, blockchain and try to get a better understanding as to how to value this new asset class.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Tom Shaughnessy and 51Percent Crypto Research, where you can read his latest insights and research, please visit: www.51pct.io
You can Follow Tom Shaughnessy on Twitter @Shaughnessy119
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 114,000 downloads. My goal then is the same as it is now, which is to educate the next generation of investors how to invest in MicroCap stocks. I recognized that there was so much more that I could learn as a MicroCap investor, and I wanted to take you on that journey with me.
My very first guest was Ian Cassel, Founder of MicroCapClub. Not going to lie to you, I was surprised when he said yes because he doesn’t do a lot of interviews, and I am forever grateful for him coming on and sharing his wisdom. If you are joining me at Episode 70, then you may have missed this interview. So, I felt that on this 3-year anniversary, I wanted to re-share with you THE interview that started it all. And, Ian – I have you on the schedule as my interview for Episode 100. That would be awesome. And I thank you in advance.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about the MicroCapClub and Ian Cassel, please visit: www.microcapclub.com
You can follow Ian on Twitter @iancassel and MicroCapClub @MicroCapClub
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 Episode 34, Tobias has written a book titled, “The Acquirer’s Multiple”, which I recently read, and wanted to discuss its contents with him. As he says in the interview, “The Acquirer’s Multiple” is an amalgamation of his first three books, and lays out in a clear concise way, as the title states, “How the Billionaire Contrarians of Deep Value Beat the Market.” The goal for this interview is to learn how some of the greatest investors beat the market, as well as understand even better what deep value investing is.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Tobias Carlisle and to purchase your copy of "The Acquirer's Multiple", please visit: www.acquirersmultiple.com
You can follow Tobias Carlisle on Twitter @Greenbackd
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 investing in the natural resource sector. His first book, “Crisis Investing”, where he discusses how to profit from periods of economic turmoil, spent multiple weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980.
Since then, Doug has written four books, and has appeared on hundreds of radio and TV shows sharing his insights into politics, economics and investment markets. He will be a speaker at the upcoming Sprott Natural Resource Symposium in Vancouver, BC, July 17-20 – you can purchase your ticket at www.naturalresourcesymposium.com.
I was presented with the opportunity to interview Doug Casey, and I couldn’t pass it up. As a listener to Planet MicroCap, just remember, I enjoy learning about all different investing approaches and philosophies because, at the end of the day, there is no ONE way to make money in the market. Today, will you be hearing about a new approach to value or growth investing? No. However, the natural resource sector makes up a big component of what we consider MicroCap stocks, and Doug is someone that’s been investing this space for quite a long time. With that said, the goal for this episode is to share his insights on what’s worked for him when investing in this highly speculative market.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Doug Casey, please visit: www.caseyresearch.com, and you can follwo him on Twitter @CaseyResearch and @RealDougCasey
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 contributing writer to the MicroCap Review Magazine, and has unique insight covering the MicroCap Space. In the Spring 2018 issue of the magazine, we published his article titled, “Family Offices: What You Need to Know.” Since we haven’t really covered this topic in depth on the podcast, I thought this would be an interesting topic to cover and share with you all with the goal to learn as much as we can about Family Offices.
Click here to read Karl's article in the MicroCap Review: "Family Offices: What You Need to Know"
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Karl Douglas and PPMT Capital Advisors, please visit: www.ppmtcapitaladvisors.com
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 to have that dialogue and interaction with our audience in person. For our 2018 event, it was a no-brainer – we had to do it again.
For 2018, I had Philippe Belanger from Espace MicroCaps, Chris Lahiji from LD Micro, Sam Namiri from Ridgewood Investments and Travis Wiedower from Wiedower Capital on the panel with me this year. I chose this group because, not only are they entertaining, but they each provide a unique take on the MicroCap space.
We covered a whole host of topics, including: how they evaluate a new potential investment, what value investing means to them, what they see going on in the MicroCap space and their thoughts for the rest of 2018. I would like to thank Philippe, Chris, Sam and Travis for joining me on this panel, to everyone who came to the Planet MicroCap Showcase 2018, and look forward to seeing you all in 2019.
Thank you again for tuning in to Episode 67 of the Planet MicroCap Podcast, and please enjoy the second Planet MicroCap Podcast: LIVE!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about our panelists, please go here:
Philippe Belanger | @espacemc | www.espacemc.com
Chris Lahiji | @theLDMicro | www.ldmicro.com
Sam Namiri | @snamiri | www.ridgewoodinvestments.com
Travis Wiedower | @wiedowercapital | www.traviswiedower.com
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. Connor also is currently the #1 ranked investor on MicroCapClub.com. Having just launched Alta Fox this year, I thought this would be a great time to share his experience, why he started Alta Fox and his MicroCap investing philosophy.
As you will hear in this episode, Connor is very focused on understanding what his downside risk can be when assessing a potential investment, as well as making sure that it is a high quality business. These metrics are more of an art than a science, and the goal for this episode is understand how Connor breaks them down.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Connor Haley and Alta Fox Capital Management, please visit: www.altafoxcapital.com
You can Follow Connor Haley on Twitter @AltaFoxCapital
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 community that is growing rapidly everyday. For this episode of Planet MicroCap Podcast, I spoke with Brady Fletcher. He is the Managing Director of the TSX Venture Exchange. Brady actually spoke at the Planet MicroCap Showcase, and we recorded this interview just before the event. I have had representatives from OTC Markets on here, and I thought it was time to learn more about two Canadian exchanges that have a unique platform for MicroCap companies. The goal for this episode is learn more about the TSX and TSX Venture exchanges and their place in the MicroCap ecosystem.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Brady Fletcher and the TMX Group, please visit: www.tmx.com
You can follow the TMX Group on Twitter @TMXGroup
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 about how he looks at the MicroCap Market. In this interview, we discuss Chris’ value-based option strategy and his thoughts on what’s been happening in the asset management space. The goal is to learn about how Chris runs his fund and how that has guided his MicroCap investing strategy.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Chris Abraham and CVA Investment Management, please visit: info@cvainvest.com
For this episode of Planet MicroCap Podcast, I spoke with Philippe Belanger and Mathieu Martin, the President and Vice-President of Espace MicroCaps. I have known both Philippe and Mathieu for a few years now, having interviewed Philippe on here back in 2016, and thought it was time to have both Philippe and Mathieu on the program to discuss their growth-value investing philosophy. For those who don’t know what Espace MicroCaps is, it is a website with the objective to share educational content on MicroCap investing and investment ideas with a focus almost exclusively on the Canadian MicroCap market. Philippe will also be participating on the Planet MicroCap Podcast: LIVE panel at the Planet MicroCap Showcase 2018. The full list of panels and agenda are now up on www.PlanetMicroCapShowcase.com. The goal for this episode is to understand Espace MicroCaps' team about the growth-value investing strategy, and how they were able to leverage a hobby and turn it into a full-time job.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Espace MicroCaps, please visit: www.espacemc.com
You can follow Espace MicroCaps on Twitter @Espacemc
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 on "Making Money with Charles Payne.” Charles is not only widely recognized in the media sphere as a thought leader on stock markets and politics, but is also the best-selling author of "Be Smart, Act Fast, Get Rich".
One question I’ve always had is how does macroeconomic news impact MicroCap stocks? Is there a direct correlation? I’ve had a few guests that would probably argue that it doesn’t, however, I thought Charles would be best suited to provide some clarity.
Mr. Payne’s program is a daily show where he gets to see how the news affects the market on a day-to-day, minute-by-minute basis, where he and his team do their best to help everyone navigate the infinite amount of information available. The goal for this episode is to try and answer the question of whether or not macroeconomic news has an impact on MicroCap stocks.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Charles Payne and Wall Street Strategies, please visit: www.wstreet.com
You can follow Charles Payne on Twitter @cvpayne
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 stock to support their investing thesis, we have yet to provide case studies about investing successes. I thought Mike would be the perfect person to talk about different case studies as he not only has the experience, but in past episodes he has noted about the importance of keeping track of companies that you have researched, not just companies you end up taking positions in. The goal for this episode is to drive home the importance of not only analyzing your failures, but understanding what led to your greatest successes, and why keeping careful notes is very, very helpful.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Link to Morgan Housel presentation at MicroCapClub Leadership Summit: https://microcapclub.com/2018/01/morgan-housel-industries-teach-us-investing/
To register for the MicroCapClub Leadership Summit: https://microcapclub.com/summit/
For more information about Mike Schellinger and the MicroCapClub, please visit: www.MicroCapClub.com
You can follow Mike Schellinger on Twitter @MikeDDKing
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 the next generation of investors about how to invest in MicroCap stocks. This is an episode I’ve wanted to do for a while because, funny enough, I haven’t done a basics of the basics episode yet, and the goal here is provide some tips about how to read SEC Filings, as well as how to analyze financials.
The reason I invited Galileo to discuss this topic is because he published a very succinct, informational, and approachable YouTube series about investing called “Investing 101”. I’m really about excited about this episode because it can provide some tools to those who are ready to start their investing careers.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Galileo Russell and HyperchangeTV, please visit: https://hyperchangetv.com/
You can also follow Galileo Russell on Twitter @HyperChangeTV and @Gfilche
INVESTING 101 series on HyperChangeTV: INVESTING 101
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 months ago, and after meeting in person at the LD Micro conference in December, we thought it would be interesting to discuss Cable Car’s approach to investing. As you will hear in this episode, when it comes to his MicroCap investing strategy, the focus, and hope, is that management stresses corporate governance, avoids badly structured financing vehicles and stay within compliance. The goal for this episode is to learn more about why evaluating management is key to his MicroCap investing approach, why corporate governance is critical to this evaluation, as well as why management teams should avoid badly structured financing vehicles and to make sure issuers are conveying their stories to investors within compliance.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Jacob Ma-Weaver and Cable Car Capital, please visit: www.cablecarcapital.com
You can also follow Jacob Ma-Weaver on Twitter @CableCarCapital
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 program to discuss the first book in the Intelligent Fanatics series, and as a fan, I was excited to read and learn more about the next one. As you will hear, Sean discusses the differences between the two, and we take a deeper dive on some of the common themes amongst Intelligent Fanatics. The goal for this episode is to learn more about Sean’s latest work dissecting and analyzing Intelligent Fanatics, as well as the importance of mentors and compounding your network.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Sean Iddings, and purchase your copy of "Intelligent Fanatics: Standing on the Shoulders of Giants", please visit: www.intelligentfanatics.com
You can follow Sean Iddings on Twitter @iddings_sean
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 learning what investors should do to prepare for an investor conference, how to translate that preparation to action and then post-conference follow-up. Sam has been going to LD Micro conferences for the last 10 years, and thought it would be fun to discuss this topic with him. The goal for this episode is to learn more about what Sam does to prepare for an investor conference, at the conference etiquette and post-conference follow-up.
Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more inforamtion about Sam Namiri and First Value Investments, please visit: www.firstvi.com
You can follow Sam Namiri on Twitter @snamiri
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 thought it would be great to hear his insights on how to evaluate a potential investment in these sectors. I’ve known Sean for a couple years now, and been following his industry insight. He has also contributed an article for the MicroCap Review covering the technology and clean technology sectors. The goal for this episode is to learn more about how Sean approaches investing in tech and cleantech MicroCap stocks.
I also want to give you all a head's up to mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
And, if you are interested in learning more about OUR HOUSE Grief Support Center and their upcoming event, Night for Hope, please visit: www.ourhouse-grief.org/hopetickets
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Sean Peasgood, please visit: www.sophiccapital and you can follow Sean on Twitter @SophicCapital
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 approach to MicroCap investing. As you will hear, like Mark Vonderwell, he also looks at special situations, and we also discuss his article titled, “Active vs. Passing Investing: What it Means and How Active Managers Can Compete.” The goal for this episode is to learn more about SPACs, active vs. passive investing, and Siggy’s approach to special situations investing.
I also want to give you all a head's up to mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. You won't want to miss it this year!
And, if you are interested in learning more about OUR HOUSE Grief Support Center and their upcoming event, Night for Hope, please visit: www.ourhouse-grief.org/hopetickets
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Siegfried Eggert and GeoInvesting, please visit: www.GeoInvesting.com, and you can follow Siegfried on Twitter @SGEggert
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 Main Event. Chris and his team are about to embark on their 10th annual Main Event, and I thought it would be fun to catch up with him on some of the things he’s learned hosting what are now, as he describes, “industry” events in the MicroCap Space. I also wanted to hear his insights on what has been going on thus far in the MicroCap space for 2017, as well as his thoughts on what we can expect for the rest of the year.
The LD Micro “Main Event” will be Decemeber 5, 6 and 7th at the Luxe Sunset Boulevard Hotel, located in Los Angeles, California. For more information, please visit: www.LDMicro.com.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
You can follow Chris Lahiji and LD Micro on Twitter @theLDMicro
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 has been largely meeting and interviewing Australian resource companies. When Mark approached me about doing an episode discussing the landscape for MicroCaps in Australia, I thought this would be the perfect opportunity. Even though he is based in South Africa, he worked as an Equity Analyst under Geoff Wilson at Wilson Asset Management in Sydney, Australia. Since he left, he’s been blogging for an investment news platform in Australia called, Livewire Markets, where he’s contributed many articles discussing the topic you will hear about today: Australia and MicroCaps. The goal for this episode is to learn more about the landscape for MicroCap stocks in Australia and Mark’s strategy when assessing an Australian MicroCap Stock.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
You can follow Mark Tobin on Twitter @mtobinwex and you can read his recent articles here: www.livewiremarkets.com
From Mark - books he mentioned during the interview:
Master's of the Market Book by Geoff Wilson & Matthew Kidman (there were two editions but I think both are not of print): http://eu.wiley.com/WileyCDA/WileyTitle/productCd-0731402944.html
Mathews Kidman’s book though on insights he learned from working at Wilson's is newer and still available in print: https://www.amazon.com/Bulls-Bears-Croupier-Australian-stockmarket/dp/0730377555
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 last year’s MicroCap Leadership Summit, and thought it was really cool that he was 16 years old (now 17), already investing in MicroCap stocks and doing this type of due diligence. This podcast is all about educating the next generation of investors how to invest in MicroCap stocks; Michael is part of that next generation of investors. In this interview, he’ll outline how he got started investing in MicroCaps, his investment strategy and how he balanced that with his other obligations.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2017 Issue
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
You can follow Michael Liu on Twitter @Michael2017l
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 – International Stock Exchange Executives Emeriti. Steve’s approach, as it states on his website, is an “unbiased, technically oriented market analysis.” Since meeting Steve I’ve been a subscriber to his newsletter, where he provides his perspective on the market using this in-depth technical analyst approach. We’ve discussed MicroCap Investing using a technical analysis approach, however, I wanted to have another discussion covering, as you will hear, the history, fundamental principles and how to employ technical analysis within one’s investing strategy. The goal for this episode is to hone in on the basics and benefits of technical analysis.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Steve Shelton and Cornerstone Global Group, please visit: www.cornerstoneglobalgroup.com
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 wanted to hear Alon’s take on this news. I met Alon when he spoke at one of our events a couple years ago on a crowdfunding panel, and we’ve kept in touch. A little background on Alon: he is a fintech entrepreneur who has dedicated his time and efforts to facilitating and educating the next generation of fundraising and investing, and one platform he does this through is his upcoming conference: Crowd Invest Summit. The goal for this episode is to learn more about equity crowdfunding, how it is different than donation-based crowdfunding, how it relates to MicroCap investing and Alon’s thoughts on recent news in equity crowdfunding.
I’d also like to invite you all to Alon’s event, the Crowd Invest Summit taking place September 6th and 7th at the Los Angeles Convention Center in Downtown LA. When you register for the conference, use the discount code “SNN” and receive 25% off your ticket for admission. We’ll be there as a media sponsor, and looking forward to a great event.
To register, please click the following link: www.CrowdInvestSummit.com
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more inforamtion about Alon Goren, please visit: www.alongoren.com or www.CrowdInvestSummit.com
You can follow Alon on Twitter @AlonGoren
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 over breakfast, we discussed his investing approach. It was during this conversation that I was introduced to Mark’s particular focus and pension for investing in Special Situations. After meeting Mark in Chicago, I read a few of his articles he posted on MicroCapClub.com and thought he’d be the perfect guest to discuss investing in Special Situations. The goal for this episode is to learn more about different Special Situations, Mark’s approach to investing in Spinoffs and Rights Offerings, for example, and his advice for new MicroCap investors.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Mark Vonderwell, and read his articles, please visit: www.MicroCapClub.com
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 Showcase, which is available on Stock News Now’s YouTube channel. After that panel, I had the pleasure of speaking to Ralph more, and I thought he would be a great guest to have to describe his experiences as a professional analyst. We’ve spoken to a lot of individual investors on the podcast discussing their strategies and I was curious if there was a fundamental difference between them and professional analysts. The goal for this episode is to learn more about how a professional analyst goes about doing their due diligence and research on a MicroCap company.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Ralph Garcea and Echelon Wealth Partners, please visit: www.echelonpartners.com
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 investment letters to read. I thought they were really quite insightful on MicroCap investing. One letter that caught my eye was a paper they published in October 2014, called, “MicroCap Myths.” We’ve touched on this topic a couple times, especially when it comes to mainstream media’s portrayal of MicroCap stocks, well, penny stocks, and I thought this would be an interesting topic to cover in an episode. The goal for this episode is to learn more about Ancora’s MicroCap investment strategy and demystify some of their MicroCap Myths.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Denis Amato and Ancora Advisors, please visit:
www.Ancora.net
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 to see if he’d like to share his thoughts. The main point I wanted to talk about was this idea of CEO alignment with shareholders: Why this is important to him? Why he, “only look(s) at companies where the CEO owns a lot of stock”? The goal for this episode is to learn why Travis pays attention to CEO and C-suite pay and stock ownership, and why that is part of his investment criteria.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Travis Wiedower and Wiedower Capital, please visit:
www.WiedowerCapital.com
Travis' blog "Egregiously Cheap" - www.traviswiedower.com
Travis' Twitter: @WiedowerCapital
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, and as you will hear, we discuss how she has been able to leverage her professional skills to help her develop an investing thesis on a potential investment, and to assess her current portfolio. The goal for this episode is to understand that your professional skills can be quite useful when you’re developing your MicroCap investing strategy.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
You can follow Meredith Brill on Twitter: @LockStockBarrl
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, Brandon Mackie, Jason Hirschman and Chris Lahiji – all previous guests on Planet MicroCap. You’re probably asking yourself why I asked these panelists to join me for this momentous occasion? I think they provide a healthy difference of experience and insight that they drew upon to tackle tough, difficult questions we continue to ask ourselves each day when covering the MicroCap stock market. As you will hear, their difference of opinion on certain topics demonstrates that there is no one right way to invest in MicroCap stocks, and multiple perspectives provides multiple potential answers to the same problem.
As Benjamin Franklin famously said: “An investment in knowledge pays the best interest.” The goal for this episode, and every episode, is to provide more knowledge and insight to help you on your investing journey. I’d like to thank Chris Irons, Brandon Mackie, Jason Hirschman and Chris Lahiji for joining me on this dais and sharing their perspectives, and especially like to thank everyone who came to the Planet MicroCap Showcase 2017, and look forward to seeing you all in 2018.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about our panelists, please go here:
Chris Irons, @QTRResearch, www.GeoInvesting.com
Brandon Mackie, @SmallCapDisc, www.SmallCapDiscoveries.com
Jason Hirschman, @EightTrack18
Chris Lahiji, @theLDMicro, www.LDMicro.com
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 informative. The over-arching theme throughout the book, as it states on the cover, is answering the question, “why simplicity trumps complexity in any investment plan.” I thought this would be a great topic to discuss with Ben for the podcast. The goal for this episode is to understand why simple solutions can be used to solve complex problems. As Warren Buffet states, “Investing is simple, but not easy.”
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
For more information about Ben Carlson and where to buy "A Wealth of Common Sense", please visit:
Website: www.awealthofcommonsense.com
Twitter: @awealthofcs
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 strategy that uses more of a quantitative approach. I’ve yet to do an interview with someone that employs this strategy and I was quite curious as to how it all works.
Also, I’m very excited to announce that Len will be joining us in Las Vegas at the Planet MicroCap Showcase, April 26-28, where he’ll be speaking on the MicroCap Institutional Investor panel. He’ll be joined by Bill Nasgovitz from Heartland Advisors, Ralph Garcea from Echelon Wealth Partners, and the panel will be moderated by Jason Paltrowitz from OTC Markets. They will all be discussing their unique approaches to MicroCap investing. There is still time to register, simply send us an email at info@snnwire.com, and we will send you a link to register.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
For more information about Len Haussler and Opus Capital Management, please visit:
LinkedIn: https://www.linkedin.com/company/opus-capital-management
Twitter: @opuscapitalmgmt https://twitter.com/opuscapitalmgmt
Facebook: https://www.facebook.com/profile.php?id=100009248111373
Website: www.opusinc.com
Phone: 513-621-6787
Address: 221 E. 4th Street, Suite 2700 – Cincinnati, OH 45202
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 2016 in Chicago – thank you, Ian and Mike for the introduction. He was a speaker at their event, and after his speech I did some more research on him. I was blown away – he above all else, has this insatiable desire for knowledge, which hits home for me. This interview took about six months to book and I’m so grateful for this opportunity.
Sanjay Bakshi, as it states on SanjayBakshi.net, is an Adjunct Professor at Management Development Institute, Gurgaon, in India, where he teaches a popular course Behavioral Finance and Business Valuation. He also is a Managing Partner at ValueQuest Capital LLP. On his websites, you can find his teachings and thoughts on investing, which are quite insightful.
We covered a lot in this interview, which went into two recording sessions. In between the sessions, I did catch a cold, so I do apologize if I sound different. All I can say is thank you again Sanjay for taking the time to do the interview with me and I am incredibly grateful for the wisdom you imparted.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
For more information about Sanjay Bakshi, please visit:
Blog: https://fundooprofessor.wordpress.com/ Site: https://www.sanjaybakshi.net/ Twitter: @Sanjay__Bakshi You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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 governance, not just for MicroCap boardrooms, but for all public companies. Since that conversation, I wanted to learn more about corporate governance and what should be done in the event that C-suite management and board of directors aren’t acting in the best interest of shareholders. I discovered the best way for me to understand this topic was anecdotally. I came across “Dear Chairman” by Jeff Gramm on a reading list, and I’m glad I did because it really helped me understand the rise of shareholder activism and the effect it’s had on corporate governance. In this interview, you will learn about his background, his approach to investing and we discuss his book, “Dear Chairman.” Reading lists are great resources as I have found, and I highly recommend adding Jeff’s book to your list.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
In this episode, Jeff and I discuss the following topics:
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Jeff's background and how he got started investing in MicroCaps
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His experience teaching a value investing course at Columbia Business School.
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Qualitative vs. qualitative approaches to investing
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His investing strategy when looking at MicroCap stocks
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What is "Dear Chairman" about and why he felt it was important to describe this aspect of financial history
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What is shareholder activism?
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Is there a difference in shareholder activism between Large Caps and MicroCaps?
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One prevailing theme that each activist observed is that the management ownership of the company was not in line with the interests of the shareholders – specifically, CEOs owning a very small percentage of the business. Why he thinks this persists, and even if a company is being run well, doesn’t that leave an operator vulnerable?
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“If shareholders continue to be passive, they will continue to shorn like sheep” – especially with MicroCaps, while CEOs are much more accessible, where he draws the line between passive and active? If everyone was active, how can the CEO run his/her business?
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What is the “Poison Pill”?
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In chapter 5, you also highlight how institutions started taking a more active approach with their holdings. How has the awakening of institutional investors impacted public company governance and is there a fundamental difference than from individual shareholders?
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Based on the many examples you gave in the book, for MicroCaps, what he thinks is the best formula for a corporate board
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Each chapter of the book highlights a new “era” of shareholder activism – what era would he says he learned the most from and had the greatest affect on his approach investing
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How he sees shareholder activism evolving
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Advice for new MicroCap investors
For more information about Jeff Gramm and "Dear Chairman", please visit:
www.DearChairman.com
You can follow Jeff on Twitter @jeff_gramm
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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 speaking at our annual event, the Planet MicroCap Showcase – April 26-28, 2017 at the Planet Hollywood Resort & Casino in Las Vegas, NV. They have a very unique MicroCap investing perspective, which we discuss at length in this interview, especially with regard to their core investing strategy and process when looking at Canadian MicroCap stocks.
I also spoke with them about the panels they will be speaking on at the Planet MicroCap Showcase, discuss at length the history, investing landscape and infrastructure in Canada, as well as, accessibility for US investors to invest in Canadian listings and their assessment of the Canadian investing climate currently. The goal for this episode is learn more about Brandon and Paul’s strategies when looking at Canadian MicroCap stocks, how they find new ideas and their thoughts on the current Canadian investing market.
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
In this episode, Paul, Brandon and I discuss the following topics:
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Brandon and Paul's backgrounds and how they got started investing in MicroCap stocks
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When and why they both started looking at Canadian MicroCap stocks
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What is Small Cap Discoveries and is there a sector or sectors in particular they focus on
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Core investing strategy when assessing a potential new investment
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How do they find new ideas
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At Small Cap Discoveries, they cover Canadian microcaps primarily, and its been gaining more visibility. Why do they think this is?
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Is it difficult for US investors to invest in Canadian MicroCap stocks?
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Where they both see the Canadian MicroCap market going
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With more attention given to the sector, are they worried that all the new quality stories have been exhausted
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Brandon and Paul will be speaking at the Planet MicroCap Showcase in Las Vegas, April 26-28, 2017. Brandon will be on the first ever LIVE Planet MicroCap Podcast, and Paul will be joining Maj Soueidan and Brent Cook on the MicroCap newsletter panel. Why do they think MicroCap newsletters are important to the MicroCap community
For more information about Paul Andreola, Brandon Mackie and to subscribe to their newsletter, please visit:
www.SmallCapDiscoveries.com
You can follow Paul on Twitter @PaulAndreola
You can follow Brandon and Small Cap Discoveries @SmallCapDisc
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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, has a vast amount of information and resources related to Value Investing, including: investing book recommendations and stock screeners based on strategies put forth by well-known value investors, as well as interviews Rupert has conducted with well-known hedge fund and portfolio managers. One aspect I love about investing is the application of principles that were successful for one asset class and if they can be applied to another asset class. The goal for this episode is to learn more about some of the greatest investors of all time, resources available at ValueWalk.com, and Rupert’s favorite lessons he’s learned in his conversations with hedge fund and portfolio managers.
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
In this episode, Rupert and I discuss the following topics:
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Rupert's background and your experience with MicroCap stocks
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What is ValueWalk.com?
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His goals with ValueWalk.com and why do he feels its necessary to share the information that it does
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His recommendations for investing books and why those for new MicroCap investors
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He's done extensive work on some of the greatest investors of our time, like Benjamin Graham and Warren Buffet – what was their investing style and why has it stood the test of time?
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Overview of the stock screeners featured on ValueWalk.com
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Some of your favorite lessons he's learned from his conversations with hedge fund and portfolio managers
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His advice for new MicroCap investors
For more information about Rupert Hargreaves, Value Walk and Hidden Value Stocks Newsletter, please visit:
www.ValueWalk.com and www.HiddenValueStocks.com
You can follow Rupert on Twitter @ruperthargreav1
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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 reached out because one thing in particular that Nate covers on his blog that we haven’t discussed on here yet, is the banking sector. Also, I could relate to a lot of what Nate says in this interview, especially when we discuss reading investing books. It’s important not to feel discouraged when reading these books, rather, write down terms and phrases you don’t know, and look them up on Investopedia – that’s what I did. Quite frankly, I still do that. The goal for this episode is to learn more about the banking sector, not to get discouraged when first reading investing books and discuss a few investing phrases we’ve yet to cover until now.
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Winter/Spring 2017
In this episode, Nate and I discuss the following topics:
-
Nate's background and how he got started investing in MicroCap stocks
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Strategy when assessing a potential new investment
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What experience really helped shape his investing strategy
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Investing books
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An overview of the banking sector – regional banks, community banks, MicroCap companies in banking
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What about the banking sector is particularly interesting to Nate
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From the Oddballstocks.com blog – one that I read from February last year that I found interesting was, “Is screening completely worthless?” Nate's thoughts on this
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How he finds new investing ideas
- Why doesn't he use "Watch Lists"?
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What does the phrase “dead money” mean?
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From his article this past November, when does he “give up” on a stock - what does that mean?
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His advice for new MicroCap investors
For more information about Nate Tobik, please visit: www.CompleteBankData.com and www.OddBallstocks.com.
You can also follow Nate on Twitter @Oddballstocks
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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 partnered up with Todd to create WhyMicroCaps.com to, as they say, “do their part in helping to bridge the gap between the reality and the perception of microcaps.” The goal for this podcast is to answer the question Why MicroCaps, and then discuss a few of their educational articles featured on their blog roll.
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016
In this episode, Scott, Todd and I discuss the following topics:
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Scott and Todd's backgrounds and how they got their start investing in MicroCap stocks
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What is WhyMicroCaps.com?
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Why they think investors should care about MicroCap stocks
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What they mean when they state, “You can invest where the best and brightest on Wall Street can’t”
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What can we learn from investing in MicroCap stocks?
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Should investors interested in MicroCaps be concerned about the time commitment it takes to find that next multi-bagger?
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Concentration vs. diversification
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Why are our worst investments the most important, according to an article from the website?
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Lessons they have learned investing in MicroCap stocks
For more information about Scott Felsenthal and Todd Massedge, please visit: www.WhyMicroCaps.com
You can follow Scott @scottfelsenthal and you can follow Todd @toddalphatree
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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 investor, as well as his approach to MicroCap investing. In this interview, I wanted to get his insight on 2017 – trends to look out for this year and how the recent election may affect the MicroCap space. But more importantly, he’s one the main contributors to MicroCapClub.com, and he wrote two articles that I wanted to cover at length in this interview: “Investing Pitfalls to Avoid,” and “Searching for Gold in SEC Filings”. The goal for this episode is to learn about what Mike believes investors should look out for when looking at MicroCap stocks, as well as how he finds “gold” in SEC Filings and what that means.
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016
In this episode, Mike and I discuss the following topics:
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For those who missed our first interview, Mike's background and how he got into investing in MicroCaps
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We are now in 2017, what are some themes to look out for in MicroCaps for 2017
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Was there anything that happened in 2016 that he thinks may have an affect on the MicroCap space in 2017
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Big election year, what effects could a Trump presidency have on the MicroCap space
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Its been a while since Mike and I spoke and he's published a few very interesting articles on MicroCapClub.com. From his article, "Investing Pitfalls to Avoid", what he doesn't want in an investment
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Based on his article, "Searching for Gold in SEC Filings", what are some of the positive and negative items we should look for in SEC Filings?
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One thing that's been said a couple times on the podcast and I was curious to ask Mike about - where are the new names in MicroCaps?
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How have things progressed at the MicroCapClub? Trends in MicroCap that Mike has observed while maintaining the site
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What are the dates for next year's MicroCap Leadership Summit and where can my audience go to buy their ticket?
For more information about Mike Schellinger and the MicroCapClub, please visit: www.MicroCapClub.com, and you can follow Mike on Twitter @MikeDDKing
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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 Tobias at a conference recently, where we discussed doing an interview for the podcast. I didn’t know much about Tobias at the time, but upon further research, along with his work at Carbon Beach Asset Management, he’s also a published author having written three books on topics ranging from: deep value investing, activism, concentrated investing, and contrarian investing. These are all topics I want to learn about from him for the podcast. The goal for this episode is to learn about what deep value investing means, and a couple other key phrases we’ve heard a few times on this podcast and how they relate to MicroCap stock investing.
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016
In this episode, Tobias and I discuss the following topics:
-
Tobias' background and experience investing in MicroCap stocks
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What does “deep value” investing mean?
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There’s a couple key phrases that have been mentioned on the podcast: “activism” and “contrarian” – what do these terms mean and why are they relevant to MicroCap investing?
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In his book, “Deep Value”, Tobias discusses why activist investors and other contrarians battle for control of losing corporations, what is the reason for this?
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What are the deep-value investment principles that Carbon Beach employs?
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With that philosophy in mind, what is then the investment process?
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What experience he draws upon that helped shape his investing philosophy
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Advice for new MicroCap investors
For more information about Tobias Carlisle, please visit any one of the following:
http://acquirersmultiple.com/ https://greenbackd.com/ http://carbonbeacham.com/ His books are on Amazon here: https://www.amazon.com/Tobias-Carlisle/e/B00AN4SALO/ref=sr_tc_2_0?qid=1482362559&sr=1-2-ent And on Twitter @greenbackd
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
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 newsletter writer and full-time investor, Maj provides his thoughts on the year that was.
The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2016
You can follow Maj Soueidan @MajGeoInvesting and for more information about GeoInvesting, please visit: www.GeoInvesting.com
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com