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My guests on the show today are Anthony Perala and James Hannack, research analysts at Punch & Associates. Anthony and James recently returned from a multi-city due diligence trip across Western Canada, and in this episode, they walk us through what they learned — not just about specific companies, but about the power of seeing businesses up close. We talk about why in-person research still matters, especially in microcaps where management access, company culture, and operational visibility aren't always obvious on paper or a Zoom screen. They share how walking factory floors, reading body language, and noticing office details can shape conviction and surface red flags in ways spreadsheets simply can't. Anthony and James also explain why Calgary and Vancouver are becoming regular stops on their research itinerary, how they prepare for and structure field visits, and how they filter insights once they're back at the desk. We also cover common pitfalls, lessons learned, and what separates candid management teams from those just giving the “IR version” of the story. If you've ever questioned whether boots-on-the-ground research still adds value in today's data-rich environment — this episode makes a compelling case that it does. For more information about Punch & Associates, please visit: https://punchinvest.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 Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund. I've known Mathieu a long time, and he's a regular guest on the show. He's a generalist microcap investor who recently started exploring a sector many investors have written off entirely: Canadian cannabis. After years of avoiding the space due to its speculative excesses, Mathieu has been seeing the potential for a turnaround — with cleaner balance sheets, improving fundamentals, and profitable operators finally emerging. In this episode, we talk about what's changed in the Canadian cannabis landscape — from rationalized supply and reduced competition, to international export markets and stronger brand differentiation. Mathieu shares how he uncovered opportunities like High Tide, why some vertically integrated players like Cannara Biotech and Rubicon stand out, and how excise tax reform or expanded retail footprints could serve as powerful catalysts for the sector. We also dig into why most investors are still stuck on the legacy LPs from the 2017–2019 bubble — and what they're missing. Mathieu explains the importance of reading cash flow statements over flashy revenue growth, highlights accounting red flags, and discusses how to navigate this highly regulated, capital-intensive market with discipline. If you've written off cannabis or simply haven't revisited the Canadian names in years, this conversation might just change your mind, and for full disclosure, we discussed a number of companies on today's episode, and I'm not a shareholder in any of them. For more information about Mathieu Martin, Rivemont MicroCap Fund and the Stocks & Stones Newsletter, please visit: https://stocksandstones.substack.com/ You can Follow Mathieu Martin on Twitter/X: @Stocks_Stones 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
In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.#57 - Pitch Leatt Corp ($LEAT) + Update Mind Technology ($MIND)Christian stellt uns heute $LEAT vor. Der Hersteller von Schutzausrüstung für Motorsport und ehemalige Covid-Gewinner, hat eine sehr lange Durststrecke hinter sich, die nun jedoch am Ende angekommen sein könnte. Die jüngsten Zahlen und Kommentare des Managements wirkten dahingehend sehr vielversprechend.Bei Mind Technology gibt es mehr vom gleichen. Dennoch sind wir hinsichtlich mancher Aspekte doch etwas skeptischer geworden.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about
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
In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.#56 - Pitch Unibap Space Solutions ($UNIBAP.ST) mit Gast Basti + Update Simply Solventless ($HASH.V) + Exkurs KGaAHeute wollen wir hoch hinaus. Unser Gast Basti hat uns als Pitch das Raumfahrtunternehmen Unibap Space Solutions $UNIBAP.ST mitgebracht, das durchaus Erklärungsbedarf besitzt. Wenn der derzeitige Wachstumskurs fortgesetzt wird, könnte die augenscheinlich höhere Bewertung schnell Geschichte sein.In Folge 51 hat uns unser Gast Lars einen interessanten Pitch mitgebracht: Simply Solventless $HASH.V. Bei diesem folgte jedoch seitdem eine negative Überraschung der anderen. Warum Lars sogar mittlerweile verkauft hat, sagt er uns in einer ausführlichen Sprachnachricht, die wir als Aufhänger zur Diskussion nehmen.Die Platform Group $TPG.DE war schon häufiger Thema bei uns und eigentlich wollten wir es auch bei dem 'war' belassen. Nun hat das Unternehmen sich jedoch zu einem Schritt entschieden, den wir als Aufhänger für einen Exkurs und eine anschließende Diskussion nehmen wollen.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about
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
In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.#55 - Updates zu Trubar ($TRBR), Covalon ($COV.V) & BQE Water ($BQE.V) & Rückblick Card Factory ($CARD.L)Zusammen mit dem Namenswechsel hat das ehemalige Simply Better Brands $SBBC.V nun auch strategisch klar den Fokus auf die Marke Trubar $TRBR gelegt. Der Umsatzrückgang im Quartal sieht auf den ersten Blick nicht sonderlich gut aus, muss jedoch durch mehrere Linsen betrachtet werden. Allgemein hatten wir viel zu diskutieren.Auch bei Covalon Technologies $COV.V gab es einen Umsatzrückgang, der nicht zwingend kritisch bewertet werden muss. Wir hatten jedoch abseits dessen Kritik an der Art der Kommunikation und Fragezeichen hinsichtlich der Pläne des Vorstands.BQE Water $BQE.V ist ein relativ junger Gast im Podcast. Die zuletzt vermeldeten Zahlen lassen uns jedoch bereits an dem Investment Case zweifeln.In unserem heutigen Rückblick schauen wir auf Card Factory $CARD.L. Ursprünglich als Dying Business bezeichnet, scheint der Gegenbeweis mittlerweile als erbracht, was der Aktie jedoch nicht geholfen hat.Hinweis: Martin hatte beim Community Feedback vergessen zu erwähnen, dass er nicht mehr bei $IVFH investiert ist. Christian ist weiterhin investiert. Aus Transparenzgründen möchten wir darauf hinweisen.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about
THURSDAY 29TH MAY 2025 [PODCAST] 7 Microcap Companies Covered, Watch 2 MACRO Federal court blocks Trump's sweeping tariffs MICRO BRAEMAR SHIPPING #BMS CRIMSON TIDE #TIDE GETECH GROUP #GTC JOURNEO #JNEO PHYSIOMICS #PYC SMARTTECH247 #S247 WATKIN JONES #WJG *****MY BOOK***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! If you buy a copy of the book, then leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! —---------------------------------------------------------------------- In this podcast I cover the Macro News relevant to the UK and monitor MicroCap Stocks to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The company's that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- IF YOU REGULARLY LISTEN TO THIS PODCAST AND ENJOY IT'S OUTPUT PLEASE CONSIDER GIVING IT A 5 STAR RATING AND REVIEW - THAT WAY MORE PEOPLE WILL FIND IT. THANK YOU
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
In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.#54 - Updates zu Now Vertical ($NOW.V) & Innovative Food Holdings ($IVFH)Die Innovative Food Holdings $IVFH Zahlen kamen nicht gut beim Markt an. Wir hatten bereits in der letzten Folge spontan darauf reagiert, aber haben uns den Call mittlerweile nochmal angehört und möchten einige relevante Aspekte aufgreifen, die zuvor zu kurz kamen. Bei Now Vertical $NOW.V kamen die Zahlen ebenfalls durchwachsen an. Wir sehen das Unternehmen weiterhin auf Kurs, aber haben uns auch mit den kritischen Punkten, wie unbilled receivables und Verschuldung, befasst.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about
Oron är tillbaka på marknaden med fallande börser och stigande långräntor. Embracer ökar vinsten men rasar på sämre utsikter än väntat. Det och läget att investera i micro cap diskuteras med förvaltarna Helen Groth och Matilda Karlsson bakom den nystartade fonden Gaia Microcap. Programledare är Jesper Norberg och Gabriel Mellqvist.
In this episode of Yet Another Value Podcast, host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concept of “superpowers” in investing—an individual's unique edge based on comparative advantage—and how it shapes portfolio decisions. The discussion extends into sell discipline, including identifying when a thesis is broken and handling emotional pitfalls during drawdowns. Artem also touches on evaluating management teams, international microcap investing, and the psychological toll of investing for a living. The conversation is a practical dive into staying grounded and focused amid the volatility of markets.______________________________________________________________________[0:00:00] Intro & sponsor message.[0:02:45] Andrew introduces Artem.[0:03:45] Defining investment 'superpower'.[0:05:08] Artem's investing superpower explained.[0:06:30] Identifying others' superpowers.[0:08:15] Matching skills to stock selection.[0:09:30] Using expert calls effectively.[0:10:55] Selling stocks on thesis change.[0:13:46] Holding through macro noise.[0:15:12] Assessing management capability.[0:17:30] Micro vs. large cap dynamics.[0:19:30] International vs. US investing.[0:23:10] Mental resilience in investing.[0:26:00] Avoiding emotional decision-making.[0:30:00] Balancing fund and personal finance.[0:33:00] Final thoughts and close.Links:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
Microcaps of every sort have been rushing to list on US exchanges. Many are from China and represent shares in tiny companies, such as a chain of hot pot stores. Today on the show, Katie Martin and Aiden Reiter talk to correspondent George Steer about the boom and try to figure out what's going on. Also, they go long the SEC's Caroline Crenshaw and short DJs. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.
[PODCAST] 10 Microcap Companies Covered, Watch 3, Ignore 7 MACRO Fishing: It's the same deal as the last 4 years but now they can export to EU MICRO AMCOMRI GROUP #AMCO CALNEX SOLUTIONS #CLX COMPTOIR GROUP #COM HARDIDE #HDD IMAGE SCAN #IGE IXICO #IXI NEWMARK SECURITY #NWT TOPPS TILES #TPT TRUFIN #TRU XEROS TECHNOLOGY #XSG *****MY BOOK***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! If you buy a copy of the book, then leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! —---------------------------------------------------------------------- In this podcast I cover the Macro News relevant to the UK and monitor MicroCap Stocks to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The company's that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- IF YOU REGULARLY LISTEN TO THIS PODCAST AND ENJOY IT'S OUTPUT PLEASE CONSIDER GIVING IT A 5 STAR RATING AND REVIEW - THAT WAY MORE PEOPLE WILL FIND IT. THANK YOU
In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.#53 -Aktienvorstellung Range Impact ($RNGE) + Updates zu Regis Corp ($RGS), Kinovo ($KINO.L) & Innovative Food Holdings ($IVFH)Range Impact ist mit Sicherheit die bislang außergewöhnlichste Aktie, die wir im Podcast besprochen haben. Ein potentieller Investment Case ist derzeit rein von der Fantasie in der Zukunft getrieben und nicht von den bereits sichtbaren Zahlen. Dennoch fanden wir sie so interessant, dass wir sie im Podcast zukünftig begleiten wollen.Ebenfalls dauerhaft begleitet wird die erste Aktie, die wir als erstes im Podcast besprochen haben: Regis Corp $RGS. Mittlerweile sind zarte Pflänzchen der Erholung bei den Same Store Sales zu erkennen und auch abseits dessen gibt es viele interessante Maßnahmen des Vorstands.Auch Kinovo PLC $KINO.L ist bislang Dauergast 'gewesen'. Die Chancen stehen jedoch gut, dass dies durch das Übernahmeangebot bald ein Ende findet. Was meistens ein Grund zur Freude ist, ist einigen Investierten aufgrund der Umstände jedoch sauer aufgestoßen.Wir reagieren zudem quasi live auf die Innovative Food Holdings $IVFH Zahlen, die wenige Minuten vor Aufzeichnung des Podcasts veröffentlicht wurden. Uns haben die Zahlen des Specialty Food Lieferanten dieses Mal gar nicht 'geschmeckt'. Wir sprechen über die Gründe und unsere Gedanken für die Zukunft des Unternehmens.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about
PODCAST: 5 Microcap Companies Covered, Watch 3 MICRO CHARACTER GROUP #CCT EENERGY GROUP #EAAS SOLID STATE #SOLI STAFFLINE GROUP #STAF VOLVERE #VLE *****MY BOOK***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! If you buy a copy of the book, then leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! —---------------------------------------------------------------------- In this podcast I cover the Macro News relevant to the UK and monitor MicroCap Stocks to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The company's that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- IF YOU REGULARLY LISTEN TO THIS PODCAST AND ENJOY IT'S OUTPUT PLEASE CONSIDER GIVING IT A 5 STAR RATING AND REVIEW - THAT WAY MORE PEOPLE WILL FIND IT. THANK YOU
PODCAST: 8 Microcap Companies Covered, Ignore 3 MACRO Gdp Rises But There's A Reason And Its Not Positive MICRO DSW CAPITAL #DSW FILTRONIC #FTC HSS HIRE #HSS MICHELMERSH BRICK #MBH NEXUS INFRASTRUCTURE #NEXS JOURNEO #JNEO TPXIMPACT HOLDINGS #TPX VERSARIEN #VRS *****MY BOOK***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! If you buy a copy of the book, then leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! —---------------------------------------------------------------------- In this podcast I cover the Macro News relevant to the UK and monitor MicroCap Stocks to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The company's that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- IF YOU REGULARLY LISTEN TO THIS PODCAST AND ENJOY IT'S OUTPUT PLEASE CONSIDER GIVING IT A 5 STAR RATING AND REVIEW - THAT WAY MORE PEOPLE WILL FIND IT. THANK YOU
Mit einem geschärften Fokus und einer Rendite von über 30 % pro Jahr gehört Christian zu den Investoren, die es geschafft haben ihre Leidenschaft in eine Vollzeittätigkeit zu wandeln. In dieser Folge spreche ich mit ihm darüber wie genau er das geschafft hat und was er heute anders macht als früher. Shownotes Werbepartner: Jetzt die Tagesgeld-Alternative Monefit mit bis zu 10,52% Zinsen entdecken - https://investor-stories.de/monefit Christians Substack: https://tridentopportunities.substack.com/ Christians Podcast: https://tridentopportunities.substack.com/ Tracktacle von Roman und Christian: https://www.tracktacle.com/
PODCAST: 8 Microcap Companies Covered, Ignore 5 MACRO Employment levels slump as Reeves' taxes bite Pension funds sign Mansion House Accord in £50bn boost to UK MICRO ACTIVEOPS #AOM ANGLING DIRECT #ANG CAP-XX #CPX EDEN RESEARCH #EDEN ITIM GROUP #ITIM PHSC PLC #PHSC REVOLUTION BEAUTY #REVB ZENOVA GROUP #ZED *****MY BOOK***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! If you buy a copy of the book, then leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! —---------------------------------------------------------------------- In this podcast I cover the Macro News relevant to the UK and monitor MicroCap Stocks to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The company's that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- IF YOU REGULARLY LISTEN TO THIS PODCAST AND ENJOY IT'S OUTPUT PLEASE CONSIDER GIVING IT A 5 STAR RATING AND REVIEW - THAT WAY MORE PEOPLE WILL FIND IT. THANK YOU
PODCAST: 11 Companies Covered, Ignore 6 MACRO US and China agree to slash tariffs as trade war eases PM promises tougher visa rules to fix 'broken' migration system MICRO CORDEL GROUP #CRDL CYANCONNODE HOLDINGS #CYAN LIKEWISE GROUP #LIKE MTI WIRELESS EDGE #MWE MYCELX TECHNOLOGIES #MYX SYNECTICS #SNX TAN DELTA SYSTEMS #TAND TEKMAR GROUP #TGP TIALIS ESSENTIAL IT #TIA VELOCITY COMPOSITES #VEL VENTURE LIFE #VLG *****MY BOOK***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! If you buy a copy of the book, then leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! —---------------------------------------------------------------------- In this podcast I cover the Macro News relevant to the UK and monitor MicroCap Stocks to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The company's that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- IF YOU REGULARLY LISTEN TO THIS PODCAST AND ENJOY IT'S OUTPUT PLEASE CONSIDER GIVING IT A 5 STAR RATING AND REVIEW - THAT WAY MORE PEOPLE WILL FIND IT. THANK YOU
Roman hat an nur einem einzigen Tag eine Rendite von 500% erzielt. Klingt wie ein Traum für viele Anleger, doch in der heutigen Podcast-Folge erklärt Roman wie er das schaffen konnte. Shownotes zum Interview mit Roman Werbepartner: Jetzt die Tagesgeld-Alternative Monefit mit bis zu 10,52% Zinsen entdecken - https://investor-stories.de/monefit Roman auf Twitter: https://x.com/romanp000 Romans Substack: https://cheapsecurities.substack.com/ Tracktacle von Roman und Christian: https://www.tracktacle.com/
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
Description: In this episode of The Private Equity Podcast, Alex Rawlings sits down with Ben Claremon, Partner at Devonshire Partners, a lower middle-market PE firm investing in micro and nano-cap businesses. Ben shares insights into why PE firms overlook small public companies, how microcap investing presents unique opportunities, and why a hedge fund mindset can be valuable in private equity. He also discusses the challenges of deal competition in the lower middle market, mitigating risks in microcap investments, and how Devonshire builds long-term relationships with business owners.Breakdown:[00:00] Welcome back to The Private Equity Podcast. Today, Alex speaks with Ben Claremon, Partner at Devonshire Partners, focusing on micro and nano-cap investments.[00:30] Ben's journey from real estate and hedge funds to private equity.[01:00] Devonshire's investment focus: $2M–$10M EBITDA, founder/family-led businesses.[01:27] The crowded lower middle market and increased deal competition.[02:25] Why PE firms ignore small public companies and why they shouldn't.[03:48] The lack of institutional capital in microcap public equities—an overlooked opportunity.[05:16] Public vs. private small businesses—why public companies often have better governance.[07:07] Devonshire's hybrid approach: investing in public companies with a private equity mindset.[09:00] How Devonshire builds relationships with microcap companies for long-term deals.[10:28] Risks and challenges in microcap investing—and how Devonshire mitigates them.[12:19] Why small public take-private deals are underexplored by PE.[14:16] Devonshire's screening process to filter out high-risk investments.[16:10] Generalist vs. Specialist Investing—how Devonshire balances both.[19:31] Lessons Ben brought from hedge funds into private equity.[21:57] Ben's podcast recommendations: Capital Allocators, Invest Like the Best, and his own Compounders Podcast.[30:04] Connect with Ben:
In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.00:00 Introduction06:14 Customer Focus & Early Lessons12:35 Leadership & Process Thinking18:13 Culture, Boards & Mentorship22:18 Strategy Starts with the Problem30:37 What Makes a Great CompanyListen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
WAM Capital, WAM Microcap, WAM Research and WAM Active FY2025 Interim Results Webinar by Wilson Asset Management
Microcap stocks can be seen as risky, but for those with the right expertise, they can unlock a world of opportunity. Today's guest manages Fidelity Global Micro-Cap fund, leveraging a unique approach that combines value, quality, and both quantitative and fundamental analysis to find hidden gems. Where is he finding the best opportunities right now? And how might U.S. policy shifts and global valuations impact microcap investors? Joining the show today to share his investment style, and how he's navigating global markets, is Portfolio Manager, Salim Hart. Recorded on February 27, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.
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
In this episode, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO Steve Frenkiel and partners Jonas Beallor and Lynden Hennessy. Steve discusses his transition from a naive entrepreneur to the leader of a rapidly growing logistics company, and the pivotal decision to partner with Shore Capital. Jonas and Lynden provide perspectives on why they chose to team up with Dynamic, sharing their goals for growth and maintaining strong customer service. They also reflect on their journeys and the importance of preserving company culture.00:00 Introduction01:51 Steve's Entrepreneurial Journey08:25 Jonas Beallor's Perspective11:35 Lynden Hennessey's Legacy15:52 Misconceptions About Private Equity17:18 Future Vision for Dynamic ConnectionsListen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
On this episode of Chit Chat Stocks, we talk with Whit Huguley of River Oaks Capital on all things microcap investing. We discuss:(11:01) The Importance of Due Diligence(21:41) Idea Generation and Research Process(32:42) Suggestive Investing and Capital Allocation(37:58) Understanding Margin of Safety in Micro Caps(39:01) The Importance of Suggestive Investing(43:54) Innovative Food Holdings: A Case Study(49:00) Management Impact on Microcap Success(01:03:16) Navigating Portfolio Management and Position SizingRIVER OAKS CAPITAL WEBSITE: https://www.riveroaks-capital.com/*****************************************************JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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 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
Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews John Exley, CEO of Acorn Management Partners, explore Acorn Management Partners and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Jennifer Calabrese, Founder & CEO at Calabrese Consulting, explore Calabrese Consulting and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Cromwell Coulson, President, CEO & Director at OTC Markets Group. Explore OTC Markets Group and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest Visit our website: https://missionmatters.com More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Marc Indeglia, Co Chair of Corporate Dept. at Glaser, Weil, Fink, Howard, Jordan & Shapiro LLP, explore the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Mark Deters, Partner at Withum, explore Withum and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Jacob Frenkel, Member at Dickinson Wright, PLLC., explore Dickinson Wright, PLLC. and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Doug Ellenoff, Partner at Ellenoff Grossman & Schole LLP, explore Ellenoff Grossman & Schole LLP and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia
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
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
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
Join us as Max Osbon of Osbon Capital Management reveals how tech investments can thrive amid market volatility and unpredictable times. Discover how to anticipate market pullbacks while unlocking the potential of semiconductor giants like Nvidia, which are essential for navigating hype cycles. Max provides expert insights on managing risk assets and grasping stock-specific momentum, crucial for making informed investment decisions in today's shifting market landscape.Our conversation also tackles the surprising dynamics of government-supported markets, including the Federal Reserve's unexpected $2 trillion balance sheet contraction. Despite a reduced M2 money supply, market liquidity remains buoyant, hinting at unseen elements bolstering optimism. We examine the evolving challenges faced by VC-backed companies and the emergence of opportunities at market lows, as illustrated by Meta's notable rebound. Understanding your assets and anticipating market fluctuations are key themes, showcasing how investors can find value even amidst uncertainty.Explore the speculative realm of SPACs and micro-cap tech companies, where innovation meets risk and potential gains abound. Max and I scrutinize companies like Butterfly Network and Aurora, emphasizing the need for thorough analysis and comprehension of the technologies involved. This episode sheds light on risk management across various asset types and highlights the flexibility of independent investment firms like Max's. With gratitude for our listeners, we eagerly anticipate bringing you more valuable insights in future episodes.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.Visit ringtree.io and use code LEADLAG to save Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
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
Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation.Subscribe to Courage & Conviction Investing's Second Wind CapitalShow Notes:Cineverse Q3 2024 Earnings Call TranscriptCineverse Owns 'Terrifier 3' And Few People Have Connected The DotsCineverse Virtual Analyst ReportRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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