Podcasts about microcapclub

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 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 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: 1. 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. 2. 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

On today's episode, Kyle Grieve chats with Ian Cassel about the art of success in the private investing world, key investing skills to help manage stress, simple methods for finding new investing ideas, consolidating your stock buying framework, the challenges that must be overcome to hold a stock successfully, when they sell a stock, how to develop perseverance like a legendary investor, and a whole lot more! Ian had a long history as a full-time private investor of microcaps. He then transitioned to become the founder of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of IntelligentFanatics.com. He's co-authored two books on Intelligent Fanatics. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:15 - The stresses that must be overcome with being a private investor. 05:18 - Why you shouldn't project performance through a bull market with performance going forward (good performance through a bull market is unlikely to remain the same over a full cycle). 12:20 - How to think about survival with your portfolio through brutal bear markets. 17:11 - A sneak peek into Ian's framework for the skills of investing that are required for outperformance. 23:49 - How to build the skill of identifying stock ideas and Ian's five favorite ways. 28:53 - The power of thinking about the downside before thinking of the upside in investing. 36:21 - Why you can pay double your initial price for a business with increasing earnings power and get a better deal at a higher price. 42:50 - The potential weaknesses of coffee canning and why it does not work on every investment. 46:38 - The four reasons for selling a stock. 1:03:51 - How to deal with biases with being a long-only investor. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Read the MicroCapClub Blog and sign up for the newsletter here. Join the MicroCapClub here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS SimpleMining Sound Advisory Shopify AT&T BAM Capital HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Ian is the founder of MicroCapClub.com, a global community of microcap investors. He is also the founder of Intelligent Fanatics Capital Management LLC, where his team works with private wealth clients to help give them exposure to the smallest public companies in the world. We discuss: The world of microcap investing Why the greatest investors started in microcap Building MicroCap Club Ian's process for investing in a company We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links Ian on X MicroCapClub.com Topics (00:00:00) - Intro (00:02:06) - Growing up near the Amish (00:06:31) - Getting into Microcap investing (00:13:42) - Why most microcaps lose money (00:16:02) - The cost of being a public company (00:17:57) - Why the greatest investors started in microcap (00:21:22) - Experiences during the GFC (00:26:29) - Starting MicroCapClub (00:32:20) - Ian's process (00:49:30) - Do you expect stock movement when you buy into a company? (00:54:40) - Due diligence  (01:02:01) - Finding undervalue (01:03:32) - Emotion in Investing (01:07:05) - Thoughts on the market (01:12:02) - What size does a microcap end? (01:14:06) - What are the best sources of information for mIcrocap? Support our Sponsors Fort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: X: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

On today's episode, Clay is joined by Ian Cassel to discuss multi-bagger first principles, what he's learned from investor Tony Deden, and biases he has had to overcome to continue improving as an investor. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com.  IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro. 01:36 - Ian's investment journaling and reflection process. 06:19 - What Ian has learned from managing a fund for over 5 years. 08:56 - A 2023 overview for Ian's fund. 23:58 - What Ian learned from Anthony Deden. 27:43 - The multi-bagger first principles. 35:53 - A few case studies on multi-baggers. 53:26 - Why high insider ownership doesn't correlate with stocks that outperform. 54:02 - How attribution bias influences investor behavior. 58:08 - Ian's experience on the saying, “Risk is what you don't see.” 61:03 - How Ian decides whether he should average down in a position or not. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com. Ian's presentation on Multi-bagger First Principles. Ian's community, MicrocapClub. Ian's book, Intelligent Fanatics. Ryan Pape's interview at the MicroCap Leadership Summit. Related Episode: TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel | YouTube Video. Follow Ian on Twitter. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Babbel NetSuite Shopify Linkedin Marketing Solutions Fundrise Wise TurboTax NDTCO Fidelity Vacasa BiOptimizers - Nootopia American Express Business Gold Card Efani HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

Ian Cassel is the founder of MicroCapClub, co-author of the books about Intelligent Fanatics, and the CIO of Intelligent Fanatics Capital Management. In this episode, we talk about “Golf Is Not a Game of Perfect” by Bob Rotella. The book covers the mental habits used by professional golfers, an area that turns out to be a ripe hunting ground for valuable investing advice.For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on April 19, 2023.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas (02:26) How Ian started with investing(07:13) Golf Is Not a Game of Perfect(13:26) Adapting your strategies to the world around you(16:55) Rigidity vs. flexibility in the investment process(19:29) Accepting things outside of your control(25:51) Letting investments influence your strategy(31:37) Appreciating the position you're in(36:11) The long versus the short game (42:27) Knowing when you know enough…(44:34) … and then knowing what to do(48:89) Learning about yourself through the market (51:39) Having productive distractions(55:13) Do investors age well? (58:32) Should you lower your expectations? (01:00:45) How to consider macroeconomics(01:03:55) Checking stock prices daily/Comparing yourself to others(01:07:52) The set-up at Intelligent Fanatics Capital Management—————————————Books MentionedIntelligent Fanatics - Sean Iddings and Ian Cassel Golf Is Not a Game of Perfect - Bob RotellaThe Elements of Scoring - Raymond Floyd—————————————More on IanTwitterMicroCapClubIntelligent Fanatics Capital Management—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Clay Finck chats with fan favorite Ian Cassel about a wide array of topics, including the role of mentors in his development as an investor, the three characteristics of a business that lead to “Lightning in a Bottle”, and unconventional methods he uses to understand a business better than nearly all other investors.Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. IN THIS EPISODE YOU'LL LEARN:00:00 - Intro.06:40 - The role networks and mentors have played in Ian's development as an investor.10:47 - How Ian recommends going about finding and developing a relationship with a mentor.13:50 - How the microcap landscape has changed over the past 20 years.18:09 - What countries Ian is finding his best microcap ideas.19:33 - The three characteristics of a business that lead to “Lightning in a Bottle.”37:47 - Unconventional ways that Ian analyzes and better understand a business.48:15 - On-the-ground due diligence methods that Ian uses.56:51 - How Ian performs maintenance due diligence after purchasing a stock.59:29 - Why you shouldn't “coffee can” microcaps.64:03 - How Ian finds companies that are positioned to grow during any market environment.68:00 - Why Ian prefers to be in the first wave of discovery in microcap land.72:40 - How investors can source new investment ideas.77:00 - The investment filter Ian has recently used to discover ideas before other microcap investors.81:16 - What Ian's daily journaling practice looks like.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out our newly released TIP Mastermind Community.Ian's Beginner's Guide to Researching Microcaps.Ian's community, MicrocapClub.Ian's book, Intelligent Fanatics.Check out of our review of Mastering the Market Cycle, or watch the video here.Follow Ian on Twitter.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in Bitcoin with confidence on River. It's the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Get your super sorted. Save money by consolidating multiple accounts, check out your investment options to see which is right for you, and see how extra contributions can make a big difference over time.Have the visibility and control you need to make better decisions faster with NetSuite's cloud financial system. Plus, take advantage of their unprecedented financing offer today – defer payments of a full NetSuite implementation. That's no payment and no interest for six months!Send, spend, and receive money around the world easily with Wise.Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.Choose Toyota for your next vehicle – SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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/  We are live every Tuesday at 1.30pm E / 10.30am P. Ian Cassell is the Founder of the MicroCapClub https://microcapclub.com/ and CIO Intelligent Fanatics https://if.capital/ Twitter: https://twitter.com/IanCassel About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG 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.

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.

Ian Cassel stops back by The Business Brew to check in.  As you may remember, Ian is a full-time microcap investor and founder of MicroCapClub. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps.  He is also the author of two books: Intelligent Fanatics Project: How Great Leaders Build https://www.amazon.com/Intelligent-Fanatics-Project-Sustainable-Businesses/dp/0997576502/?_encoding=UTF8&pd_rd_w=7vP7f&content-id=amzn1.sym.22f5776b-4878-4918-9222-7bb79ff649f4&pf_rd_p=22f5776b-4878-4918-9222-7bb79ff649f4&pf_rd_r=140-2211477-9010244&pd_rd_wg=oufjI&pd_rd_r=438a9be9-ba2c-44c0-a800-30367bc020a7&ref_=aufs_ap_sc_dsk Intelligent Fanatics: Standing On The Shoulders of Giants https://www.amazon.com/Intelligent-Fanatics-Standing-Shoulders-Giants/dp/0997576537/?_encoding=UTF8&pd_rd_w=7vP7f&content-id=amzn1.sym.22f5776b-4878-4918-9222-7bb79ff649f4&pf_rd_p=22f5776b-4878-4918-9222-7bb79ff649f4&pf_rd_r=140-2211477-9010244&pd_rd_wg=oufjI&pd_rd_r=438a9be9-ba2c-44c0-a800-30367bc020a7&ref_=aufs_ap_sc_dsk Ian and Bill chatted because there was some noise about small and microcaps being cheap.  Then Bill said “Come on the show.”  And Ian said “Sure.”  And then they had this conversation.  And now you are listening.  We hope you enjoy!   This episode is sponsored by Stratosphere.io.  Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc.  A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy.  Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc. Head over to Stratosphere.io for a free trial.  Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Thank you to the team at ⁠thepodcastconsultant.com⁠ for producing the show. Detailed Show Notes -  2:50 - Staying patient in illiquid ideas 6:28 - The MicrocapClub conference 10:20 - Findings a micro cap worthy of holding 12:03 - Fallen angels vs rising stars 18:50 - Quality vs value 25:50 - What is Ian looking for in investments 28:20 - Look global for microcaps 30:20 - Why it is easier to raise money internationally than in the US 35:50 - SPAC talk 47:50 - Cogstate 1:00:30 - How microcap changed over the past year 1:05:50 - Training LPs, and yourself, to handle volatility 1:06:50 - Why the first discovery is powerful 1:11:30 - How Ian started MicroCapClub 1:13:05 - Some briefy therapy 1:15:30 - Concluding conversation

Subscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/2054150 (https://pro.banyanhill.com/m/2054150) He gives hundreds of investors a competitive edge over Wall Street … Ian Cassel has dedicated his career to finding diamonds in the rough. It's difficult to spot — and invest in — the next Walmart or Netflix before they become industry giants. But Cassel meets this challenge head-on at the https://microcapclub.com/ (MicroCapClub). Cassel discusses the microcap ecosystem, his books, and ways to invest in quality companies with host Charles Mizrahi. Topics Discussed: An Introduction to Ian Cassel (00:00:00) The Microcap Ecosystem (00:01:45) MicroCapClub (00:08:58) Intelligent Fanatics (00:12:36) Following Great CEOs (00:23:49) Grand Slams in Investing (00:28:52) An Information Edge (00:33:24) Microcap Success Stories (00:38:40) Guest Bio: Ian Cassel brought together some of the brightest minds under one (online) roof when he founded the https://microcapclub.com/ (MicroCapClub). This exclusive forum is dedicated to investors who focus solely on microcap companies – or businesses with market caps that are less than $300 million. He's also the chief investment officer at Intelligent Fanatics Capital Management. There, he serves at the helm of a money management firm that invests in microcap stocks. In addition, Cassel has written two books on microcap investing: Intelligent Fanatics: Standing On The Shoulders Of Giants and Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses. These books pair together and give readers a blueprint for making wiser investment decisions. Resources Mentioned: ·      https://microcapclub.com/ (MicroCapClub.com) ·      https://if.capital/ (Intelligent Fanatics Capital Management) ·      https://www.amazon.com/Intelligent-Fanatics-Standing-Shoulders-Giants/dp/0997576537 (Intelligent Fanatics: Standing On The Shoulders Of Giants) ·      https://www.amazon.com/Intelligent-Fanatics-Project-Sustainable-Businesses/dp/0997576502/ref=pd_bxgy_img_2/136-2165111-4423058?_encoding=UTF8&pd_rd_i=0997576502&pd_rd_r=d2ee531d-71e9-4bf3-aec8-0368b52b6c85&pd_rd_w=ZR0Jy&pd_rd_wg=tM7Ef&pf_rd_p=fd3ebcd0-c1a2-44cf-aba2-bbf4810b3732&pf_rd_r=KSWVZVHZG51N7S47FJE6&psc=1&refRID=KSWVZVHZG51N7S47FJE6 (Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses) Don't Forget To...  https://the-charles-mizrahi-show.captivate.fm/listen (Subscribe to my podcast! ) Download this episode to save for later  Liked this episode? Leave a kind review!  

Ian Cassel is the founder of MicroCapClub, a community where hundreds of investors have discussions on US and Canadian microcap companies. They also help you become better investors with educational content covering investing strategies, intelligent fanatic CEOs, great investors, and more. Ian is also Founder and CIO at Intelligent Fanatics Capital Management, whose goal is to own the smallest, most illiquid, least institutionally owned, misunderstood businesses that are run by intelligent fanatics. Ian's Twitter: https://twitter.com/iancassel MicroCapClub: https://microcapclub.com/ Intelligent Fanatics Capital Management: https://if.capital/ Show Notes: Microcaps are boons for quants How Ian fell in love with microcaps Managing other people's money Advantages and risks of microcap investing Profitability, scarcity, and great stories The top-down and bottom-up investment framework Not being limited by minimum market caps Being a hands-on investor Turnovers in microcap portfolios PE taking over microcap firms Increasing the flywheel of serendipity Preparing to be effortless Not getting into arguments with people with made up minds Being honest about your investment approach The “mute” button hack Identifying bad management Importance of base rates Educating about microcaps Optimism beats pessimism Do macroeconomic factors really matter? What is chasing you? Books Mentioned: The Psychology of Money, by Morgan Housel The Tao Jones Averages, by Bennett Goodspeed

Connor Haley founded Alta Fox in 2018 and is responsible for managing all aspects of the firm's investment process and strategy.  He has over ten years of investing experience and a passion for investing in small-cap equities. Before founding Alta Fox, Connor was an Analyst at Scopia Capital Management LP in New York. Connor is a top-ranked investor on MicroCapClub.com1 and a member of the ValueInvestorsClub.com. Connor was an active investor in college: he was the President of Harvard's largest undergraduate financial club and led the club to its highest-ever annual return. On this episode, Connor and Chris chat about how Alta Fox performs DD and reaches conviction on a new investment thesis, the benefits of activism and why it's more important than ever before, and the DNA of an exceptional business. Lastly, Connor shares his thoughts on the current investing landscape.   Follow Chris on Twitter: www.Twitter.com/FortWorthChris  Follow Chris on LinkedIn: www.linkedin.com/in/chrispowersjr/  Subscribe to The Fort on YouTube: https://www.youtube.com/channel/UCuJ32shRt8Od3MxMY-keTSQ Follow The Fort on Instagram: www.Instagram.com/TheFortPodcast Learn more about Alta Fox: Altafoxcapital.com Connor on Twitter (01:53) - Connor's Background and Career in Investing (5:40) - Winning Investing and Trading Competitions at Harvard (8:33) - Connor's Hedge Fund Experience in College (10:25) - What did working on the trading floor do to shape your knowledge in investing? (11:45) - What is your investment philosophy? (13:29) - Activist Investing (15:02) - Alta Fox (16:13) - What does a typical day look like for you? (17:57) - How do you know what to focus on? (22:39) - How quickly do you get to a “no”? (24:40) - Are you contacting a management team before buying their stock? (25:51) - Do public companies have to take a meeting with you? (27:47) - How do you rank your priorities for investments? (29:53) - How many ideas are you usually working on at a given time? (31:25) - Do you have Billions-style idea meetings? (32:18) - What categories are you weighing your decisions on? (34:17) - What are some common characteristics of great CEO's? (37:59) - What is Capital Allocation and what makes someone good at it? (41:30) - What's your goal once you've decided to buy stock in a company? (44:18) - How long do management calls usually last and do you have a favorite thing to ask them? (47:14) - How has the size of your business and focus changed over the years? (50:37) - How do you decide to sell stocks in your portfolio? (54:09) - What was going through your mind during the first 30 days of Covid? (58:07) - Deep Dive on Activism (1:06:23) - Thoughts on ESG (1:08:45) - How are you thinking about the market right now? (1:11:30) - How do you think we can curb inflation? (1:12:55) - What do you think Warren is thinking right now? (1:14:06) - Do you have an investing idol? Joel Greenblatt's Columbia Business School Notes on Investing (1:16:54) - Why did you choose Fort Worth to run your Hedge Fund? (1:19:29) - Connor's Case Studies The Makings of a Multibagger (1:21:47) - Thoughts on Trading Options (1:23:20) - What is cheap vs. expensive volatility? (1:24:26) - Betting Against Warren Buffet on Hedge Fund Performances (1:26:33) - Thoughts on the Meme Stock Revolution (1:31:55) - Connor's Distaste for sushi (1:32:39) - How can people find you? The Fort is produced by Johnny Podcasts

IN THIS EPISODE, YOU'LL LEARN:03:02 - Why do microcaps get a bad wrap?05:39 - How a few of the greatest investors got their start in microcaps.14:46 - How to identify microcaps that could grow up to be macro caps.23:14 - The psychology around cheaply priced stocks, including macro caps that do stock splits.32:04 - The pros and cons of a highly concentrated portfolio.47:18 - Ian's strategy for finding profitable and sustainable microcap companies with great management.And a whole lot more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Microcap Club's Website.Ian Cassel's Twitter.Intelligent Fanatics' Books.Intelligent Fanatics Capital Management's Website.Trey Lockerbie's Twitter.Preston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance Tool.New to the show? Check out our We Study Billionaires Starter Packs.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Take advantage of a free mortgage review and learn about custom loans that can save you big money with American Financing.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Live local in Melbourne and enjoy $0 Stamp Duty*!Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.The interval fund, a breakthrough innovation. Only at Mackenzie.See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 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

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961 2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940 3. Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830 4. Article in the WSJ by Justin Baer - https://www.wsj.com/articles/fidelitys-pitch-to-americas-teens-no-fee-brokerage-accounts-11621310461?st=4vhkif07s6poyl8&reflink=article_email_share 5. Blog post by Morgan Housel titled - https://www.collaborativefund.com/blog/how-to-do-long-term/ 6. Financial Planning Topic of the week - https://www.wsj.com/articles/whats-in-bidens-american-families-plan-proposal-11619621174

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

He gives hundreds of investors a competitive edge over Wall Street … Ian Cassel has dedicated his career to finding diamonds in the rough. It’s difficult to spot — and invest in — the next Walmart or Netflix before they become industry giants. But Cassel meets this challenge head-on at the https://microcapclub.com/ (MicroCapClub). Cassel discusses the microcap ecosystem, his books, and ways to invest in quality companies with host Charles Mizrahi. Topics Discussed: An Introduction to Ian Cassel (00:00:00) The Microcap Ecosystem (00:01:45) MicroCapClub (00:08:58) Intelligent Fanatics (00:12:36) Following Great CEOs (00:23:49) Grand Slams in Investing (00:28:52) An Information Edge (00:33:24) Microcap Success Stories (00:38:40) Guest Bio: Ian Cassel brought together some of the brightest minds under one (online) roof when he founded the https://microcapclub.com/ (MicroCapClub). This exclusive forum is dedicated to investors who focus solely on microcap companies – or businesses with market caps that are less than $300 million. He’s also the chief investment officer at Intelligent Fanatics Capital Management. There, he serves at the helm of a money management firm that invests in microcap stocks. In addition, Cassel has written two books on microcap investing: Intelligent Fanatics: Standing On The Shoulders Of Giants and Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses. These books pair together and give readers a blueprint for making wiser investment decisions. Resources Mentioned: ·      https://microcapclub.com/ (MicroCapClub.com) ·      https://if.capital/ (Intelligent Fanatics Capital Management) ·      https://www.amazon.com/Intelligent-Fanatics-Standing-Shoulders-Giants/dp/0997576537 (Intelligent Fanatics: Standing On The Shoulders Of Giants) ·      https://www.amazon.com/Intelligent-Fanatics-Project-Sustainable-Businesses/dp/0997576502/ref=pd_bxgy_img_2/136-2165111-4423058?_encoding=UTF8&pd_rd_i=0997576502&pd_rd_r=d2ee531d-71e9-4bf3-aec8-0368b52b6c85&pd_rd_w=ZR0Jy&pd_rd_wg=tM7Ef&pf_rd_p=fd3ebcd0-c1a2-44cf-aba2-bbf4810b3732&pf_rd_r=KSWVZVHZG51N7S47FJE6&psc=1&refRID=KSWVZVHZG51N7S47FJE6 (Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses) Don't Forget To...  https://the-charles-mizrahi-show.captivate.fm/listen (Subscribe to my podcast! ) Download this episode to save for later  Liked this episode? Leave a kind review!     Subscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/1729783 

Ian Cassel is the CIO at Intelligent Fanatics Capital Management ("IFCM").  IFCM invests in the smallest public companies in the world. They focus on businesses that are run by management teams who are capable of growing those businesses while benefiting stakeholders. Ian also founded MicroCapClub.   In this episode Ian discusses how he became a microcap investor. One of his first successes was XM Satellite Radio. He discovered the company when it was a microcap trading for $2/sh and didn't have any contracts with car manufacturers yet. Ian saw they were presenting at a conference in NY, got in a car, and met with the CEO. After that meeting Ian became obsessed with turning into a full time private investor.   Ian stresses the importance of doing deep due diligence, remaining rational, and keeping personal expenses "variable." He invests in a concentrated manner (only a few stocks at a time), which is very Buffett like. Unlike Buffett, however, Ian discusses the importance of remaining open to selling winners. This is because Ian is "fishing in a pond" of smaller companies and execution risk must always be monitored.   Ian is a refreshing voice in the investment community and we are happy to have him join the show!   Note: We reference Connor Haley's presentation in this discussion. That presentation can be found here

For this episode of In the Market Trenches with Gary Ribe and Eric Furey, our hosts welcome guest, Dean Trottier, full-time investor, Editor of the Petty Cash Blog, and MicroCapClub member/contributor. Dean shares a great story about an investment that he was able to utilize his occupational background to provide even more insights he might not have otherwise known. Please enjoy! For more information about Dean Trottier and his blog, Petty Cash, please visit: https://pettycash.blog/ You can Follow Dean Trottier on Twitter @Petty__Cash: https://twitter.com/Petty__Cash This podcast is brought to you by SNN Network. You can watch the video version of the podcast on the SNN Network YouTube Channel, subscribe here: bit.ly/1Q5Yfym See our website https://www.accretivewealthpartners.com/ to access our blog and for important disclosures. You can Follow the podcast on Twitter @BobbyKKraft and @AccretiveWP The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

In this episode we talk to Ian Cassel a prominent microcap investor, author and founder of MicroCapClub.com  We hear about how Ian found himself so passionate about microcaps and what he learnt throughout his journey. The discussion covers liquidity in microcaps, how to research and identify potential multibaggers and position sizes in a portfolio.    Links and books discussed: https://microcapclub.com/  http://csinvesting.org/wp-content/uploads/2013/01/Liquidity-as-an-Investing-Style.pdf https://www.amazon.com.au/Intelligent-Fanatics-Project-Sustainable-Businesses-ebook/dp/B01HLCUA7M https://www.amazon.com.au/Sleuth-Investor-Uncover-Stocks-Before/dp/0071481850

For this episode of In the Market Trenches with Gary Ribe and Eric Furey, our hosts welcome guest, Paul Andreola, Founder and Editor of Small Cap Discoveries. Paul is one of the best MicroCap investors in the game today, ranked #1 on MicroCapClub, and known for investments that have performed quite well over the years. Today, Paul joins Gary and Eric to chat about some war stories he's experienced over the years, as well as a bit more about his investing process. If there's any take away here, have the conviction to hold. Please enjoy!To register for the SNN Network Canada Virtual Event, please visit: https://canada.snn.network/signupHome Page: https://canada.snn.network/Presenting Company List: https://canada.snn.network/page-4331Speakers: https://canada.snn.network/page-3031You can Follow Paul Andreola on Twitter @PaulAndreola: https://twitter.com/PaulAndreolaFor more information about Paul Andreola and Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/This podcast is brought to you by SNN Network. You can watch the video version of the podcast on the SNN Network YouTube Channel, subscribe here: bit.ly/1Q5YfymSee our website https://www.accretivewealthpartners.com/ to access our blog and for important disclosures.You can Follow the podcast on Twitter @BobbyKKraft and @AccretiveWPThe information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

In this episode David Barr, President, CEO and Portfolio Manager, chats with Ian Cassel, the founder of MicroCapClub, CIO of Intelligent Fanatics Capital Management and co-founder of intelligentfanatics.com. As two avid microcap investors, there was a lot of ground to cover. The benefit of years of micro and small cap investing wisdom is packed in this one-hour podcast.

For this episode of In the Market Trenches with Gary Ribe and Eric Furey, our hosts welcome guest, Mark Vonderwell, better known as “Googie” on the MicroCapClub. He joined Gary and Eric via telephone to chat about, what else, war stories, in particular, lessons learned from behavioral mistakes.This podcast is brought to you by SNN Network. You can watch the video version of the podcast on the SNN Network YouTube Channel, subscribe here: bit.ly/1Q5YfymSee our website https://www.accretivewealthpartners.com/ to access our blog and for important disclosures.You can Follow the podcast on Twitter @BobbyKKraft and @AccretiveWPThe information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

On this episode, Tom Shaughnessy interviews a long time friend Ian Cassel. We discuss Ian's journey as a legendary startup/microcap investor, the creation of MicroCapClub which is the most prestigious microcap investing community, what Ian looks for in an investment and management team and so much more.  Checkout MicroCapClub: https://microcapclub.com/ - Twitter: Ian's Twitter: https://twitter.com/iancassel Tom Twitter:https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.     

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

Ian Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers multiple and Acquirers Funds, LLC. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. Ian started investing as a teenager and learned from losing his money over and over again. A Microcap is a public company with a market capitalization less than $300 million. Microcap companies are the smallest public companies that exist, representing 48% of all public companies in North America. Berkshire Hathaway, Wal-Mart, Amgen, Netflix, and many others started as small microcap companies. Ian’s belief is the key to outsized returns is finding great companies early because all great companies started as small companies. Ian's website: https://if.capital/ and https://microcapclub.com/ Ian's Twitter: https://twitter.com/iancassel ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about 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).

Connor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap focused investors, and a member of the exclusive ValueInvestorsClub.com. He has successfully managed a small and micro-cap focused personal investing account since 2007 and won numerous value investing competitions. Connor previously operated thevariantview.com, which analyzed small and micro-cap equity investment ideas. Connor's website: https://www.altafoxcapital.com/ Connor's Twitter: https://twitter.com/altafoxcapital ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about 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).

Ian Cassel is a full-time microcap investor and founder of MicroCapClub, the MicroCap Leadership Summit, and co-founder of the Intelligent Fanatics Project. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps. In this interview, Ian shares regarding his approach to investing, his successes and failures as a microcap investor, and why investors should consider focusing their investing efforts on microcap companies. 0:05 Introduction 2:04 How Ian got started in microcap investing 10:45 What is the MicroCapClub? 15:10 Ian discusses the thesis of why someone would want to invest in microcaps 21:38 Ian breaks down his one-sentence investment strategy word-by-word: “My goal is to own the smallest, most illiquid, least institutionally owned, misunderstood businesses I can find that are run by intelligent fanatics.” 36:15 Ian’s past and current investment experience with junior mining stocks 38:57 Does Ian’s strategy work for pre-revenue companies with no cash flow such as most junior miners? 42:50 The main differences Ian sees in US microcap equities vs Canadian microcap equities 46:20 Cautionary advice regarding accessing initial capital to get started in microcap investing Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

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 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

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 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 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 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

Sean Iddings is co-founder of the Intelligent Fanatics Project which helps investors and entrepreneurs see further by standing on the shoulders of organizational and leadership giants. The book series, of the same name co-authored by Ian Cassel, is the introduction into the overall project. Sean is also a member of MicroCapClub and runs Unconventional Capital Wisdom, a registered investment advisor in New York State. http://amzn.to/2nQlEu2 1. What is an “intelligent fanatic,” and why do we want to recognize them as investors? What are some qualities you didn’t like in some of the leaders or their organizations you highlighted in the book? Why? 2. Who was John Patterson and how did he embody an intelligent fanatic? 3. Finding a Jeff Bezos or Warren Buffett after they’re big and famous seems easy. How do we find an intelligent fanatic early enough to invest in them to really see the benefits? Are there markers we can look for a priori to success? 4. A large addressable market with a big runway for growth was a common theme among everyone profiled. The timing also happened to coincide with an epoch of unprecedented economic growth in the US. If you consider that the tide might not be coming in as quickly in the developed world as it once was, are the spectacular results of an intelligent fanatic still replicable? 5.Many of the intelligent fanatics chose a lowest-cost-provider business model to succeed. Is that the most likely way to succeed for them? Or are there others who were able to create differentiated products instead?

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: - For those who missed our first interview, Mike's background and how he got into investing in MicroCaps - We are now in 2017, what are some themes to look out for in MicroCaps for 2017 - Was there anything that happened in 2016 that he thinks may have an affect on the MicroCap space in 2017 - Big election year, what effects could a Trump presidency have on the MicroCap space - 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 - 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? - 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?  - How have things progressed at the MicroCapClub? Trends in MicroCap that Mike has observed while maintaining the site - 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 Jason Hirschman, a private investor who goes by the handle @EightTrack in the MicroCapClub and @EightTrack18 on Twitter. I met Jason during a networking party at the MicroCapClub Leadership Summit, and we were going over the company presentations we had just seen that day. I really enjoyed hearing his thoughts and how he assessed management that presented their companies today. The one thing I took away from our conversation was that, while it’s important to put together your investing thesis: you know, what works and what doesn’t; it’s also really important to question that very same investing thesis. The goal for this episode is to learn about Jason’s investing strategy, how he questions management and his advice for new MicroCap investors. 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, Jason and I discuss the following topics: - Jason's background and how he got started investing in MicroCap stocks - His criteria when assessing a MicroCap company for potential investment - His MicroCap investing thesis - How Jason speaks with management - Types of questions to he'll ask management - When it comes to your investing strategy and interviewing management, is it more about grilling management or doing your best to disprove your own thesis - MicroCap investing experiences that taught him a valuable lesson and shaped his thesis - Jason's advice for new MicroCap investors - Resources he would recommend new MicroCap investors get familiar with For more information about Jason Hirschman, you can follow him on Twitter @EightTrack18 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 MicroCapPodcast, I spoke with Kevin Shea, Private Investor and Member of theMicroCapClub. I recently met Kevin at the MicroCapClub Leadership Summit inChicago. At lunch, with Kevin leading the discussion, we started talking about a topic that I basically knew nothing about: Technical Analysis. According to Investopedia,Technical Analysis is defined as, “a trading tool employed to evaluate securities and attempt to forecast their future movement by analyzing statistics gathered from trading activity, such as price movement and volume.” Think of Technical Analysis as the opposite of Fundamental Analysis, however, as you will hear, in MicroCap investing, one tool isn’t necessarily used without the other. The goal for this interview is to learn about Technical Analysis and how it can be applied as a tool in your MicroCap investing strategy.  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, Kevin and I discuss the following topics:  - Kevin's background and how he got started investing in MicroCap stocks - What is “Technical Analysis”? And, how he got into and learned about it - How he applies “technical analysis” to his investing strategy - Effectiveness of this strategy - Can “technical analysis” be applied to MicroCap investing? - How does “technical analysis” work in the broad market vs. with MicroCap stocks? - What does “sentiment” mean and what does that tell you about stocks that you’re looking at using “technical analysis”? - Advantages and disadvantages of using “technical analysis” - Kevin's experiences that taught him a valuable lesson about investing using “technical analysis” - Where to find more information about “technical analysis” 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, we’re picking up where we left off from my PART 1 conversation with Chip Maloney, frequent contributor to MicroCapClub.com, Brandon Mackie from Small Cap Discoveries and Philippe Belanger from Espacemc.com.As I said last time, we covered a lot of information during our roundtable so I thought it would be best separate the interview into two parts. In part 2, we discuss whether the due diligence process is different when researching Canadian companies versus U.S. companies, speaking with management, their advice for aspiring MicroCap investors, and more.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 Summer/Fall 2015In this episode, Chip, Brandon, Philippe and I discuss the following topics:- Difference in due diligence process when researching U.S. versus Canadian MicroCap companies- Definition of SEDAR- Speaking with management of Canadian MicroCap companies- Types of questions to ask management- Why have Canadian MicroCap companies been considered undiscovered?- What are some positive and negative things to look out for in Canadian MicroCaps?- Our guests' best learning experiences and advice for new MicroCap investors- Chip's article on MicroCapClub.com titled, "MTY Food Group - A Case Study of a 100-bagger"You can follow Chip Maloney on Twitter @MicroValue, and be sure to check out his educational articles on MicroCapClub.comYou can follow Brandon Mackie on Twitter @SmallCapDisc, and his website is: www.SmallCapDiscoveries.comYou can follow Philippe Belanger on Twitter @Espacemc, and his website is: www.Espacemc.comYou 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 Chip Maloney, frequent contributor to MicroCapClub.com, Brandon Mackie from Small Cap Discoveries and Philippe Belanger from Espacemc.com. At StockNewsNow.com, we cover the MicroCap stock market on a global scale – we’ve done interviews with MicroCap management teams from China, Israel, Canada, Spain…just to name a few, and I wanted to learn more about investing opportunities in Canada. So, after speaking with Chip, we thought it be cool to conduct our first roundtable conversation on the podcast to discuss the MicroCap investing opportunities in Canada. We covered a lot of information during our roundtable so I’ve decided to separate the interview into two parts. This is PART 1.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 Summer/Fall 2015In this episode, Chip, Brandon, Philippe and I discuss the following topics:- Each of my guests' backgrounds: how they got into investing in MicroCaps and Canadian MicroCaps- Why Canada? Why should I, as a U.S. investor, be looking at potential good investment opportunities in Canada?- Resources and commodities have always been associated with Canadian-listed companies. We discuss other industries in Canada- Difference between Canadian and U.S. technology companies?- How they source new Canadian stock ideasYou can follow Chip Maloney on Twitter @MicroValue, and be sure to check out his educational articles on MicroCapClub.comYou can follow Brandon Mackie on Twitter @SmallCapDisc, and his website is: www.SmallCapDiscoveries.comYou can follow Philippe Belanger on Twitter @Espacemc, and his website is: www.Espacemc.comYou 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 Mike Schellinger from MicroCapClub.com. I was very excited to interview Mike because, like his partner, Ian Cassel, who I interviewed in the first episode of the podcast, Mr. Schellinger is also a full-time MicroCap investor, and has a wealth of experience that prospective MicroCap investors can learn from. In this interview, we discuss how he started investing in MicroCaps, his experiences with failures and success, how he finds new investment ideas, as well as discuss some of his articles he’s written for the MicroCapClub.com. 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 Summer/Fall 2015In this episode, Mike and I discuss the following topics:- His background and how he got involved investing in MicroCaps- Approach to investing in MicroCaps and due diligence process- Has his investing methodology changed over the years?- Most unusual place or source he discovered an investment idea- What he's learned from his biggest wins and worst losses- Discuss recent article on MicroCapClub.com, titled, "Proposed Regulations for Retirement Accounts to Impact MicroCap Investors"- Important values to MicroCap investing- His advice for new MicroCap investors- New developments at the MicroCapClub, including the announcement of the 1st Annual MicroCap Leadership Summit in Chicago, IL, on September 22-23, 2016, as well as the new subscriber option for MicroCapClub.com- What he sees going on right now in the MicroCapsFor more information about Mike Schellinger and the MicroCapClub, please visit: www.MicroCapClub.com, and you can follow Mike on Twitter @MikeDDKingYou can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

Qualitative analysis, according to Investopedia, is securities analysis that uses subjective judgement based on nonquantifiable information, such as management expertise, industry cycles, strength of research and development, and labor relations. In every episode we mention this term specifically, or cover aspects of this concept, and its importance to your due diligence process. The topic for this episode, however, is one element that has been discussed the most. In theory, it seems simple: do you quantitative analysis, find some questions that you want to ask management, call them up or meet them at a conference, get your answers, make your decision, but in my experience, its a lot more complicated. I recently read an article on MicroCapClub.com by Chip Maloney titled, "The Art of Interviewing Management." It made me realize that speaking with management is skill that can be crafted to be used to your advantage. For this topic, I spoke with Chris Lahiji, Founder and Host of LD Micro research newsletter and events because who better to discuss talking with management than with the person who organizes one of the biggest MicroCap conferences in the business - providing a platform for investors to meet with MicroCap management teams.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 Stock Market - check out the latest issue here: MicroCap Review Summer/Fall 2015In this Episode, Chris Lahiji and I, discuss the following topics:Chris' background in MicroCap Why is it important to speak with management when investing in MicroCap StocksWhy talking with management is a key part of qualitative due diligenceHis approach to meeting with managementDo's and Don'ts when interviewing managementTalking on the phone vs. in-person at a conference: Advantages and DisadvantagesWhat types of questions should we be asking; are they sector dependent? Are there any questions you shouldn't ask?His experiences meeting with managementFor more information, go to: www.LDMicro.comYou can follow the Planet MicroCap Podcast on Twitter @PlanetMicroCap, or me @BobbyKKraft and you can listen to this interview on www.StockNewsNow.com.

Hello everyone!We're excited to publish the first episode of the Planet MicroCap Podcast. The Planet MicroCap Podcast is an informational and educational tool helping the next generation of investors learn more about investing in MicroCap stocks – a publicly traded company that has a market capitalization under $300 Million; the smaller the market capitalization, the riskier the investment and the greater the potential returns. The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review magazine, the leading magazine in the MicroCap market.In this episode, our host, Robert Kraft, spoke with Ian Cassel, Founder of the MicroCapClub.com and full-time MicroCap investor. They covered the following topics:- Introduction to investing in MicroCap stocks- What is a MicroCap company/stock?- Investing in MicroCaps for Millennials- Why the MicroCap space is unique- Mr. Cassel's experience investing in MicroCaps- Quantitative and Qualitative due diligence- How to find information on MicroCaps to do your due diligence- Importance of great management in a MicroCap company- Suggested reading for beginning investors- New subscriber option for MicroCapClub.comYou can follow the Planet MicroCap Podcast on Twitter @PlanetMicroCap and you can also listen on StockNewsNow.com.