Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any validation discipline from end-to-end. I invited on Eddie to learn more about:* History of kneat + how and why they developed their validation platform Kneat Gx* Problems that Kneat Gx is solving, specifically for the life sciences industry * What "validation" means, and why highly regulated industries need to have high quality solutions to meet their validation requirements* What the competitive landscape looks like* Progress towards profitability; balancing growth vs. focus on profitability, and* their 3-5 year vision for the companyFor more information about kneat.com, please visit: https://investors.kneat.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover a ton, but mostly digging into Jason's background and how it inspired the best named investing strategy out there, the Cockroach Strategy.For more information about Mutiny Funds, please visit: https://mutinyfund.com/To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signupWatch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We're serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few companies that will be presenting. For more information about Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signupWatch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more!We discussed a number of stocks during our interview today, Maj also may or may not own companies that comprise his Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure. Watch on YouTube:For more information about MS MicroCap Cliffnotes, please visit:For more information about GeoInvesting, please visit: https://geoinvesting.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Sam McColgan, Analyst at Breakout Investors. While Sam is relatively new to his investing journey, he has dived right in, getting his reps in, and doing what some of the best investors in our community do: share their ideas to get as much feedback as possible. That's how you grow, that's how you become a better investor faster. In our conversation today, I wanted to highlight Sam's philosophy he's developed for himself thus far, his research process and what his goals are.For more information about Breakout Investors, please visit: https://substack.com/@sammccolganYou can Follow Sam McColgan on Twitter/X @sammcolgan: https://x.com/sammccolganTo attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signupWatch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guests on the show today is Craig Mull (CEO) and Bryan Jacobs (President) of Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF). Cipher Pharmaceuticals is a specialty pharmaceutical company with a robust and diversified portfolio of commercial and early to late-stage products, mainly in dermatology. Cipher acquires products that fulfill unmet medical needs, manages the required clinical development and regulatory approval process, and currently markets those products in Canada, the U.S., and South America.On July 29, 2024, Cipher announced that it acquired the global product rights for Natroba, as well as the commercial sales team in the US for $89.5 million from ParaPRO. Following this acquisition, the largest in the company's history, I invited on the management team to learn more about:* History of Cipher and how they've narrowed their focus on providing dermatology products for the under-18 consumer* What the competitive landscape looks like* Acquisition of Natroba and what that means moving forward* Phase 3 clinical trial for nail fungus treatment with Moberg Pharma, and; * their 3-5 year vision for the companyFor more information about Cipher Pharmaceuticals, please visit: https://www.cipherpharma.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company. Quick synopsis of James' book: most businesses are mediocre at best, but a small percentage stand out as exceptional. One thing that distinguishes one type from the other - the management. "Fabric of Success" unravels the golden threads that run through all businesses, like: Apple, Southwest Airlines and more! In our conversation, James and I discuss these "Golden Threads", how "Fabric of Success" is different from similar books like "Intelligent Fanatics" or "Outsiders", and information that was a surprise for him when doing his research. "Fabric of Success" is available for purchase on Amazon."Fabric of Success" on Amazon: https://www.amazon.co.uk/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1/?_encoding=UTF8&pd_rd_w=RvQJW&content-id=amzn1.sym.22d9a84f-7f3b-4184-a0b0-a2bfb7ac40c1&pf_rd_p=22d9a84f-7f3b-4184-a0b0-a2bfb7ac40c1&pf_rd_r=257-3984832-9327042&pd_rd_wg=FTNXr&pd_rd_r=43a8c5ee-8db8-430b-a562-fe707e3e0a1e&ref_=aufs_ap_sc_dskTo attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signupWatch on YouTube: 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Yale Bock, Owner of Y H & C Investments. As a Las Vegas local, Yale is all about assessing his odds in any potential investment, and in our conversation we discuss how he tilts the odds in his favor. I've known Yale for a long time and consider him a great friend. He does a ton of management meetings, loves turning over every rock, and I wanted to learn more about how he discerns which companies truly have a competitive advantage or moat.For more information about Yale Bock and Y H & C Investments, please visit: https://www.y-hc.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you’re making a calculated bet on an upcoming catalyst, for example. Today’s episode, we cover quite a few examples of what makes MicroCaps and special situations synonymous.For more information about Rouge Funds, please visit: https://www.rogue-funds.com/To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signupWatch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroCap Twitter/X to declare, "WE ARE BACK." Maybe we are, maybe we're not, but Maj, Jan and I discuss this most recent breakout. We discuss opportunities in Aerospace, how there's info arbitrage opportunities everywhere and more!We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.Watch on YouTube:For more information about MS MicroCap Cliffnotes, please visit:For more information about GeoInvesting, please visit: https://geoinvesting.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show is John Givens, CEO of VirTra (NASDAQ: VTSI). VirTra is a global provider of judgmental use of force training simulators and firearms training simulators for the law enforcement, military, educational and commercial markets. The company’s patented technologies, software, and scenarios provide intense training for de-escalation, judgmental use-of-force, marksmanship, related training that mimics real-world situations.I first heard VirTra’s presentation, I believe as far back as 2014 or 2015 at one of Ian Cassel’s MicroCapClub Investor Summits. I invited the company’s new CEO, John Givens, to discuss:- History of VirTra and what he’s accomplished since taking over as CEO- Challenges the company faced over the last couple years, and how John overcame them- Competitive landscape and better understanding of their Military and Law Enforcement customer base, and- John’s 3-5 year vision for the companyFor more information about VirTra: https://www.virtra.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We’re half way through 2024, and it’s time to take stock of the year that has been. Quick teaser - in MicroCaps, it’s mostly the same as how things ended last year. Having said that, we had a bunch to talk about: energy drinks, a few ideas and thinking about the rest of 2024.We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.Watch on YouTube:For more information about MS MicroCap Cliffnotes, please visit: For more information about GeoInvesting, please visit: https://geoinvesting.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Ira Goldfarb, Founder and Executive Chairman of Sow Good (NASDAQ: SOWG). Sow Good Inc. is a U.S.-based freeze dried candy and snack manufacturer dedicated to providing consumers with freeze dried treats. Sow Good has harnessed the power of our proprietary freeze-drying technology and product-specialized manufacturing facility to transform traditional candy into a novel and exciting everyday confectionaries subcategory that we call freeze dried candy. Full description according to the company's website.Sow Good recently uplisted to NASDAQ in April of 2024, and despite founding the company in 2020, they launched their "Sow Good"-branded freeze dried candies in March 2023. I invited Ira on to better understand:* History of Sow Good and why they decided to launch a freeze dried candy brand* What makes their candy and manufacturing process unique and different compared to their peers;* What's stopping larger candy conglomerates from entering freeze dried candy space; and* Ira's 3-5 year vision for the companyFor more information about Sow Good, please visit: https://sowginc.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Artem Fokin, Portfolio Manager at Caro-Kann Capital. Even though I just had Artem on the pod for the live podcast panel we did at the Planet MicroCap Showcase: VEGAS, his answer to one of the questions about what his most controversial microcap investing opinion is right now inspired today’s invitation back on. Tune in to hear what Artem’s answer is and we then dissect what his hypothesis could mean for the MicroCap investing environment.For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/Artem’s first appearance on Planet MicroCap Podcast:Recent appearance on the Planet MicroCap Podcast: LIVE: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guests on the show today are Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today’s episode, we discuss $TSSI and its YTD performance of more than 600% (as of today’s recording) and why. We then break down their Tier One Quality MicroCap Index overall performance and why the GARP/Value bull market is just getting started.We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.Watch on YouTube: For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/For more information about GeoInvesting, please visit: https://geoinvesting.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack. We actually had met a few years ago at our conference in Vegas, the Planet MicroCap Showcase, where he made the long trip from Europe to join us. I invited him on the podcast because he’s recently started his Substack, the Treasure Hunting Newsletter, and he’s actively getting out there sharing his investing process, philosophy and a few MicroCap investing theses. We talk about all of this and more today!For more information about the Treasure Hunting Newsletter on Substack, please visit: https://treasurehunting.substack.com/Follow Sebastian Krog on Twitter/X @SebKrog: https://x.com/SebKrogWatch on YouTube: 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

PANEL: “Planet MicroCap Podcast: LIVE” at the Planet MicroCap Showcase: VEGAS | April 30-May 2, 2024Watch on YouTube:Moderator: Robert Kraft, Planet MicroCapTwitter: https://twitter.com/BobbyKKraftParticipants:Artem Fokin, Caro-Kann CapitalWebsite: https://caro-kann-capital.com/Linkedin: https://www.linkedin.com/in/artem-fokin-1a5479/Sam Namiri, Ridgewood InvestmentsWebsite: https://ridgewoodinvestments.com/Twitter: https://twitter.com/snamiriMichael Liu, Intelligent Fanatics Capital ManagementWebsite: https://if.capital/Twitter: https://twitter.com/michael2017lBen Claremon, Devonshire PartnersTwitter: https://twitter.com/BenClaremonLinkedin: https://www.linkedin.com/in/ben-claremon/Compounders: 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

There was so much that happened at the Planet MicroCap Showcase: VEGAS 2024, that I thought it would be fun to do a post-event debrief. Joining me were arguably the two busiest people at the event besides our staff, Maj Soueidan from GeoInvesting and Mathieu Martin from the Rivemont MicroCap Fund, who between them did 14 fireside chats with management teams, attended additional presentations on top of that, and another 20-25 1x1s combined on Thursday. In our chat today, we talked about what Q&As and companies stood out to them, as well as differential insights gained from the 1x1s/Q&As they participated in.For more information about GeoInvesting, please visit: https://geoinvesting.com/For more information about Stocks & Stones newsletter on Substack: https://stocksandstones.substack.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Chris Abbott, CIO of 1035 Capital Management. As it states on the 1035 Capital Management website, ”our passion is to uncover these opportunities [companies undergoing fundamental business improvements that should drive future stock returns] before the ramifications of a positive catalyst become evident to the majority of investors, a concept we call “front running the black box.” This quote encapsulates everything we talk about today: the idea of eclectic value, intelligent diversification, MicroCap turnarounds, and we dive into a few stocks that exemplify some of these themes, as well as Chris’ ’Small Cap Core’ investment strategy.For more information about 1035 Capital Management, please visit: https://1035capital.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all the companies that Maj will be doing a Q&A with at the Planet MicroCap Showcase in Las Vegas, that includes: Intouch Insight, INX.V, DATA Communications Management, DCM.TO, Heritage Global, HGBL, Lakeland Industries, LAKE, Crexendo, Inc., CXDO, Richardson Electronics, RELL, Altigen Communications, ATGN, and Greystone Logistics, GLGI. We close out by discussing the companies he's looking at not participating on the Tier One track. We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure. To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signupWatch on YouTube:For more information about MS MicroCap Cliffnotes, please visit: For more information about GeoInvesting, please visit: https://geoinvesting.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Joe Lucosky, Managing Partner at Lucosky Brookman. You might take one look at this title and might not think this is for you; as an investor you might wonder why should you care whether a company decides to uplist, cross-list or even delist? What do these terms even mean? Why is the company wasting their time even considering any of these corporate actions? If you’ve ever asked yourself this question, whether you’re an investor or even an issuer, this is without a doubt the episode for you. Even if you’ve never thought about these topics, I think you’ll find our conversation fascinating.In the world of Micro and Nano-caps, this conversation is happening in every boardroom: should we uplist to the NASDAQ from OTC Markets? What’s this new U.S. Listings program at CBOE? Should we delist to the OTCQX, QB or the Pinks? Is it too soon for us to Uplist? Should we cross-list onto OTC or NASDAQ? Should we do a simultaneous raise with uplist or cross-list? How will our investors react to this?I’ve known Joe for years and has given multiple keynotes on this topic at our recent investor conferences, including a Keynote Q&A with Erik Sloane from the CBOE at the Planet MicroCap Showcase: VEGAS on April 30, 2024. You don’t want to miss that. This is Joe’s topic, his bread and butter, and he truly enjoys helping companies understand what makes the most sense for them. I think we do a good job covering every angle on the topic, but look, I invite you to give it a listen, and would love your feedback on this one.For more information about Lucosky Brookman, please visit: https://www.lucbro.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We’re trying something out here at Planet MicroCap, where on a weekly or bi-monthly basis, Maj and Jan will be hopping on the show to discuss recent performance of their Tier One Quality MicroCap Index, as well as the latest and greatest they have been covering on the MS MicroCaps Substack and the GeoInvesting Newsletters. We’re also going to spotlight some names from their index inspired by their recent performance, for example, in today’s inaugural episode, we covered SPAR Group, ticker is $SGRP, and FitLife Brands, ticker $FTLF. As part of conversation on Classic InfoArb (short for Information Arbitrage), Maj and Jan cover Taylor Devices, ticker $TAYD, and Crawford United, ticker $CRAWA.We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/For more information about GeoInvesting, please visit: https://geoinvesting.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Bryan Ganz, President and CEO of Byrna Technologies, Inc. (NASDAQ: BYRN). Byrna is a technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions. I had actually met Bryan and interviewed him when they were known as Security Devices International, and safe to say, the company has come a long way since. I invited Bryan on the show today to discuss the company’s journey, plus:* Byrna’s business model and marketing strategy* What their competitive landscape looks like, and* Bryan’s 3-5 year vision for the company.For more information about Byrna Technologies, please visit: https://byrna.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Toffcap - he’s a fund manager and Editor of the Toffcap Newsletter on Substack, and @ToffCap on Twitter/X. We discuss a whole host of topics derived from both his newsletter and his posts on social media, including: Toff’s criteria, what his investable universe looks like, what’s intriguing about cannabis, as well as his investing theses on both ADF Group and DNO.For more information about ToffCap, please visit: https://toffcap.substack.com/You can Follow ToffCap on Twitter/X @ToffCap: https://twitter.com/ToffCapTo attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signupWatch on YouTube: 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Griffin Marie, Vice President of Business Development at SumZero. We’ve teamed up with SumZero for a couple fun initiatives for the Planet MicroCap Showcase: VEGAS 2024: the Allocators Roundtable Panel and the ”Allocators Power Hour”, where we’ll have allocators on a panel discussing their mandates and what they are looking for amongst the pool of talented Small/Micro/NanoCap buy side investors. Following that panel from 2pm-6pm we’ll have space to host 1x1 meetings for Allocators to meet our buy-side attendees in 30 minute, speed dating meetings.We’re very excited about adding all of this to our program this year, and I invited Griffin on the pod to discuss the importance of institutional validation and the growing interest amongst allocators to engage with talented Small/Micro/Nano-cap strategies. If you are an Allocator or Buy-side manager and you’d like to participate and attend the Planet MicroCap Showcase: VEGAS, please visit our event website: PlanetMicroCapShowcase.com, or shoot me an email at [email protected]. This event is complimentary for all allocators, buy-side and retail investors.For more information about SumZero, please visit: https://sumzero.com/To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signupWatch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is my friend and frequent guest, Fadi Diab, better known as @TheGladiatorHC on Twitter/X. It’s been well over a year since he’s been on the show, and we had a bunch of topics I wanted to get his take on, in particular, how the Australian MicroCap market has fared for the Gladiator in 2023 and their performance relative to North American microcaps. Fadi is the eternal speculator and while some of you may run away when you hear mining, cannabis or better yet, psychedelics, he’s running as fast as he can towards it looking for hidden gems. We chat about all this and more!For more information about Phoenix Global, please visit: https://phoenixglobalinvestments.com.au/You can Follow Fadi on Twitter/X @TheGladiatorHC: https://twitter.com/TheGladiatorHCWatch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Tamir Poleg, Chairman and CEO of The Real Brokerage Inc. (NASDAQ: REAX). Real (NASDAQ: REAX) is a real estate experience company working to make life’s most complex transaction simple. The fast-growing company combines essential real estate, mortgage and closing services with powerful technology to deliver a single seamless end-to-end consumer experience, guided by trusted agents. With a presence in all 50 states throughout the U.S. and Canada, Real supports more than 15,000 agents who use its digital brokerage platform and tight-knit professional community to power their own forward-thinking businesses. Full description according to the company's website and additional information can be found on its website at www.onereal.com. I invited Tamir on the show today to discuss:* The Real's business model* Real's competitive moat and differentiation; and* Tamir's 3-5 year vision for the companyFor more information about The Real Brokerage, Inc., please visit: https://onereal.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. I welcomed back my friends, Maj and Jan, to discuss their latest venture, MS MicroCap Cliffnotes and their Tier One Quality MicroCap Index. As some of you may know, we run an index as well called the Planet MicroCap Index that we use for educational purposes only to better understand how the general MicroCap market is performing with specific rules that allow for smaller, relatively illiquid names, growthy/pre-revenue/unprofitable names to be included.Maj and Jan launched an index, where, as it states on the MS Cliffnotes website, ”the qualification of a stock to be added to the index is determined by quality, valuation, price momentum indicators, multi-bagger potential, qualitative analysis and market cap,” and, ”the rebalancing of the MSM index occurs on an active basis, not just quarterly or monthly.” I think indices like this are necessary because you could take one look at our index at Planet MicroCap, and you’d be correct to think, that the MicroCap space has been in the doldrums for 2+ years. However, when you look at an index that assesses more qualitative factors, you’ll see that the Tier One Quality index, for example, has a current return of 27.60% and average peak return of 76.84%. I wanted to better understand Maj and Jan’s criteria for inclusion, as well as what differentiates their index from it being a ”model portfolio.”For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/For more information about GeoInvesting, please visit: https://geoinvesting.com/Watch on YouTube: 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Brian Bares, Founder, Portfolio Manager, and Research Analyst at Bares Capital Management. I had the opportunity to meet Brian at Ian Cassel’s MicroCapClub Leadership Summit last year in Chicago, where he participated in a Q&A with Connor Haley and Ian. Brian has an incredible background and vast amount of experience, not just investing in Small/MicroCaps, but also building a small/microcap strategy from scratch. In our conversation today, we talk about what it takes to launch a small/microcap strategy, how that process has changed in the last 25 years and how to differentiate yourself in order to stand out in a now crowded field of talented investors.For more information about Bares Capital Management, please visit: https://barescapital.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Sebastien Mailhot, CEO of D-BOX Technologies Inc. (TSX: DBO). D-BOX creates realistic, immersive entertainment experiences by moving the body and sparking the imagination through effects: motion, vibration and texture. D-BOX has collaborated with some of the best companies in the world to deliver new ways to enhance great stories. Whether it’s movies, video games, music, relaxation, virtual reality applications, metaverse experience, themed entertainment or professional simulation, D-BOX creates a feeling of presence that makes life resonate like never before, full description according to the company's website. I invited Sebastien on the show today to discuss:* D-BOX's haptic technology solutions and creating a new market* Moat around D-BOX's technology and solutions* Competitive landscape and working with content creators; and* Sebastien's 3-5 year vision for the company.For more information about D-BOX Technologies Inc., please visit: https://www.d-box.com/enWatch on YouTube: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Francois Roberge, President and CEO of LSL Pharma Group (TSX-V: LSL). LSL Pharma Group is a Canadian integrated pharmaceutical company specializing in the development, manufacturing and distribution of high-quality natural health products and dietary supplements in solid dosage forms, as well as high quality sterile ophthalmic pharmaceutical products, according to the company's website. I invited on Francois to discuss:* Developing their own pharmaceutical products in-house vs. partnering* Why there is an opportunity to consolidate the fragmented CDMO (contract development and manufacturing organization) market for niche products* LSL's natural health and Ophthalmic products; and,* Francois' 3-5 year vision for the companyFor more information about LSL Pharma Group, please visit: https://www.groupelslpharma.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Erik Sloane, Global Head of Company Listings for Cboe Global Markets (CBOE on CBOE) and Chief Revenue Officer for Cboe Canada. On June 2, 2023, Cboe announced the launch of Cboe Global Listings, the first-of-its-kind, global listing network facilitating worldwide access to capital and secondary liquidity for companies and ETFs. Cboe recently acquired the NEO Exchange, and owns exchanges in the U.K., Netherlands and Australia. They are looking to revolutionize the intralistings to facilitate worldwide access to capital and secondary liquidity for companies and ETFs. I invited Erik on today to provide you all with the full and complete understanding about the Cboe Global Listings initiative, why now, the problem(s) it solves and why this initiative is of particular interest for Small and MicroCap issuers.For more information about the Cboe, please visit: https://www.cboe.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Jim Rakievich, President & CEO of McCoy Global (TSX: MCB). McCoy Global Inc. is a product and service provider for the international oil and gas sector with new digital technology solutions. McCoy’s series of Smart products seeks to increase efficiency, wellbore integrity and safety by eliminating human error and guaranteeing consistency and repeatability of casing running operations worldwide, according to the company's website.I originally heard McCoy Global's presentation at the Small Cap Discoveries' event back in October 2023, and they. will also be presenting at our upcoming event, the Planet MicroCap Showcase: VEGAS 2024. Despite operating in a cyclical industry, the company has been around for 100 years and has a global footprint with operations on every continent. I invited on Jim to better understand the following:* How McCoy Global has evolved and provided a product and services suite for the current Oil & Gas environment* Competitive landscape and customer base* Their digital technology solutions, and;* Jim's 3-5 year vision for the companyFor more information about McCoy Global, please visit: https://www.mccoyglobal.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Bill Chen, Managing Partner at Rhizome Partners. I met Bill at the MicroCapClub Leadership Summit back in October and was stoked to have him on the pod to chat real estate with him. I haven’t covered publicly-traded real estate, or real estate in general, that much and thought it was time to change that up. Bill did the pod circuit last year, and he clearly has a handle on the latest and greatest in Real Estate; a few things we hit on today: delta between public and private valuations, what lower interest rates environment means for REITs, chat on a few pubcos, bear case, commercial and more!For more information about Rhizome Partners, please visit: https://www.rhizomepartners.com/Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. We last chatted on the podcast back in July 2023, so figured it was time for our semi-annual conversation on energy markets. It was a rough second half of 2023 for Oil & Gas, and Josh provides his post-mortem on what happened - plus, how 2024 is setting up when considering all the macro news on the horizon, geopolitical events currently happening, elections later this year, but all things considered, and why Josh thinks there is a decent chance that Oil could do well this year.For more information about Bison Interests, please visit: https://bisoninterests.com/You can Follow Josh Young on Twitter/X @Josh_Young_1: https://twitter.com/Josh_Young_1Watch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Nathan Mazurek, Chairman and CEO of Pioneer Power Solutions, Inc. (NASDAQ: PPSI). Pioneer Power Solutions, Inc. is a leader in the design, manufacture, integration, refurbishment, service and distribution of electric power systems, distributed energy resources, power generation equipment and mobile EV charging solutions for applications in the utility, industrial and commercial markets, according the company's website.I first met Nathan prior to our conference, the Planet MicroCap Showcase: VEGAS 2023, and since their presentation at the event, the company has announced numerous orders for the E-Boost and E-Bloc products. I invited Nathan on today to discuss the company's progress, as well as:* Better understand the distributed generation and EV charging markets* E-Boost and E-Block product differentiation as compared to their peers; and,* Nathan's 3-5 year vision for the companyFor more information about Pioneer Power Solutions, Inc., please visit: https://www.pioneerpowersolutions.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is James (Jeb) Besser, CEO of Modular Medical, Inc. (NASDAQ: MODD). Modular Medical, Inc. (Nasdaq:MODD) is a development-stage medical device company that is working towards launching the next generation of insulin delivery technology. Using its patented technologies, the company seeks to eliminate the tradeoff between complexity and efficacy, thereby making top quality insulin delivery both affordable and simple to learn.As Jeb discusses in the interview, despite many tech companies trying to find "next generation" solutions for an insulin pump, it's only been recently that there's been some momentum in the delivery technology itself vs. a smart phone-related monitoring solution. That is why I invited Jeb on today to discuss the following:* The history of insulin pump innovation* Why patients the standard of care pump is so complicated* Modular Medical's delivery technology and what makes it unique; and,* Next steps for commercializationFor more information about Modular Medical, please visit: https://modular-medical.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments. Today’s conversation is Sam and I catching up on the year that was in 2023, and the year ahead in 2024. He’s a frequent guest on the show, and was one of my first friends when I started in this business all the way back in 2011. I always enjoy hearing his perspective on the MicroCap markets as he’s one the hardest working investors I know: Sam turns over every rock, will take as many meetings as possible, and works tirelessly to find that next great MicroCap stock.For more information about Ridgewood Investments, please visit: https://ridgewoodinvestments.com/You can Follow Sam Namiri on Twitter/X @snamiri: https://twitter.com/snamiriWatch on YouTube: 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Caitlin Cook, better known as @DeadCaitBounce on Twitter/X, Head of Marketing and Communications at Hxro Network. This is a special edition pod because we had some breaking news - on Wednesday, January 10, 2024, the SEC approved the listing and trading of a number of spot bitcoin exchange-traded product (ETP) shares. Caitlin is my go-to person for all things crypto, whose sole focus is educating the masses about crypto. From when we worked on her podcast, The Deadcaitbounce Experience, almost every guest made the same point that one way to bridge the gap between early crypto adopters and traditional finance, or ”TradeFi”, would be when Bitcoin ETFs were approved by the SEC. Well, the day has come, despite the very appropriate crypto-nian (with a ”c”) social media blunder on January 9th, we now have Bitcoin ETFs, and Caitlin and I break it all down.You can Follow Caitlin Cook on Twitter/X @Deadcaitbounce: https://twitter.com/DeadCaitBounceWatch on YouTube: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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Shanoop Kothari, Co-CEO and CFO of LuxUrban Hotels, Inc. (NASDAQ: LUXH). LuxUrban Hotels Inc. utilizes a long-term lease, asset-light business model to acquire and manage a growing portfolio of short-term rental properties in major metropolitan cities. The Company’s future growth focuses primarily on seeking to create “win-win” opportunities for owners of dislocated hotels, including those impacted by COVID-19 travel restrictions, while providing favorable operating margins.The LuxUrban business model is a little different than your traditional hotel operator. The nuance, as Shanoop describes, is that they enter master leases with hotel owners, where they have control of the asset, just don't own the asset. We dive deeper into what this means, as well as:* Why the company decided to focus solely on the hotel business* Nature of LuxUrban's relationship with Wyndham; why they chose them over, say a booking.com for just the reseller aspect of the business* Whether its getting harder or easier to get more leases; in essence, is it getting easier or harder to scale the business; and,* Shanoop's 3-5 year vision for the companyFor more information about LuxUrban Hotels, please visit: https://luxurbanhotels.com/Watch on YouTube: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Lionel, Editor of Valorem Research Newsletter. I think Lionel (he’d prefer to stay anonymous) might be one of my favorite podcast guests: his appearances on Andrew Walker’s Yet Another Value Podcast have to question all my life choices and perhaps re-evaluate getting a law degree, if only so I can totally understand everything he talks about. In our conversation today, Lionel and I talk about how and why he finds legal special situations so interesting, as well as high level overviews of recent cases he discusses in WAY more depth on Andrew’s show, his overall take on anti-trust / M&A and his thoughts on the topic for 2024.For more information about Valorem Research Newsletter, please visit: https://www.valoremresearch.com/Watch on YouTube: 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Rick Mills, CEO of Creative Realities, Inc. (NASDAQ: CREX). Creative Realities, Inc. provides digital signage-based omni-channel marketing and media solutions to enhance customer, shopper, guest, fan, or employee engagement within physical spaces and transactional environments. The company is focused on delivering these solutions across verticals best positioned for growth in the digital signage space- including Retail, Convenience, Entertainment & Theme Parks, Healthcare, QSR, Stadiums & Arenas, and Dealer Showroom ecosystems.As you will hear in the interview today, which we recorded on December 12, 2023, their customers include: Best Buy, Macy's, Cowboys Stadium, Verizon stores and more. With these well-known brands as customers, I wanted to better understand the economics of Creative Realities' business, as well as:* How the company evolved and grew out of COVID, that at certain retail locations saw little to no foot traffic* What the competitive landscape looks like* How the company plans on scaling the business with more well-known brands* Rick's 3-5 year vision for the companyFor more information about Creative Realities, please visit: https://cri.com/Watch on YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guests on the show today are fellow MicroCap legends: Paul Andreola, Founder and Editor of Small Cap Discoveries, Jason Hirschman from Hudson 215 Capital, and Maj Soueidan, Founder and Editor of GeoInvesting. In this conversation, consensus was that MicroCap stocks in 2023, boring is sexy again. We spent 90 minutes talking about why. And, to be honest, we could’ve gone another 3 hours. So much quality back and forth, that at one point, I just sat back and watched Paul, Jason and Maj talk. I loved this whole conversation, and I think you will too.Paul AndreolaTwitter: https://twitter.com/PaulAndreolaWebsite: https://smallcapdiscoveries.com/Jason HirschmanTwitter: https://twitter.com/EightTrack180Maj SoueidanTwitter: https://twitter.com/majgeoinvestingWebsite: https://geoinvesting.com/Watch on YouTube:SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas! For more information: www.PlanetMicroCapShowcase.comToday's episode is sponsored by:Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMCPlanet 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Erik Conrad, Portfolio Manager at Peapod Lane Capital. I was introduced to Erik by Doug Porter from Acuitas Investments (thank you Doug!) and had the chance to meet him recently in New York. Erik is a self-described extreme value investor and while uncovering what that means to him, we started getting into his generalist strategy investing in Healthcare. We’ve been covering the bloodbath in Healthcare/Biotech here at the podcast, and so I wanted to learn more about how Erik is approaching looking at a sector that’s been beaten down.For more information about Peapod Lane Capital, please visit: https://peapodlane.com/YouTube:SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas! For more information: www.PlanetMicroCapShowcase.comToday's episode is sponsored by:Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMCPlanet 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is William Crossland, President & CEO of Thermal Energy International, Inc. (TSX-V: TMG) (OTCQB: TMGEF). Thermal Energy International Inc. provides energy efficiency and emissions reduction solutions to Fortune 500 and other large multinational companies. The company's value proposition is to help save their customers money by reducing their fuel use and cutting their carbon emissions. Thermal Energy's proprietary and proven solutions can recover up to 80% of energy lost in typical boiler plant and steam system operations while delivering a high return on investment with a short, compelling payback, according to the company's website.As William jokes in the interview, Thermal Energy is a 20-year overnight success story. When he joined the company and took over as CEO in 2009, William's focus was turning a profit, where, just before the pandemic, was able to accomplish that, 30% compounded annual growth rate and $25 million in revenues.While the pandemic was difficult for all of us, the company had to fight through a challenging environment, which we discuss in the interview, but has since started reporting, in the last few months, more projects and orders coming in. For example, since recording the interview, Thermal Energy announced a, "$3.7 Million Heat Recovery Order from One of Europe’s Largest Food and Drink Producers" on December 7, 2023. We also discuss:* How Thermal Energy works with their multinational client base* Their full suite of solutions, and;* William's 3-5 year vision for the companyFor more information about Thermal Energy, please visit: https://www.thermalenergy.com/YouTube: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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont Investments and Editor of the Stocks & Stones Newsletter. Recently, Canadian MicroCap buyouts have been gaining focus - as Mathieu points out in our conversation, there’s been 10 non-resource Canadian MicroCap transactions in 2023. While that may not seem that much, the frequency they’ve been happening of late has us MicroCap warriors taking note. I invited on my friend and colleague, Mathieu Martin, to chat with me about what is going on here and whether we think M&A will continue to move at this fast rate with the fear that sentiment is or may change for the better.”Rebound” article on Stocks & Stones Newsletter: https://stocksandstones.substack.com/p/reboundFor more information about Rivemont MicroCap Fund, please visit: https://rivemont.ca/en/rivemont-microcap-fund/the-rivemont-microcap-fund/YouTube:SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas! For more information: www.PlanetMicroCapShowcase.comToday's episode is sponsored by:Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMCPlanet 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Chris Satterthwaite, Senior Analyst at Verdad Advisors. The team at Verdad put out a phenomenal weekly newsletter, and they recently published one titled, ”The Death of Small Cap Equities?” We’ve been talking for a while here about all the various issues plaguing the Small/MicroCap space, and invited Chris to share the research the Verdad team have uncovered.For more information about Chris Satterthwaite and Verdad, please visit: https://verdadcap.com/Watch on YouTube:SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas! For more information: www.PlanetMicroCapShowcase.comToday's episode is sponsored by:Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMCPlanet 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Todd Wenning, Founder and Editor of the Flyover Stocks Newsletter now available on Substack. Last time we had Todd on the podcast, we talked about his investing philosophy as depicted in his diagram outlining the overlapping synergies between management, moat and price. He has since launched his newsletter, “Flyover Stocks” on Substack, and wanted to have him on to learn more about it, as well as discuss some of his first posts on there.For more information about Flyover Stocks, please visit: https://www.flyoverstocks.com/You can Follow Todd Wenning on Twitter/X @ToddWenning: https://twitter.com/ToddWenningWatch on YouTube:SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas! For more information: www.PlanetMicroCapShowcase.comToday's episode is sponsored by:Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMCPlanet 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Cromwell Coulson, President and CEO of OTC Markets Group (OTCQX: OTCM). As part of my trip to New York City, I had the opportunity to meet with Cromwell at OTC Markets’ downtown offices, where we chatted for about 75 minutes. Our last interview on Planet MicroCap Podcast was in December 2019, safe to say a lot has happened in the last 4 years. We covered a lot of topics, including as many of your questions as possible: Micro/SmallCap capital markets, uplistings, de-listings, cross-listings, stock promotion, dark stocks and much more! We conclude by discussing the capital market trends we’re likely to see in 2024 and the trends Cromwell would like to see in 2024.For more information about OTC Markets Group, please visit: https://www.otcmarkets.com/Watch on YouTube:SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas! For more information: www.PlanetMicroCapShowcase.comToday's episode is sponsored by:Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMCPlanet 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

My guest on the show today is Charles Payne, Host of ”Making Money with Charles Payne.” While I was in New York last week, Charles was kind enough to take some time while prepping for his next show to answer a few of my questions and some that came in from social media. We covered more than I thought we would during our 20 minute conversation, including: starting to reflect on 2023, better understanding investor sentiment, what could happen to cause that to change, his thoughts on the Small/MicroCap bloodbath of the last couple years. We close out looking ahead to 2024 and if there are any new investing themes or trends on the horizon that folks should really focus on. Charles also just released his new book, ”Unbreakable Prosperity”, which is now available wherever books are sold.For more information about Charles Payne and ”Making Money with Charles Payne”, please visit: https://www.wstreet.com/You can Follow Charles Payne on Twitter/X @cvpayne: https://twitter.com/cvpayneWatch on YouTube:SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas! For more information: www.PlanetMicroCapShowcase.comToday's episode is sponsored by:Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMCPlanet 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/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com