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Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap Podcast | MicroCap Investing Strategies

463 episodes — Page 6 of 10

Ep. 207 - Launching Fund in the Midst of Uncertainty and Cannabis Special Situations with Shawn Badlani, Founder and CIO of Honest Capital LLC

For this episode of the Planet MicroCap Podcast, I spoke with Shawn Badlani. He is the Founder and CIO of Honest Capital LLC, and we were introduced by recent pod guest, David Polansky from Immersion Investments (Thank you, David!). Shawn was featured in Reuters in January 2021 for Honest Capital's outperformance and bets placed since launching his fund in May 2020, an incredible story on its own. We discuss starting a fund in the midst of all the uncertainty, and why he placed his bets on Cannabis.For more information about Shawn Badlani and Honest Capital LLC, please visit: https://www.linkedin.com/in/shawn-badlani-319ab4/Today's episode is sponsored by:Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Dec 29, 20211h 13m

Ep. 206 - Understanding Current Market Structures in this Economic Environment with Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management

For Episode 206 of the Planet MicroCap Podcast, I spoke with Michael Green. He is the Portfolio Manager and Chief Strategist at Simplify Asset Management, and better known as @profplum99 on Twitter. This interview has been a few months in the making and I think the timing of our chat couldn't be better - Michael is a renowned expert on the intersection of economics, markets, regulation and politics, and we discuss it all...well, as much as we could in about an hour (but we cover a lot). From China, Crypto, ETFs, passive investing, we chat about it all. For all our MicroCap diehards out there, I think you'll especially enjoy hearing Michael's experience working at Royce & Associates. For more information about Michael Green and Simplify Asset Management, please visit: https://www.simplify.us/ You can Follow Michael Green on Twitter @profplum99: https://twitter.com/profplum99 Today's episode is sponsored by:Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Dec 22, 20211h 7m

Ep. 205 - ”Five Forces” Principles for Researching Stock Ideas with Richard Sosa, Host of ”Riches in the Niches” Podcast

For Episode 205 of the Planet MicroCap Podcast, I spoke with Richard Sosa, Host of the "Riches in the Niches Podcast." I've been following Richard for a while now, and wanted to get to know the man beyond his famous food takes. He is a passionate investor and it shows when we dive deep into what Richard calls, "Sosa's Five Forces." I really enjoyed our conversation about his investing style as we turned the mic around on a fellow colleague in the field.For more information about the "Riches in the Niches" Podcast, please visit: https://richesintheniches.libsyn.com/website You can Dave Barr on Twitter @RichesNichesPod: https://twitter.com/RichesNichesPod Today's episode is sponsored by:Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Dec 16, 20211h 17m

Ep. 204 - Planet MicroCap LIVE: Canada Virtual Edition - Reviewing 2021 and What Lies Ahead for MicroCap Stocks in 2022 with Dave Barr, CFA, CEO and Portfolio Manager at PenderFund Capital Management

For Episode 204 of the Planet MicroCap Podcast, I'm sharing the Planet MicroCap Podcast: LIVE episode with guest, Dave Barr, CEO and Portfolio Manager at PenderFund Capital Management that was broadcast yesterday at the SNN Network Canada Virtual Event. I've had Dave on the program previously and he even gave a keynote earlier this year at the January edition of this event. I invited him back on the program to take a look back because, for those following closely, MicroCaps have been crushed in the last little bit here, Canadian MicroCaps especially, and I thought it would be interesting to chat with someone who's in the trenches to discuss this experience, why this is happening, reflect further on a volatile 2021, and what lies ahead for MicroCaps in 2022.For more information about PenderFund Capital Management, please visit: https://www.penderfund.com/You can Dave Barr on Twitter @PenderDave: https://twitter.com/PenderDaveToday's episode is sponsored by:Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Dec 8, 202150 min

Ep. 203 - Finding Canadian MicroCap Opportunities Using ”The Leishman Methodology” with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management

For this episode of the Planet MicroCap Podcast, I spoke with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management. He will be moderating a panel at the event showcasing three companies that he discovered using "The Leishman Methodology", which is the topic for today's conversation. I wanted to dig a little deeper into the algorithm Harold and his team put together, backtested, and used to uncover, monitor and lead to more qualitative follow-up with management teams. I really enjoyed our conversation and I highly recommend you sign up for the conference at Canada.SNN.Network to hear his panel as well.For more information about Harold Leishman and Canaccord Genuity Wealth Management, please visit: https://www.canaccordgenuity.com/Today's episode is sponsored by:Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP'Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Dec 1, 202159 min

Ep. 202 - Tales from the Qualitative Crypt with Robert Mulcahy, @TinyStockNinja

For this episode of the Planet MicroCap Podcast, I spoke with Robert Mulcahy, better known as @TinyStockNinja on Twitter. I've been following Robert for a while now, and he's a fellow MicroCap-per in the trenches. While he is well on his way to becoming a full-time Private Investor, Robert has a number of investing stories under his belt already. Companies can screen well all the livelong day, but all too often, especially with MicroCap stocks, it comes down to the qualitative due diligence, and we chat about a few of those qualitative tales from the crypt.You can Follow Robert Mulcahy How on Twitter @TinyStockNinja: https://twitter.com/tinystockninja Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Nov 24, 202154 min

The Investors Roundtable #42: Q3 2021 Earnings Reactions, Market Structure Issues and Energy

For this episode of The Investors Roundtable (#42), we share our post-earnings reactions - chatting about supply chain issues, labor issues, trends that we saw as a result. We also have a great discussion about Energy markets - it's not every day we get Josh Young on - so we all had a chance to better understand what's happening right now. Joining us today was:Gary Ribe, Accretive Wealth PartnersWebsite: https://www.accretivewealthpartners.com/Kevin Shea, @thegoodprickTwitter: https://twitter.com/thegoodprickJosh Young, Bison InterestsTwitter: https://twitter.com/Josh_Young_1Website: https://bisoninterests.com/ Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym​​​​​​​ 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

Nov 19, 20211h 7m

Ep. 201 - The In‘s and Out‘s of Stock Spin-Off Investing with Rich Howe, Founder and Editor, StockSpinOffInvesting.com

For this episode of the Planet MicroCap Podcast, I spoke with Rich Howe. He is the Founder and Editor of Stock Spin-Off Investing, a premium newsletter focused on spin-offs. I originally met Rich when he was a guest on Avoiding the Crowd with Maj Soueidan, a great episode, and inspired me to not only start following Rich and his newsletter, but I wanted to share more of his expertise on here. As you can imagine, our conversation is about all things Spin-Offs: criteria, identifying opportunities, case studies, why they go unnoticed by most investors, and much more!For more information about Rich Howe and StockSpinOffInvesting.com, please visit: https://stockspinoffinvesting.com/premium/You can Follow Rich How on Twitter @stockspinoffss: https://twitter.com/stockspinoffssToday's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Nov 17, 202148 min

Ep. 200 - Celebrating 10 Years of MicroCapClub with Ian Cassel and Mike Schellinger

For Episode 200 of the Planet MicroCap Podcast, I welcomed back Ian Cassel and Mike Schellinger, the Co-Founders of MicroCapClub. For those who don't know, MicroCapClub is the pre-eminent MicroCap investing forum, known for spring-boarding the careers of some of the best investors we know, and more importantly, has profiled many of the most well-known MicroCap winners. Ian Cassel was my first ever guest on Planet MicroCap, Mike has been a guest three times, and I can't thank them enough for their support of the Planet MicroCap Podcast. MicroCapClub was started in 2011, so I was thrilled we could celebrate both Episode 200 and their 10-year anniversary, all in one episode. Listen in to hear how MCC came to be, it's evolution, the incredible culture that has been cultivated, how their investing styles have changed, and much more!For more information about MicroCapClub, please visit: https://microcapclub.com/ You can Follow Ian Cassel on Twitter @iancassel: https://twitter.com/iancassel You can Follow Mike Schellinger on Twitter @MikeDDKing: https://twitter.com/MikeDDKing Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Nov 10, 20211h 5m

Ep. 199 - Merger Arbitrage, Naked Wines and Value Traps with Luis Sanchez, Investor/Founder of LVS Advisory

For this episode of the Planet MicroCap Podcast, I spoke with Luis Sanchez, investor and founder of LVS Advisory; I was introduced to him by Ben Claremon, Host of the Compounders podcast (thank you Ben!). This was the first time I met with Luis and we chatted about a whole host of topics: his defensive portfolio strategy focused on merger arbitrages, growth portfolio philosophy, Naked Wines thesis, value traps and more! I really enjoyed meeting Luis and learning more about his investing approach. For more information about Luis Sanchez and LVS Advisory, please visit: https://lvsadvisory.com/ You can Follow Luis Sanchez on Twitter @LuisVSanchez777: https://twitter.com/LuisVSanchez777 Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Nov 3, 20211h 14m

Ep. 198 - Quality, Value and Management: Are You Not Entertained? with Trey Henninger, Host of the DIY Investing Podcast

For this episode of the Planet MicroCap Podcast, I spoke with Trey Henninger. He is the Host of the DIY Investing Podcast, and as a fellow MicroCap-per in the trenches, we talk about a wide range of topics that permeate our landscape, for example, why MicroCap is still not mainstream and the recent Dark Stock amendment. Trey and I then dig into his investment approach which boils down to three prongs: Quality, Value and Management - sounds simple, and it is, but I thoroughly enjoyed learning how he explains his process.For more information about the DIY Investing Podcast and DIY Investing, please visit: https://www.diyinvesting.org/You can Follow Trey Henninger on Twitter @TreyHenninger: https://twitter.com/TreyHenningerPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Oct 27, 20211h 7m

Ep. 197 - Hunting for Compounders and Business Transformations with Edward Chang, Founder of Pledge Capital

For this episode of the Planet MicroCap Podcast, I spoke with Edward Chang. He is the Founder of Pledge Capital, and we met recently via Twitter after seeing he shared a recent episode of Compounders. After doing some research on Edward and his firm, Pledge Capital, I can't believe its taken me this long to find and have him on the show. As the title alludes, our conversation is all about hunting for compounders or companies undergoing transformations that could lead to a compounding scenario; the latter point being explored the most. I really enjoyed learning about Edward's approach and he shares a few case studies that support his thesis.For more information about Pledge Capital, please visit: http://www.pledge.capital/You can Follow Edward Chang on Twitter @edwardwchang: https://twitter.com/edwardwchangPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Oct 20, 202154 min

Ep. 196 - With Investing, You Want to Play the Easiest Games Possible...MicroCap Stocks with Harris Perlman, Full-time Investor and @Ottermarket

For this episode of the Planet MicroCap Podcast, I spoke with Harris Perlman. He is a Full-time MicroCap investor, MicroCapClub contributor and better known as @Ottermarket on Twitter. We've crossed paths at many events over the years, and stoked to finally get Harris on the show to discuss his passion for MicroCaps. As you will hear, Harris was a big gamer when he was younger, and while considering investing in the stock market, he notes that, "with investing, you want to play the easiest games possible", which ultimately led him towards his journey into investing in MicroCap stocks. Listen in to hear his investing framework, how the MicroCap universe has changed, various ideas and much more!You can Follow Harris Perlman on Twitter @OtterMarket: https://twitter.com/OtterMarket Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Oct 13, 20211h 14m

The Investors Roundtable #41: Anyone else felt that SEC Dark Stock Rule was like Y2K?

For this episode of The Investors Roundtable (#41), we discuss the aftermath since the new SEC Dark Stock rule took effect on September 28, 2021. Spoiler alert, we all felt it was more Y2K-like, but there were some interesting things that happened. Joining us today was:Thomas Braziel, 507 CapitalTwitter: https://twitter.com/ThomasBrazielWebsite: https://507capital.com/Marcus Frampton, Alaska Permanent FundTwitter: https://twitter.com/MarcusFrampton 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

Oct 8, 202150 min

Ep. 195 - Running Out of Gas? Thoughts on the Energy Crisis and Oil and Gas Markets with Josh Young, CIO of Bison Interests

For this episode of the Planet MicroCap Podcast, I spoke with Josh Young. He is the CIO of Bison Interests. I recently met Josh at our last virtual event, when he participated on Ben Claremon's 10-K club panel and pitched SandRidge Energy - panel available on the SNN Network YouTube Channel. If you've been following Josh on Twitter, he has been very active discussing oil and gas investing, the energy crisis, rising gas prices; and I wanted to be more informed about what the heck is going on (gas ain't cheap here in Los Angeles). We not only go into everything that's happening currently, we also answer all your questions that were submitted on Twitter. I really enjoyed our conversation because Josh gets into detail for folks who know Energy, Natural Gas, Oil & Gas well, and breaks it all down for those who haven't been following the news. For more information about Bison Interests, please visit: https://bisoninterests.com/ You can Follow Josh Young on Twitter @Josh_Young_1: https://twitter.com/Josh_Young_1 Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Oct 6, 20211h 22m

Ep. 194 - Long-Term, Conviction Investing in Global, Small-Cap Companies with Jon Cukierwar, Founder of Sohra Peak Capital Partners

For this episode of the Planet MicroCap Podcast, I spoke with Jon Cukierwar. He is the Founder of Sohra Peak Capital Partners. I recently met Jon at one of our virtual events, and as a fellow millennial passionate about Small-, Micro-Cap stocks, I had to invite him on. Jon recently launched Sohra Peak Capital this Summer with an investment process that focuses on his own 21-point proprietary investment framework. His background and passion led to what sets him and Sohra Peak apart: finding inefficiencies in Small-Caps, looking globally with a long-term time horizon. I really enjoy featuring new, emerging fund managers on the pod, and based on Jon's background, passion and clear focus, he's one to watch for sure. For more information about Sohra Peak Capital, please visit: https://www.sohrapeakcapital.com/ You can Follow Jon Cukierwar on Twitter @JonCukierwar: https://twitter.com/JonCukierwar Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Sep 29, 20211h 18m

Ep. 193 - A Deeper Look at Financials with Derek Pilecki, Portfolio Manager at Gator Capital Management

For this episode of the Planet MicroCap Podcast, I spoke with Derek Pilecki. He is the Portfolio Manager at Gator Capital Management. After a great recommendation by friend of the show, Rich Howe from Stock Spinoff Investing, Derek and I found a time to connect and discuss all things financials. We chatted about regional banks, Puerto Rico, consumer finance, and what it's like starting a hedge fund in the middle of the Global Financial Crisis. Since launching Gator Capital, his fund's performance has been stellar - 21.52% Annual Compound Return, and I really enjoyed finding out why. For more information about Gator Capital Management, please visit: https://gatorcapital.com/You can Follow Derek Pilecki on Twitter @GatorCapital: https://twitter.com/gatorcapitalPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Sep 22, 202156 min

Ep. 192 - Precious Metals: Reversion to the Mean, Reddit Investing in Metals and Everything You Need to Know About Uranium with Rick Rule, Investor and Speculator

For this episode of the Planet MicroCap Podcast, I spoke with Rick Rule. I've known Rick for my entire career in Financial Media, and whenever I have questions about what happening in Precious Metals, Natural Resources, Mining, he's the guy. Since I last spoke to Rick, he has stepped down as CEO at Sprott US Holdings, and has a little more time doing what he loves: Investing and Speculating. I asked Rick to join me on the pod because I just finished doing 100 interviews for the Precious Metals Summit - Beaver Creek, the best event in the Precious Metals space in my opinion, and I had to get his opinion on some of what I heard from management teams. In addition, we hadn't talked since the pandemic hit in early 2020, so I wanted to hear his takes on the silver short squeeze, Reddit investing, how all this has affected precious metals, and of course, taking up all the headlines of late, Uranium.For more information about Rick Rule and Rule Investment Media, please visit: https://ruleinvestmentmedia.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Sep 15, 202155 min

Ep. 191 - The Underdog, Babushka Doll, Social Pariah, Ugly Duckling and Doubted Champion with David Polansky, Co-Founder and Managing Partner of Immersion Investments

For this episode of the Planet MicroCap Podcast, I spoke with David Polansky. He is the Co-Founder and Managing Partner of Immersion Investments. David very recently launched in his fund, Immersion Investments, in June 2021, so it was a pleasure to welcome him on the pod to better understand his investing philosophy and approach. We spend the majority of our time breaking down the "Ideal Immersion Setup", which are companies that fall into one or more of the categories listed in the title of this episode. I had a great time chatting with David and excited for him as he embarks on this new journey.For more information about David Polansky and Immersion Investments, please visit: https://immersioninvest.com/You can Follow David Polansky on Twitter @DavidHPolansky: https://twitter.com/davidhpolanskyPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Sep 8, 202151 min

Ep. 190 - Not Your Father‘s Stocks with Tyler DuPont, Founder and CEO of Augury Research

For this episode of the Planet MicroCap Podcast, I spoke with Tyler DuPont. He is the Founder and Chief Everything Officer at Augury Research. The title of this episode is "Not Your Father's Stocks" as an ode to, not only Tyler's podcast by the same name, but what inspired him to get into investing in the first place. There are many lessons we learn from our parents, and as a father myself, I can only hope my kids become a far better people than I one day. With that said, you will most certainly love how Tyler became obsessed with researching stocks and investing because well, his father was so bad at it. Tyler is driven to be the best he possibly can be and I'm thankful to his father for inspiring him to get after it the way he has and continues to with Augury Research. For more information about Augury Research, please visit: https://www.auguryresearch.com/ You can Follow Tyler DuPont on Twitter @AuguryInvesting: https://twitter.com/AuguryInvestingPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Sep 1, 202155 min

Ep. 189 - MicroCap Graduation Series with Barry Sloane, Founder, Chairman and CEO of Newtek Business Services Corp. (NASDAQ: NEWT)

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Barry Sloane, Founder, Chairman and CEO of Newtek Business Services Corp. (NASDAQ: NEWT). I've known and interviewed Barry as far back at maybe 7 or 8 years ago, and Newtek was actually featured on the front cover of our magazine, the MicroCap Review back in March 2015.The last 18 months have been especially interesting for Newtek, where, at its peak on June 4, 2021, since its March 2020 low, has gone up 331%, and as of August 24, 2021, up 215%. As the company is described, "Newtek Business Services Corp., Your Business Solutions Company®, is an internally managed BDC, which along with its controlled portfolio companies, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business (“SMB”) market."Back in March 2020, the company made several announcements on its involvement in providing PPP loans to small businesses and via the CARES Act, and Barry, as he will tell you, has never been busier. In this discussion, we cover everything from why Barry started Newtek over 20 years ago, how he loves being a public company CEO (as he says, 'you have to'), growing pains and much much more. Please enjoy!In 2019, I started a series on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company.For more information about Newtek Business Services Corp., please visit: https://www.newtekone.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Aug 25, 202154 min

Ep. 188 - Planet MicroCap Podcast: LIVE "GenZ Investing Roundtable" with Caitlin Cook, Julia Carreon, Michael Liu

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: LIVE panel that we broadcast at the SNN Network Summer Virtual Event 2021. The theme for this panel was "GenZ Investing" with the goal of helping listeners understand this next generation, who is here right now, and how that affect the future of business in all aspects. I've assembled an all-star panel to join in this conversation, and they deliver. Moral of the story, as if you're an investor and/or a business owner, you need to be thinking about GenZ and the trends around the next generation. Please enjoy!Julia Carreon, Managing Director at Citi Global WealthLinkedIn: https://www.linkedin.com/in/julia-c-carreon-8318674/Caitlin Cook, Head of Community at Onramp Invest & VP of Operations at Onramp AcademyTwitter: https://twitter.com/DeadCaitBouncePodcast: https://podcasts.apple.com/us/podcast/the-chicks-of-fintwit/id1577302713Website: https://www.bonfire.com/getoutside/Michael Liu, Analyst at Intelligent Fanatics Capital ManagementTwitter: https://twitter.com/michael2017lWebsite: https://if.capital/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Aug 18, 20211h 0m

Ep. 187 - Real Estate: It's Not 2008, But Let's Talk with Jason Greenwald, Full-time Private Investor

For this episode of the Planet MicroCap Podcast, I spoke with Jason Greenwald. He is a Full-time Private Investor, who, as he says on Twitter, used to only buy Real Estate at Foreclosure Auctions and has advanced some since. I've known and followed Jason for a long time on Twitter and it was about time we had a chat on the pod, and we discuss it all: real estate, stocks and most importantly, commiserate on our respective favorite sports teams. You can Follow Jason Greenwald on Twitter @JGreenwald86: https://twitter.com/JGreenwald86Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Aug 11, 202154 min

Ep. 186 - Learning from Market Champions and Starting Early with Srivatsan Prakash, Host of "Market Champions" Podcast

For this episode of the Planet MicroCap Podcast, I spoke with Srivatsan Prakash. He is the Host of the Market Champions podcast and aspiring fund manager. Not only has he discovered the fun and joy of investing at such a young age, he started a podcast to actively learn from great investors, some even have been guests on this pod. As you will hear, Sri is incredibly passionate about investing, MicroCaps, and at 17 years old, Sri is well on his way to incredible career and I feel privileged being able to follow along. For more information about the "Market Champions" Podcast, subscribe:Spotify: https://open.spotify.com/show/7KVwQ0RsTc6XN49Wg3yp5a Apple: https://podcasts.apple.com/ca/podcast/market-champions/id1450300020YouTube: https://www.youtube.com/channel/UC3zc51x38Rt_oHdLj7L1NXw You can Follow Srivatsan Prakash on Twitter @SrivatsPrakash: https://twitter.com/SrivatsPrakash Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Aug 4, 202149 min

The Investors Roundtable #40: SEC Dark Stock Rule - What's going on?

For this episode of The Investors Roundtable (#40), we discuss the new 15C2-11 rule. I'll keep this short and sweet, I brought on some of the best dark stock investors in the business to get a better understanding about what is going on.Joining us today was: Thomas Braziel, 507 CapitalTwitter: https://twitter.com/ThomasBrazielWebsite: https://507capital.com/Marcus Frampton, Alaska Permanent FundTwitter: https://twitter.com/MarcusFramptonDan Schum, NoNameStocks.comTwitter: https://twitter.com/NoNameStocksWebsite: http://www.nonamestocks.com/Maj Soueidan, GeoInvesting.comTwitter: https://twitter.com/majgeoinvestingWebsite: https://geoinvesting.com/Dave Waters, Alluvial CapitalTwitter: https://twitter.com/alluvialcapitalWebsite: https://alluvialcapital.com/ 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

Jul 30, 20211h 4m

Ep. 185 - MicroCaps: Meet with Management, It HELPS with Chris Krug, President at Chatham Harbor Capital Management

For this episode of the Planet MicroCap Podcast, I spoke with Chris Krug. He is the President of Chatham Harbor Capital Management. I've known Chris for years and while we miss seeing each other at investor conferences around the country, we'll settle for a fun chat via Zoom for the pod. We continue the conversation we started on The Investors Roundtable, called, "MicroCap Due Diligence in the Virtual World." Chris is all about meeting management, probably the most gung ho investor I've ever met about this, so we discuss why it helped him become the investor he is today.For more information about Chris Krug, please visit: http://chathamharborcapital.com/ You can Follow Chris Krug on twitter @chcap2016: https://twitter.com/chcap2016Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jul 28, 202159 min

Ep. 184 - Price Matters with Chris Bloomstran, President and CIO Semper Augustus Investments Group

For this episode of the Planet MicroCap Podcast, I spoke with Chris Bloomstran. He is the President and CIO of Semper Augustus Investments Group. Chris is an absolute legend in value investing circles and I'm really thankful for the privilege to speak with him, let alone him spending 2.5 hours with me answering questions. And not just any questions, your questions you sent in on Twitter. It was off the cuff, a lot of fun, and I'm really thrilled to share our conversation today. For more information about Chris Bloomstran and Semper Augustus Investments Group, please visit: https://www.semperaugustus.com/You can follow Chris Bloomstran on Twitter @ChrisBloomstran: https://twitter.com/ChrisBloomstranPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jul 21, 20212h 24m

Ep. 183 - Business is the Monetization of Life with Mark Jones, Fund Manager at Pragmatic Capital Management

For this episode of the Planet MicroCap Podcast, I spoke with Mark Jones. He is the Fund Manager at Pragmatic Capital Management. I recently came across Mark's interview with SumZero and, somehow, missed his fantastic interview on Toby's Acquirer's Podcast back in March 2019. I listened to both and thought this person needs to be on more shows to share his insights, and let's start here. I mean, he was talking about GameStop and AMC before it was in vogue. A true contrarian to the core and so excited to share our conversation. Not only that, I'm so stoked to announce Mark will be giving a Keynote Presentation at our upcoming virtual, the SNN Network Summer Virtual Event 2021. For more information about Pragmatic Capital Management, please visit: https://www.pragmaticcap.com/homeYou can connect with Mark Jones on LinkedIn here: https://www.linkedin.com/in/pragmaticcapital/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jul 14, 20211h 22m

Ep. 182 - Investing: Always Be a Student of the Game with Conor MacNeil, Owner of the Investment Talk Newsletter

For this episode of the Planet MicroCap Podcast, I spoke with Conor MacNeil. He is the Owner of the Investment Talk Newsletter and known as @InvestmentTalkk on Twitter. For a while, Conor was anonymous on Twitter, and only very recently changed up his marketing strategy. He has developed quite a following since starting his Twitter account in February 2020, and launched his newsletter in May 2020. What was really cool and encouraging about my chat with Conor is that despite being a young man, he gets whole-heartedly that with investing, one is always a student of the game. My impression is that that is why he's seeing the success he's had and will continue to do so. For more information about the Investment Talk Newsletter, please visit: https://investmenttalk.substack.com/aboutYou can Follow Conor MacNeil on Twitter @InvestmentTalkk: https://twitter.com/InvestmentTalkkPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jul 7, 20211h 11m

Ep. 181 - Do Cult Companies Make Good Cult Stocks with Brandon Beylo, Host of the "Value Hive Podcast"

For this episode of the Planet MicroCap Podcast, I spoke with Brandon Beylo. He is the Host of the Value Hive Podcast and Research Analyst at Macro Ops. I've known Brandon for a while now, and it was long overdue to have him on the show. He's incredibly passionate about investing and that comes through in all his endeavors via the podcast and his work at Macro Ops. As a guest on his show, I saw that firsthand in the prep Brandon does even for me, and I think he's a true asset to the space. We had a fun chat where we jam on his background, investing strategy, and specifically, on cult companies and whether they make good cult stocks. For more information about Brandon Beylo and Macro Ops, please visit: https://macro-ops.com/You can listen to the "Value Hive Podcast" here: https://podcasts.apple.com/us/podcast/value-hive-podcast/id1492171651You can Follow Brandon Beylo on Twitter @marketplunger1: https://twitter.com/marketplunger1Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jun 30, 20211h 17m

Ep. 180 - Understanding the Value of a Trade with Jeff Moore, Editor of Ragnar is a Pirate Blog

For this episode of the Planet MicroCap Podcast, I spoke with Jeff Moore. He is a Full-time investor in both real estate and equities, and the Editor of Ragnar is a Pirate blog. I've been following Jeff for a long time now, and stoked to have him on the pod, and shout out to Richard Sosa for saying that Jeff has some great investing stories. Don't mean to spoil anything, but he shares a few. We also chat about understanding the value of a trade, from the days of trading baseball cards to equities.For more information about Jeff Moore and Ragnar is a Pirate blog, please visit: http://ragnarisapirate.blogspot.com/You can follow Jeff Moore on Twitter @ragnarisapirate: https://twitter.com/ragnarisapiratePlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jun 23, 202144 min

The Investors Roundtable #39: What Makes A Contrarian Investor?

For this episode of The Investors Roundtable (#39), we have a jam packed all-star roster ready to discuss being a Contrarian Investor. I believe all successful investors are contrarians to one degree or another, however, having a contrarian mindset is easier said than done. We've talked about contrarianism on many episodes on Planet MicroCap and there's many ways to not just be a successful investor, but also be a successful contrarian investor. So, I've assembled some of the best of the best to chat about it.Paul Andreola, Small Cap DiscoveriesTwitter: https://twitter.com/PaulAndreolaWebsite: https://smallcapdiscoveries.com/Jason Hirschman, Private Investor/MicroCapClub.com ContributorTwitter: https://twitter.com/EightTrack180Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_Kiel​​​​Website: https://www.arquitos.com/​​​​Gary Ribe, Accretive Wealth PartnersTwitter: https://twitter.com/enterprisinginvWebsite: http://inthemarkettrenches.podbean.com/Christian Ryther, Cureen CapitalTwitter: https://twitter.com/CurreenCRWebsite: http://www.curreencapital.com/ 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

Jun 18, 20211h 8m

Ep. 179 - Distressed Securities: Finding Joy in the Junk with Dominique Mielle, Author of "Damsel in Distressed: My Life in the Golden Age of Hedge Funds"

For this episode of the Planet MicroCap Podcast, I spoke with Dominique Mielle. She is the Author of the upcoming book, "Damsel in Distressed: My Life in the Golden Age of Hedge Funds", which will be coming out on September 7, 2021. Dominique's upcoming book is a memoir about her time working at Canyon Partners, which at the time was a small, little-known hedge fund, and over the span of two decades, she rose to the top of the firm as the only female partner and senior portfolio manager—in what became one of the largest hedge funds in the U.S. We have a great conversation about her time working at Canyon Partners, and all the lessons she learned along the way.For more information about Dominique Mielle, please visit: https://www.dominiquemielle.com/To pre-order "Damsel in Distressed: My Life in the Golden Age of Hedge Funds" on Amazon, please visit: https://www.amazon.com/Damsel-Distressed-Golden-Hedge-Funds/dp/1642939722/ref=sYou can follow Dominique Mielle on Twitter @DominiqueMielle: https://twitter.com/DominiqueMiellePlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jun 16, 202156 min

The Investors Roundtable #38: Rise in Commodities Prices - Supply / Demand Issue vs. Inflation?

For this episode of The Investors Roundtable (#38), we chat the rise in commodities prices. Mainstream financial media outlets are now finally starting to talk about this phenomenon as it has been affecting all aspects of the economy. The goal here is to better understand why this is taking place - is it simply a supply / demand issue that'll be resolved once the demand lessons as the world continues to open up, is this due to rising inflation concerns, or is it something in between? Please enjoy!Joining us today was:Thomas Braziel, 507 CapitalTwitter: https://twitter.com/ThomasBrazielWebsite: https://507capital.com/Gary Ribe, Accretive Wealth PartnersTwitter: https://twitter.com/enterprisinginvWebsite: http://inthemarkettrenches.podbean.com/Kevin Shea, Full-time Private Investor/MicroCapClub ContributorTwitter: https://twitter.com/thegoodprick 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

Jun 11, 202154 min

Ep. 178 - "Steak and Sizzle" Investing with Thomas Braziel, Founder and CIO of 507 Capital

For this episode of the Planet MicroCap Podcast, I spoke with Thomas Braziel. He is the Founder and CIO of 507 Capital. The MicroCap universe, believe or not, is not huge (Shocker, I know), but so many of our guests said I should meet Thomas Braziel, he looks at the weirdest of the weird, the most out there ideas. Luckily, Tom has joined me on several The Investors Roundtable episodes, and we're finally taking the time to highlight him on Planet MicroCap. We chat about why he's a big fan of the "Steak and Sizzle" style of investing, as well as many examples of how he's utilized this strategy.For more information about Thomas Braziel and 507 Capital, please visit: https://507capital.com/You can Follow Thomas Braziel on Twitter @ThomasBraziel: https://twitter.com/ThomasBrazielPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jun 9, 20211h 6m

Ep. 177 - Making Sense of All the Crypto Headlines and Their Impact with Frank Holmes, Chairman of HIVE Blockchain Technologies, CEO and CIO of U.S. Global Investors

For this episode of the Planet MicroCap Podcast, I spoke with Frank Holmes. He is the CEO and Chief Investment Officer at U.S. Global Investors, GROW on NASDAQ, and Chairman of the Board of HIVE Blockchain Technologies, HIVE on TSX Venture and HVBTF on the OTCQX. I've known and interviewed Frank for a long time now, so featuring him on the pod is long overdue. But the timing couldn't be better as Frank has been on the front lines of crypto and he needs to be fully up to date on all the macro events that could affect digital assets. We chat at length on all the biggest headlines in crypto, what they mean, as well as how the crypto volatility compares to his experience investing primarily in natural resources. We recorded this episode in two parts, the first ~50 minutes on May 12 and the rest on May 27 because there was so much that happened in crypto world in between.For more information about HIVE Blockchain Technologies, please visit: https://hiveblockchain.com/For more information about U.S. Global Investors, please visit: https://www.usfunds.com/ You can Follow Frank Holmes on Twitter @bulldogholmes: https://twitter.com/bulldogholmes Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Jun 2, 20211h 8m

The Investors Roundtable #37: What Does Investing in a Post-Pandemic World Look Like?

For this episode of The Investors Roundtable (#37), we chat about what investing in a Post-Pandemic world looks like. Everything from re-opening plays, how various industries have changed, and most importantly, and what our panel of investors are looking right now. While the light is as bright as ever as exit the dark COVID-19 tunnel, we felt it was important to take stock (no pun intended) of what's happening in these current market conditions. Please enjoy!Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_Kiel​​​​Website: https://www.arquitos.com/​​​​Gary Ribe, Accretive Wealth PartnersTwitter: https://twitter.com/enterprisinginvWebsite: http://inthemarkettrenches.podbean.com/ 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

May 28, 202158 min

Ep. 176 - MicroCap Investing Story Time with Ben Claremon and Eugene Robin, Cove Street Capital

For this episode of the Planet MicroCap Podcast, I spoke with Ben Claremon and Eugene Robin, Principal Portfolio Manager and Principal Research Analyst at Cove Street Capital. When I chatted with Ben last year for Episode 135, he told me about his colleague, Eugene, who has some great MicroCap stories to tell. So, I thought it would be fun to have them both on to chat about all things MicroCap. Please enjoy!For more information about Cove Street Capital, please visit: http://covestreetcapital.com/You can Follow Ben Claremon on Twitter @InoculatedInves: https://twitter.com/InoculatedInvesPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

May 26, 20211h 14m

Ep. 175 - How to Actively Seek Out Why My Thesis is Wrong with Shana Sissel, CIO of Spotlight Asset Group

For this episode of the Planet MicroCap Podcast, I spoke with Shana Sissel. She is the CIO at Spotlight Asset Group, and Co-host of "The Black Swans" podcast. I had been following Shana on Twitter for a while now, caught her various TV appearances, and I wanted to chat with her further about her background, where her instincts came from for investing, her strategy and much more. In particular, I found her take on how she actively tries to debunk her theses quite intriguing. For more information about Spotlight Asset Group and Shana Sissel, please visit: https://spotlightassetgroup.com/You can Follow Shana Sissel on Twitter @shanas621: https://twitter.com/shanas621Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

May 19, 202155 min

Ep. 174 - How Alpha is Generated by Digging Deeper with Neil Cataldi, Principal at Blueprint Capital Management

For this episode of the Planet MicroCap Podcast, I spoke with Neil Cataldi. He is the Principal at Blueprint Capital Management. This interview is a long time in the making, and I'm so stoked we were finally able to make this happen. If you love microcaps, heck, even have the smallest, tacit interest in microcaps, you will want to hear my chat with Neil. He's a true, blue microcapper, through and through, and I think you will enjoy every bit of what Neil has to say about his investing style, experience, talking with management, everything.For more information about Neil Cataldi and Blueprint Capital Management, please visit: https://www.blueprintcm.com/You can Follow Neil Cataldi on Twitter @neilcataldi: https://twitter.com/neilcataldiPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

May 12, 20211h 8m

Ep. 173 - In Life and Investing, Enjoy the Work, Enjoy the Process, It's Worth It with Guy Spier, Managing Partner and Principal at Aquamarine Capital

For this episode of the Planet MicroCap Podcast, I spoke with Guy Spier, Managing Partner and Principal at Aquamarine Capital, and the Author of, "The Education of a Value Investor." We were introduced by Matthew Peterson, Managing Partner at Peterson Capital Management, a great friend and joined me on the pod for Episode 133 - definitely check that out. I've known about Guy for a long time, and couldn't believe that this would be possible, so I'm incredibly humbled that he joined me for our conversation.For those who don't know Guy, nor read his book, Guy got his start in MicroCap land, and not only did we chat about those experiences, but discuss his journey of self-discovery, discipline, understanding oneself and how that can help you as an investor. If there's one takeaway I had, and was an incredible reminder, in life and investing, enjoy the process, enjoy the work because chances of success are small. For more information about Guy Spier, please visit: https://www.aquamarinefund.com/You can Follow Guy Spier on Twitter @GSpier: https://twitter.com/GSpierPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

May 5, 20211h 23m

Ep. 172 - MicroCap Graduation Series: Kurt Sorschak, Chairman and CEO of Xebec Adsorption (TSX: XBC)

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Kurt Sorschak, Chairman and CEO of Xebec Adsorption (TSX: XBC). In 2019, I started a series on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. I first met Kurt at our 2019 Planet MicroCap Showcase, where he was featured on Paul Andreola's panel, "Canadian MicroCap Stocks: Best of the Really Undiscovered."Since that panel was conducted, Xebec, at its peak on January 18, 2021 has gone up 712%, and as of April 26, 2021, up 226%. As Kurt will discuss, it's all about timing, and it took a long time for the company to finally hit the inflection points to recognize value for shareholders. Kurt is very open and honest about the ups and downs of running a public company, and is especially candid about the company's recent dip following updating their 2020 guidance. We actually chat at length about guidance and why Kurt will continue to provide guidance for shareholders. I loved our conversation and learned a great deal from him. Please enjoy!For more information about Xebec Adsorption, please visit: https://xebecinc.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Apr 28, 202151 min

Ep. 171 - MicroCap Graduation Series: Hamed Shahbazi, Chairman and CEO of WELL Health Technologies (TSX: WELL)

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Hamed Shahbazi, Chairman and CEO of WELL Health Technologies (TSX: WELL). In 2019, I started a series on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. My guest today has not one, but two, MicroCap graduates in a relatively short time frame, 4 years, with TIO Networks and WELL Health Technologies. Actually, one of the first investor presentations I saw was your presentation on TIO Networks at LD Micro I think back in 2011.On February 14, 2017 (great V-Day gift), PayPal announced that it will acquire TIO Networks for approximately $302 million CDN ($238 million USD), and since taking the job as CEO on May 23, 2018, where the stock closed at $0.58, and as of yesterday (Day of recording - April 13, 2021) traded at $7.60, ~1,210% increase in share price. I really enjoyed learning from Hamed what it takes to have success in building businesses from scratch.For more information about WELL Health Technologies, please visit: https://www.well.company/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Apr 23, 202152 min

Ep. 170 - Planet MicroCap Podcast / Value After Hours: Crossover Event (Tobias Carlisle, Jake Taylor, Bill Brewster) with Special Guest, Ian Cassel

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast / Value After Hours: Crossover Event with Special Guest, Ian Cassel. I've been wanting to do a crossover event that would rival Avengers: Endgame, and I think we did just that. In all seriousness, I'm a huge fan of Tobias' podcast, Acquirers Podcast, as well as his weekly chats with Bill Brewster and Jake Taylor, titled, "Value After Hours". And in the #1 spin-off of the last 12 months, Bill has launched his own incredible podcast, "The Business Brew", where he's showcasing his talents as an interviewer and bringing on brilliant guests. And, how could we have a #MicroCap crossover event without Ian Cassel - I'm truly thankful for all his contributions to bring integrity to the MicroCap space, and for continuing to remind people that MicroCap stocks is where the greats got their start building generational wealth. We talk about many different topics here, so sit back, relax, and please enjoy!Bill Brewster, Host, "The Business Brew" and Co-Host "Value After Hours"Twitter: https://twitter.com/BillBrewsterSCGPodcast: https://www.podpage.com/the-business-brew/Tobias Carlisle, Host, "Acquiers Podcast" and Co-Host "Value After Hours"Twitter: https://twitter.com/GreenbackdWebsite: https://acquirersmultiple.com/Podcast: https://acquirersmultiple.com/podcast/Ian Cassel, Co-Founder of MicroCapClub.com and CIO at Intelligent Fanatics Capital ManagementTwitter: https://twitter.com/iancasselWebsite: https://microcapclub.com/Jake Taylor, CEO of Farnam Street Investments and Co-Host "Value After Hours"Twitter: https://twitter.com/farnamjake1Website: http://www.farnam-street.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Apr 21, 20211h 11m

Ep. 169 - The Power of Haptic Memory in Technology Disruption with Julia Carreon, Author #GenZDisruption @juliaccarreon

For this episode of the Planet MicroCap Podcast, I spoke with Julia Carreon. She is a longtime digital executive in financial services who now specializes in GenZ. I'm a firm believer that as investors, business owners, evaluators of businesses, no question about it, you want to understand your investments' customer base, and as business owners, your customer. As part of a generation, millennials, that's been traditionally "poo-poo'd" on themost, I was starting to see that same pattern happening with GenZ, even falling for some of those easy criticisms myself. However, I wanted to break this thought process and better understand GenZ as best I can. This conversation started with Caitlin Cook, a GenZ-er herself, and we are continuing with acclaimed writer, thinker who has vast experience speaking at conferences and white paper author on the topic, Julia Carreon. We try our best to understand everything we can about GenZ, but most importantly, in general, why it's important to not overlook what could be the most disruptive generation in human history.For more information about Julia Carreon, you can connect with her on LinkedIn: https://www.linkedin.com/in/julia-c-carreon-8318674/You can Follow Julia Carreon on Twitter @juliaccarreon: https://twitter.com/juliaccarreon​​Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Apr 14, 20211h 11m

Ep. 168 - GARP Investing Since Day 1 with Ethan Tucker, Editor at TheGarpInvestor.com

For this episode of the Planet MicroCap Podcast, I spoke with Ethan Tucker. He is the Editor of The GARP Investor blog at TheGarpInvestor.com, and better known as @TheGarpInvestor on Twitter. It was my first time meeting Ethan after following him for some time on Twitter, and we chat about all things GARP investing. Ethan also works with his family in a commercial real estate business and we chat a little about the space, especially during COVID. Please enjoy!For more information about Ethan Tucker and The Garp Investor, please visit: https://thegarpinvestor.com/You can Follow Ethan Tucker on Twitter @TheGarpInvestor: https://twitter.com/TheGarpInvestor​Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Apr 7, 202137 min

The Investors Roundtable #36: Technical Analysis and Trading - Can you add "TA" to Fundamental Strategy?

For this episode of The Investors Roundtable (#36), we chat about a topic that, frankly, I don't know very much about: Technical Analysis and Trading. Actually, the first time I ever chatted with Kevin Shea was about how he uses "TA" as part of his MicroCap investing strategy. We decided to take the conversation to the next level and discuss whether or not you can have "TA" as part of your fundamental approach. Can you? Listen and find out. Please enjoy!Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_Kiel​​​​Website: https://www.arquitos.com/​​​​Kevin Shea, Full-time Private Investor/MicroCapClub ContributorTwitter: https://twitter.com/thegoodprick 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

Apr 2, 202149 min

Ep. 167 - Lessons Learned Chatting with Elite Money Managers with Ted Seides, Host of the "Capital Allocators" Podcast and Author of "Capital Allocators"

For this episode of the Planet MicroCap Podcast, I spoke with Ted Seides. He is the Author of the new book, titled, "Capital Allocators: How the world's elite money managers lead and invest", and Host of the very popular podcast, "Capital Allocators with Ted Seides". I've been a fan of Ted's show for a long time, and was grateful for the opportunity to learn a bit more about his background and new book, which is now available on Amazon and wherever books are sold.For more information about Ted Seides and to purchase your copy of "Capital Allocators: How the world's elite money managers lead and invest," please visit: https://capitalallocatorspodcast.com/You can Follow Ted Seides on Twitter @tseides: https://twitter.com/tseidesPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Apr 1, 202140 min

The Investors Roundtable #35: Identifying Great Companies Early

This episode of The Investors Roundtable (#35) is inspired by one of my favorite investing books of all time, The Intelligent Fanatics (all three books in the series), which is about how great leaders build sustainable businesses. Our panelists all have years and years of investing experience focused on identifying great companies early, and today, they share their knowledge how they've gone about doing so. Please enjoy!Here are a few related links from the episode:Sean Iddings' post about John Hammond: https://www.thewoodshedd.com/posts/2021-03-25-hammond/Marcus Frampton link of daily list of new names trading OTC:https://otce.finra.org/otce/dailyList?viewType=AdditionsJoining us today was:Jason Hirschman, Private Investor/MicroCapClub.com ContributorTwitter: https://twitter.com/EightTrack180Sean Iddings, Private Investor and Entrepreneur Twitter: https://twitter.com/iddings_seanWebsite: https://www.thewoodshedd.com/Marcus Frampton, Alaska Permanent FundTwitter: https://twitter.com/MarcusFrampton 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

Mar 26, 20211h 15m

Ep. 166 - Investing in Thrift Conversions 101 and Lessons Learned as a Jeopardy Contestant with Jim Royal, Ph.D., Author of "The Zen of Thrift Conversions"

For this episode of the Planet MicroCap Podcast, I spoke with Jim Royal. He is the Author of the new book, titled, "The Zen of Thrift Conversions: How to Turn Hidden Bank Stocks into Big Gains." Jim and his book were recommended by one of our listeners, thank you Gunnar, and I'm so stoked he was. I had never even heard of Thrift Conversions before this conversation, and that's saying a lot living the obscure MicroCap land that we do. That's why this episode is the 101 class version, and I think might be now be able to tell you what a Thrift Conversion is, let alone spell it. Jim does a great job detailing this asset class, and as an awesome bonus, he was a contestant on Jeopardy so we chat about his experience there as well. Come for Thrift Conversions, leave with a great story about Jeopardy.For more information about Jim Royal and to purchase your copy of "The Zen of Thrift Conversions: How to Turn Hidden Bank Stocks into Big Gains," please visit: https://www.thezenofthriftconversions.com/You can Follow Jim Royal on Twitter @JimRoyalPhD: https://twitter.com/JimRoyalPhDPlanet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/1Q5YfymClick here to rate and review the Planet MicroCap PodcastThe Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit microcapnewsletter.substack.com

Mar 24, 202158 min