Planet MicroCap Podcast | MicroCap Investing Strategies

For this episode of The Investors Roundtable (#34), I've been getting a lot of questions by friends and family about the $1.9T stimulus that's been passed, what this means for markets, money being infused into the economy, as well as mainstream media networks discussing what this could mean for inflation. So, with all that in mind, I thought it would be a good idea to have our panelists share their thoughts on how should we think about Inflation, Deflation, Reflation? Please enjoy!Joining us today was:Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.com/​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

For this episode of the Planet MicroCap Podcast, I spoke with Caitlin Cook. She is better known as @Deadcaitbounce on Twitter, and her incredible contributions to the Fintwit community. I'm a big fan and follower of Catilin because she is all about education, where she is actively helping her generation and future generations understand finance and investing, and having a damn good time doing. As you will hear, we chat about the Gen Z investor, where they find ideas, their relationship with the stock market, and then how we can make long term, low cost (or boring) investing cool. Also, we joke a bit about drinking, and just want to remind everyone that we are just having fun here, so please drink responsibly. You can Follow Caitlin Cook on Twitter @Deadcaitbounce: https://twitter.com/DeadCaitBouncePlanet 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

For this episode of The Investors Roundtable (#33), inspired by last week's show covering the 2020 Berkshire Letter to Shareholders, I wanted to chat with our panelists about what it means to be an ultra long-term investor, meaning, investing and holding a company for 10, 15, 20+ years. We chat about everyone's criteria, mindset - really cover everything you want to know to be this type of investor. Please enjoy!Joining us today was:Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.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/​​ 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

For this episode of the Planet MicroCap Podcast, I spoke with Corey Hoffstein. He is the Co-Founder and Chief Investment Officer at Newfound Research, and Host of the "Flirting with Models" podcast. This was a long time coming, I've been a fan Corey, his work at Newfound, as well as his show, and really enjoyed meeting him, and learning about his investing journey, strategy, Liquidity Cascades white paper, benefits of diversification, market timing and his recent move to the Cayman Islands.For more information about Newfound Research, please visit: https://www.thinknewfound.com/Subscribe to "Flirting with Models" here: https://www.thinknewfound.com/podcastYou can Follow Corey Hoffstein @choffstein: https://twitter.com/choffsteinPlanet 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

For this episode of The Investors Roundtable (#32), Buffet & Co. published their 2020 Berkshire Letter to Shareholders on February 27, 2021 - there's been many a clubhouse meet-ups already, and we brought our expert panel of Buffet-ites to share their thoughts and insights about Berkshire's most recent letter. Please enjoy!Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_Kiel​Website: https://www.arquitos.com/​Matthew Peterson, Peterson Capital ManagementTwitter: https://twitter.com/MattPetersonCFAWebsite: https://www.petersonfunds.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

For this episode of the Planet MicroCap Podcast, I spoke with Dave Barr. He is the President, CEO and Portfolio Manager at PenderFund Capital Management. Dave recently did a phenomenal presentation at our last virtual event, and thought it would be fun to continue the conversation of how he and PenderFund identify multi-baggers.Link to presentation: https://www.youtube.com/watch?v=xvkcygx07wIFor more information about PenderFund Capital Management, please visit: https://www.penderfund.com/You can Follow Dave Barr on Twitter @PenderDave: https://twitter.com/PenderDavePlanet 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

For this episode of The Investors Roundtable (#31), our original plan was to chat about earnings season, but we decided, eh, let's chat on a whole host of other stuff. Thomas and Steven have known each other a long time and close friends - both are also Directors of Enterprise Diversified, Inc. (OTCQB: SYTE), and we all chat on: Nam Tai $NTP, Crypto, why it's been so difficult for traditional value investing strategies in the past couple years, and much more. Please enjoy!Joining us today was:Thomas Braziel, 507 CapitalTwitter: https://twitter.com/ThomasBrazielWebsite: https://507capital.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.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

For this episode of the Planet MicroCap Podcast, I spoke with Charley Grant. He runs Heard on the Street at THE Wall Street Journal. It's not often we get someone who writes a daily column for THE Wall Street Journal on here, so we discuss all the 2021 hot topics he's been writing about: Bitcoin on the balance sheet, Tesla takes - we're just trying to make sense of what's been happening thus far despite only being the end of February. I had a blast chatting with Charley and you will no doubt enjoy hearing his insights.Charley Grant articles on WSJ: https://www.wsj.com/news/author/charley-grantYou can Follow Charley Grant on Twitter @CGrantWSJ: ​https://twitter.com/CGrantWSJPlanet 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

For this episode of the Planet MicroCap Podcast, I spoke with Alex, better known as The Science of Hitting (@TSOH_Investing) on Twitter. I first heard Alex on Toby's podcast discussing his "never sell" investing philosophy and been a fan ever since. Today's show is all about "The Science of Hitting" bombs, not selling yourself short - shout out to Less Than Jake. We had a lot of fun and hope you do too while hearing our chat.You can Follow Alex on Twitter @TSOH_Investing: https://twitter.com/TSOH_InvestingPlanet 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

For this episode of the Planet MicroCap Podcast, I spoke with Brian Feroldi. He is a writer at The Motley Fool, and will be a featured speaker at the upcoming MicroCapClub Leadership Summit on September 23-24, 2021. I've recently become a huge fan of Brian's because I truly believe in his mission to spread financial wellness and how he's going about doing it. Access to quality information about finance is hard to find, and Brian is doing his part with his work at The Motley Fool, as well as his insights shared on Twitter, and distilling difficult concepts on his substack. We also talk about in this interview how to properly light a campfire.You can Follow Brian Feroldi on Twitter @BrianFeroldi: https://twitter.com/BrianFeroldiFor more information about Brian's substack, please visit: https://brianferoldi.substack.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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

For this episode of The Investors Roundtable (#30), the dust has settled since last week's chaos in the markets. Our panel today is all about what's happened since we recorded Episode 29 - official statements from Robinhood, how $GME and other meme stocks traded, potential legal ramifications, and more! Please enjoy!***ORIGINALLY PUBLISHED ON February 5, 2021 on the SNN Network YouTube Channel***Joining us today was: Shelly Kraft, SNN IncorporatedTwitter: https://twitter.com/AskMrWallstreetSam Namiri, Ridgewood InvestmentsTwitter: https://twitter.com/snamiriWebsite: https://www.ridgewoodinvestments.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

For this episode of The Investors Roundtable (#29), our panel tries to make sense of the GameStop $GME, Robinhood and overall stock market chaos that's taken over the financial news airwaves. It's our longest episode to date, and we cover a lot. Listen closely as our panelists get somewhat technical on this, but provide very informative insights.***ORIGINALLY PUBLISHED ON January 29, 2021 on the SNN Network YouTube Channel***Joining us today was:Thomas Bachrach, PFH CapitalTwitter: https://twitter.com/PFHCapitalWebsite: https://www.pfhcap.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_Kiel​Website: https://www.arquitos.com/​Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapital​Website: https://www.1maincapital.com/​Gary Ribe, Accretive Wealth PartnersTwitter: https://twitter.com/enterprisinginv​Website: 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

For this episode of the Planet MicroCap Podcast, I spoke with Marcus Frampton. He is the CIO of the Alaska Permanent Fund and Editor/Publisher of the "Micro Cap Letter & OTC Stock Letter". This was a lot of fun as dug deep into Marcus' MicroCap investing strategy, how he balances his day to day duties with his passion for MicroCap investing, as well as chatting at length about the upcoming delisting of PINK and GREY sheet companies as part of the SEC's latest rule and how that affects his strategy investing in dark stocks. Please enjoy!For more information about Marcus Frampton, please visit Twitter @MarcusFrampton: https://twitter.com/MarcusFramptonWe are conducting a survey titled, "2021 Small Public Company Investor Survey: Identifying Investing Trends in Micro- to Small-Cap Stocks." I would really appreciate your input on this by taking our brief survey as we want to better serve you. #SNNsurvey​: https://www.surveymonkey.com/r/SNN_InvestorSurveyPlanet 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

For this episode of The Investors Roundtable (#28), our panel chats about a topic I've been asked multiple times now. I even went on Fox Business to give my thoughts on this. I thought it would be fun to get our esteemed panel together to hear their thoughts as well on why they think MicroCaps are surging. Please enjoy!***ORIGINALLY PUBLISHED ON January 22, 2021 on the SNN Network YouTube Channel***Joining us today was:Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapitalWebsite: https://www.1maincapital.com/Kevin Shea, Full-time Private Investor/MicroCapClub ContributorTwitter: https://twitter.com/thegoodprickMaj Soueidan, GeoInvestingTwitter: https://twitter.com/majgeoinvestingWebsite: https://geoinvesting.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

For this episode of The Investors Roundtable (#27), our panel chats about doing due diligence on MicroCap stocks in the virtual world. We wanted to highlight this because our panelists are very active going to many investor conference, both in-person and now virtual, because that's where they go for idea generation, and specifically doing as many 1x1 meetings as possible to assess management teams. So, we thought it would be fun to discuss what this new normal has been like: doing virtual 1x1s, has that changed their process, why virtual events have been way more efficient for them, and much more. Please enjoy!***ORIGINALLY PUBLISHED ON January 15, 2021 on the SNN Network YouTube Channel***Joining us today was:Artem Fokin, Caro-Kann Capital LLCWebsite: http://caro-kann-capital.com/Chris Krug, Chatham Harbor CapitalTwitter: https://twitter.com/chcap2016Website: http://chathamharborcapital.com/Brian Weber, Robotti Securities / BRW Investors LPLinkedIn: https://www.linkedin.com/in/brian-weber-12310558/ 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

For this episode of the Planet MicroCap Podcast, I spoke with Francisco Olivera. He is the President of Arevilo Capital Management. I had Francisco on a recent episode of The Investors Roundtable to discuss "The Future of Media and Streaming Services", and we thought it would be fun to have a full conversation all about streaming services. Look, I will find any excuse to do a podcast talking with colleagues about our favorite shows and podcasts, but despite thinking we would, we do get into discussing various business models, what's working, what's not and more.For more information about Francisco Olivera and Arevilo Capital Management, please visit Twitter @FrancoOlivera: https://twitter.com/FrancoOliveraWe are conducting a survey titled, "2021 Small Public Company Investor Survey: Identifying Investing Trends in Micro- to Small-Cap Stocks." I would really appreciate your input on this by taking our brief survey as we want to better serve you. #SNNsurvey: https://www.surveymonkey.com/r/SNN_InvestorSurveyPlanet 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

For this episode of The Investors Roundtable (#26), the final episode of 2020, we reflect on a year that was in the markets and how all the various themes played, as well as implications some of those themes may have on 2021. From COVID-19 trades, the Robinhood/Dave Portnoy effects, SPACs, you name it, we review it. And then we ask the question, can 2021 get even crazier? We shall see. In any event, Happy New Year, please stay safe and look forward to 2021!***ORIGINALLY PUBLISHED ON January 1, 2021 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.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

For this episode of The Investors Roundtable (#25), we starting what I'm calling our valuation series, where we are going to look at various business models, industries, asset classes and do our to understand current valuations. First up, and this could probably be a series onto itself, are SaaS businesses. Our panel here discusses: why do investors like SaaS modeled companies, are SaaS models more or less 'predictable' and we close out trying to figure out if we were to take a SaaS business public tomorrow and get the fattest valuation, what type of SaaS business would it be. Please enjoy!***ORIGINALLY PUBLISHED ON December 18, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Kelvin Seetoh, Slingshot CapitalTwitter: https://twitter.com/SlingshotCapKevin 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

I'm very excited for this episode. As you see in the title, my guest today is Annie Duke. One of my earliest memories of watching sports, believe or not, was watching the 2003 and 2004 World Series of Poker. Seeing legends like Chris Moneymaker and Greg Raymer win the title, then all the tournaments in between, was so cool, and all I wanted to do was play poker. Another stand out amongst the greats playing these now televised events was, you guessed it, Annie Duke.Since retiring from the game in 2012, Annie is an author, corporate speaker, and consultant in the decision-making space. Annie’s latest book, How to Decide: Simple Tools for Making Better Choices, was released in the fall of 2020 from Portfolio, a Penguin Random House imprint. Her previous book, Thinking in Bets, is a national bestseller. As a former professional poker player, she has won more than $4 million in tournament poker. During her career, Annie won a World Series of Poker bracelet and is the only woman to have won the World Series of Poker Tournament of Champions and the NBC National Poker Heads-Up Championship.Prior to becoming a professional poker player, Annie was awarded a National Science Foundation Fellowship to study Cognitive Psychology at the University of Pennsylvania. Annie is the co-founder of The Alliance for Decision Education, a non-profit whose mission is to improve lives by empowering students through decision skills education. She is also a member of the National Board of After-School All-Stars and the Board of Directors of the Franklin Institute. In 2020, she joined the board of the Renew Democracy Initiative. Long story short, she's incredible, and I'm still wrapping my head around what I learned from speaking with her.For more information about Annie Duke, please visit: https://www.annieduke.com/You can Follow Annie Duke on Twitter @AnnieDuke: https://twitter.com/anniedukePlanet 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

For this episode of The Investors Roundtable (#24), we are going full crypto. We assembled an amazing panel to discuss all things crypto - reviewing 2020, current state of the industry, current and future trends, and looking ahead at 2021. We also analyze how the recent run up in Bitcoin and other digital assets in 2020 is different that what we saw in 2017. Most importantly, we talk about how digital assets can change society for the better!***ORIGINALLY PUBLISHED ON December 11, 2020 on the SNN Network YouTube Channel***Joining us today was:Adam Blumberg, InteraxisTwitter: https://twitter.com/Interaxis8Website: https://www.interaxis.io/Thomas Braziel, 507 CapitalTwitter: https://twitter.com/ThomasBrazielWebsite: https://507capital.com/Jeff Dorman, CFA, ARCATwitter: https://twitter.com/jdorman81Website: https://www.ar.ca/Tyrone Ross, Onramp InvestTwitter: https://twitter.com/TR401Website: http://tyroneross.io/ 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

For this episode of The Investors Roundtable (#23), we cover Mergers and Acquisitions. A couple big deals were announced/finalized this week in large cap space - Salesforce buying Slack, Uber finalized purchase of Postmates, and our panel discusses M&A in general, what makes good and bad deals, why some deals succeed while others don't work out, our opinion on some of the best deals of the last 20 years, as well as focus on strategies around: Revenue, Technology, People, Customers, Location, Distribution; avoid pressure to act, no falling into the "hot money" trap. Please enjoy!***ORIGINALLY PUBLISHED ON December 4, 2020 on the SNN Network YouTube Channel***Joining us today was:Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: 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

For this episode of the Planet MicroCap Podcast, I spoke with Joe Boskovich. He is the Founder and Co-Partner of Old West Investment Management. We did an interview for the SNN YouTube Channel, where we dive deep into Joe's investment strategy, so I invite you all to check that out. Joe recently published a write-up on Howard Jonas, an investor who has built a billion dollar empire, who, according to Joe's write-up, "founded IDT Corporation in 1990 as a provider of a call re-origination service. He took his company public in 1996 and built it to the point where today it generates $1.5 billion in revenue per year from the sale of communications and payment services. IDT has also been incredibly successful at creating value for its shareholders by using the cash flows from its core business to fund a wide array of growth initiatives. In the past decade IDT has spun-off 5 public companies and sold a 6th after which it provided a special dividend to shareholders." Howard is one the best microcap investors, founder, CEO, capital allocators you've never heard of, and Joe has done a ton of work and due diligence on all his businesses.For more information about Old West Investment Management, please visit: https://www.oldwestim.com/You can follow Joe Boskovich on Twitter @boskovic64: https://twitter.com/boskovic64Planet 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

This week's The Investors Roundtable is our Thanksgiving Episode! Our panelists take the time to discuss what they are thankful for as investors in 2020, as well as what they are hopeful for in the coming year.***ORIGINALLY PUBLISHED ON November 27, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Christian Ryther, Curreen CapitalTwitter: https://twitter.com/CurreenCRWebsite: http://www.curreencapital.com/Shree Viswanathan, SVN CapitalTwitter: https://twitter.com/SvnCapitalWebsite: https://www.svncapital.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

In this Episode of The Investors Roundtable (Episode 21!), our topic we discuss is: “COVID-19 Vaccine Trial Results and Investing in Healthcare". With the recent clinical trials results from Pfizer and Moderna on COVID vaccines, I thought this would be a great opportunity to put these results into some sort of context, as well as ignite an important discussion on how to evaluate the healthcare and life sciences industry as an investor.***ORIGINALLY PUBLISHED ON November 20, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Kevin Shea, Full-time Private Investor/MicroCapClub ContributorTwitter: https://twitter.com/thegoodprickJohn Vandermosten, Zack's Small Cap ResearchTwitter: https://twitter.com/vanjohn10 Website: https://scr.zacks.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

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: CANADA VIRTUAL EDITION panel from this week’s SNN Network Canada Virtual Event. I'm beyond stoked that Meredith Brill, Jason Hirschman, Mathieu Martin and Dean Trottier were panelists with me. For this episode, we discuss everyone's investing strategy, conviction to hold, what great management looks like and much more, all through the lens of looking at the Canadian MicroCap market. However, these are things that can be applied across all asset classes. Especially, when you get to the part where my guests humble brag on a successful Canadian microcap investment they made and how that changed their lives. For all you $XPEL-ers out there, Meredith and Jason break down their whole process. Please enjoy!You can Follow Meredith Brill on Twitter @LockStockBarrl: https://twitter.com/LockStockBarrlYou can Follow Jason Hirschman on Twitter @EightTrack180: https://twitter.com/EightTrack180You can Follow Mathieu Martin on Twitter @escpacemc: https://twitter.com/espacemc, and for more information about Espace MicroCaps, please visit: https://espacemc.com/You can Follow Dean Trottier on Twitter @Petty__Cash: https://twitter.com/Petty__Cash, and for more information about the Petty Cash blog, please visit: https://pettycash.blog/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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

For this episode of the Planet MicroCap Podcast, I spoke with Elliot Turner. He is the Managing Partner and CIO of RGA Investment Advisors. I'd been following Elliot on Twitter for a long time, and finally worked up the courage to ask him on. Elliot is currently a co-host on MOI Global's, "This Week in Intelligent Investing" podcast, a great show that I highly recommend, where he shares his insights and investing thesis on a pretty regular basis. So, for today's episode, we chatted about things we find interesting: streaming wars, sports betting, and most importantly, New York sports. We happen to represent opposite sides of the New York sports fan spectrum, and support each other through this difficult time as a NY sports fan. I had a great time, and you will enjoy Elliot's in-depth look at Roku and Kambi.For more information about Elliot Turner and RGA Investment Advisors, please visit: https://www.rgaia.com/You can Follow Elliot Turner on Twitter @ElliotTurn: https://twitter.com/ElliotTurnPlanet 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

For this episode of the The Investors Roundtable, our topic is "Streaming Services and the Future of Media." This roundtable was inspired by Activist Investor Dan Loeb's letter on Why Disney Needs to Double Its Streaming Spending, and Chris Bloomstran's letter offering a counterpoint. We're still in the very early innings of the streaming era, and new technological advancements opens the doors to discussions like this about where current firms are positioned, how streaming/technology has changed the media landscape, as well as where could we be headed. A lot of familiar names are chatted about on here, and stay tuned until the very end to hear everyone's first snail-mail Netflix rental, Red Box and Blockbuster rental. Please enjoy!***ORIGINALLY PUBLISHED ON November 13, 2020 on the SNN Network YouTube Channel***Joining us today was:Bill Brewster, Sullimar CapitalTwitter: https://twitter.com/BillBrewsterSCGWebsite: https://sullimarcapital.group/Jeremy Deal, JDP Capital ManagementTwitter: https://twitter.com/Jeremy_DealWebsite: https://jdpcap.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Francisco Olivera, Arevilo Capital ManagementTwitter: https://twitter.com/FrancoOlivera 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

For this episode of the The Investors Roundtable, our topic is trying to define “What are Compounders and How Do We Find them?” There’s been a thread on Twitter going around on a firm claiming to have created the term - I figured we should do an episode to demonstrate that a definition of “Compounder” may not be as straightforward as you might think. Please enjoy!***ORIGINALLY PUBLISHED ON November 6, 2020 on the SNN Network YouTube Channel***Joining us today was:Thomas Bachrach, PFH CapitalTwitter: https://twitter.com/PFHCapitalWebsite: https://www.pfhcap.com/Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapitalWebsite: https://www.1maincapital.com/Kelvin Seetoh, Slingshot CapitalTwitter: https://twitter.com/SlingshotCap 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

For this episode of the Planet MicroCap Podcast, I spoke with Billy Duberstein. He is the Portfolio Manager at Stone Oak Capital, LLC. We were introduced by Matthew Peterson - thank you, Matt - we're starting a new group called "Friends of Matt", or "FOM". As it states on Billy's website, the firm's "Opportunity Fund" is, "a concentrated, value-based hedge fund, that aims for aggressive capital appreciation and superior long-term returns." The focus for this interview is to learn more about Billy's strategy for finding opportunities that fit his fund's criteria, in particular, how he finds Special Companies and Special Situations. For more information about Stone Oak Capital, LLC, please visit: https://stoneoakcapitalllc.com/You can Follow Billy Duberstein on Twitter @BDubes82: https://twitter.com/BDubes82Planet 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

For Episode 18 of The Investors Roundtable, we thought we would take stock of where are economy is right now, as best we can. With the election coming up this week, our panel describe where the nation is currently at economically, as well as provide some historical perspective with other republics, nations, societies in similar economic circumstances. From there, Adrian and Gary discuss various scenarios - what various outcomes of the election could mean, current fed policy impacts, and much more. If you want a lesson on economic history and some opinions on where do we go from here, tune in. Please enjoy!***ORIGINALLY PUBLISHED ON October 30, 2020 on the SNN Network YouTube Channel***Joining us today was:Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.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

In Episode 17 of The Investors Roundtable, we take a topic that's been discussed on here a bit further: Moats. For this conversation, we try to make sense of: 1. Do cultural moats exist (first off), 2. Do cultural moats result in greater value accretion for shareholders, 3. What does corporate culture in the age of physical separation look like, and lastly, 4. Can companies create a cultural moat as the world is going more and more digital/globalized/work from home. Please enjoy!***ORIGINALLY PUBLISHED ON October 23, 2020 on the SNN Network YouTube Channel***Joining us today was:Sam Namiri, Ridgewood InvestmentsTwitter: https://twitter.com/snamiriWebsite: https://www.ridgewoodinvestments.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

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Walker. He is the Founder/Editor of Yet Another Value Blog, Host of the Yet Another Value Podcast, Portfolio Manager at Rangeley Capital and co-host of the Rangeley Capital Podcast. I’ve been a fan and admirer of Andrew and all the work he’s done on his blog and podcasts, and this conversation was LONG overdue. In the similar vein of my chat with Bill Brewster, Andrew’s investing philosophy and strategy is well-covered on his platforms, so we have a fun time chatting about what he’s obsessed with currently, and geek out on our mutual love of Marvel, Game of Thrones, and more.You can Follow Andrew Walker on Twitter @AndrewRangeley: https://twitter.com/AndrewRangeleyFor more information about Andrew Walker, Yet Another Value Blog/Podcast and Rangeley Capital, please visit: https://yetanothervalueblog.com/ and http://www.rangeleycapital.com/Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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. 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

For this special Canada episode of the Planet MicroCap Podcast, I spoke with Paul Andreola, Founder and Editor of Small Cap Discoveries. Paul and I have teamed up to host an event to showcase and highlight Canadian Small, Micro and Nano-Caps called, the SNN Network Canada Virtual Event on January 6-7, 2021 (website: Canada.SNN.Network). Not going to BS you, yes, we are promoting the heck out of the event in this episode, but it's only because we are quite convinced that we put together one of the best line-ups for a Small, Micro and Nano-Cap show - Presenting Companies, Speakers, Agenda - just all around. So, take 20 minutes and listen to why Canadian MicroCaps is a Great Place to Hunt for the Best of the Undiscovered, and we hope that you join us at our upcoming show.To register for the SNN Network Canada Virtual Event, please visit: https://canada.snn.network/signupHome Page: https://canada.snn.network/Presenting Company List: https://canada.snn.network/page-4331Speakers: https://canada.snn.network/page-3031You can Follow Paul Andreola on Twitter @PaulAndreola: https://twitter.com/PaulAndreolaFor more information about Paul Andreola and Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/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. 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

For Episode 16 of The Investors Roundtable, our panel discusses a subject that has been all the rage in 2020: SPACs. We cover it all - what a SPAC is, why companies would opt to go public via SPAC, the mechanics of a SPAC, and more. If you had any questions about why SPACs are trending in 2020, we answer them during this episode. Please enjoy!***ORIGINALLY PUBLISHED ON October 16, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapitalWebsite: https://www.1maincapital.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

In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and OPM faster with increasing cash flows? And, vice versa? And why? In a nutshell, discussion on sectors and industries that are burgeoning and suffering, and why.Most importantly, a challenge was accepted - if we get Kevin Shea's Twitter handle @thegoodprick up to 500 followers, he will do a TikTok dance challenge. This is necessary content that we all thought we didn't need, but really want to see. Let's make it happen. Follow Kevin here: https://twitter.com/thegoodprick***ORIGINALLY PUBLISHED ON October 9, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Kelvin Seetoh, Slingshot CapitalTwitter: https://twitter.com/SlingshotCapKevin 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

For this episode of the Planet MicroCap Podcast, I spoke with Liz Simmie. Liz is the Co-Founder and CIO of Honeytree Investment Management. Her firm, Honeytree Investment Management, builds quantamental public market portfolios for institutional and select private investors looking for concentrated, high-conviction strategies with full ESG integration. As the title states and in this interview, Liz discusses why the current ESG definition may need a bit of re-defining, and she makes the argument for why ESFG formula works for them. Liz is brilliant and I think you’ll really enjoy her perspective.Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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 @BobbyKKraftYou can Follow Liz Simmie on Twitter @LizSimmie: https://twitter.com/LizSimmieFor more information about Liz Simmie and Honeytree Investment Management, please visit: https://www.honeytreeinvest.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

In this Episode of The Investors Roundtable (Episode 14!), our topic we discuss is: Are AGM’s dead or a vital tool to gain differential insights and implement shareholder activism? Sent in by fellow panelist, Mark Tobin, we chat about why AGM's are actually very important for the due diligence process, why AGM's can help gain differential insights, as well as shareholder activism.***ORIGINALLY PUBLISHED ON October 2, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Andy Preikschat, Edgebrook PartnersTwitter: https://twitter.com/AndyPreikschatWebsite: https://edgebrookinvest.com/Mark Tobin, Coffee MicroCapsTwitter: https://twitter.com/mtobinwexWebsite: https://www.coffeemicrocaps.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

In this Episode of The Investors Roundtable (Episode 13!), we have a great topic for you today that touches on themes we've discussed on here before, but it was time to dedicate a full episode to (sent in again by "Trosclair" @mictros on Twitter): "What truly defines good management (CEOs, CFOs, COOs), how to spot these characteristics and where it can be seen translated on the P&L and Balance Sheet". Thank you for watching and please enjoy!***ORIGINALLY PUBLISHED ON September 25, 2020 on the SNN Network YouTube Channel***Joining us today was:Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.com/Shelly Kraft, SNN IncorporatedWebsite: https://stocknewsnow.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

For this episode of the Planet MicroCap Podcast, I spoke with Eric Boroian. Eric is a Full-time investor based in Paris whose handle is @eboroian on Twitter. I was introduced to Eric by one of the best MicroCap investors in the game right now, Meredith Brill @LockStockBarrl on Twitter. It was funny, I was expecting to be speaking with someone from France with the French accent, so it was surprising to get on the Zoom and hear Eric’s Chicago accent. All jokes aside, I thoroughly enjoyed my conversation with Eric as we dive deep into his investing process. If there is any take away from our chat that you will hear - with investing, be creative, think outside the box and use that damn imagination of yours.Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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 @BobbyKKraftYou can Follow Eric Boroian on Twitter @eboroian: https://twitter.com/eboroian 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

We are back with Episode 12 of The Investors Roundtable! After a one week hiatus, we have an epic show for you today discussing the following topic (sent in by "Trosclair" @mictros on Twitter): "Determining the Current Value of a Company - Assuming microcaps are inefficient, can this be done without looking at current stock price". This is a full-on valuation conversation - thank you for watching and please enjoy!***ORIGINALLY PUBLISHED ON September 18, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapitalWebsite: https://www.1maincapital.com/Gary Ribe, Accretive Wealth PartnersTwitter: https://twitter.com/AccretiveWPWebsite: 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

In Episode 11, going back to the well of the Fintwit community, but thought we'd go a step further. The topic, "Future 100+ Baggers and How to Identify Them", was requested, and I thought, who better to join this panel than Chris Mayer himself, Author of "100 Baggers". We also are featuring two more first time panelists, fellow 100+ bagger enthusiasts, Andy Preikschat and Gary Ribe (co-host of In the Market Trenches), and Steven Kiel! Please enjoy and have a great Labor Day weekend. Stay safe!***ORIGINALLY PUBLISHED ON September 4, 2020 on the SNN Network YouTube Channel***Joining us today was:Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Chris Mayer, Author of "100 Baggers"Twitter: https://twitter.com/chriswmayerWebsite: https://www.woodlockhousefamilycapital.com/Andy Preikschat, Edgebrook PartnersTwitter: https://twitter.com/AndyPreikschatWebsite: https://edgebrookinvest.com/Gary Ribe, Accretive Wealth PartnersTwitter: https://twitter.com/AccretiveWPWebsite: 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

For this episode of the Planet MicroCap Podcast, I spoke with Keith Beverly, CFA, CFP®, MBA. He is the Managing Partner and CIO of GRID 202 Partners. Keith participated on a panel at our August 2020 virtual event, titled, “The Business Case for Changing the Landscape of Financial Services”, that explores how we can make financial services a more diverse and equitable ecosystem. I’m excited to share my chat with Keith because he is a pioneer in the financial community. After getting his start in finance working at The Motley Fool, he could’ve easily gone the stock picking route - starting a fund or asset manager. However, Keith followed his passion for closing the wealth gap in the United States, and his solution for this is using a holistic approach through sound financial planning. Listen in as Keith describes GRID 202’s approach to building generational wealth with impact and discipline.Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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 @BobbyKKraftFor more information about Keith Beverly and GRID 202 Partners, please visit: https://grid202partners.com/You can Follow Keith Beverly on Twitter @KeithBevCFA: https://twitter.com/KeithBevCFA 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

In Episode 10, we got some great suggestions from the Fintwit community - this week, we chose to discuss everyone's view on the optionality of holding cash, position sizing and how they incorporate both into their investment strategies (shout out Brian McCann @Bootstrap86!) - please enjoy!***ORIGINALLY PUBLISHED ON August 28, 2020 on the SNN Network YouTube Channel***Joining us today was:Thomas Bachrach, PFH CapitalTwitter: https://twitter.com/PFHCapitalWebsite: https://www.pfhcap.com/Jeremy Deal, JDP Capital ManagementTwitter: https://twitter.com/Jeremy_DealWebsite: https://jdpcap.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.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

In Episode 9, our topic is Insider Ownership. One of panelists had an interesting situation where a company he's invested in has an abnormal insider ownership and incentive structure that any investor would raise an eyebrow at. Yet, despite the odd corporate governance, the company keeps performing (and so has the stock). That was today's inspiration and we end up realizing we may have created a new bias - please enjoy!***ORIGINALLY PUBLISHED ON August 21, 2020 on the SNN Network YouTube Channel***Joining us today was:Jason Hirschman, Private Investor/MicroCapClub.com ContributorTwitter: https://twitter.com/EightTrack180Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Mark Tobin, Coffee MicroCapsTwitter: https://twitter.com/mtobinwexWebsite: https://www.coffeemicrocaps.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

For this episode of the Planet MicroCap Podcast, I spoke with Shree Viswanathan. He is the Founder and CIO of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital, according to the company’s website. Shree is truly passionate about investing and it was a pleasure learning more about his investing philosophy and criteria.Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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 @BobbyKKraftFor more information about SVN Capital, please visit: https://www.svncapital.com/You can Follow Shree Viswanathan on Twitter @SVNCapital: https://twitter.com/SvnCapital 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

In Episode 8, we are joined by panelists that all happen to board directors on public, MicroCap boards. We thought it would be fun to dive deep into that topic: what that experience has been like, what they didn't know as investors and how being a board director made them better investors. We close out the interview with quick takes on Q2 2020 earnings that are starting to trickle in.***ORIGINALLY PUBLISHED ON August 14, 2020 on the SNN Network YouTube Channel***Joining us today was:Scott Felsenthal, Private Business Owner, Private Investor and MicroCap Board DirectorTwitter: https://twitter.com/scottfelsenthalSteven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: 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

In Episode 7, our panel discussed technology, SaaS models, Future of Food Delivery, Why Gold is Reaching All Time Highs, Asteroid Mining and of course, Kodak.***ORIGINALLY PUBLISHED ON August 7, 2020 on the SNN Network YouTube Channel***Joining us today was:Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Alex Rubalcava, Stage Venture PartnersTwitter: https://twitter.com/AlexRubalcavaWebsite: https://www.stagevp.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

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: Australia Virtual Edition panel from this week’s SNN Network Australia Virtual Event. We have a stacked line-up: Tony Hansen, Matt Joass, Michael Liu and Connor Haley. Tony and Matt are flying the Aussie flag for us, Michael is playing the role of North American investor looking abroad and Connor wrote a pretty epic report called, “The Makings of a Multibagger”, which showcases how Australia made up 5.1% of the total investable universe, and yet 11.5% of the 104 best performing stocks over the last 5 years were listed on the ASX. Let that sink in while listening to these brilliant folks.Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.Subscribe here: http://bit.ly/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 @BobbyKKraftConnor Haley, Alta Fox Capitalhttps://www.altafoxcapital.com/Twitter: https://twitter.com/AltaFoxCapitalTony Hansen, EGP Capitalhttps://egpcapital.com.au/Twitter: https://twitter.com/EGPtonyMatt Joass, Maven Funds Managementhttps://www.mavenfunds.com.au/Twitter: https://twitter.com/MattJoassMichael Liu, Intelligent Fanatics Capital Managementhttps://if.capital/Twitter: https://twitter.com/michael2017l 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

In Episode 6, our panel discussed the role that economic narratives play in shaping investor behavior, specifically as it relates to the pandemic, and investing during uncertainty.Also, at around the 8:39 mark, you'll see our panel got rocked by an Earthquake - gotta love living in Los Angeles!***ORIGINALLY PUBLISHED ON July 31, 2020 on the SNN Network YouTube Channel***Joining us today were: Jeremy Deal, JDP Capital ManagementWebsite: https://jdpcap.com/Jeff Henriksen, Thorpe Abbotts CapitalWebsite: http://www.thorpeabbottscapital.com/Shaun Noll, Family Office CIOMatthew Peterson, Peterson Capital ManagementWebsite: https://www.petersonfunds.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

In Episode 5, our panel discussed Federal Reserve policy, inflation and SPAC's.***ORIGINALLY PUBLISHED ON July 24, 2020 on the SNN Network YouTube Channel***Joining us today was:Chris Irons, Quoth the Raven Podcast (via Audio)Twitter: https://twitter.com/QTRResearchWebsite: https://quoththeravenresearch.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapitalWebsite: https://www.1maincapital.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