
Planet MicroCap Podcast | MicroCap Investing Strategies
266 episodes — Page 5 of 6
Ep 322Direct Digital Holdings (NASDAQ: DRCT): Leveraging Technology to Help Middle Market Companies Buy and Sell Media
My guest on the show today is Mark Walker, Chairman and CEO of Direct Digital Holdings (NASDAQ: DRCT).Direct Digital Holdings, owner of operating companies Colossus SSP, Huddled Masses, and Orange 142, brings state-of-the-art sell- and buy-side advertising platforms together under one umbrella company. Direct Digital Holdings' sell-side platform, Colossus SSP, offers advertisers of all sizes extensive reach within general market and multicultural media properties. The company's subsidiaries Huddled Masses and Orange142 deliver services for middle market advertisers by providing data-optimized programmatic solutions at scale for businesses in sectors that range from energy to healthcare to travel to financial services. Direct Digital Holdings' sell- and buy-side solutions manage approximately 90,000 clients monthly, generating over 100 billion impressions per month across display, CTV, in-app and other media channels. Direct Digital Holdings is the ninth black-owned company to go public in the U.S and was named a top minority-owned business by The Houston Business Journal. Similar to last week's episode, I was also made aware of Direct Digital Holdings by Scott Weis from Semco Capital. Thank you, Scott! I invited Mark on today because I wanted to get a better understanding of the media buying (and selling) business, plus: Defining middle market of advertisers; the company's target customer Looking at the competitive landscape for media buying and selling; and Understanding how Direct Digital Holdings serves both sides in the media placement transaction With that, please enjoy my conversation with Mark Walker, Chairman and CEO of Direct Digital Holdings. For more information about Direct Digital Holdings, please visit: https://directdigitalholdings.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and
Ep 321$1,800 Gold in 2011 vs. $1,800 Gold in 2023, Why Copper is Interesting + Margin is King with Brent Cook, Founder of Exploration Insights
For today's show, I invited on Brent Cook, Founder of Exploration Insights. The first conferences I went to in my career was going to junior mining conferences back in 2011 - I think I went to 3 or 4. Sentiment was extremely high, gold crossed the $1,800/oz threshold and every newsletter writer and gold bug espoused that $5,000/oz was not out of the question by the end of 2012. Sounds eerily familiar, eh? In any case, resources markets have had a rocky 10+ years - some ups and downs mostly driven by hype, i.e., materials needed for EV markets, ESG issues in mining, etc... And, here we are in 2023, and the price of gold has stayed above $1,800/oz to start the year. Brent is a frequent guest that I turn to when I have questions about the mining industry, especially right now, where there seems to be some real tailwinds lifting the industry right now (which we discuss in our chat). Brent will also be sharing his thoughts live on a panel at our conference, the Planet MicroCap Showcase on April 25-27, 2023, so if you like what you hear today, be sure to join in Vegas to meet him in person. For more information about Exploration Insights, please visit: https://explorationinsights.com/ You can Follow Brent Cook on Twitter @BrentCookgeo: https://twitter.com/BrentCookgeo oday's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 320LFTD Partners (OTCQB: LIFD): A Profitable Manufacturer and Distributor of Hemp-derived and Psychoactive Products
My guest on the show today is Gerry Jacobs, CEO, and Nick Warrender, COO, LFTD Partners, Inc. (OTCQB: LIFD). LFTD Partners Inc., Jacksonville, FL (OTCQB ticker symbol LIFD) is the parent corporation of Lifted Made, Kenosha, WI (www.LiftedMade.com), which manufactures and sells hemp-derived and psychoactive products under its Urb Finest Flowers and Silly Shruum brands. LFTD Partners Inc. also owns 4.99% of CBD-infused beverage and products maker Ablis Holding Company (www.AblisBev.com), and of craft distillers Bendistillery Inc. d/b/a Crater Lake Spirits (www.CraterLakeSpirits.com) and Bend Spirits, Inc. (www.Bendistillery.com) all located in Bend, OR. I was made aware of LFTD Partners by Scott Weis from Semco Capital, and after doing a quick dive into the company, I invited them on to better understand how LFTD has gotten to where they are today. You hear me gush a little bit in this interview, not a recommendation nor do I own LFTD Partners, but I've been interviewing cannabis companies for 8-9+ years now, was right there at the beginning interviewing psychedelics companies, and have chatted with countless investors/experts that are active in the space. The majority of the companies, I would argue, have or will fail in building a business in cannabis or psychedelics, especially in this nuclear winter, negative sentiment environment for this space. And so, when I come across a company like LFTD, I wanted to share a story that, for all intents and purposes, is not just surviving, but also thriving. That's not to say there hasn't been bumps in the road, which we discuss, as well as: Lifted Made's brands: Silly Shruum and Urb Finest Flowers Managing regulatory risks Building out their distribution and sales networks Importance of Brand IP; and Running a psychedelics/cannabis company through the current nuclear winter/negative sentiment With that, please enjoy my conversation with Gerry Jacobs and Nick Warrender from LFTD Partners, Inc. Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessi
Ep 319Why Gaming Companies Should Think of Themselves as Audience Companies with Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC
For today's show, I invited on Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC. I met him recently when he participated in the Stock Pitch World Cup on Team Europe. Also a US-resident, he was on Team Europe because he was pitching a video game development company based in Europe. I started thinking about my own experience with video games, and it took me a minute because my heyday was playing FIFA and Madden on Playstation 2. Safe to say, the gaming industry has grown A LOT since then. I've also interviewed a number of MicroCap companies that would describe themselves as gaming or gaming-adjacent, and while it doesn't take a rocket scientist to recognize the explosion of video games, some of the newer entrants and business models haven't quite made a whole lot of sense to me. So, I brought on Hermann, who has 20+ years experience working and investing in the gaming industry, to cure me of my old man syndrome, and hopefully help all of us better understand how to think about investing in this space. For more information about Hermann Peterscheck and Hypernormal Capital, please visit: https://hypernormalcapital.com/ You can Follow Hermann Peterscheck on Twitter @petershk: https://twitter.com/petershk Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 318Two-Year Biotech Bloodbath, Poorly Constructed Phase 2B Trials and 2023 Predictions with Eden Rahim, Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund
For today's show, I invited on Eden Rahim, Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund. It's been a bloodbath for biotech in the last two years - according to the S&P Biotechnology Select Industry Index, the sector has been down ~45-50%. At the same time, in 2023, also according to the S&P Biotechnology Select Industry Index, the sector is up about 4-5% already on the year (as of January 20, 2023). Whether this is a sign that things are looking up for biotech is still too early to tell, but I felt its worth discussing why its been hard times in biotech in 2021 and 2022. Eden and I also discuss what he's looking for amongst the biotech rubble, in particular, why it's so important to pay attention to how Phase 2b clinical trials are constructed. We close out with his biotech predications for 2023. For more information about Eden Rahim and Next Edge Capital, please visit: https://www.nextedgecapital.com/funds/next-edge-biotech-and-life-sciences-opportunities-fund/overview/ You can Follow Eden Rahim on Twitter @EdenRahim: https://twitter.com/EdenRahim Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 317Don’t Let Long-term Investing Blur into Entropy + Quick Pitch on $RSSS with Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors
For today's show, I invited on Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors. Avi and I start off the conversation reflecting on 2022, and that quickly evolved into how Avi's experience in 2020 set him up for a year, like 2022, was for MicroCaps. Specifically, he shares the best advice he received in the midst of a tough 2020 - "Don't Let Long-term Investing Blur into Entropy"; I think this phrase works for all investors and, in my opinion, can be a helpful concept when assessing and reassessing your portfolio. Following our conversation about 2022 and looking ahead to 2023, Avi and I discuss Research Solutions, RSSS on NASDAQ, which, as Avi points out, articulates his investing process in MicroCaps. For more information about Avi Fisher and Long Cast Advisers, please visit: http://www.longcastadvisers.com/ You can Follow Avi Fisher on Twitter @LongCastAdviser: https://twitter.com/longcastadviser Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 316Amerigo Resources (TSX: ARG) (OTCQX: ARREF): Copper Producer without a Copper Mine
My guest on the show today is Aurora Davidson, President and CEO of Amerigo Resources Ltd. (TSX: ARG) / (OTCQX: ARREF). Amerigo is an innovative copper producer with a long-term relationship with Corporación Nacional del Cobre de Chile (“Codelco”), the world’s largest copper producer. Amerigo produces copper concentrate and molybdenum concentrate as a by-product at the MVC operation in Chile by processing fresh and historic tailings from Codelco’s El Teniente mine, the world's largest underground copper mine. Despite the copper price being down from it's all-time high in late February 2022, copper has been back to 2011 levels and consistently been above $4 since 2021. In a Reuters column published on January 17, titled, "Funds jump back into copper, betting on Chinese recovery", writer Andy Home states, "Investors played copper from the short side for much of last year, if they were prepared to engage at all. Rolling lockdowns in China, an energy crisis in Europe and aggressive rate hikes in the United States were all good reasons to give Doctor Copper a wide berth. The funds' sudden return is a sign that many are betting on a much sunnier outlook." Amerigo also just announced on January 17, 2023 their 2022 production results that came in above guidance, as well as provided their guidance for 2023. With all the news around copper right now, I invited on Aurora Davidson to discuss that, and: Amerigo's business model, and how they are copper producer without owning an actual copper mine Working exclusively with Codelco and what that means for their business and future growth potential Geopolitical risks working in Chile, and; Her vision for the company in 3-5 years With that, please enjoy my conversation with Aurora Davidson, President and CEO of Amerigo Resources. For more information about Amerigo Resources, please visit: http://www.amerigoresources.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design o
Ep 315Overcoming Frustrating Investments, What Worked in 2022 and What Didn’t with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management
For today's show, I invited back on Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management. It's still January, it's still time to reflect on the year that was, and so, we did just that. Last time I had Adam on was about 4 years ago, and since then his fund has grown, as well as his experience as a MicroCap investor. We jam on a few topics here today: what worked for him in 2022, specifically: businesses doing accretive M&A (which we get into more) and activist involvement, what didn't work, managing mental and emotional side of investing, especially in a year like 2022, capital raising in this environment and positioning himself heading into 2023. Speaking to the headline of today's show, we also discuss why his investment in Polished.com has, "been one of the more frustrating investments I've ever made", and the idea of frustrating investments in general. For more information about Adam Wilk and Greystone Capital Management, please visit: https://www.greystonevalue.com/ You can Follow Adam Wilk on Twitter @AKWilk: https://twitter.com/AKWilk Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 314China Re-Opening, Consumer Trends to Look at in China and What this Means for MicroCaps with Michael Fritzell, Editor of Asian Century Stocks
As of Sunday, January 8, 2023, China has re-opened its doors to travellers. In the previous few months, while the rest of the world has gone back to pre-pandemic guidelines and everything has opened up, China had remained on very strict lockdowns, and from a international business perspective, folks were wondering what are we supposed to do about this - will China ever re-open? If so, what will the new restrictions be? Also, how do we think about China within the international business community when you compound lockdowns with their association with allegations of supporting Putin in the Ukraine War and the crackdown on Chinese tech companies. Nevertheless, China has re-opened, and I wanted to put this news into context as some institutions start to look at investing overseas to park capital if the U.S. is to go into a recession. To help me answer all these questions, I invited on Michael Fritzell, Editor of Asian Century Stocks. Michael is Swedish citizen who has been living in Asia since 2009, currently resides in Singapore, and has been investing in Asian stocks since 2008. In our discussion today, we discuss the China re-opening, consumer trends we should be looking in China with the re-opening, non-Chinese companies that sell product to China consumer base, investing in non-China-based Asian companies, and what this all means for MicroCaps in general. For more information about Asian Century Stocks, please visit: https://www.asiancenturystocks.com/ You can Follow Michael Fritzell on Twitter @Fritz844: https://twitter.com/Fritz844 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 313Vicinity Motor Corp. (NASDAQ: VEV) (TSX-V: VMC): Electric Vehicle Manufacturer for Both Public and Commercial Enterprise Use
My guest on the show today is William Trainer, CEO, President, Director of Vicinity Motor Corp. (NASDAQ: VEV) (TSX-V: VMC). Vicinity Motor Corp. is a North American supplier of electric vehicles for both public and commercial enterprise use. The Company leverages a dealer network and close relationships with world-class manufacturing partners to supply its flagship electric, CNG and clean-diesel Vicinity buses, the VMC 1200 electric truck and a VMC Optimal-EV shuttle bus. I've known Vicinity for a long time now, since they were known as Grande West Transportation, and I invited Will on to share their journey, as well as: Recently announced $100M+ Purchase Order for 1,000 VMC 1200 Electric Trucks, and what that means for the company Diversifying their product offering beyond Electric Buses for municipalities into Electric Trucks Managing supply chain disruptions that they and most auto manufacturers experienced, and; How 2023 is all about executing their business model With that, please enjoy my conversation with William Trainer, CEO, President, Director of Vicinity Motor Corp. For more information about Vicinity Motor, please visit: https://vicinitymotorcorp.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 312MicroCap Observations for 2022, Indicators for 2023 Trends? with Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital
I invited Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital to do our version of a 2022 wrap-up in MicroCaps and whether or not our observations could be indicators of trends for 2023. 2022 was a difficult year for almost everyone's portfolio across the board, especially if you are an active MicroCap investor, and so we reflect on events that could've been catalysts for steep declines in MicroCap stock prices. Artem and I also provide our observations, including our thoughts on who the biggest winners and losers were for 2022. For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 310AUDIO REPLAY: Stock Pitch World Cup™ - Team Canada
Stock Pitch World Cup™ - Team Canada hosted by Paul Andreola at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Sharon Wang, PenderFund Harold Leishman, Canaccord Genuity Ryan Irvine, Keystone Financial @RyanIrvine75 Mathieu Martin, Rivemont MicroCap Fund @espacemc Video version of the Stock Pitch World Cup™ - Team Canada, can be viewed here: https://www.youtube.com/watch?v=w16dgPQpvcM This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 309AUDIO REPLAY: Stock Pitch World Cup™ - Team USA
Stock Pitch World Cup™ - Team USA hosted by Maj Soueidan at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Quim Abril @AbrilQuim Jan Svenda @JanSvenda Scott Weis, Semco Capital Video version of the Stock Pitch World Cup™ - Team USA, can be viewed here: https://www.youtube.com/watch?v=-rJq7o9Za1I This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 308AUDIO REPLAY: Stock Pitch World Cup™ - Team Asia
Stock Pitch World Cup™ - Team Asia hosted by Kelvin Seetoh at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Michael Fritzell @Fritz88 Tan Jun Hao @jhcapitall Video version of the Stock Pitch World Cup™ - Team Asia, can be viewed here: https://www.youtube.com/watch?v=7Hq8qVNqGEo This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 311AUDIO REPLAY: Stock Pitch World Cup™ - Team Europe
Stock Pitch World Cup™ - Team Europe hosted by Jason Hirschman at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Luke Wolgram @LukeWolgram Hermann Peterscheck @petershk Rukun Duggal, Chandern Capital LP Video version of the Stock Pitch World Cup™ - Team Europe, can be viewed here: https://www.youtube.com/watch?v=wleBE7HLRaU This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 307AUDIO REPLAY: Stock Pitch World Cup™ - Team Australia
Stock Pitch World Cup™ - Team Australia hosted by Fadi Diab at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Matt Joass, Maven Funds Michael Wu, Full-time Private Investor David Pevcic, 62 Capital Video version of the Stock Pitch World Cup™ - Team Australia, can be viewed here: https://youtu.be/dLyzPBNU6Ms This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 306AgriFORCE Growing Systems (NASDAQ: AGRI): Using Technology to Transform Farm Food
My guest on the show today is Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI). AgriFORCE Growing Systems is an AgTech company focused on the development and acquisition of crop production know-how and intellectual property augmented by advanced AgTech facilities and solutions. Looking to serve the global market, the Company’s current focus is on North and Central America, Europe, and Asia. The AgriFORCE vision is to be a leader in delivering plant-based foods and products through advanced and sustainable AgTech solution platforms that make positive change in the world—from seed to table. Agriculture technology or "AgTech" sector has garnered a lot more attention in recent years due to growing demand to feed a growing global population with entrepreneurs around the globe working tirelessly for solutions to this problem. AgriFORCE is right there in the fight, and we dive into: AgriFORCE's technology solutions and brands GrowHOUSE facilities opportunity The company's business strategy, and; Where CEO, Ingo Mueller, would like to see the company in 3-5 years. With that, please enjoy my conversation with Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. For more information about AgriFORCE, please visit: www.agriforcegs.com Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 305Ep. 252 - Investing Self-Reflection on Jouranlytic with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast
For this episode of the Planet MicroCap Podcast, I spoke with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast. A few short weeks ago, Jake and his team did a soft launch of Journalytic, an online investment journaling tool that was born from Jake's desire to have something not only to track his ideas, but that included many additional features. 2022 has been quite a year in the investing world - the list of events that happened is too long to go over here - but, even when things aren't as hectic as they were, this is a good time to self-reflect, think about what worked, what didn't work. What better way to start practicing introspection than by doing it, and I think Journalytic is a really interesting tool to help with that. We spend most of the episode talking about Journalytic and how it works - in fact, if you watch the video version of today's pod, we did a screen share for Jake to demo the product. We close out with Jake's own reflection on 2022 and the year that was, and how he's getting ready for the year to come. For more information about Journalytic and sign up for a free account, please visit: https://journalytic.com/ You can Follow Jake Taylor on Twitter @farnamjake1: https://twitter.com/farnamjake1 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 304Ep. 251 - Leveraging Your Stock Watchlist and Defining a Decent Business with Nat Stewart, Founder of NAS Capital
For this episode of the Planet MicroCap Podcast, I spoke with Nat Stewart, Full-time private investor, Founder of NAS Capital and Editor of the Nat Stewart - Stock Picking Newsletter on Substack. At the time of the recording, only a couple weeks ago, it seemed there was a never ending stream of bad news in finance. So, Nat and I wanted to share with you a good ole fashioned MicroCap conversation. Tune out all the noise by joining Nat and I talking about our mutual love of MicroCap stocks, as well as his investing philosophy with an idea that demonstrates his strategy in action. For me, the best advice Nat gave here was how he uses his stock watchlist - we talk about it all the time on pod, almost everyone we talk to uses one, but Nat clearly outlines a simple, useful way to leverage a watchlist. For more information about Nat Stewart, NAS Capital and his newsletter, please visit: https://stockpicking.substack.com/ You can Follow Nat Stewart on Twitter @natstewart5: https://twitter.com/natstewart5 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 303Real Good Foods (NASDAQ: RGF): Modernizing Frozen Food by Making More Nutritious and Craveable Food
My guest on the show today is Bryan Freeman, Executive Chairman of The Real Good Food Company (NASDAQ: RGF). Real Good Foods is a leading health and wellness frozen foods company, providing a better way to enjoy your favorite foods. The Company’s mission is to provide “Real Food You Feel Good About Eating”, making delicious, nutritious foods that are low in sugar, low in carbohydrates and high in protein. The Real Good Foods family of products includes breakfast, lunch, dinner, and snacks – available in over 16,000 stores nationwide with additional direct-to-consumer options. I have interviewed companies in the frozen foods space over the years, and I wanted to chat with Bryan today about the industry as it exists today, especially since COVID, as well as: How RGF positions their frozen food products and the Frozen Foods total addressable market Real Good Foods product differentiation Digital marketing strategy by working with social media influencers; and, Growth strategy and path to profitability With that, please enjoy my conversation with Bryan Freeman, Executive Chairman of The Real Good Food Company. For more information about The Real Good Food Company, please visit: https://realgoodfoods.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 302NowVertical Group (TSX-V: NOW): Building the Vertical Intelligent Future
My guest on the show today is Daren Trousdell, Chairman and CEO of NowVertical Group (TSX-V: NOW). NOW is a vertical intelligence "VI" software and solutions company growing organically and through acquisition. NOW’s VI solutions are organized by industry vertical and are built upon a foundational set of data technologies that fuse, secure, and mobilize data in a transformative and compliant way. The NOW product suite enables the creation of high-value VI solutions that are predictive in nature and drive automation specific to each high-value industry vertical. Periodically, I crowdsource what companies you'd like to hear me interview on here, and NowVertical came up a few times, and they also are a constituent in the Planet MicroCap Index this quarter. With all that said, I invited Daren on the show to discuss: NowVertical's acquisition strategy and criteria Vertical Intelligence, what this means and suite of software and solutions available to their target customer base, as well as, who is their target customer base Path to profitability and balancing that goal with growing at the pace they foresee With that, please enjoy my conversation with Daren Trousdell, Chairman and CEO of NowVertical Group. For more information about NowVertical Group, please visit: https://www.nowvertical.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 301Ep. 250 - Planes, Trains and Trucks...Investing in Freight Transports with Vanck Zhu, @vanckzhu
For this episode of the Planet MicroCap Podcast, I spoke with Vanck Zhu, full-time private investor. Prior to becoming a full-time investor, as well as working at Etsy, Vanck previously covered the Freight Transports sector on the sell-side and parlayed that experience and launched a substack called, "Planes, Trains, &...Trucks." Even though he hasn't updated his substack for little bit, he still has a wealth of knowledge about the space and thought it'd interesting to learn more about the freight transports sector. He also happened to compete on Season 29 of the Amazing Race, so I guess it's all very appropriate that not only did Vanck compete on THE reality competition show around traveling, he covered the travel (albeit on the freight side) for a living. You can Follow Vanck Zhu on Twitter @vanckzhu: https://twitter.com/vanckzhu Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 300Innovative Food Holdings (OTCQB: IVFH): A Leader in Direct-to-Chef & Direct-to-Consumer eCommerce Platforms
My guest on the show today is Sam Klepfish, Chairman and CEO of Innovative Food Holdings (OTCQB: IVFH). IVFH is a leading end-to-end direct-to-consumer e-commerce platform and direct-to-chef platform connecting the world’s best artisan food makers with top chefs and epicurean consumers nationwide. Innovative Food Holdings has presented at all the main MicroCap events, so you may have heard about this company before. I've known Sam for a long time, and I wanted to invite Sam on here to dive deeper into IVFH as it exists today, and provide an opportunity for Sam to give you his unfettered perspective on the business. I'm thankful that Sam took the time to speak with me here today in this format. With that, please enjoy my conversation with Sam Klepfish, Chairman and CEO of Innovative Food Holdings. For more information about Innovative Food Holdings, please visit: https://www.ivfh.com/ This video contains certain forward-looking statements and information relating to Innovative Food Holdings, Inc. (the “Company”) that are based on the current beliefs of the Company’s management, as well as assumptions made by, and information currently available to, the Company. Such statements reflect the current views of the Company with respect to future events and are subject to certain assumptions, including those described in this release. Should one or more of these underlying assumptions prove incorrect, actual results may vary materially from those described herein as “should,” “could,” “will,” “anticipate,” “believe,” “intend,” “plan,” “might,” “potentially” “targeting” or “expect.” Additional factors that could also cause actual results to differ materially relate to the global COVID-19 crisis, international crisis, environmental and economic issues and other risk factors described in our public filings. The Company does not intend to update these forward-looking statements. The content of the websites referenced above are not incorporated herein. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 299Issuer Direct Corporation (NYSE American: ISDR): Global Brands’ One Stop Shop for All Communications Needs
My guest on the show today is Brian Balbirnie, CEO of Issuer Direct Corporation (NYSE American: ISDR). Issuer Direct® is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals. Our comprehensive solutions are used by thousands of customers from emerging startups to multi-billion dollar global brands, ensuring their most important moments are reaching the right audiences, via our industry leading newswire, IR website solutions, events technology, and compliance solutions. For full disclosure, we're a customer of Issuer Direct's, using their events software and webcast solutions for our investor conferences, as well as publishing press releases through the Accesswire platform. I've also known Brian for pretty much my entire career working in MicroCaps and would consider him both a friend and colleague, and have always admired how he's gone about building and running Issuer Direct over the years. We've done a couple interviews over the years, but thought it was time for us to geek out on the media and news business, as well as discuss: Issuer Direct's just announced acquisition of Newswire and what the biggest acquisition in the company's history means for them moving forward the in and outs of the Press Release and News Distribution business and industry Lessons learned from mistakes made and what inspired the founding of Issuer Direct, and; Brian's vision for the company in 3-5 years With that, please enjoy my conversation with Brian Balbirnie, CEO of Issuer Direct Corporation.For more information about Issuer Direct Corporation, please visit: https://www.issuerdirect.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 298Ep. 249 - Beware of Carrot Chasers with Brian Weber, General Partner at BRW Investors
For this episode of the Planet MicroCap Podcast, I spoke with Brian Weber, General Partner at BRW Investors. I've known Brian for a few years now, and we actually did a fun panel in 2021 with fellow guests of the show, Chris Krug and Artem Fokin, discussing MicroCap Due Diligence in the virtual world. Brian is as active a MicroCap investor as it gets, who has the record, or is right up there for doing the most 1x1 meetings (at least at our events) in the last few years. In our discussion, we talk about his background, where we have similar inspirations for getting into MicroCaps (our dads!). One key part of the conversation and why I titled this episode what I did is because MicroCap companies can have a tendency to chase that carrot or trend that investors are flocking to. We chat about what separates the companies that are prepared to carrot chase vs. those who are just going to keep chasing. For more information about Brian Weber, you can connect with him on LinkedIn here: https://www.linkedin.com/in/brian-weber-12310558/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 297LogicMark, Inc. (NASDAQ: LGMK): From PERS Technology to Caring Platform as a Service
My guest on the show today is Chia-Lin Simmons, CEO of LogicMark, Inc. (NASDAQ: LGMK). LogicMark, Inc. provides personal emergency response systems (PERS), health communications devices and technologies to create a Connected Care Platform. The Company’s devices give people the ability to receive care at home and confidence to age in place. LogicMark revolutionized the PERS industry by incorporating two-way voice communication technology directly into its medical alert pendant and providing this life-saving technology at a price point everyday consumers can afford. The Company’s PERS technologies are sold through the United States Veterans Health Administration and dealers/distributors. LogicMark has been awarded a contract by the U.S. General Services Administration that enables the Company to distribute its products to federal, state, and local governments. I recently met Chia-Lin at a conference and wanted to have her on to discuss: Turn-around strategy and pivoting to LogicMark from NXT-ID LogicMark's current products and ultimate goal of becoming a "Caring Platform as a Service" company Working with government institutions, in particular, with the Veterans Health Administration and the nature of that relationship, and; The company's path to profitability With that, please enjoy my conversation with Chia-Lin Simmons, CEO of LogicMark, Inc. For more information about LogicMark, Inc., please visit: https://www.logicmark.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 296Ep. 248 - Time to Look for “Fallen Angels” Stocks? with Fadi Diab (@TheGladiatorHC) and Billy Duberstein (Stone Oak Capital)
For this episode of the Planet MicroCap Podcast, I spoke with Fadi Diab @TheGladiatorHC on Twitter and Billy Duberstein from Stone Oak Capital. We recently published the Q3 2022 issue of the Planet MicroCap Review magazine, which is now available on SCRIBD, ISSUU and Substack. The theme for this issue is "Time to Look for “Fallen Angels” Stocks?". According to the Planet MicroCap Index, from Jan 2022 to the end of Q3, MicroCaps are down 34.74%, not too far off from all major indices. Almost every MicroCap company you look at is down at least 30%-50% on average. As my friend and colleague, Rick Rule, loves to remind me, "Bear Markets are the Authors of Bull Markets", thus I sought after a few authors to help me answer if now is the time to look at some of the most beaten up names out there. Special thank you to Ben Claremon and Tim Travis, who although couldn't join our chat today, contributed great pieces discussing Fallen Angels as well. Fadi and Billy jumped on to talk more about "Fallen Angels", what that phrase means to them, and more. My favorite part of our conversation today that I think you should all pay attention to is when we discuss how to determine whether a particular stock that's down 30-40-50-80 percent is deserved because it's a dog, or whether it's a quality business whose valuation is more of an overreaction - I thought Billy and Fadi made some excellent points and suggestions here on what they look for here. Check out the latest issue of the Planet MicroCap Review here: https://www.scribd.com/document/601442193/Planet-MicroCap-Review-Q3-2022 For more information about Stone Oak Capital, please visit: https://stoneoakcapitalllc.com/ You can Follow Billy Duberstein on Twitter @BDubes82 : https://twitter.com/BDubes82 You can Follow Fadi Diab on Twitter @TheGladiatorHC: https://twitter.com/TheGladiatorHC Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 295Ep. 247 - Finding Anomalies, Community Banks, RCI 3.0 and LDI Pension Crisis with Andrew Martin and Nick Peters, Fairlight Capital LLC
For this episode of the Planet MicroCap Podcast, I spoke with Andrew Martin and Nick Peters, CEO and CIO of Fairlight Capital LLC. Fairlight Capital LLC is an alternative investment manager with exposure to Small and MicroCap stocks that I've been following for a while, and its long overdue to have Andrew and Nick on the show. They recently published the Q3 2022 investor letter, so I wanted to dive in to a bunch of topics they brought up in there: value in US community banks, LDI Pension Crisis, outlook for the remainder of 2022, plus their investing strategy and research process, where we talk about their investment in RCI Hospitality. For more information about Fairlight Capital, please visit: https://www.fairlightcapital.com/ You can Follow Fairlight Capital on Twitter @Fairlight_Cap: https://twitter.com/Fairlight_Cap Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 294Airgain (NASDAQ: AIRG): Evolving from Components to Providing Wireless Systems
My guest on the show today is Jacob Suen, President and CEO of Airgain (NASDAQ: AIRG). Airgain is a leading provider of wireless connectivity solutions, creating and delivering products that include embedded components, external antennas, and integrated systems, across the globe. The company's mission is to connect the world through optimized integrated wireless solutions. Airgain’s expertise in custom cellular and antenna system design pairs with their focus on high-growth technologies and our dedication to simplifying the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, Airgain helps to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Jacob has been with the company for 15+ years and seen the company grow to where it is today and is now steering the ship since taking over as CEO in 2019. We talk about his full experience at the company, plus: How the company has evolved from providing components to wireless systems Upselling Airgain's product suite to its Tier One clients Competing in the IoT space, and; Where he sees the company in 3-5 years and inflection points to get them there With that, please enjoy my conversation with Jacob Suen, President and CEO of Airgain. For more information about Airgain, please visit: https://airgain.com/ Regarding notes concerning Forward-Looking Statements and the discussion of Non-GAAP Financial Measures, please reference Airgain’s 2022 Second Quarter Earnings release here: https://investors.airgain.com/news-events/press-releases/detail/164/airgain-reports-second-quarter-2022-financial-results. For more information on the Company, please reference the most recently filed annual 10K report here: https://investors.airgain.com/sec-filings/all-sec-filings?form_type=10-K&year=##document-582-0000950170-22-004238-2 This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 293Ep. 246 - Durable Growth: Investing in the Eye of the Storm Right Now with Jeremy Deal, Managing Partner of JDP Capital Management
For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Deal, Managing Partner of JDP Capital Management. I last chatted with Jeremy on the podcast back in September 2020, back when stonks only go up. Safe to say, the world was a little different then, and things have shifted quite a bit. We got to chatting offline about the current environment, specifically how he's approaching investing in the eye of the storm. Jeremy was an active investor back in the 2008-2009 time period, so I wanted his take on how things are compared to then. Also, he sent me a paper by Meritech Capital about “Durable Growth”, and he's using this framework to help him through this difficult investing environment. We wrap up talking about how Jeremy would deploy this framework in MicroCaps. For more information about Jeremy Deal and JDP Capital Management, please visit: https://jdpcap.com/ You can Follow Jeremy Deal on Twitter @Jeremy_Deal: https://twitter.com/Jeremy_Deal Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 292Super League Gaming (NASDAQ: SLGG): Providing Technology to Connect Gamers and Creators to Advertisers
My guest on the show today is Ann Hand, CEO of Super League Gaming (NASDAQ: SLGG). Super League Gaming (Nasdaq: SLGG) builds and operates networks of games, monetization tools and content channels across metaverse gaming platforms that empower developers, energize players, and entertain fans. The company’s solutions provide incomparable access to an audience consisting of players in the largest global metaverse environments, fans of hundreds of thousands of gaming influencers, and viewers of gameplay content across major social media and digital video platforms. We've had a couple gaming companies on Due Diligence thus far, and I wanted to invite Ann because, as you'll hear, we are still in the early innings with many ways entrepreneurs are looking to capitalize on all the tailwinds for the industry. Ann and I discuss all of this, plus: Super League Gaming's platform connecting gamers, game creators and advertisers What deploying an advertising campaign looks like Ann Hand's background and how she's channeling her past non-gaming experience into this new venture, and; Working within the Minecraft and Roblox ecosystems With that, please enjoy my conversation with Ann Hand, CEO of Super League Gaming. For more information about Super League Gaming, please visit: https://www.superleague.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 291Ep. 245 - The Special Situation is Finding Growth-Oriented Firms Using Value Framework with Shree Viswanathan (SVN Capital), Steven Kiel (Arquitos Capital), Keith Smith (Bonhoeffer Capital Management)
For this episode of the Planet MicroCap Podcast, I spoke with Shreekkanth (“Shree”) Viswanathan, President and Portfolio Manager at SVN Capital, Steven Kiel, Founder and CIO of Arquitos Capital and Keith Smith, Portfolio Manager of Bonhoeffer Capital Management. We did a similar Willow Oak roundtable conversation back in 2020, and thought I'd bring the crew back together for a temperature check on 2022. I really appreciate everyone's take, and I think you will too, on what we're experiencing in 2022, how we got here, what's ahead and why all three guests are embracing the idea, to one degree or another, that the Special Situation right now is finding Growth-Oriented Firms Using Value Framework. For more information about Willow Oak Asset Management, please visit: https://willowoakfunds.com/ Shree Viswanathan Website: https://www.svncapital.com/ Twitter: https://twitter.com/SvnCapital Steven Kiel Website: https://www.arquitos.com/ Twitter: https://twitter.com/Steven_Kiel Keith Smith Website: https://www.bonhoeffercapital.com/ Twitter: https://twitter.com/Bonhoeffer_KDS Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 290Boardwalktech (TSX-V: BWLK) (OTCQB: BWLKF): Helping Enterprises Get Control of All their Unstructured Data
My guests on the show today are Chairman and CEO, Andrew Duncan, and CFO and Director, Charlie Glavin, at Boardwalktech Software Corp. (TSX-V: BWLK) (OTCQB: BWLKF). Boardwalktech has developed a patented Digital Ledger Technology Platform currently used by Fortune 500 companies running mission-critical applications worldwide. Boardwalktech's digital ledger technology and its unique method of managing vast amounts of structured and unstructured data is the only platform on the market today where multiple parties can effectively work on the same data simultaneously while preserving the fidelity and provenance of the data. Boardwalktech can deliver collaborative, purpose-built enterprise information management applications on any device or user interface with full integration with enterprise systems of record in a fraction of the time it takes other non-digital ledger technology-based platforms. I've done some short form video interviews with Andrew Duncan for our channel over the last year, and I wanted to dive deeper into the Boardwalktech story on topics such as: How their Digital Ledger Technology Platform works and is not just another smart excel spreadsheet Having a patented Digital Ledger Technology Platform before "ledger technology" became associated with blockchain and crypto, and; Taking the next step to profitability With that, please enjoy my conversation with Chairman and CEO, Andrew Duncan, and CFO and Director, Charlie Glavin. For more information about Boardwalktech, please visit: https://www.boardwalktech.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 289Ep. 244 - Why Now is the Time to Get Exposure to Indian Equities with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC
For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC. In our last interaction, we discussed his background, journey to the US, his book - "The Joys of Compounding", and his stint as portfolio manager at Summit Global Investments. After leaving Summit Global July last year, where Gautam was a portfolio manager for the last 5 years, he set out to start his own fund focused on Indian equities. In our discussion we talk about Gautam's new endeavor at Stellar Wealth Partners, why Indian-listed equities only, why US investors looking to get exposure outside the US should consider India, understanding the Indian economy and growth prospects, plus why now is the time to get exposure to Indian equities. For more information about Gautam Baid and Stellar Wealth Partners India Fund, please visit: https://stellarwealthindia.com/ You can Follow Gautam Baid on Twitter @Gautam_Baid: https://twitter.com/Gautam__Baid Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 288Boat Rocker Media (TSX: BRMI): Integrated Global Entertainment Home for Creative Visionaries
My guest on the show today is John Young, CEO of Boat Rocker Media (TSX: BRMI). Boat Rocker Media is the home for creative visionaries. An independent, integrated global entertainment company, Boat Rocker's purpose is to tell stories and build iconic brands across all genres and mediums. With offices around the world, Boat Rocker's creative and commercial capabilities include Scripted, Unscripted, and Kids & Family television production, distribution, brand & franchise management, a world-class animation studio, and talent management through Untitled Entertainment. A selection of Boat Rocker's projects include: Invasion (Apple TV+), Orphan Black (BBC AMERICA, CTV Sci-Fi Channel), Dear... (Apple TV+), Billie Eilish: The World's a Little Blurry (Apple TV+), The Next Step (BBC, Family Channel, CBC), Daniel Spellbound (Netflix), and Dino Ranch (Disney+, Disney Junior, CBC). Boat Rocker Media went public in March 2021 on the TSX, so they are relatively newer public company, and I wanted to learn more about their strategy moving forward, as well as: What differentiates Boat Rocker Media from other publicly traded independent studios Opportunities within each business segment, and; John's vision for the company in 3-5 years With that, please enjoy my conversation with John Young, CEO of Boat Rocker Media. For more information about Boat Rocker Media, please visit: https://boatrocker.com/home/default.aspx This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 287Ep. 243 - LIVE: Does Mining Have a PR Problem? with Dr. Nicole Adshead-Bell, Tavi Costa and Jamie Holman
For this episode of the Planet MicroCap Podcast, I'm sharing with you the live Planet MicroCap Podcast panel I hosted at the Precious Metals Summit in Beaver Creek recorded last week. Joining me for this panel was Dr. Nicole Adshead-Bell, President at Cupel Advisory, Jamie Holman, Portfolio Manager at Merk Investments and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. The original theme for the panel was "Pro Tips on Investing in Junior Miners", which we do answer, but the overall take home message from the live audience was our discussion about the Mining industry's PR problem. We unpack why mining has such a bad reputation with the average retail investor, why the negative sentiment in mining right now feels very different than past troughs, as well as what the mining industry needs to do to push back against the perception that mining is bad. My three guests are very experienced professional investors in mining, and wherever you land on the spectrum in terms of mining or precious metals in your portfolio, I think you will really appreciate their insights on this topic. Also, special thank you to the entire team at the Precious Metals Summit and the Levental Family for your hospitality and hosting one of the best MicroCap events on the calendar. For more information about Dr. Nicole Adshead-Bell and Cupel Advisory, please visit: https://www.cupeladvisory.com/ For more information about Tavi Costa and Crescat Capital, please visit: https://www.crescat.net/ For more information about Jamie Holman and Merk Investments, please visit: https://www.merkinvestments.com/index.php Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 286Ep. 242 - Focus on KPI’s and MicroCap Pessimism with Maj Soueidan, GeoInvesting.com, and Quim Abril, Draco Global
For this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan from GeoInvesting.com, and Quim Abril, Portfolio Manager of Draco Global. I haven't had Maj on the pod for a little bit, and it's been a long summer, with a potentially longer winter ahead of us, and I wanted his thoughts on navigating our current MicroCap environment. Maj also recommended having Quim Abril on the show to give his take as well, and talk about his investing course geared towards native Spanish speakers. We discuss in depth that right now, at this point in 2022, when looking at MicroCaps (at any potential investment), Maj and Quim are focusing on KPI's, Key Performance Indicators that the company can show that indicates their business success, growth or lack thereof. It's easy right now to get wrapped up in so many different data points at both the macro and individual company scale, so being able to lock in on information that one can clearly see the overall performance of the business. Quim and Maj give a number of live examples to demonstrate what they mean by this. We also talk about overall pessimism in MicroCaps, thoughts on why and as demonstrated with honing in KPIs, what we can do about it. For more information about GeoInvesting, please visit: https://geoinvesting.com/ For more information about Draco Global, please visit: https://www.dracoglobal.es/ You can Follow Maj Soueidan on Twitter @MajGeoinvesting: https://twitter.com/majgeoinvesting You can Follow Quim Abril on Twitter @AbrilQuim: https://twitter.com/AbrilQuim Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 285Ep. 241 - Lessons from Working with Investment Legends like Peter Lynch, Michael Price and the 5 Keys to Value Investing with J.Dennis Jean-Jacques, Founder of Ocean Park Investments
For this episode of the Planet MicroCap Podcast, I spoke with J.Dennis Jean-Jacques, Founder of Ocean Park Investments, and Author of the book, "5 Keys for Value Investing." Dennis has more than 20 years experience as a professional investor, and prior to foundering Ocean Park Investments, he worked with legendary investors, such as, Peter Lynch and with the late Michael Price. Dennis extracted many lessons during those experiences, and went on to write a book titled, "5 Keys for Value Investing." Dennis hasn't done a ton of podcasts, so I am very excited for you to learn more from his experiences, as well as his investing strategies at Ocean Park Investments. For more information about Ocean Park Investments, please visit: https://oceanparkinvestments.com/ You can Follow Dennis Jean-Jacques and Ocean Park Investments on Twitter @OceanParkInvest: https://twitter.com/OceanParkInvest Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 284QuoteMedia (OTCQB: QMCI): Deliver, Aggregate and Normalize Market Data for Companies and Investors
My guest on the show today is Dave Shworan, President, CEO and Director of QuoteMedia, Inc. (OTCQB: QMCI). QuoteMedia is a leading software developer and cloud-based syndicator of financial market information and streaming financial data solutions to media, corporations, online brokerages, and financial services companies. The Company licenses interactive stock research tools such as streaming real-time quotes, market research, news, charting, option chains, filings, corporate financials, insider reports, market indices, portfolio management systems, and data feeds. Their client list includes companies such as: NASDAQ, TMX Group, CSE, London Stock Exchange, The Motley Fool, Canaccord Genuity, and well, us here at Planet MicroCap. If you've visited any of our websites over the years and follow our newly launched index, all of that is powered by QuoteMedia. Suffice to say, I've known QuoteMedia, their CEO, Dave Shworan, the team at QuoteMedia (shout out to Jon and David!), for a long time. Over the last couple years, the company has done a few conferences and started to publicly announce new customer wins, but for the most part, they've stayed under the radar. That's why I wanted to chat with Dave on the show today to learn more about QuoteMedia as a company, as well as: How the company is trying to disrupt financial market information and streaming financial data solutions industry Competing with large, well-established companies like Bloomberg, Thomson Reuters, Factset and more Moving into primary source data collection rather than getting it from other aggregation services, and; Capital allocation, and growing the empire vs. the prospect of being acquired With that, please enjoy my conversation with Dave Shworan, President, CEO and Director of QuoteMedia, Inc. For more information about QuoteMedia, Inc., please visit: https://quotemedia.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 283Ep. 240 - Navigating the Extremely Bearish Sentiment in Cannabis with Aaron Edelheit, CEO of Mindset Capital
For this episode of the Planet MicroCap Podcast, I spoke with Aaron Edelheit, Author of “The Hard Break: The Case for the 24/6 Lifestyle” and CEO of Mindset Capital. While most of the MicroCap space has had a rough year in 2022, I'd argue that two sectors that have particularly had it rough are Mining and Psychedelics (which we talked about in Episode 239 with Fadi Diab). Probably the sector, however, that has received, not only the least amount of "love" so to speak, it's being completely forgotten about and not mentioned at all - Cannabis! I've heard Aaron on multiple podcasts talking about the opportunities in Cannabis, and rather than doing a "Cannabis Investing 101" pod, we wanted to talk about why capital has dried up for the cannabis industry (for now), why brokerage houses have made it extremely difficult to buy cannabis stocks, and most importantly the headwinds that have caused this "Cannabis Winter." Don't worry Cannabis enthusiasts, we do also cover what catalysts could result in a rebound for the cannabis industry. For more information about Mindset Capital, please visit: https://mindsetvalue.substack.com/ You can Follow Aaron Edelheit on Twitter @aaronvalue: https://twitter.com/aaronvalue Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 282Richardson Electronics (NASDAQ: RELL): Engineered Solutions for 75 Years
My guest on the show today is Ed Richardson, Chairman, CEO & President of Richardson Electronics (NASDAQ: RELL). Richardson Electronics, Ltd. (NASDAQ: RELL) is a leading global provider of engineered solutions, power grid and microwave tubes and related consumables; power conversion and RF and microwave components; replacement parts, tubes, and service training for diagnostic imaging equipment; and customized display solutions. For 75 years, the company has been a provider of power grid and microwave tubes, and serves customers in the alternative energy, aviation, broadcast, communications, healthcare, industrial, marine, medical, military, scientific and semiconductor markets. The Company’s strategy is to provide specialized technical expertise and “engineered solutions” based on their core engineering and manufacturing capabilities. The Company provides solutions and adds value through design-in support, system integration, prototype design and manufacturing, testing, logistics, and aftermarket technical service and repair through its global infrastructure. I've seen Richardson Electronics at a number of conferences over the years, so it was great to get Ed and, COO, Wendy Diddell, on the podcast to discuss: The company's 75 year history and Ed's 60 year career with Richardson Electronics Helping investors make sense about the company, why "Engineered Solutions" is simple, and; Richardson's growth opportunities and tailwinds driving those prospects With that, please enjoy my conversation with Ed Richardson, Chairman, CEO and President of Richardson Electronics. For more information about Richardson Electronics, please visit: www.rell.com This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 281Ep. 239 - Thinking Like a Contrarian, So Why Not Psychedelics and Mining? with Fadi Diab, @TheGladiatorHC
For this episode of the Planet MicroCap Podcast, I spoke with @TheGladiatorHC himself, formerly anonymous FinTweeter, Fadi Diab. I always enjoy chatting with Fadi, and we haven't done a pod in a while, so I was keen to get an update and he did not disappoint. We talked about topics I did not expect to cover, and in true contrarian form, we went deep on two extremely unloved sectors right now: Psychedelics and Mining, plus a whole bunch more. For more information about Fadi Diab and The Spec Investor, please visit: https://www.thespecinvestor.com.au/ You can Follow Fadi Diab on Twitter @TheGladiatorHC: https://twitter.com/TheGladiatorHC Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 280GameSquare (CSE: GSQ) (OTCQB: GMSQF): Connecting Global Brands to Gaming and Esports Communities
My guest on the show today is Justin Kenna, CEO of GameSquare Esports Inc. (CSE: GSQ) (OTCQB: GMSQF). GameSquare is an international gaming and esports company headquartered in Toronto, Canada. The Company is seeking to acquire additional assets and entities serving the gaming and esports markets and, more broadly, in sports and entertainment. GameSquare owns a portfolio of companies including Code Red Esports Ltd., an esports talent agency serving the UK, GCN, a digital media company focusing on the gaming and esports audience based in Los Angeles, USA., NextGen Tech, LLC (dba as Complexity Gaming), a leading esports organization operating in the United States, Swingman LLC (dba Cut+Sew and Zoned), a gaming and lifestyle marketing agency based in Los Angeles, USA, and Fourth Frame Studios, a multidisciplinary creative production studio. Video games and playing sports online has been around forever, at least it seems that way as a millennial who grew up playing both. However, the idea of Gaming and Esports as a business is relatively new, but is starting to get a lot of institutional support, both from a finance perspective, and even from various sports leagues. In fact, Jerry Jones, Owner of the Dallas Cowboys and probably the most well-known owner in sports, happens to be an investor in Gamesquare. I met Justin when he participated in a "Gaming" panel we hosted for one of our virtual events, so I invited him on to learn more about how they are approaching monetizing gaming, as well as: Evolution of gaming and esports as a business Gamesquare's business model How involved Jerry Jones and the Goff's of Goff Capital are in Gamesquare, and; How the company plans to balance their growth objectives with goal of becoming a profitable business With that, please enjoy my conversation with Justin Kenna, CEO of GameSquare Esports Inc. For more information about GameSquare Esports, please visit: https://www.gamesquare.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 279Ep. 238 - Global Digital Divide: Understanding China’s Role in Global Technology and...MicroCaps with Rick Carew, Visiting Lecturer of Global Commerce at University of Virginia
For this episode of the Planet MicroCap Podcast, I spoke with Rick Carew, full-time investor as well as visiting lecturer at the McIntire School of Commerce at the University of Virginia and former Reporter and Editor at the Wall Street Journal covering Asia Finance. I recently met Rick via Twitter when chatting about one of the recent Due Diligence pods; after learning more about his background and expertise, we had to do an episode. At the University of Virginia, Rick has taught a course titled, "Global Digital Divide: Big Tech in a Multipolar World" that explores how executives and policymakers are grappling with the rise of Big Tech across the globe with a particular emphasis on Silicon Valley and China’s tech ecosystems. Considering all the news around China, technology and as we discuss on the show, the implications of Chinese leader Xi Jinping's imminent re-election for a third term, I thought the timing was perfect to have Rick on to chat about all of these topics. And as a bonus, we also get into Rick's approach to MicroCap investing, his opinion on why investing in MicroCaps can generate outsized returns and of course, why investors should be highly skeptical of US-listed MicroCaps with operations in China. You can Follow Rick Carew on Twitter @RickCarew: https://twitter.com/rickcarew Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 278Xcel Brands, Inc. (NASDAQ: XELB): Reimagining Shopping, Entertainment and Social Media as One Thing
My guest on the show today is Robert D’Loren, CEO & Chairman of Xcel Brands, Inc. (NASDAQ: XELB). Xcel Brands, Inc. (NASDAQ:XELB) is a media and consumer products company engaged in the design, production, marketing, live streaming, wholesale distribution, and direct-to-consumer sales of branded apparel, footwear, accessories, fine jewelry, home goods and other consumer products, and the acquisition of dynamic consumer lifestyle brands. This is a company that doesn't put out a whole lot of news other than your standard Q's and K's, and yet, has done the conference circuit and I've known about for some time. I wanted to take this opportunity to learn more about Xcel Brands from Robert, the company, as well as: Key takeaways of the recent Isaac Mizrahi transaction His opinion on what the future of retail looks like in 1-3 years, and; What is Livestreaming and why are Xcel is so excited about this opportunity With that, please enjoy my conversation with Robert D’Loren, CEO & Chairman of Xcel Brands, Inc. For more information about Xcel Brands, Inc., please visit: https://xcelbrands.co/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 277Ep. 237 - Buying into Pessimism with Tim Travis, CEO, CIO and Founder of T&T Capital Management
For this episode of the Planet MicroCap Podcast, I spoke with Tim Travis, CEO, CIO and Founder of T&T Capital Management. I've known of Tim for a while, but he recently made an appearance on Value After Hours with Tobias and Jake, and I wanted to have him on to discuss all things Value Investing. Tim is a deep value investor who closely follows everything that's happening in value investing circles. Pretty simple, I ask him about it all. For more information about T&T Capital Management and Tim Travis, please visit: https://www.ttvalueinvesting.com/ You can Follow Tim Travis on Twitter @TimTravisValue: https://twitter.com/TimTravisValue Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 276BM Technologies (NYSE American: BMTX): One of the Largest Digital Banking, Banking-as-a-Service (BaaS) Providers
My guest on the show today is Luvleen Sidhu, CEO and Co-Founder of BM Technologies, Inc. (NYSE American: BMTX). BM Technologies—formerly known as BankMobile—is among the largest digital banking platforms and Banking-as-a-Service (BaaS) providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. The BM Technologies (BMTX) digital banking platform employs a multi-partner distribution model, known as "Banking-as-a-Service" (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. Luvleen was recently Named Winner of Greater Philadelphia Ernst & Young (EY US) Entrepreneur Of The Year® 2022. She's also one of, probably, the youngest public company CEOs (not just MicroCap) that I've interviewed. We discussed all of this, and: What "Banking-as-a-Service (BaaS)" means and BMTX's opportunity here T-Mobile partnership; and, Business strategy around BMTX's announced merger with First Sound Bank expected to close in second half of 2022 With that, please enjoy my conversation with Luvleen Sidhu, CEO and Co-Founder of BM Technologies, Inc. For more information about BM Technologies, please visit: https://www.bmtx.com/, https://ir.bmtxinc.com/, https://www.t-mobilemoney.com/, https://luvleensidhu.com/ BMTX’s social channels: https://twitter.com/bmtxinc https://www.facebook.com/bmtxinc/ https://www.instagram.com/bmtxinc/ https://www.tiktok.com/@bmtxinc https://www.linkedin.com/company/bmtxinc Luvleen’s social channels: https://www.linkedin.com/in/luvleen-sidhu-021ab258/ https://twitter.com/luvleensidhu (@LuvleenSidhu) https://www.facebook.com/LuvleenSidhuBMTX/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 275Ep. 236 - Learning and Growing from Market Drawdowns with Ryan Reeves, Founder of Infuse Asset Management and CIO of Infuse Partners LP
For this episode of the Planet MicroCap Podcast, I spoke with Ryan Reeves, Founder of Infuse Asset Management and CIO of Infuse Partners LP. I'd been wanting to chat with Ryan on here for a while, but couldn't figure out a time. I got an email from him a couple weeks ago announcing the launch of his public equity fund, Infuse Partners LP. I asked to come on the show and we made it happen. We talked about everything from when he got his start investing, his Research as a Service platform - Investing City, how he got the Walmart CEO as his first interview on his podcast, and of course, his new venture. My favorite part of our interview is why he waited to launch a fund until he experienced a market drawdown. For more information about Infuse, please visit: https://www.infuse-am.com/ You can Follow Ryan Reeves on Twitter @RyanReeves_: https://twitter.com/RyanReeves_ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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
Ep 274Lightwave Logic (NASDAQ: LWLG): Designing Modulators that Transmits Data at Higher Speeds
My guest on the show today is Dr. Michael Lebby, CEO of Lightwave Logic, Inc. (NASDAQ: LWLG). Lightwave Logic, Inc. (NASDAQ: LWLG) is developing a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power. The Company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. I interviewed Dr. Lebby in April 2020 in a short CEO interview that's available on our YouTube Channel when the company was still listed on the OTCQB; and still a MicroCap. Fast-forward to just over two years later and Lightwave is now listed on NASDAQ with a market cap over $1B. I invited Dr. Lebby on to make sense of the company's rapid growth, as well as: What makes Electro-optic (EO) Polymers technology unique and different compared to the legacy technology Lightwave is looking to replace The company's business strategy to capitalize on the momentum of the last couple years; and Where Dr. Lebby envisions the company in the next 3-5 years With that, please enjoy my conversation with Dr. Michael Lebby, CEO of Lightwave Logic, Inc. For more information about Lightwave Logic, Inc., please visit: https://www.lightwavelogic.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 273Ep. 235 - Breaking Down Serial Acquirers with Carter Johnson, Founder of MCJ Capital Partners
For this episode of the Planet MicroCap Podcast, I spoke with Carter Johnson, Founder of MCJ Capital Partners. We were introduced by Adam Mead, whom he dubbed his "MicroCap" guy - so shout out to Adam and thank you! I've done a few interviews over the years with MicroCap management teams claiming that their holding company is the next Berkshire or a mini-Berkshire, the goal being to build the next multi-billion dollar conglomerate. I say this slightly in jest because I'm not sure how many of those companies are still around, however, it inspired my conversation with Carter today because he focuses on finding quality conglomerates, but also serial acquirers as a whole. For more information about Carter Johnson and MCJ Capital Partners, please visit: https://www.mcjcapitalpartners.com/ You can Follow Carter Johnson on Twitter @CarterJohnson23: https://twitter.com/CarterJohnson23 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, 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