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PODCAST

Planet MicroCap Podcast | MicroCap Investing Strategies

Educating the Next Generation of Investors in MicroCap and Emerging Growth Companies with Host Robert Kraft, Editor-in-Chief of StockNewsNow.com, The Official MicroCap News Source microcapnewsletter.substack.com

business investing

All Episodes

55:50

Investing Around Catalysts and Knowing When to Trust...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2026/01/22

My guest on the show today is Christian Schmidt, a private investor and co-founder of Tracktacle, a financial data and alerts platform that provides real-time alerts on filings and news, plus full-text search across U.S. and Canadian market documents.In this episode, Christian walks us through his unconventional path from banking and e-commerce to becoming a full-time private investor, and how a series of market experiences reshaped his approach to risk, valuation, and opportunity selection. We

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67:15

Why International MicroCaps Resemble the U.S....

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2026/01/13

My guest today is Robert Gardiner, Chairman and Co-Founder of Grandeur Peak Global Advisors. Robert has over four decades of experience investing in small and micro-cap companies across global markets, and in this conversation, he shares how his core investment philosophy has remained remarkably consistent over that entire period. His approach is rooted in bottom-up research — identifying high-quality growth businesses early in their lifecycle, partnering with strong management teams, and

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37:13

electroCore (NASDAQ: ECOR): Non-Invasive Nerve...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/12/22

My guest today is Dan Goldberger, CEO of electroCore (NASDAQ: ECOR). electroCore is a commercial-stage neuromodulation company developing a suite of non-invasive vagus nerve stimulation devices—delivering a two-minute therapy session designed to rebalance the autonomic nervous system. Built around its nVNS platform, the company operates across three channels: prescription medical devices for headache and migraine, the fast-growing Truvaga direct-to-consumer wellness brand, and a specialized military

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67:38

D-BOX Technologies $DBO.TO and Premium Formats in the...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/12/18

My guest today is Dylan Marrello, Founder and Portfolio Manager at Marrello Capital. In this episode, we take a deep dive into D-BOX Technologies (TSX: DBO), a haptic technology company that’s been discussed quite a bit recently.The movie theater industry has been through a dramatic reset over the past few years — from streaming pressure and COVID shutdowns to consolidation, higher ticket prices, and a renewed focus on premium, in-theater experiences that audiences simply can’t replicate at home. As

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60:43

The Anatomy of a Fallen Angel: Management,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/12/10

My guest on the show today is Paul Cerro, Founder and CIO of Cedar Grove Capital Management, and today’s conversation is all about fallen angels — once high-profile companies that collapse due to poor execution, leverage, or macro pressure, but can become some of the most mispriced and compelling opportunities in the market.Paul breaks down the anatomy of a fallen angel, why these setups create structural market inefficiencies — especially in illiquid micro-caps — and how forced selling,

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36:52

Thinking like Private Owners in the Public Markets...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/12/05

My guest on the show today is Jason Kirsch, Portfolio Manager at Rosen Partnership and co-architect of the firm’s Active Value Strategy — a concentrated, long-only, private-owner-style approach to investing in micro-cap companies across Canada, the U.S., and Europe.In this episode, Jason walks us through Rosen Partnership’s philosophy of thinking like private owners in the public markets: buying capital-light, high-ROIC compounders at meaningful discounts to intrinsic value; partnering with aligned

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45:24

Capital Cycles, Moats, and Margin of Safety +...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/11/26

My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he’s built an investment philosophy rooted in the classics — Peter Lynch, Joel Greenblatt, Warren Buffett — and adapted with a modern, high-conviction approach. His north star: “Buy Phil Fisher–like businesses at Graham-like prices.”Kenny walks us through the four categories that define his framework: misunderstood Buffett-like compounders, deep Graham-style value plays, capital-cycle

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57:23

Crypto at a Crossroads: Institutional Viability and...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/11/19

My guest on the show today is Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets. He recently authored a “Crypto Industry” white paper, and I invited him on to break it down. In this episode, Jacob lays out why digital assets have crossed into institutional viability—a “normalization phase” driven by clearer regulation, enterprise-grade infrastructure, and real corporate adoption.We discuss the internet-style adoption curve (crypto at ~7% global penetration), why regulation is the

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42:16

Financial Archaeology: Deep Research and Uncommon...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/11/06

My guest on the show today is Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial. In this episode, Gwen walks us through her unique research methodology — which she refers to as “financial archaeology.” This is a process built around extremely deep, original investigative work designed to uncover uncommon information — insights that simply aren’t available in typical company reports or mainstream research.We discuss how Gwen routinely spends 200 to 600 hours analyzing a single company,

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37:00

The Case for MicroCaps and Why We're in the Early...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/10/29

My guest on the show today is Doug Porter, Portfolio Manager and Senior Research Analysts at Acuitas Investments. Doug and his team recently published a new white paper titled, “The Case for MicroCap.” For most of you listening in, you’re already a diehard MicroCap-per, and we’ve all succumbed to the altar to the merits of hunting in inefficient markets.Having said that, I invited Doug on here to not only remind us why we are here, why we hunt for the best investment ideas in our neck of the woods,

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37:49

Aluula Composites (TSX-V: AUUA): Fusing High...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/10/09

My guest today is Sage Berryman, CEO of Aluula Composites (TSXV: AUUA). Aluula is focused on revolutionizing material science. Founded in 2019, the company has developed a patented process for producing ultra-high molecular weight polyethylene (UHMWPE) composites without glues—fusing at the molecular level to create materials that are lighter, stronger, more durable, and fully recyclable. This “mono-material” design also enables circularity and addresses the growing demand for PFAS-free

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43:35

Compounders, Value Today, and Value Tomorrow with...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/26

My guest on the show today is Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management. In this episode, Balkar shares his unique path from engineering to investing, and why he built White Falcon around an unconstrained, opportunistic philosophy — one that rejects traditional style boxes like “growth” or “value.”We dive into White Falcon’s three “engines” — Compounders, Value Today, and Value Tomorrow — and how, for Balkar, this structure should result in part of the portfolio

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65:11

Why International MicroCaps Are a Target-Rich...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/17

My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses.We dive into his exclusive focus on international micro and small caps, a “target-rich universe” of some 15,000 listed companies in developed markets outside the US. Ben explains why

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43:14

Happy Belly Food Group Inc. (CSE: HBFG | OTCQB:...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/10

My guest today is Sean Black, CEO of Happy Belly Food Group (CSE: HBFG | OTCQB: HBFGF). Happy Belly is a Canadian consolidator of emerging Quick Serve Restaurant (QSR) brands, with expansion plans into the U.S. The company started as Plantingco, a niche plant-based CPG business, but under Sean’s leadership pivoted to become food agnostic—focused on scalable, cash flow positive QSR concepts.The model is straightforward: acquire small, profitable, debt-free brands, grow corporate stores with free cash

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46:34

Deep Value in Europe, Shareholder Activism, Stag...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/05

My guest on the show today is Iggy, better known as Iggy on Investing, a deep value investor and blogger. In this episode, Iggy shares how the COVID-19 lockdown gave him the time to dive into investing, turning inspiration from Buffett and Graham into a disciplined deep value strategy focused on small, illiquid companies trading at substantial discounts to book value.We discuss his “Young Buffett”–style approach—seeking firms at 0.3× to 0.5× book with strong ROIC and catalysts, especially in

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42:04

Bringing Long-Term Value Investing to...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/08/21

My guest on the show today is Kayser Pravia, Founder of El Planeta Financiero. In this episode, Kayser shares his mission to expand financial literacy and microcap investing for Spanish-speaking investors worldwide.We discuss his evolution from day trading losses to a Buffett- and Lynch-inspired value investor, why he runs a concentrated portfolio, and his focus on recession-proof businesses with strong balance sheets. Kayser also talks about building El Planeta Financiero into a growing educational

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43:28

Event-Driven Investing Playbook with Asif Suria,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/08/15

My guest on the show today is Asif Suria, founder of Inside Arbitrage and co-host of the Special Situations Report podcast. In this episode, Asif shares his evolution from traditional value investing to a diversified, event-driven strategy that includes merger arbitrage, spin-offs, buybacks, insider activity, and more.We dive into his “three-legged stool” process — combining event triggers, a 14-factor quant model, and deep qualitative research — and how it’s helped him navigate both opportunities

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52:47

Know Your Edge with Jordan Zinberg, President & CEO...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/08/07

My guest on the show today is Jordan Zinberg, President & CEO of Bedford Park Capital. Jordan leads the Bedford Park Opportunities Fund, a highly concentrated, Canada-focused small and mid-cap equity strategy.In this episode, Jordan shares how his fund delivered a 58.6% return in 2024, net of fees and expenses, and was named Best One-Year Return at the Canadian Hedge Fund Awards with a 73% return over the 12 months ended June 30, 2024. We also discuss the firm’s annualized return of 18.4% since

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54:27

Why "Old Boring Companies” Benefiting from Data...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/07/31

My guest on the show today is Maj Soueidan, Founder, Editor, and Chief Portfolio Officer at MS MicroCaps and GeoInvesting. In this episode, Maj shares a comprehensive update on his investment philosophy, including the performance and evolution of the MSM Quality Index, a passive, factor-driven approach to finding high-quality microcap stocks with multibagger potential.We discuss how the MSM Index blends qualitative and quantitative analysis, what separates it from traditional model portfolios, and

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110:42

[ARCHIVE] Ep. 41 - The Art of Value Investing with...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/07/20

To celebrate 10 years since the launch of the Planet MicroCap Podcast, I’m going back through our archives to share with you episodes of the podcast that either: garnered the most downloads/views in our history, stood out to me for the subject matter, the first appearances of regulars and/or that I think you’d really appreciate either re-visiting or for some of you, hearing/watching for the first time.This episode has been, and continues to be, the most watched and downloaded episode of the Planet

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80 results

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