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Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap

Educating the Next Generation of Investors in MicroCap Stocks

business investing

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54:10

Quirky / Off the Beaten Path Investing, Making Your...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/17

My guest on the show today is David Bastian, Chief Investment Officer of Kingdom Capital Advisors. I met David at Ian Cassel's MicroCap Leadership Summit a couple weeks ago, where he brought the house down with is comical (albeit serious) pitch on The Children's Place $PLCE. Safe to say, David was tailor made to be a great guest on my podcast, and he does not disappoint. In our conversation, we talk about quirky / off the beaten path investing, what that means, understanding when to make your move

39:08

The Case for Japanese MicroCaps with David...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/12

My guest on the show today is David Baeckelandt, Head of Client Relations SuMi TRUST - the U.S. arm for Sumitomo Mitsui Trust Asset Management, Inc. Dave reached out to me about a month ago to see if I had an interest in doing an episode about Japanese MicroCaps. I got this email as I was getting geared up for our conference in Vancouver, our first event outside the U.S., which is some fun irony considering our audience is continuing to look globally for quality opportunities. I said yes to Dave, he

46:34

UGE International (TSX-V: UGE) (OTCQB: UGEIF):...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/05

My guest on the show today is Nick Blitterswyk, CEO of UGE International Ltd. (TSXV: UGE) (OTCQB: UGEIF). UGE develops, owns, and operates commercial and community solar and battery storage projects. Their distributed energy solutions deliver cheaper, cleaner energy to businesses and consumers with no upfront cost, and with over 500MW of global experience, they are working daily to power a more sustainable world, according to the company's website. UGE recently presented at the MicroCapClub

42:53

State of the Junior Mining Market + Tools for the...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/26

On the quick trip to Beaver Creek, I had the opportunity to moderate a panel titled, "Tools for the Modern Junior Mining Investor." Thank you again to the Levental family, Misha and Jessica, for hosting me and for the chance to speak with Tavi, Emily and Steven for a great conversation about the State of the Junior Mining Market, as well as the tools for the modern junior mining investor. We cover everything here at Planet MicroCap and I was grateful to be in-person to get first hand accounts and

02:32:36

VANCOUVER 2023 Investor Keynotes with Paul Andreola /...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/21

For this episode, I compiled all the investor keynotes into one extra long audio episode for you to consume (each individual keynote is on the Planet MicroCap YouTube Channel). Quick note on audio, this was all recorded live at the event with live Q&A, so please excuse any time lapses in between questions during the Q&A portion and keep in mind for quality purposes. Each speaker provided incredible insights, and the order for each segment goes: 1. Paul Andreola (SmallCap Discoveries):

57:57

BioSyent (TSX-V: RX): Specialty Pharmaceutical...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/19

My guest on the show today is Rene Goehrum, President, CEO and Chairman of BioSyent (TSX-V: RX). BioSyent is a specialty pharmaceutical company focused on commercializing products that the company says provides a distinguishable benefit to patients and their healthcare providers and, according to their website, is known for their ability to effectively and efficiently introduce new products to the Canadian market. BioSyent is, as the company states on their website, actively sought out as the

51:08

What the Data Says the Market Hates Right Now + One...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/12

My guest on the show today is Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours. It's been well over a year since we've had Toby on the show, and I invited him back for his annual appearance. I feel like a broken record on the pod recently - we've talked a lot about how MicroCaps are in the doldrums (that's putting it nicely), redemptions + no inflows, Small/Micro strategies can't raise new capital, etc... We haven't really talked about the quantitative

46:23

BK Technologies (NYSE American: BKTI): Wireless Radio...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/07

My guest on the show today is John Suzuki, CEO of BK Technologies Corporation (NYSE American: BKTI). BK Technologies Corporation, through its operating subsidiaries, manufactures high-specification, American-made communications equipment of unsurpassed reliability and value for use by public safety professionals and government agencies. BK Technologies' SaaS business focuses on new, innovative public safety smartphone services that will make the first responders safer or more productive. BK

36:41

Revisiting ”MicroCaps” White Paper, International...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/05

My guest on the show today is Donald Porter, Portfolio Manager and most recently an Equity Research Analyst at Wellington Management. I am extremely grateful that I've had the opportunity to host this podcast for the last 8 years - I say this because, this sounds crazy to say, I last hosted Donald on the show in July 2016, when he was at DGHM to discuss his first white paper "MicroCaps Value Uncovered." We were reconnected by Doug Porter from Acuitas Investments (no relation by the way - thank you

34:03

The MicroCap Double Whammy: Poor Stock Performance +...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/08/29

My guest on the show today is Jonathan Boyar, President of Boyar Research. I recently saw Jonathan as a guest on the Value After Hours podcast with Tobias Carlisle and Jake Taylor, and invited him on to get his perspective on the markets in 2023, as well as his take on MicroCap performance. As the title states, we've been experiencing a double whammy in MicroCaps: poor stock performance over the last two years and allocators are not distributing funds to MicroCap strategists. We talk at length about

57:43

VANCOUVER Presenting Company Breakdown with Paul...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/08/22

My guest on the show today is Paul Andreola, Founder and Editor of SmallCap Discoveries. Paul had a great idea in advance of the conference that we do a short breakdown of all the Presenting Companies currently listed (all subject to change) to participate in the event. I like to be very collaborative when putting together our events and what companies folks would be interested in seeing, and that was especially the case for our first event up in Vancouver - Paul and his team were integral to that

49:22

Interviewing Company CEOs: The Must-Ask Question...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/08/15

My guest on the show today is Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners. As I've mentioned on every show leading up, we have our conference, the Planet MicroCap Showcase: VANCOUVER coming up on September 6-7, 2023 (planetmicrocapshowcase.com for more information), and it is a great opportunity for attendees to meet with MicroCap management teams and ask them questions. We've covered this topic quite often here on the show, but: 1. We haven't in a while, and 2. Gary's

44:39

Why/Why Not Invest in Illiquid MicroCap Stocks +...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/08/08

My guest on the show today is Simon Handrahan, Editor of the Margin of Safety Investing Newsletter. He recently shared a Tweet (or a post now, an "X", I don't know), where he asked his audience: "Individual investors: why don't you invest in illiquid microcaps?" When you deal with MicroCaps, there's a good chance you'll come across a company you might like that meets all your criteria, and it barely trades. This is not news to most of you, but I thought the question that Simon posted on Twitter/X

47:36

Banks, Entertainment, Smallcap Value + “Quiet...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/08/01

My guest on the show today is Ben Claremon, Host of the Compounders Podcast. Ben and I have been in the lab focused on a re-imagining of the Compounders Podcast, and we're finally ready to unveil some exciting new content on that podcast feed. I invited Ben on Planet MicroCap today to talk about what the new look Compounders Podcast is all about, plus: banks, entertainment industry, smallcap value, as well as what he describes as "Quiet Compounders". Be sure to subscribe to the Compounders Podcast

48:24

How to Identify Multibagger Stocks with Paul...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/07/27

My guest on the show today is Paul, a small and microcap investor better known by his Twitter handle @Investmentideen. We've been going back and forth on doing an interview for a while, and he recently published a thread on how Paul Andreola and Brandon Mackie's investing framework, "Small Cap Discovery", has impacted his investing process. The thread is in the show notes by the way. Paul and Brandon are great friends of Planet MicroCap, and the presentation they did on this framework back in 2016,

33:22

Corero Network Security plc (AIM: CNS): Specializing...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/07/25

My guest on the show today is Phil Richards, CFO of Corero Network Security plc (AIM: CNS). Corero Network Security is a leading provider of distributed denial of service (DDoS) protection solutions, specializing in automatic detection and protection solutions that includes network visibility, analytics, and reporting tools. Corero's technology provides scalable protection capabilities against both external DDoS attackers and internal DDoS threats, in even the most complex edge and subscriber

47:20

Why Oil & Gas is Off the Radar + Smallcap...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/07/20

My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. I've had Josh on the show twice before, the last time was July 2022, and it was definitely time to get a high level update on all things energy and oil & gas, and specifically, why its gone off the radar. We discuss how the global energy crisis has been temporarily defused, valuations collapsed, tech stocks re-inflated, and what the opportunity set looks like in Oil & Gas small cap-side. Josh also

41:15

Quorum Information Technologies (TSX-V: QIS) (OTC...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/07/18

My guest on the show today is Maury Marks, President and CEO of Quorum Information Technologies Inc. (TSX-V: QIS) (OTC Pink: QIFTF). Quorum is a North American SaaS Software and Services company providing essential enterprise solutions that automotive dealerships and Original Equipment Manufacturers (“OEMs”) rely on for their operations. I've known of Quorum for a while now, and they recently jumped on my radar again when then announced a new addition to their Board of Directors, Damien Leonard,

55:14

Mining Narratives for 2023, Top 5% Junior Mining...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/07/13

My guest on the show today is Rick Rule, Investor, Speculator and Founder of Rule Investment Media. I haven't had Rick on the show since September 2021 - during that time we've seen gold tap $2,000 an ounce and remain just below, lithium craze and much more. I invited Rick on the show to hear what metals and mining narratives he's been paying attention to in the last 6-12 months and for the next 6-12 months. Rick also does a deep dive on the three reasons why there has been a junior mining MicroCap

01:03:48

POSaBIT (CSE: PBIT) (OTCQX: POSAF): Payments...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/07/11

My guest on the show today is Ryan Hamlin, Co-Founder and CEO of POSaBIT Systems Corporation (CSE: PBIT) (OTCQX: POSAF). POSaBIT is a financial technology company that delivers payment processing and point-of-sale systems for cash-only businesses. POSaBIT specializes in resolving pain points for complex, high-risk, emerging industries like cannabis with an all-in-one solution that is compliant, user-friendly and utilizes top-of-the-line hardware. Let's start by saying that the Cannabis industry has

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