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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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56:09

Ep. 248 - Time to Look for “Fallen Angels” Stocks?...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/10/25

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

01:08:58

Ep. 247 - Finding Anomalies, Community Banks, RCI 3.0...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/10/20

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,

40:19

Airgain (NASDAQ: AIRG): Evolving from Components to...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/10/18

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

48:48

Ep. 246 - Durable Growth: Investing in the Eye of the...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/10/13

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

01:01:32

Super League Gaming (NASDAQ: SLGG): Providing...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/10/11

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

01:10:12

Ep. 245 - The Special Situation is Finding...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/10/06

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

58:53

Boardwalktech (TSX-V: BWLK) (OTCQB: BWLKF): Helping...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/10/04

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

45:36

Ep. 244 - Why Now is the Time to Get Exposure to...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/09/29

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

47:28

Boat Rocker Media (TSX: BRMI): Integrated Global...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/09/27

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

44:19

Ep. 243 - LIVE: Does Mining Have a PR Problem? with...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/09/20

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

01:12:33

Ep. 242 - Focus on KPI’s and MicroCap Pessimism with...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/09/15

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

51:22

Ep. 241 - Lessons from Working with Investment...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/09/08

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."

50:24

QuoteMedia (OTCQB: QMCI): Deliver, Aggregate and...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/09/06

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

01:11:18

Ep. 240 - Navigating the Extremely Bearish Sentiment...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/09/01

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

45:49

Richardson Electronics (NASDAQ: RELL): Engineered...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/08/30

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

56:01

Ep. 239 - Thinking Like a Contrarian, So Why Not...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/08/25

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

01:03:30

GameSquare (CSE: GSQ) (OTCQB: GMSQF): Connecting...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/08/23

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

57:40

Ep. 238 - Global Digital Divide: Understanding...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/08/18

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,

45:55

Xcel Brands, Inc. (NASDAQ: XELB): Reimagining...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/08/16

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

43:36

Ep. 237 - Buying into Pessimism with Tim Travis, CEO,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2022/08/11

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

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