PODCAST

Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap

Educating the Next Generation of Investors in MicroCap Stocks

business investing

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52:14

The 2025 Turnaround in Canadian Cannabis with Mathieu...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/06/26

My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund. I've known Mathieu a long time, and he's a regular guest on the show. He's a generalist microcap investor who recently started exploring a sector many investors have written off entirely: Canadian cannabis. After years of avoiding the space due to its speculative excesses, Mathieu has been seeing the potential for a turnaround — with cleaner balance sheets, improving fundamentals, and profitable operators

52:53

Finding Asymmetric Opportunities in MicroCaps and...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/06/18

My guest on the show today is Jerome, Portfolio Manager at Uzo Capital. Jerome brings a unique lens to public equity investing—shaped by his experience on the equity trading floor at Merrill Lynch during the financial crisis, his global perspective, and a profitable venture in music royalties.In this episode, we dive into Jerome’s barbell investment approach: pairing stable, cash-generative compounders with higher-risk, venture-style bets in the public markets. He walks us through how he identifies

49:43

Constructing a Software Investing Thesis in the Age...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/06/11

My guest on the show today is Ben Brostoff, software engineer at Klaviyo and the writer behind the Stock Talk newsletter on Substack. Ben has a fascinating perspective on investing—he started out in investment banking, taught himself to code, and now spends his free time researching microcap companies, especially in the software and tech space.In this episode, we dive into Ben’s investing philosophy—why he targets 8–10% returns with the least amount of risk, how AI is changing the way he evaluates

51:32

MicroCap Investing is a Team Sport with Cameron...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/06/04

My guest on the show today is Cameron, Founder of Commonsense Investing and author of the Substack microcapstocks.substack.com. Cameron is a microcap investor focused on education, community, and a disciplined research process — bringing a common-sense approach to navigating this often volatile corner of the market.In our conversation, Cameron shares how his investing journey evolved from chasing high-flyers and exposing bad actors to building a thoughtful framework for identifying quality microcap

49:32

Europe’s Hidden Gems: MicroCap Investing with Thomas...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/05/28

My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into European microcaps – a market segment he describes as “so unloved and uncovered,” with unique inefficiencies and opportunities.In our conversation, Thomas lays out why Southern Europe – especially countries like Spain, Italy, and Greece – is currently one of the most interesting regions for microcap investing. He explains the value of bottom-up

56:33

Planet MicroCap Podcast: LIVE! with Thomas Bachrach,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/05/06

Today, I'm sharing with you our annual Planet MicroCap Podcast: LIVE! panel from the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub. Joining me this year are:Thomas Bachrach, PFH Capital Website: https://www.pfhcap.com/ Twitter/X: https://x.com/PFHCapital Jason Hirschman, Hudson 215 Capital Twitter/X: https://x.com/EightTrack180 Whit Huguley, River Oaks Capital Website: https://www.riveroaks-capital.com/ Twitter/X: https://x.com/Whit_Huguley PLUS, Special Guest appearance

54:14

PLBY Group, Inc. (NASDAQ: PLBY): Managing the...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/03/28

My guest on the show today is Ben Kohn, President and CEO of PLBY Group, Inc. (NASDAQ: PLBY). PLBY Group, Inc. is a global pleasure and leisure company connecting consumers with products, content, and experiences that help them lead more fulfilling lives. PLBY Group’s flagship consumer brand, Playboy, is one of the most recognizable brands in the world, with products and content available in approximately 180 countries.We all know the brand, we all know who Playboy is, the history, the bunny ears,

27:57

Ascent Industries (NASDAQ: ACNT): Industrial...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/03/13

My guest on the show today is Brian Kitchen, President & CEO, Ryan Kavalauskas CFO of Ascent Industries Co. (NASDAQ: ACNT). Ascent Industries Co. is a company that engages in a number of diverse business activities including the production of specialty chemicals and industrial tubular products. Ascent will be joining us in Las Vegas, and I invited the team on to learn more about: History of Ascent Industries Brian and Ryan's background and why they decided to join Ascent; and, Their experience

01:17:11

The Electrification of Everything with John Rotonti,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/03/05

My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of

54:33

The Unintentional and Gradual Making of An Activist...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/02/26

My guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes over the years on Activist Investing, and I'd say all the investors that end up going activist, it's a reluctant endeavour; they basically, with all the circumstances happening in that particular company, made a conscious decision doing a time and cost analysis that it was a necessary step. But the biggest difference between most activist investors

53:02

Cleaning Up Unclean Stories, Numbers, Narratives,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/02/20

My guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the "ways of seeing" bucket, meaning, every once in a while I have a conversation on here with someone that has a completely different way they look at investing that I find very unique. In

38:02

Locafy Limited (NASDAQ: LCFY): Focus on...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/02/13

My guest on the show today is Gavin Burnett, CEO of Locafy (NASDAQ: LCFY). Locafy is a software-as-a-service technology company specializing in local search engine marketing. Founded in 2009, Locafy's mission is to revolutionize the US$700 billion SEO sector.SEO, also known as Search Engine Optimization, is phrase you have probably heard a million times, and you probably couldn't define exactly what it is. You're not alone. And the main reason being is that it's a sector that is evolving so

55:06

Quality Business vs. Quality Investment, Kill...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/02/11

My guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor's Podcast Network. I've been a fan from afar and had the chance to hang with Kyle at our conference in Vancouver last year. We had a blast and thought we should bring that energy to the podcast. I wanted to learn more about his background and how he got hooked into our MicroCap world here. We dove deeper into his thoughts on the differences between a quality business and quality investment, his criteria

39:58

We (Investors / Shareholders) Will Find You with Adam...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/01/29

My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with the shareholders they deserve." There's many different ways to think about this concept - Adam and I do our best to cover them all. I thought it was

56:53

A+ Capital Allocator, Inefficient, Fragmented Market...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/01/21

My guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I've known Whit for a few years now, first having met him at one of my own conferences in Vegas, and have gotten to know and appreciate Whit's investing style. He launched his Fund, River Oaks Capital, about 5 years ago now, and while he's in the middle of writing his annual letter, he graciously jumped on the pod to talk more about what he's learned from running a MicroCap fund thus far. And for full disclosure, we

46:04

Special Situations: Why Mispricing Exists, Why is the...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/01/15

My guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, investing framework, and more. Special situations is always fun to talk about, in my opinion, and some of my favorite conversations are had when discussing

01:44:24

MicroCap Year-End Review: Round Trips, Unexpected...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/12/30

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. 2024 is in the books, and like every good podcaster, we had to do our version of a year-in-review, and in the MicroCap world, there's no shortage of things to cover. So much so, this might be Maj and I's longest pod ever - an hour and 40 minutes worth of mostly what I think we do best, jam session on MicroCap stocks and investing. Maj absolutely cooks on this episode, and it's always fun to watch. We dissect defining

43:54

GARRRP: Growth at a Reasonable Reasonable…Reasonable...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/12/24

My guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the introduction. Roger runs a long-biased investment firm in LA that invests primarily in equities, and focuses on nanocaps and special situations. Their objective is to compound at 15-20%+ over the long term with a concentrated portfolio and minimal/no leverage or shorting. I invited Roger on to learn more about his strategy and how he intends to achieve these

46:16

Conceptualizing the Future with Deiya Pernas,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/12/04

My guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current market penetration, competitive landscape: these are all concepts we need to think about when looking at MicroCaps, and we've talked at length on this show about. The idea, or the ability, to conceptualize the future for any given company is a skill I think we all wish we had mastered (then we'd all be extremely wealthy), and yet, is what makes investing

40:23

Buying and Operating Portfolio of Small Private...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/11/20

My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we've all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they'll show you how they did it. All jokes aside, it's a strategy that has worked time and again for many folks out there, however, buying and operating small private businesses is not as

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Planet MicroCap Podcast | MicroCap Investing Strategies

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