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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

39:22

How the MC GUTS Microcap Index is Beating the Market:...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/07/16

My guest on the show today is Ryan Telford, Head of Evidence-Based Research at MicroCapClub. In this episode, Ryan breaks down the performance and methodology behind the MC Guts MicroCap Index — a quant-driven benchmark launched by MicroCapClub to track microcap stocks in the U.S., Canada, and Europe.We discuss why Canada and Europe are outperforming while the U.S. lags in 2025, sector rotation, and how Ryan’s “GUTS” framework — Growth, Undervalued, Timing, and Sentiment — identifies overlooked

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59:55

On the Road: Why Site Visits Matter - MicroCap...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/07/08

My guests on the show today are Anthony Perala and James Hannack, Research Analysts at Punch & Associates. Anthony and James recently returned from a multi-city due diligence trip across Western Canada, and in this episode, they walk us through what they learned — not just about specific companies, but about the power of seeing businesses up close.We talk about why in-person research still matters, especially in microcaps where management access, company culture, and operational visibility aren’t

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52:15

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

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40:49

[ARCHIVE] Ep. 45 - Using Your Professional Skills for...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/06/22

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.For this episode of Planet MicroCap Podcast, I spoke with Meredith Brill, who goes by the handle

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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

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49:44

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

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67:03

[ARCHIVE] Ep. 101 - Value Investing: Looking for the...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/06/08

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.Geoff Gannon is the Co-Founder and Portfolio Manager at Focused Compounding. You might also

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51:33

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

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61:33

[ARCHIVE] Ep. 66 - Focus on Downside Risk and High...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/05/30

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.First up, I’m sharing my first conversation with Connor Haley from Alta Fox Capital Management. I

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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

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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 CapitalWebsite: https://www.pfhcap.com/Twitter/X: https://x.com/PFHCapitalJason Hirschman, Hudson 215 CapitalTwitter/X: https://x.com/EightTrack180Whit Huguley, River Oaks CapitalWebsite: https://www.riveroaks-capital.com/Twitter/X: https://x.com/Whit_HuguleyPLUS, Special Guest appearance from: Kevin

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54:15

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,

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27:58

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

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/03/13

My guest on the show today is Bryan 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

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77:12

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

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54:34

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 we've

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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

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38:03

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, 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 quickly that it's

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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

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39:59

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

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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

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80 results

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