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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

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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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

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104:24

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

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/12/31

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

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43:55

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

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46:16

Conceptualizing the Future with Deiya Pernas,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/12/05

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

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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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53:17

Game Selection, Repeated Exposure from Multiple...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/11/14

My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more specifically, idea generation that Peter Lynch made famous. In our conversation today, Tristan and I talk extensively about this concept as it pertains to

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43:29

Owning = Knowing, European Small/MicroCaps,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/11/07

My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understand his approach here, plus: European Small/MicroCaps, disassociating from FOMO and his thesis on Shelly Group $SLYG. Leon mentioned a number of names

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47:23

Counter Cyclicality, Buying Scarce Assets, Inflation...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/10/31

My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, including: counter cyclicality, offshore oil drilling, commercial real estate, coal, buying scarce assets, inflation protection, and more! We also talk at

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39:25

It’s Not Necessarily Bottom Fishing Looking at...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/10/24

My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more about his investing philosophy, strategy and why it's not necessarily bottom fishing when looking at MicroCaps.For more

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71 results

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