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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

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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40:25

MicroCap M&A: UGE Take Private - Why it Happened, Why...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/10/16

My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially closed the planned take-private transaction on August 15, 2024. Today's interview has a few factors at play here:1. We've done quite a few interviews recently

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44:03

kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF): Enables...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/10/09

My guest on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any validation discipline from end-to-end. I invited on Eddie to learn more about:* History of kneat + how and why they developed their validation

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63:51

The Cockroach Approach and the Art of Portfolio...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/09/18

My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover a ton, but mostly digging into Jason's background and how it inspired the best named investing strategy out there, the Cockroach Strategy.For more

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20:05

PREVIEW: Planet MicroCap Showcase: VANCOUVER in...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/09/11

My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We're serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few companies that will be presenting. For more information about Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/To attend our next

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52:52

End of Summer MicroCap Wrap, $TSSI, Aerospace +...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/09/03

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more!We discussed a number of stocks during our interview today, Maj also may or may not own companies that comprise his Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full

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44:55

Momentum, Margin of Safety, Management, Monopoly with...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/08/28

My guest on the show today is Sam McColgan, Analyst at Breakout Investors. While Sam is relatively new to his investing journey, he has dived right in, getting his reps in, and doing what some of the best investors in our community do: share their ideas to get as much feedback as possible. That's how you grow, that's how you become a better investor faster. In our conversation today, I wanted to highlight Sam's philosophy he's developed for himself thus far, his research process and what his goals

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37:33

Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF):...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/08/21

My guests on the show today is Craig Mull (CEO) and Bryan Jacobs (President) of Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF). Cipher Pharmaceuticals is a specialty pharmaceutical company with a robust and diversified portfolio of commercial and early to late-stage products, mainly in dermatology. Cipher acquires products that fulfill unmet medical needs, manages the required clinical development and regulatory approval process, and currently markets those products in Canada, the U.S., and South

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52:00

The “Golden Threads” that Make Up the Fabric of...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/08/14

My guest on the show today is James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company. Quick synopsis of James' book: most businesses are mediocre at best, but a small percentage stand out as exceptional. One thing that distinguishes one type from the other - the management. "Fabric of Success" unravels the golden threads that run through all businesses, like: Apple, Southwest Airlines and more! In our conversation, James and I discuss these "Golden

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47:20

Tilting the Odds in Your Favor with Yale Bock, Owner...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/08/06

My guest on the show today is Yale Bock, Owner of Y H & C Investments. As a Las Vegas local, Yale is all about assessing his odds in any potential investment, and in our conversation we discuss how he tilts the odds in his favor. I've known Yale for a long time and consider him a great friend. He does a ton of management meetings, loves turning over every rock, and I wanted to learn more about how he discerns which companies truly have a competitive advantage or moat.For more information about Yale

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55:17

Special Situations are Fun: Heavy Debt, Unidentified...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/07/30

My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you’re making a calculated bet on an upcoming catalyst, for example. Today’s episode, we cover quite a few examples of what makes MicroCaps and

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34:18

Small Caps Are BACK + Aerospace Opportunities, Info...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/07/23

My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroCap Twitter/X to declare, "WE ARE BACK." Maybe we are, maybe we're not, but Maj, Jan and I discuss this most recent breakout. We discuss opportunities in

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80 results

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