PODCAST

Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap

Educating the Next Generation of Investors in MicroCap Stocks

business investing

All Episodes

47:44

Unwinding the Oil and Gas Negativity with Josh Young,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/30

My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. We last chatted on the podcast back in July 2023, so figured it was time for our semi-annual conversation on energy markets. It was a rough second half of 2023 for Oil & Gas, and Josh provides his post-mortem on what happened - plus, how 2024 is setting up when considering all the macro news on the horizon, geopolitical events currently happening, elections later this year, but all things considered, and

34:54

Pioneer Power Solutions, Inc. (NASDAQ: PPSI):...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/25

My guest on the show today is Nathan Mazurek, Chairman and CEO of Pioneer Power Solutions, Inc. (NASDAQ: PPSI). Pioneer Power Solutions, Inc. is a leader in the design, manufacture, integration, refurbishment, service and distribution of electric power systems, distributed energy resources, power generation equipment and mobile EV charging solutions for applications in the utility, industrial and commercial markets, according the company's website. I first met Nathan prior to our conference, the

54:14

Modular Medical (NASDAQ: MODD): Developing a Next...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/23

My guest on the show today is James (Jeb) Besser, CEO of Modular Medical, Inc. (NASDAQ: MODD). Modular Medical, Inc. (Nasdaq:MODD) is a development-stage medical device company that is working towards launching the next generation of insulin delivery technology. Using its patented technologies, the company seeks to eliminate the tradeoff between complexity and efficacy, thereby making top quality insulin delivery both affordable and simple to learn. As Jeb discusses in the interview, despite many

36:47

How Regulations Affecting MicroCaps, Tax Loss...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/16

My guest on the show today is Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments. Today's conversation is Sam and I catching up on the year that was in 2023, and the year ahead in 2024. He's a frequent guest on the show, and was one of my first friends when I started in this business all the way back in 2011. I always enjoy hearing his perspective on the MicroCap markets as he's one the hardest working investors I know: Sam turns over every rock, will take as many meetings as

32:41

SEC Approves First SPOT Bitcoin ETF with Caitlin...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/12

My guest on the show today is Caitlin Cook, better known as @DeadCaitBounce on Twitter/X, Head of Marketing and Communications at Hxro Network. This is a special edition pod because we had some breaking news - on Wednesday, January 10, 2024, the SEC approved the listing and trading of a number of spot bitcoin exchange-traded product (ETP) shares. Caitlin is my go-to person for all things crypto, whose sole focus is educating the masses about crypto. From when we worked on her podcast, The

56:19

LuxUrban Hotels (NASDAQ: LUXH): Hotel Company Taking...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/11

My guest on the show today is Shanoop Kothari, Co-CEO and CFO of LuxUrban Hotels, Inc. (NASDAQ: LUXH). LuxUrban Hotels Inc. utilizes a long-term lease, asset-light business model to acquire and manage a growing portfolio of short-term rental properties in major metropolitan cities. The Company’s future growth focuses primarily on seeking to create “win-win” opportunities for owners of dislocated hotels, including those impacted by COVID-19 travel restrictions, while providing favorable operating

43:24

Legal Special Situations Investing with Lionel,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/09

My guest on the show today is Lionel, Editor of Valorem Research Newsletter. I think Lionel (he'd prefer to stay anonymous) might be one of my favorite podcast guests: his appearances on Andrew Walker's Yet Another Value Podcast have to question all my life choices and perhaps re-evaluate getting a law degree, if only so I can totally understand everything he talks about. In our conversation today, Lionel and I talk about how and why he finds legal special situations so interesting, as well as high

53:08

Creative Realities (NASDAQ: CREX): Deploying Digital...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2024/01/04

My guest on the show today is Rick Mills, CEO of Creative Realities, Inc. (NASDAQ: CREX). Creative Realities, Inc. provides digital signage-based omni-channel marketing and media solutions to enhance customer, shopper, guest, fan, or employee engagement within physical spaces and transactional environments. The company is focused on delivering these solutions across verticals best positioned for growth in the digital signage space- including Retail, Convenience, Entertainment & Theme Parks,

01:22:56

MicroCaps in 2023: Boring is Sexy Again with Paul...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/12/27

My guests on the show today are fellow MicroCap legends: Paul Andreola, Founder and Editor of Small Cap Discoveries, Jason Hirschman from Hudson 215 Capital, and Maj Soueidan, Founder and Editor of GeoInvesting. In this conversation, consensus was that MicroCap stocks in 2023, boring is sexy again. We spent 90 minutes talking about why. And, to be honest, we could've gone another 3 hours. So much quality back and forth, that at one point, I just sat back and watched Paul, Jason and Maj talk. I loved

33:20

Extreme Value Investing and the Generalist Biotech...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/12/19

My guest on the show today is Erik Conrad, Portfolio Manager at Peapod Lane Capital. I was introduced to Erik by Doug Porter from Acuitas Investments (thank you Doug!) and had the chance to meet him recently in New York. Erik is a self-described extreme value investor and while uncovering what that means to him, we started getting into his generalist strategy investing in Healthcare. We've been covering the bloodbath in Healthcare/Biotech here at the podcast, and so I wanted to learn more about how

39:59

Thermal Energy (TSX-V: TMG) (OTCQB: TMGEF): Energy...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/12/14

My guest on the show today is William Crossland, President & CEO of Thermal Energy International, Inc. (TSX-V: TMG) (OTCQB: TMGEF). Thermal Energy International Inc. provides energy efficiency and emissions reduction solutions to Fortune 500 and other large multinational companies. The company's value proposition is to help save their customers money by reducing their fuel use and cutting their carbon emissions. Thermal Energy's proprietary and proven solutions can recover up to 80% of energy

38:38

Recent Canadian MicroCap Buyouts: What’s Going on...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/12/12

My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont Investments and Editor of the Stocks & Stones Newsletter. Recently, Canadian MicroCap buyouts have been gaining focus - as Mathieu points out in our conversation, there's been 10 non-resource Canadian MicroCap transactions in 2023. While that may not seem that much, the frequency they've been happening of late has us MicroCap warriors taking note. I invited on my friend and colleague, Mathieu Martin, to chat with me

34:39

The Death of Small Cap Equities? with Chris...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/12/05

My guest on the show today is Chris Satterthwaite, Senior Analyst at Verdad Advisors. The team at Verdad put out a phenomenal weekly newsletter, and they recently published one titled, "The Death of Small Cap Equities?" We've been talking for a while here about all the various issues plaguing the Small/MicroCap space, and invited Chris to share the research the Verdad team have uncovered. For more information about Chris Satterthwaite and Verdad, please visit: https://verdadcap.com/ Today's episode

46:51

Flyover Stocks, Conviction, Letting Go and Minding...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/11/28

My guest on the show today is Todd Wenning, Founder and Editor of the Flyover Stocks Newsletter now available on Substack. Last time we had Todd on the podcast, we talked about his investing philosophy as depicted in his diagram outlining the overlapping synergies between management, moat and price. He has since launched his newsletter, “Flyover Stocks” on Substack, and wanted to have him on to learn more about it, as well as discuss some of his first posts on there. For more information about

01:15:13

OTC and Capital Markets in 2023 with Cromwell...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/11/21

My guest on the show today is Cromwell Coulson, President and CEO of OTC Markets Group (OTCQX: OTCM). As part of my trip to New York City, I had the opportunity to meet with Cromwell at OTC Markets' downtown offices, where we chatted for about 75 minutes. Our last interview on Planet MicroCap Podcast was in December 2019, safe to say a lot has happened in the last 4 years. We covered a lot of topics, including as many of your questions as possible: Micro/SmallCap capital markets, uplistings,

25:53

2023 Investing Trends, Investor Sentiment, The...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/11/16

My guest on the show today is Charles Payne, Host of "Making Money with Charles Payne." While I was in New York last week, Charles was kind enough to take some time while prepping for his next show to answer a few of my questions and some that came in from social media. We covered more than I thought we would during our 20 minute conversation, including: starting to reflect on 2023, better understanding investor sentiment, what could happen to cause that to change, his thoughts on the Small/MicroCap

41:36

Value Investing with an ESG Focus with Filip Erhardt,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/11/14

My guest on the show today is Filip Erhardt, Founder and CEO of ESGFIRE. I was introduced to Filip by Paul Andreola from Small Cap Discoveries (thank you, Paul) a few months ago, and we had a phenomenal conversation about his ESG strategy and his approach to investing in environmentally-friendly companies. In the Summer 2023 issue of the Planet MicroCap Review, Filip contributed an article titled, "ESG Investing 101," documenting his investing process, and invited him on the podcast to dive deeper

58:48

Shelly Group (Frankfurt: SLYG): Smart Home Products...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/11/02

My guest on the show today is Wolfgang Kirsch, Co-CEO of Shelly Group (SLYG.F). Shelly Group is an asset-light European smart home device designer, manufacturer, and distributor that has developed a smart home platform under the Shelly brand. The company specializes in the design, production, and distribution of smart, innovative, open-architecture, high-quality IoT home products (Smart Home). Its main business is a growing line of products under the brand “Shelly." I was introduced to the Shelly

01:06:53

Quantitative MicroCap Investing with ”GUTS” with Ryan...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/31

My guest on the show today is Ryan Telford, Private Investor and better known as @Rtelford_invest on Twitter/X. We've been following each other for a while, and after having the chance to meet Ryan, during lunch at SmallCap Discoveries event in Vancouver, and learning a little bit about MicroCap quant strategy, I invited him on to share his strategy. The format for this interview is a little different - Ryan put together a great presentation called, "Quantitative MicroCap Investing with 'GUTS'", and

51:37

Vox Royalty (TSX: VOXR) (NASDAQ: VOXR): Value Play in...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/26

My guest on the show today is Kyle Floyd, Chairman and CEO of Vox Royalty Corp. (TSX: VOXR) (NASDAQ: VOXR). Vox is a returns focused mining royalty company with a portfolio of over 60 royalties and streams spanning eight jurisdictions. The Company was established in 2014 and has since built unique intellectual property, a technically focused transactional team and a global sourcing network which has allowed Vox to target the highest returns on royalty acquisitions in the mining royalty sector. Since

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