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Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap

Educating the Next Generation of Investors in MicroCap Stocks

business investing

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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

54:10

Quirky / Off the Beaten Path Investing, Making Your...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/17

My guest on the show today is David Bastian, Chief Investment Officer of Kingdom Capital Advisors. I met David at Ian Cassel's MicroCap Leadership Summit a couple weeks ago, where he brought the house down with is comical (albeit serious) pitch on The Children's Place $PLCE. Safe to say, David was tailor made to be a great guest on my podcast, and he does not disappoint. In our conversation, we talk about quirky / off the beaten path investing, what that means, understanding when to make your move

39:08

The Case for Japanese MicroCaps with David...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/12

My guest on the show today is David Baeckelandt, Head of Client Relations SuMi TRUST - the U.S. arm for Sumitomo Mitsui Trust Asset Management, Inc. Dave reached out to me about a month ago to see if I had an interest in doing an episode about Japanese MicroCaps. I got this email as I was getting geared up for our conference in Vancouver, our first event outside the U.S., which is some fun irony considering our audience is continuing to look globally for quality opportunities. I said yes to Dave, he

46:34

UGE International (TSX-V: UGE) (OTCQB: UGEIF):...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/10/05

My guest on the show today is Nick Blitterswyk, CEO of UGE International Ltd. (TSXV: UGE) (OTCQB: UGEIF). UGE develops, owns, and operates commercial and community solar and battery storage projects. Their distributed energy solutions deliver cheaper, cleaner energy to businesses and consumers with no upfront cost, and with over 500MW of global experience, they are working daily to power a more sustainable world, according to the company's website. UGE recently presented at the MicroCapClub

42:53

State of the Junior Mining Market + Tools for the...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/26

On the quick trip to Beaver Creek, I had the opportunity to moderate a panel titled, "Tools for the Modern Junior Mining Investor." Thank you again to the Levental family, Misha and Jessica, for hosting me and for the chance to speak with Tavi, Emily and Steven for a great conversation about the State of the Junior Mining Market, as well as the tools for the modern junior mining investor. We cover everything here at Planet MicroCap and I was grateful to be in-person to get first hand accounts and

02:32:36

VANCOUVER 2023 Investor Keynotes with Paul Andreola /...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/21

For this episode, I compiled all the investor keynotes into one extra long audio episode for you to consume (each individual keynote is on the Planet MicroCap YouTube Channel). Quick note on audio, this was all recorded live at the event with live Q&A, so please excuse any time lapses in between questions during the Q&A portion and keep in mind for quality purposes. Each speaker provided incredible insights, and the order for each segment goes: 1. Paul Andreola (SmallCap Discoveries):

57:57

BioSyent (TSX-V: RX): Specialty Pharmaceutical...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/19

My guest on the show today is Rene Goehrum, President, CEO and Chairman of BioSyent (TSX-V: RX). BioSyent is a specialty pharmaceutical company focused on commercializing products that the company says provides a distinguishable benefit to patients and their healthcare providers and, according to their website, is known for their ability to effectively and efficiently introduce new products to the Canadian market. BioSyent is, as the company states on their website, actively sought out as the

51:08

What the Data Says the Market Hates Right Now + One...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2023/09/12

My guest on the show today is Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours. It's been well over a year since we've had Toby on the show, and I invited him back for his annual appearance. I feel like a broken record on the pod recently - we've talked a lot about how MicroCaps are in the doldrums (that's putting it nicely), redemptions + no inflows, Small/Micro strategies can't raise new capital, etc... We haven't really talked about the quantitative

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