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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

37:49

Aluula Composites (TSX-V: AUUA): Fusing High...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/10/09

My guest today is Sage Berryman, CEO of Aluula Composites (TSXV: AUUA). Aluula is focused on revolutionizing material science. Founded in 2019, the company has developed a patented process for producing ultra-high molecular weight polyethylene (UHMWPE) composites without glues—fusing at the molecular level to create materials that are lighter, stronger, more durable, and fully recyclable. This “mono-material” design also enables circularity and addresses the growing demand for PFAS-free

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43:35

Compounders, Value Today, and Value Tomorrow with...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/26

My guest on the show today is Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management. In this episode, Balkar shares his unique path from engineering to investing, and why he built White Falcon around an unconstrained, opportunistic philosophy — one that rejects traditional style boxes like “growth” or “value.”We dive into White Falcon’s three “engines” — Compounders, Value Today, and Value Tomorrow — and how, for Balkar, this structure should result in part of the portfolio

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65:11

Why International MicroCaps Are a Target-Rich...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/17

My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses.We dive into his exclusive focus on international micro and small caps, a “target-rich universe” of some 15,000 listed companies in developed markets outside the US. Ben explains why

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43:14

Happy Belly Food Group Inc. (CSE: HBFG | OTCQB:...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/10

My guest today is Sean Black, CEO of Happy Belly Food Group (CSE: HBFG | OTCQB: HBFGF). Happy Belly is a Canadian consolidator of emerging Quick Serve Restaurant (QSR) brands, with expansion plans into the U.S. The company started as Plantingco, a niche plant-based CPG business, but under Sean’s leadership pivoted to become food agnostic—focused on scalable, cash flow positive QSR concepts.The model is straightforward: acquire small, profitable, debt-free brands, grow corporate stores with free cash

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46:34

Deep Value in Europe, Shareholder Activism, Stag...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/09/05

My guest on the show today is Iggy, better known as Iggy on Investing, a deep value investor and blogger. In this episode, Iggy shares how the COVID-19 lockdown gave him the time to dive into investing, turning inspiration from Buffett and Graham into a disciplined deep value strategy focused on small, illiquid companies trading at substantial discounts to book value.We discuss his “Young Buffett”–style approach—seeking firms at 0.3× to 0.5× book with strong ROIC and catalysts, especially in

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42:04

Bringing Long-Term Value Investing to...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/08/21

My guest on the show today is Kayser Pravia, Founder of El Planeta Financiero. In this episode, Kayser shares his mission to expand financial literacy and microcap investing for Spanish-speaking investors worldwide.We discuss his evolution from day trading losses to a Buffett- and Lynch-inspired value investor, why he runs a concentrated portfolio, and his focus on recession-proof businesses with strong balance sheets. Kayser also talks about building El Planeta Financiero into a growing educational

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43:28

Event-Driven Investing Playbook with Asif Suria,...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/08/15

My guest on the show today is Asif Suria, founder of Inside Arbitrage and co-host of the Special Situations Report podcast. In this episode, Asif shares his evolution from traditional value investing to a diversified, event-driven strategy that includes merger arbitrage, spin-offs, buybacks, insider activity, and more.We dive into his “three-legged stool” process — combining event triggers, a 14-factor quant model, and deep qualitative research — and how it’s helped him navigate both opportunities

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52:47

Know Your Edge with Jordan Zinberg, President & CEO...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/08/07

My guest on the show today is Jordan Zinberg, President & CEO of Bedford Park Capital. Jordan leads the Bedford Park Opportunities Fund, a highly concentrated, Canada-focused small and mid-cap equity strategy.In this episode, Jordan shares how his fund delivered a 58.6% return in 2024, net of fees and expenses, and was named Best One-Year Return at the Canadian Hedge Fund Awards with a 73% return over the 12 months ended June 30, 2024. We also discuss the firm’s annualized return of 18.4% since

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54:27

Why "Old Boring Companies” Benefiting from Data...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/07/31

My guest on the show today is Maj Soueidan, Founder, Editor, and Chief Portfolio Officer at MS MicroCaps and GeoInvesting. In this episode, Maj shares a comprehensive update on his investment philosophy, including the performance and evolution of the MSM Quality Index, a passive, factor-driven approach to finding high-quality microcap stocks with multibagger potential.We discuss how the MSM Index blends qualitative and quantitative analysis, what separates it from traditional model portfolios, and

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110:42

[ARCHIVE] Ep. 41 - The Art of Value Investing with...

Planet MicroCap Podcast | MicroCap Investing Strategies ·

2025/07/20

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.This episode has been, and continues to be, the most watched and downloaded episode of the Planet

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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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70 results

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