Planet MicroCap Podcast | MicroCap Investing Strategies

For this episode of The Investors Roundtable (#34), I've been getting a lot of questions by friends and family about the $1.9T stimulus that's been passed, what this means for markets, money being infused into the economy, as well as mainstream media networks discussing what this could mean for inflation. So, with all that in mind, I thought it would be a good idea to have our panelists share thei...

For this episode of the Planet MicroCap Podcast, I spoke with Caitlin Cook. She is better known as @Deadcaitbounce on Twitter, and her incredible contributions to the Fintwit community. I'm a big fan and follower of Catilin because she is all about education, where she is actively helping her generation and future generations understand finance and investing, and having a damn good time doing. As...

For this episode of The Investors Roundtable (#33), inspired by last week's show covering the 2020 Berkshire Letter to Shareholders, I wanted to chat with our panelists about what it means to be an ultra long-term investor, meaning, investing and holding a company for 10, 15, 20+ years. We chat about everyone's criteria, mindset - really cover everything you want to know to be this type of investo...

For this episode of the Planet MicroCap Podcast, I spoke with Corey Hoffstein. He is the Co-Founder and Chief Investment Officer at Newfound Research, and Host of the "Flirting with Models" podcast. This was a long time coming, I've been a fan Corey, his work at Newfound, as well as his show, and really enjoyed meeting him, and learning about his investing journey, strategy, Liquidity Cascades whi...

For this episode of The Investors Roundtable (#32), Buffet & Co. published their 2020 Berkshire Letter to Shareholders on February 27, 2021 - there's been many a clubhouse meet-ups already, and we brought our expert panel of Buffet-ites to share their thoughts and insights about Berkshire's most recent letter. Please enjoy! Joining us today was: Steven Kiel, Willow Oak Asset Management / Arquitos...

For this episode of the Planet MicroCap Podcast, I spoke with Dave Barr. He is the President, CEO and Portfolio Manager at PenderFund Capital Management. Dave recently did a phenomenal presentation at our last virtual event, and thought it would be fun to continue the conversation of how he and PenderFund identify multi-baggers. Link to presentation: https://www.youtube.com/watch?v=xvkcygx07wI For...

For this episode of The Investors Roundtable (#31), our original plan was to chat about earnings season, but we decided, eh, let's chat on a whole host of other stuff. Thomas and Steven have known each other a long time and close friends - both are also Directors of Enterprise Diversified, Inc. (OTCQB: SYTE), and we all chat on: Nam Tai $NTP, Crypto, why it's been so difficult for traditional valu...

For this episode of the Planet MicroCap Podcast, I spoke with Charley Grant. He runs Heard on the Street at THE Wall Street Journal. It's not often we get someone who writes a daily column for THE Wall Street Journal on here, so we discuss all the 2021 hot topics he's been writing about: Bitcoin on the balance sheet, Tesla takes - we're just trying to make sense of what's been happening thus far d...

For this episode of the Planet MicroCap Podcast, I spoke with Alex, better known as The Science of Hitting (@TSOH_Investing) on Twitter. I first heard Alex on Toby's podcast discussing his "never sell" investing philosophy and been a fan ever since. Today's show is all about "The Science of Hitting" bombs, not selling yourself short - shout out to Less Than Jake. We had a lot of fun and hope you d...

For this episode of the Planet MicroCap Podcast, I spoke with Brian Feroldi. He is a writer at The Motley Fool, and will be a featured speaker at the upcoming MicroCapClub Leadership Summit on September 23-24, 2021. I've recently become a huge fan of Brian's because I truly believe in his mission to spread financial wellness and how he's going about doing it. Access to quality information about fi...

For this episode of The Investors Roundtable (#30), the dust has settled since last week's chaos in the markets. Our panel today is all about what's happened since we recorded Episode 29 - official statements from Robinhood, how $GME and other meme stocks traded, potential legal ramifications, and more! Please enjoy! ***ORIGINALLY PUBLISHED ON February 5, 2021 on the SNN Network YouTube Channel***...

For this episode of The Investors Roundtable (#29), our panel tries to make sense of the GameStop $GME, Robinhood and overall stock market chaos that's taken over the financial news airwaves. It's our longest episode to date, and we cover a lot. Listen closely as our panelists get somewhat technical on this, but provide very informative insights. ***ORIGINALLY PUBLISHED ON January 29, 2021 on the...

For this episode of the Planet MicroCap Podcast, I spoke with Marcus Frampton. He is the CIO of the Alaska Permanent Fund and Editor/Publisher of the "Micro Cap Letter & OTC Stock Letter". This was a lot of fun as dug deep into Marcus' MicroCap investing strategy, how he balances his day to day duties with his passion for MicroCap investing, as well as chatting at length about the upcoming delisti...

For this episode of The Investors Roundtable (#28), our panel chats about a topic I've been asked multiple times now. I even went on Fox Business to give my thoughts on this. I thought it would be fun to get our esteemed panel together to hear their thoughts as well on why they think MicroCaps are surging. Please enjoy! ***ORIGINALLY PUBLISHED ON January 22, 2021 on the SNN Network YouTube Channel...

For this episode of The Investors Roundtable (#27), our panel chats about doing due diligence on MicroCap stocks in the virtual world. We wanted to highlight this because our panelists are very active going to many investor conference, both in-person and now virtual, because that's where they go for idea generation, and specifically doing as many 1x1 meetings as possible to assess management teams...

For this episode of the Planet MicroCap Podcast, I spoke with Francisco Olivera. He is the President of Arevilo Capital Management. I had Francisco on a recent episode of The Investors Roundtable to discuss "The Future of Media and Streaming Services", and we thought it would be fun to have a full conversation all about streaming services. Look, I will find any excuse to do a podcast talking with...

For this episode of The Investors Roundtable (#26), the final episode of 2020, we reflect on a year that was in the markets and how all the various themes played, as well as implications some of those themes may have on 2021. From COVID-19 trades, the Robinhood/Dave Portnoy effects, SPACs, you name it, we review it. And then we ask the question, can 2021 get even crazier? We shall see. In any even...

For this episode of The Investors Roundtable (#25), we starting what I'm calling our valuation series, where we are going to look at various business models, industries, asset classes and do our to understand current valuations. First up, and this could probably be a series onto itself, are SaaS businesses. Our panel here discusses: why do investors like SaaS modeled companies, are SaaS models mor...

I'm very excited for this episode. As you see in the title, my guest today is Annie Duke. One of my earliest memories of watching sports, believe or not, was watching the 2003 and 2004 World Series of Poker. Seeing legends like Chris Moneymaker and Greg Raymer win the title, then all the tournaments in between, was so cool, and all I wanted to do was play poker. Another stand out amongst the great...

For this episode of The Investors Roundtable (#24), we are going full crypto. We assembled an amazing panel to discuss all things crypto - reviewing 2020, current state of the industry, current and future trends, and looking ahead at 2021. We also analyze how the recent run up in Bitcoin and other digital assets in 2020 is different that what we saw in 2017. Most importantly, we talk about how dig...

For this episode of The Investors Roundtable (#23), we cover Mergers and Acquisitions. A couple big deals were announced/finalized this week in large cap space - Salesforce buying Slack, Uber finalized purchase of Postmates, and our panel discusses M&A in general, what makes good and bad deals, why some deals succeed while others don't work out, our opinion on some of the best deals of the last 20...

For this episode of the Planet MicroCap Podcast, I spoke with Joe Boskovich. He is the Founder and Co-Partner of Old West Investment Management. We did an interview for the SNN YouTube Channel, where we dive deep into Joe's investment strategy, so I invite you all to check that out. Joe recently published a write-up on Howard Jonas, an investor who has built a billion dollar empire, who, according...

This week's The Investors Roundtable is our Thanksgiving Episode! Our panelists take the time to discuss what they are thankful for as investors in 2020, as well as what they are hopeful for in the coming year. ***ORIGINALLY PUBLISHED ON November 27, 2020 on the SNN Network YouTube Channel*** Joining us today was: Steven Kiel, Willow Oak Asset Management / Arquitos Capital Twitter: https://twitter...

In this Episode of The Investors Roundtable (Episode 21!), our topic we discuss is: “COVID-19 Vaccine Trial Results and Investing in Healthcare". With the recent clinical trials results from Pfizer and Moderna on COVID vaccines, I thought this would be a great opportunity to put these results into some sort of context, as well as ignite an important discussion on how to evaluate the healthcare and...

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: CANADA VIRTUAL EDITION panel from this week’s SNN Network Canada Virtual Event. I'm beyond stoked that Meredith Brill, Jason Hirschman, Mathieu Martin and Dean Trottier were panelists with me. For this episode, we discuss everyone's investing strategy, conviction to hold, what great management looks...