Planet MicroCap Podcast | MicroCap Investing Strategies

For this episode of the Planet MicroCap Podcast, I spoke with Elliot Turner. He is the Managing Partner and CIO of RGA Investment Advisors. I'd been following Elliot on Twitter for a long time, and finally worked up the courage to ask him on. Elliot is currently a co-host on MOI Global's, "This Week in Intelligent Investing" podcast, a great show that I highly recommend, where he shares his insigh...

For this episode of the The Investors Roundtable, our topic is "Streaming Services and the Future of Media." This roundtable was inspired by Activist Investor Dan Loeb's letter on Why Disney Needs to Double Its Streaming Spending, and Chris Bloomstran's letter offering a counterpoint. We're still in the very early innings of the streaming era, and new technological advancements opens the doors to...

For this episode of the The Investors Roundtable, our topic is trying to define “What are Compounders and How Do We Find them?” There’s been a thread on Twitter going around on a firm claiming to have created the term - I figured we should do an episode to demonstrate that a definition of “Compounder” may not be as straightforward as you might think. Please enjoy! ***ORIGINALLY PUBLISHED ON Novemb...

For this episode of the Planet MicroCap Podcast, I spoke with Billy Duberstein. He is the Portfolio Manager at Stone Oak Capital, LLC. We were introduced by Matthew Peterson - thank you, Matt - we're starting a new group called "Friends of Matt", or "FOM". As it states on Billy's website, the firm's "Opportunity Fund" is, "a concentrated, value-based hedge fund, that aims for aggressive capital ap...

For Episode 18 of The Investors Roundtable, we thought we would take stock of where are economy is right now, as best we can. With the election coming up this week, our panel describe where the nation is currently at economically, as well as provide some historical perspective with other republics, nations, societies in similar economic circumstances. From there, Adrian and Gary discuss various sc...

In Episode 17 of The Investors Roundtable, we take a topic that's been discussed on here a bit further: Moats. For this conversation, we try to make sense of: 1. Do cultural moats exist (first off), 2. Do cultural moats result in greater value accretion for shareholders, 3. What does corporate culture in the age of physical separation look like, and lastly, 4. Can companies create a cultural moat...

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Walker. He is the Founder/Editor of Yet Another Value Blog, Host of the Yet Another Value Podcast, Portfolio Manager at Rangeley Capital and co-host of the Rangeley Capital Podcast. I’ve been a fan and admirer of Andrew and all the work he’s done on his blog and podcasts, and this conversation was LONG overdue. In the similar vei...

For this special Canada episode of the Planet MicroCap Podcast, I spoke with Paul Andreola, Founder and Editor of Small Cap Discoveries. Paul and I have teamed up to host an event to showcase and highlight Canadian Small, Micro and Nano-Caps called, the SNN Network Canada Virtual Event on January 6-7, 2021 (website: Canada. SNN.Network ). Not going to BS you, yes, we are promoting the heck out of...

For Episode 16 of The Investors Roundtable, our panel discusses a subject that has been all the rage in 2020: SPACs. We cover it all - what a SPAC is, why companies would opt to go public via SPAC, the mechanics of a SPAC, and more. If you had any questions about why SPACs are trending in 2020, we answer them during this episode. Please enjoy! ***ORIGINALLY PUBLISHED ON October 16, 2020 on the SNN...

In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and OPM faster with increasing cash flows? And, vice versa? And why? In a nutshell, discussion on sectors and industries that are burgeoning and suffering, and why. Most importantly, a challenge was accepted -...

For this episode of the Planet MicroCap Podcast, I spoke with Liz Simmie. Liz is the Co-Founder and CIO of Honeytree Investment Management. Her firm, Honeytree Investment Management, builds quantamental public market portfolios for institutional and select private investors looking for concentrated, high-conviction strategies with full ESG integration. As the title states and in this interview, Li...

In this Episode of The Investors Roundtable (Episode 14!), our topic we discuss is: Are AGM’s dead or a vital tool to gain differential insights and implement shareholder activism? Sent in by fellow panelist, Mark Tobin, we chat about why AGM's are actually very important for the due diligence process, why AGM's can help gain differential insights, as well as shareholder activism. ***ORIGINALLY PU...

In this Episode of The Investors Roundtable (Episode 13!), we have a great topic for you today that touches on themes we've discussed on here before, but it was time to dedicate a full episode to (sent in again by "Trosclair" @mictros on Twitter): "What truly defines good management (CEOs, CFOs, COOs), how to spot these characteristics and where it can be seen translated on the P&L and Balance She...

For this episode of the Planet MicroCap Podcast, I spoke with Eric Boroian. Eric is a Full-time investor based in Paris whose handle is @eboroian on Twitter. I was introduced to Eric by one of the best MicroCap investors in the game right now, Meredith Brill @LockStockBarrl on Twitter. It was funny, I was expecting to be speaking with someone from France with the French accent, so it was surprisin...

We are back with Episode 12 of The Investors Roundtable! After a one week hiatus, we have an epic show for you today discussing the following topic (sent in by "Trosclair" @mictros on Twitter): "Determining the Current Value of a Company - Assuming microcaps are inefficient, can this be done without looking at current stock price". This is a full-on valuation conversation - thank you for watching...

In Episode 11, going back to the well of the Fintwit community, but thought we'd go a step further. The topic, "Future 100+ Baggers and How to Identify Them", was requested, and I thought, who better to join this panel than Chris Mayer himself, Author of "100 Baggers". We also are featuring two more first time panelists, fellow 100+ bagger enthusiasts, Andy Preikschat and Gary Ribe (co-host of In...

For this episode of the Planet MicroCap Podcast, I spoke with Keith Beverly, CFA, CFP®, MBA. He is the Managing Partner and CIO of GRID 202 Partners. Keith participated on a panel at our August 2020 virtual event, titled, “The Business Case for Changing the Landscape of Financial Services”, that explores how we can make financial services a more diverse and equitable ecosystem. I’m excited to shar...

In Episode 10, we got some great suggestions from the Fintwit community - this week, we chose to discuss everyone's view on the optionality of holding cash, position sizing and how they incorporate both into their investment strategies (shout out Brian McCann @Bootstrap86!) - please enjoy! ***ORIGINALLY PUBLISHED ON August 28, 2020 on the SNN Network YouTube Channel*** Joining us today was: Thomas...

In Episode 9, our topic is Insider Ownership. One of panelists had an interesting situation where a company he's invested in has an abnormal insider ownership and incentive structure that any investor would raise an eyebrow at. Yet, despite the odd corporate governance, the company keeps performing (and so has the stock). That was today's inspiration and we end up realizing we may have created a n...

For this episode of the Planet MicroCap Podcast, I spoke with Shree Viswanathan. He is the Founder and CIO of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital, according to the company’s website. Shree is truly passionate about inv...

In Episode 8, we are joined by panelists that all happen to board directors on public, MicroCap boards. We thought it would be fun to dive deep into that topic: what that experience has been like, what they didn't know as investors and how being a board director made them better investors. We close out the interview with quick takes on Q2 2020 earnings that are starting to trickle in. ***ORIGINALL...

In Episode 7, our panel discussed technology, SaaS models, Future of Food Delivery, Why Gold is Reaching All Time Highs, Asteroid Mining and of course, Kodak. ***ORIGINALLY PUBLISHED ON August 7, 2020 on the SNN Network YouTube Channel*** Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adriandayassetmanagement.com/ Steven Kiel, Willow Oak Asset Management / Arquit...

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: Australia Virtual Edition panel from this week’s SNN Network Australia Virtual Event. We have a stacked line-up: Tony Hansen, Matt Joass, Michael Liu and Connor Haley. Tony and Matt are flying the Aussie flag for us, Michael is playing the role of North American investor looking abroad and Connor wro...

In Episode 6, our panel discussed the role that economic narratives play in shaping investor behavior, specifically as it relates to the pandemic, and investing during uncertainty. Also, at around the 8:39 mark, you'll see our panel got rocked by an Earthquake - gotta love living in Los Angeles! ***ORIGINALLY PUBLISHED ON July 31, 2020 on the SNN Network YouTube Channel*** Joining us today were: J...

In Episode 5, our panel discussed Federal Reserve policy, inflation and SPAC's. ***ORIGINALLY PUBLISHED ON July 24, 2020 on the SNN Network YouTube Channel*** Joining us today was: Chris Irons, Quoth the Raven Podcast (via Audio) Twitter: https://twitter.com/QTRResearch Website: https://quoththeravenresearch.com/ Steven Kiel, Willow Oak Asset Management / Arquitos Capital Twitter: https://twitter....