Planet MicroCap Podcast | MicroCap Investing Strategies

For this episode of the Planet MicroCap Podcast, I spoke with Harris “Kuppy” Kupperman. He is the Founder and CIO of Praetorian Capital and Chief Adventurer of the Adventures in Capitalism blog. Kuppy, as an investor, has always been looking for cheap stuff, something I think most of us as investors look to accomplish. What we discuss in our interview is how he’s gone about finding the cheap stuff...

In Episode 4, our panel discussed the difference between anti-fragile vs. not fragile companies and business models, how investing in global markets is accessible (and even potentially good for your portfolio) - you just have to do the work, as well as investing lessons learned during the first half of 2020. ***ORIGINALLY PUBLISHED ON July 17, 2020 on the SNN Network YouTube Channel*** Subscribe t...

In Episode 3, our panel discussed Tesla valuation and how it affects the overall market, EV market, are we in a mania, MicroCap Gold stocks and US presidential election ramifications. ***ORIGINALLY PUBLISHED ON July 10, 2020 on the SNN Network YouTube Channel*** Subscribe to SNN Network:  http://bit.ly/1Q5Yfym Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adrian...

For this episode of the Planet MicroCap Podcast, I spoke with Keith Smith, CFA. He is the Portfolio Manager at Bonhoeffer Capital. Keith joined me on the Willow Oak Asset Management - Affiliated Funds Roundtable back in August and it was time to highlight his investing philosophy and strategy. I have to say, Keith is a never-ending pit of information with an insatiable appetite to go down every ra...

In Episode 2, our panel discussed taking PPP Loans, scenario planning, ESG and impact investing. The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic w...

The Investors Roundtable, hosted by Robert Kraft, is a show where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym In Episode 1, our panel discuss...

For this episode of the Planet MicroCap Podcast, I spoke with Joe Mazumdar. He is the Editor, Analyst and Publisher at Exploration Insights. You may recognize the name of the publication as I’ve interview Joe’s partner, Brent Cook, many times, as well as Joe, and it was time to learn more about Joe’s background and investing philosophy. For those not familiar with Exploration Insights, veteran eco...

For this episode of the Planet MicroCap Podcast, I spoke with Lauren Templeton. She is the Founder and Principal of Templeton & Phillips Capital Management, LLC. Lauren is also the co-author of “Investing the Templeton Way: The Market Beating Strategies of Value Investing’s Legendary Bargain Hunter.” She joined me on the Planet MicroCap Podcast: VIRTUAL EDITION with Perth Tolle and Maya Peterson,...

For this episode of the Planet MicroCap Podcast, I spoke with Bill Brewster. He is the Founder and Portfolio Manager of Sullimar Capital Group. Bill is also a co-host on the very popular series, Value After Hours podcast, with Tobias Carlisle and Jake Taylor. I’ve interview Toby and Jake, and it was about time to bring on the third leg of the triumvirate - the most important leg of course. Bill is...

For this episode of the Planet MicroCap Podcast, I spoke with Sham Gad. He is the Chairman and CEO of Paragon Technologies, Inc. (OTC: PGNT), Managing Partner of Gad Partners Funds, and Author of “The Business of Value Investing.” I met Sham at one of our events, where he was doing a presentation of Paragon. We chatted a couple times, but we had been planning on catching up more once the event was...

For this episode of the Planet MicroCap Podcast, I spoke with Liz Hall, @LIZquidity on Twitter. I first heard her story on Jim O’Shaughnessy’s Infinite Loops Podcast, where she discusses in detail her background and introduction into investing. I’m honored that Liz took the time to do an interview with me, where we go deeper into her professional expertise as a copywriter, and discussing at length...

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Deal, Portfolio Manager of JDP Capital Management. I was originally introduced to Jeremy via Matthew Peterson - thank you, Matthew! Since then, he joined us on The Investors Roundtable, Episode #6, and it was time to highlight Jeremy’s investing philosophy and thesis. In this interview, you’ll learn about Jeremy’s criteria for id...

For this episode of the Planet MicroCap Podcast, I spoke with Jeff Henriksen, Founder and Managing Partner of Thorpe Abbotts Capital. Jeff and I met when he joined me on The Investors Roundtable, Episode #6. We had a great time on there, and it was time to highlight his investing thesis and philosophy. One of the reasons I love asking and getting to know my guests’ backgrounds is that it usually i...

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Raper, Founder and Head of Research at Raper Capital. I’ve known and been following Jeremy’s blog for a while now, and thought it was time to have him on to talk shop. We break down his investing approach, investment frameworks, process for building a position and how an Aussie ended up in London (hence the background in the vide...

For this episode of the Planet MicroCap Podcast, I spoke with Ryan O’Connor, Founder and Portfolio Manager at Crossroads Capital. If you love investing, like, really love the game, this is an episode for you. From his family ties to Warren Buffett to his starting Crossroads Capital, and taking the time to explain in thorough detail his Nintendo thesis - a master class on breaking down your investm...

For this episode of the Planet MicroCap Podcast, I spoke with Ben Claremon, Principal, Portfolio Manager and Research Analyst at Cove Street Capital. Quick side note, I’ve met more LA-based investors during COVID-19 than before - definitely in-person happy hour once things normalize a bit. This was a fun chat with Ben, where we really dig in to the many levels of being a contrarian investor. Value...

In this episode of the Planet MicroCap Podcast, I spoke with Mesut Ellialtioglu, Turkey Investment Officer of the Talas Turkey Value Fund, LP. I was introduced to Mesut by Matthew Peterson, a recent guest on our show, and I jumped at the opportunity to learn more about the investing landscape in Turkey. In this interview, Mesut provides an overview about what the capital markets have been like in...

For this episode of the Planet MicroCap Podcast, even though we've been "Virtual" forever, this special episode was broadcast at the SNN Network Virtual Conference on August 4, 2020. Featured for the "VIRTUAL EDITION" are three of my favorite interviewees: Maya Peterson, Perth Tolle, and new to the show, Lauren Templeton. We covered everyone's investing philosophy, backgrounds, who inspired them t...

In this episode of the Planet MicroCap Podcast, I spoke with Taylor Schulte, CFP, Founder and CEO of Define Financial. I found Taylor via his podcasts: Stay Wealthy and Experiments in Advisor Marketing, and I thought it would be interesting to understand CFA and CFP marketing better. As it shows on Define Financial's website, it is very clear, "Retirement Planning For Individuals Over Age 50" - ba...

For this episode of the Planet MicroCap Podcast, I had the pleasure of speaking with @TheGladiatorHC. Keeping up the two-week theme of anonymous investors, @TheGladiatorHC preferred to be interviewed by his very well-known Twitter handle. You're going to have a lot of fun listening to this episode as Maximus Desmus Meridius (nickname for @TheGladiatorHC for the interview) discuss his investing phi...

For this episode of the Planet MicroCap Podcast, I spoke with @ValueStockGeek. The next two weeks here, we got an anonymous investor theme going on here starting with Mr. Geek, but don't let that dissuade you, Mr. Geek knows his stuff. I've been a fan and following him for a while now, and we discuss his investing philosophy, strategy, Value Stock Geek Blog and his upcoming book: "The Weird Portfo...

For this episode of the Planet MicroCap Podcast, our host spoke with Anna N'Jie-Konte, Founder of Dare to Dream Financial Planning. Anna is a passionate believer in the empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and...

In this episode of the Planet MicroCap Podcast, I spoke with Matthew Peterson, Managing Partner of Peterson Capital Management. Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. Peterson Investment Fund I was established in 2011 as a capital allocation vehicle with a mission to build enormous wealth for long-term partners. Matthew has been working as a financial profess...

In this episode of the Planet MicroCap Podcast, I spoke with Lawrence Hamtil, Investment Advisor at Fortune Financial Advisors. Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in all aspects of the business during his career, which started in 2002. We had a great time answering hard hitting questions from Twitterverse, and getting a better unders...

For this episode of the Planet MicroCap Podcast, I spoke with Kelvin Seetoh, better known by his avatar on Twitter @SlingshotCap. Kelvin has an incredible story and I had a great time learning more about his investing thesis and strategy. Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the  SNN Network YouTube channel . I’ve provided the link in...