Planet MicroCap Podcast | MicroCap Investing Strategies

I want to start off with a big THANK YOU! Thank you all for your listenership and support for the Planet MicroCap Podcast. Whether you've been listening since the beginning or even a new listener, I really appreciate your support! Back in July 2015, I was a frustrated investor that wanted to get better. Thanks to the amazing guests we’ve had on here, they’ve helped people like me become the best i...

For this episode of the Planet MicroCap Podcast, I’ll be sharing with you my live panel from the MicroCap Rodeo 2019 in Austin, TX. Joining me on this panel is Maj Soueidan from GeoInvesting.com , Sam Namiri of Ridgewood Investments and Chris Lahiji of LD Micro. In this edition of the Live Panel, we discussed a number of current events that could affect the MicroCap ecosystem, including: SEC propo...

For this episode of the Planet MicroCap Podcast, I spoke with Rohith Potti, Co-Author of the upcoming, “Intelligent Fanatics of India.” This was very exciting for me – not only as a fan of “Intelligent Fanatics” series, but its covering a part of the world that I’ve had little exposure too. While I’ve interviewed some well-known Indian investors on here, Professor Bakshi and Gautum Baid, I’m looki...

For this episode of the Planet MicroCap Podcast, I caught up with Adam Epstein, Founder of Third Creek Advisors, LLC. I previously had Adam on the podcast for Episode 22, where we discussed the importance of paying attention to corporate governance. Since then, a new platform has been launched, called, “Small Cap Institute”, whose ecosystem, as it states on their website, “is designed to elevate o...

For this episode of the Planet MicroCap Podcast, I spoke with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management. At the beginning of September, when we recorded this interview, mainstream media outlets have been discussing the affect trade wars, interest rates, and all sorts of potential catalysts for downturns in the market. I thought it would be important to discuss investing str...

For this episode of the Planet MicroCap Podcast, I spoke with Meb Faber, Host of the Meb Faber Podcast, and Co-founder and the Chief Investment Officer of Cambria Investment Management. Some of you may be familiar with Meb’s very popular podcast, the Meb Faber Podcast. I’m also a big fan of Meb, and thought it would be fun to invite him on the podcast to learn even more from him. In this interview...

For this episode of the Planet MicroCap Podcast, I spoke with Adam Wilk, Portfolio Manager at Greystone Capital Management and Editor of Pound the Rock Investing investor blog. I reached out to Adam after reading his blog post, “Basketball and Investing: A Match Made in Heaven”, where he documents his experience working for the San Antonio Spurs. In the post, and you will soon hear, his time worki...

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Author of “The Joys of Compounding.” I’m always looking for new books to read that can offer a new perspective or outlook on the world or investing. What is cool about Gautam’s book, “The Joys of Compounding” is that is achieves both of those things. As you will hear, we discuss at length his investing style and thesis, but...

For this episode of Planet MicroCap Podcast, I spoke with Todd Wenning, Senior Analyst at Ensemble Capital. I first became aware of Todd when I found his profile on Twitter and he had this venn diagram outlining his investment philosophy pinned to his page. I thought to myself, I’ve got to interview him to learn more about how and why Todd constructed his philosophy, and condense his strategy into...

For this episode of the Planet MicroCap Podcast, I caught up with Jeff Gramm, Author of “Dear Chairman”. In our first interview on the podcast, Episode 40, we dissect his book, “Dear Chairman” - chapter by chapter. During that interview, we talk about the history and rise of shareholder activism, how it has evolved in the last 100 years, the difference between shareholder activism in large caps an...

For this episode of the Planet MicroCap Podcast, we are launching a new series here called, the “MicroCap Graduation Series”. I’ve done about 90 interviews here on the podcast, and I’ve interviewed some of the best investors, where they discuss the investing strategies that helped them be successful investors. The next evolution I always envisioned for Planet MicroCap was to interview CEO’s who ha...

For this episode of Planet MicroCap Podcast, I spoke with Vitaliy Katsenelson, CEO and CIO of IMA. I came to know Vitaliy by finding his profile on Twitter. From there, I started reading his blog, listening to his podcast and read a few of the available chapters of his book, and knew I had to reach out to have him on. In this interview we focus quite a bit on how the more you know yourself, then t...

For this episode of Planet MicroCap Podcast, I spoke with Bill Nasgovitz, Chairman and Portfolio Manager of the Heartland Value Fund and Small Cap Value Strategy. I had originally met Bill two years at an investor conference in California, and he ended up agreeing to be our keynote speaker at our 2017 Planet MicroCap Showcase, where he discussed “Opportunity in a Passive World”. Click here to watc...

I’d like to thank everyone who joined us in Las Vegas for our annual event, the Planet MicroCap Showcase. Putting on these events is a lot of hard work, and what makes it all worth it is having the chance to meet you all. We really enjoy putting on this event and look forward to continue to build and foster a strong, vibrant MicroCap community. ANNOUNCEMENT: Planet MicroCap Podcast will be coming...

For this episode of Planet MicroCap Podcast, I spoke with Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners. Gary and I met on LinkedIn, and after doing some research on Silver Ring and his publication, behavioralvalueinvestor.com , I wanted to learn about his investing insights, process and strategy. The goal for the interview is to learn more about Gary’s...

For this episode of Planet MicroCap Podcast, I spoke with Jesse Felder, Founder and Editor of The Felder Report. Jesse is a well-respected money manager, who began his career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund firm located in Santa Monica. With over 20 years of experience, I reached out to Jesse with the hope of learning his beginnings and how his investing jour...

For this episode of Planet MicroCap Podcast, I spoke with Ryan Irvine, Founder of Keystone Financial. I actually met Ryan last year at our event in Las Vegas, the Planet MicroCap Showcase. I started following Keystone on social media, listened to a few of his interviews and read articles from his blog, and decided to invite Ryan to share his thoughts on MicroCap investing and his “Keystone Philoso...

For this episode of the Planet MicroCap Podcast, I welcomed back Tobias Carlisle, Founder, Editor and Author of The Acquirer's Multiple. We are excited to announce that Tobias will be our Keynote Speaker at our upcoming conference, the Planet MicroCap Showcase 2019, April 30 - May 2 at Bally's Hotel & Casino in Las Vegas. I wanted to take the opportunity to catch up with him, chat about his backgr...

For this episode of Planet MicroCap Podcast, I spoke with Alan Brochstein, Founder of 420 Investor and New Cannabis Ventures. The last time I had Alan on the program was approximately three years ago, and to say things have changed in the Cannabis space would be the understatement of the century. As you will hear, Alan has been following and covering the Cannabis industry and providing a capital m...

For this episode of Planet MicroCap Podcast, I spoke with Keith Schaefer, Publisher of Oil and Gas Investments Bulletin. I’ve met Keith a few times on the conference circuit, having been booth buddies along the way. I also have yet to do an episode completely dedicated to Energy markets and how to approach looking at a potential investment in this space. I’ll admit, I’m a bit of a novice in this s...

For this episode of Planet MicroCap Podcast, I spoke with Maj Soueidan and Chris “Quoth the Raven” Irons from GeoInvesting.com . At GeoInvesting.com , Maj, Chris and whole team there are studying the MicroCap market on a daily basis for their newsletter: looking at every news release, reading filings, etc… So I thought, who better than to recap 2018 and look ahead at 2019 then Maj and Chris. The g...

For this episode of Planet MicroCap Podcast, I spoke with Thomas Bachrach, Founder and Principal at PFH Capital. I met Thomas at the MicroCap Leadership Summit back in September. We were at the bar debating whether investing in an airport in a third world country, and figuring out who would fly over to do the due diligence. All joking aside, I really enjoyed chatting with him and learning his idea...

For this episode of Planet MicroCap Podcast, I spoke with Sean Stannard-Stockton, President and Chief Investment Officer of Ensemble Capital. I’m always looking for new and interesting topics to cover on here, and I was doing research on potential guests for the podcast. I came across Sean’s website, IntrinsicInvesting.com , and had to learn more. It sounds like a combination of ‘intrinsic value’...

For this episode of Planet MicroCap Podcast, I spoke with Doug Mohn, Editor of NoCalledStrikes.com . I met Doug recently at the MicroCap Leadership Summit in Chicago, and I enjoyed getting to know him, as well as hearing his experiences regarding investing in MicroCap stocks. What is interesting about our conversation you’re about to hear is that, unlike most investors, Doug doesn’t mind illiquidi...

For this episode of Planet MicroCap Podcast, I caught up with Chris Lahiji, President of LD Micro. Every year, the MicroCap investing universe gathers together during the first week of December in Los Angeles to check in with portfolio companies, look for new opportunities, as well as commemorate, celebrate and network. This year is Chris’ 11th annual LD Micro “Main Event” and I would consider the...