Planet MicroCap Podcast | MicroCap Investing Strategies

For this episode of the Planet MicroCap Podcast, I spoke with Adrian Day, Chairman and CEO of Adrian Day Asset Management. We first met Mr. Day in 2017 at the Sprott Natural Resource Symposium, and we have done two video interviews with him discussing his viewpoints on geopolitics and natural resource investing. I wanted to do an interview with Mr. Day on the podcast to get a deeper understanding...

For this episode of the Planet MicroCap Podcast, I spoke with Paul Lountzis, President of Lountzis Asset Management, LLC. I first saw Mr. Lountzis speak at the first annual MicroCapClub Leadership Summit in 2016, where he did a presentation discussing his investing strategy and the idea of differential insights. While Paul’s focus is not really MicroCaps, following his presentation, I thought he c...

For this episode of the Planet MicroCap Podcast, I spoke with Darrol Stanley, Professor of Finance at Pepperdine Graziadio School of Business. As some of you may know, I’m in the process of getting my MBA at Pepperdine, and coming into school, I wanted to do an interview with one of my professors whose class I not only enjoyed, but was also relevant to our mission with the podcast. That has all le...

For this episode of the Planet MicroCap Podcast, I welcome back Tom Shaughnessy to the program. When we first spoke, we discussed the importance of stock screeners and how to use them. Since then, Tom was an equity analyst at Oppenheimer for a couple years, honing his due diligence and research skills. I decided to have Tom back on because he recently started a new venture called, 51Percent Crypto...

So we just passed the anniversary of when I published the first episode of the Planet MicroCap Podcast, which was on July 28, 2015. Since then, I have published now 73 episodes and amassed over 114,000 downloads. My goal then is the same as it is now, which is to educate the next generation of investors how to invest in MicroCap stocks. I recognized that there was so much more that I could learn a...

For this episode, I caught up with Tobias Carlisle, who is the founder of Carbon Beach Asset Management and The Acquirer’s Multiple. Since our first interview on the Planet MicroCap Podcast on Episode 34, Tobias has written a book titled, “The Acquirer’s Multiple”, which I recently read, and wanted to discuss its contents with him. As he says in the interview, “The Acquirer’s Multiple” is an amalg...

For this episode, I spoke with Doug Casey, Founder of Casey Research. Doug is a best-selling author, world-renowned speculator and libertarian philosopher with more than 40 years experience investing in the natural resource sector. His first book, “Crisis Investing”, where he discusses how to profit from periods of economic turmoil, spent multiple weeks as #1 on the New York Times bestseller list...

For this episode, I spoke with Karl Douglas, Chief Investment Officer of PPMT Capital Advisors. Not only does Karl run a multi-family office advisory firm at PPMT, he has also been a regular contributing writer to the MicroCap Review Magazine, and has unique insight covering the MicroCap Space. In the Spring 2018 issue of the magazine, we published his article titled, “Family Offices: What You Nee...

Last year, I hosted the first-ever live Planet MicroCap Podcast. To say there were fireworks among the panelists would be an understatement, but what made it special for me was the opportunity to have that dialogue and interaction with our audience in person. For our 2018 event, it was a no-brainer – we had to do it again. For 2018, I had Philippe Belanger from Espace MicroCaps, Chris Lahiji from...

For this episode of Planet MicroCap Podcast, I spoke with Connor Haley. He is the Founder and Managing Partner of Alta Fox Capital Management, a long/short hedge fund based in Fort Worth, Texas. Connor also is currently the #1 ranked investor on MicroCapClub.com . Having just launched Alta Fox this year, I thought this would be a great time to share his experience, why he started Alta Fox and his...

I’d like to first start off by thanking everyone who came to the Planet MicroCap Showcase 2018. It was great to meet everyone who listens to this podcast, as well as introduce people to our community that is growing rapidly everyday. For this episode of Planet MicroCap Podcast, I spoke with Brady Fletcher. He is the Managing Director of the TSX Venture Exchange. Brady actually spoke at the Planet...

For this episode of Planet MicroCap Podcast, I spoke with Chris Abraham, Chief Investment Officer of CVA Investment Management. I met Chris at an LD Micro conference, and wanted to learn more about how he looks at the MicroCap Market. In this interview, we discuss Chris’ value-based option strategy and his thoughts on what’s been happening in the asset management space. The goal is to learn about...

For this episode of Planet MicroCap Podcast, I spoke with Philippe Belanger and Mathieu Martin, the President and Vice-President of Espace MicroCaps. I have known both Philippe and Mathieu for a few years now, having interviewed Philippe on here back in 2016, and thought it was time to have both Philippe and Mathieu on the program to discuss their growth-value investing philosophy. For those who d...

For this episode of Planet MicroCap Podcast, I spoke with Charles Payne. He is the Founder & CEO of Wall Street Strategies, and is featured on the Fox Business Network Monday-Friday at 6 PM ET on "Making Money with Charles Payne.” Charles is not only widely recognized in the media sphere as a thought leader on stock markets and politics, but is also the best-selling author of "Be Smart, Act Fast,...

For this episode of Planet MicroCap Podcast, I caught up with Mike Schellinger. Mike is a full-time MicroCap investor, as well as Co-Owner of MicroCapClub. While my guests sometimes discuss a stock to support their investing thesis, we have yet to provide case studies about investing successes. I thought Mike would be the perfect person to talk about different case studies as he not only has the e...

For this episode of Planet MicroCap Podcast, I spoke with Galileo Russell. He is the Founder and CEO of HyperChangeTV. The mission of this podcast, as most of you know, is all about educating the next generation of investors about how to invest in MicroCap stocks. This is an episode I’ve wanted to do for a while because, funny enough, I haven’t done a basics of the basics episode yet, and the goal...

For this episode of Planet MicroCap Podcast, I spoke with Jacob Ma-Weaver, Portfolio Manager at San Francisco-based investment advisor, Cable Car Capital. I had reached out to Jacob a couple months ago, and after meeting in person at the LD Micro conference in December, we thought it would be interesting to discuss Cable Car’s approach to investing. As you will hear in this episode, when it comes...

For this episode of Planet MicroCap Podcast, I caught up with Sean Iddings, Co-Author of the book, “Intelligent Fanatics: Standing on the Shoulders of Giants.” I previously had Sean on the program to discuss the first book in the Intelligent Fanatics series, and as a fan, I was excited to read and learn more about the next one. As you will hear, Sean discusses the differences between the two, and...

For this episode of the Planet MicroCap Podcast, I caught up with Sam Namiri from First Value Investments. With the LD Micro “Main Event” coming up in Los Angeles next week, I was interested in learning what investors should do to prepare for an investor conference, how to translate that preparation to action and then post-conference follow-up. Sam has been going to LD Micro conferences for the la...

For this episode of Planet MicroCap Podcast, I spoke with Sean Peasgood; he is the President and CEO of Sophic Capital. Sean has been covering tech and cleantech for a number of years, and thought it would be great to hear his insights on how to evaluate a potential investment in these sectors. I’ve known Sean for a couple years now, and been following his industry insight. He has also contributed...

For this episode of Planet MicroCap Podcast, I spoke with Siegfried Eggert. He is an Analyst with the GeoInvesting team. I met Siggy at a few conferences, and I wanted to learn more about his approach to MicroCap investing. As you will hear, like Mark Vonderwell, he also looks at special situations, and we also discuss his article titled, “Active vs. Passing Investing: What it Means and How Active...

For this episode of Planet MicroCap Podcast, I caught up with Chris Lahiji. As the founder of LD Micro and the LD Micro Index, Chris hosts two conferences every year: LD Micro Invitational and Main Event. Chris and his team are about to embark on their 10th annual Main Event, and I thought it would be fun to catch up with him on some of the things he’s learned hosting what are now, as he describes...

For this episode of Planet MicroCap Podcast, I spoke with Mark Tobin. He is a Senior Analyst at Independence Investment Research based in South Africa. My experience with Australian MicroCaps has been largely meeting and interviewing Australian resource companies. When Mark approached me about doing an episode discussing the landscape for MicroCaps in Australia, I thought this would be the perfect...

For this episode of Planet MicroCap Podcast, I spoke with Michael Liu. He is a private Investor, who has the distinct honor of the being the youngest member of the MicroCapClub. I met Michael at last year’s MicroCap Leadership Summit, and thought it was really cool that he was 16 years old (now 17), already investing in MicroCap stocks and doing this type of due diligence. This podcast is all abou...

For this episode of Planet MicroCap Podcast, I spoke with Steve Shelton, President of Cornerstone Global Group. I met Steve via my father, where they are both members of the ISEEE – International Stock Exchange Executives Emeriti. Steve’s approach, as it states on his website, is an “unbiased, technically oriented market analysis.” Since meeting Steve I’ve been a subscriber to his newsletter, wher...