Planet MicroCap Podcast | MicroCap Investing Strategies

For this episode of Planet MicroCap Podcast, I spoke with Alon Goren, Co-Founder and Host of the Crowd Invest Summit. Recently, three Reg A+ deals were funded and are now trading on exchanges. I wanted to hear Alon’s take on this news. I met Alon when he spoke at one of our events a couple years ago on a crowdfunding panel, and we’ve kept in touch. A little background on Alon: he is a fintech entr...

For this episode of Planet MicroCap Podcast, I spoke with Mark Vonderwell, also known as “Googie” on MicroCapClub.com . I met Mark at the MicroCapClub Leadership Summit last year in Chicago, and over breakfast, we discussed his investing approach. It was during this conversation that I was introduced to Mark’s particular focus and pension for investing in Special Situations. After meeting Mark in...

For this episode of Planet MicroCap Podcast, I spoke with Ralph Garcea from Echelon Wealth Partners. Ralph was a participant on the “Institutional Investors” panel at the Planet MicroCap Showcase, which is available on Stock News Now’s YouTube channel. After that panel, I had the pleasure of speaking to Ralph more, and I thought he would be a great guest to have to describe his experiences as a pr...

For this episode of Planet MicroCap Podcast, I spoke with Denis Amato from Ancora Advisors. I recently met Denis while organizing the Planet MicroCap Showcase, and he sent me his firm’s investment letters to read. I thought they were really quite insightful on MicroCap investing. One letter that caught my eye was a paper they published in October 2014, called, “MicroCap Myths.” We’ve touched on th...

For this episode of Planet MicroCap Podcast, I spoke with Travis Wiedower from Wiedower Capital. I’ve been following Travis’ blog for some time, called, Egregiously Cheap, and reached out to him to see if he’d like to share his thoughts. The main point I wanted to talk about was this idea of CEO alignment with shareholders: Why this is important to him? Why he, “only look(s) at companies where the...

For this episode of Planet MicroCap Podcast, I spoke with Meredith Brill, who goes by the handle @LockStockBarrl on Twitter and the MicroCapClub.com . We were introduced through a mutual friend, and as you will hear, we discuss how she has been able to leverage her professional skills to help her develop an investing thesis on a potential investment, and to assess her current portfolio. The goal f...

I’m very excited to share with you the first-ever live Planet MicroCap Podcast that I recently hosted at the Planet Microcap Showcase 2017 in Las Vegas. My guests for this panel were Chris Irons, Brandon Mackie, Jason Hirschman and Chris Lahiji – all previous guests on Planet MicroCap. You’re probably asking yourself why I asked these panelists to join me for this momentous occasion? I think they...

For this episode of Planet MicroCap Podcast, I spoke with Ben Carlson, Author of the book, “A Wealth of Common Sense.” I picked up Ben’s book not too long ago and found it very useful and informative. The over-arching theme throughout the book, as it states on the cover, is answering the question, “why simplicity trumps complexity in any investment plan.” I thought this would be a great topic to d...

For this episode of Planet MicroCap Podcast, I spoke with Len Haussler, Founder and Portfolio Manager at Opus Capital Management. I reached out to his firm to discuss their MicroCap Value strategy that uses more of a quantitative approach. I’ve yet to do an interview with someone that employs this strategy and I was quite curious as to how it all works. Also, I’m very excited to announce that Len...

For this episode of Planet MicroCap Podcast, I had the honor of speaking with Professor and Value Investor, Sanjay Bakshi. I was first introduced to Sanjay at the MicroCapClub Leadership Summit 2016 in Chicago – thank you, Ian and Mike for the introduction. He was a speaker at their event, and after his speech I did some more research on him. I was blown away – he above all else, has this insatiab...

For this episode of Planet MicroCap Podcast, I spoke with Jeff Gramm, Author of the book, “Dear Chairman.” In Episode 22 with Adam Epstein, we discussed at length the importance of corporate governance, not just for MicroCap boardrooms, but for all public companies. Since that conversation, I wanted to learn more about corporate governance and what should be done in the event that C-suite manageme...

For this episode of Planet MicroCap Podcast, I spoke with Paul Andreola and Brandon Mackie, Editor and Writer/Researcher at Small Cap Discoveries. I’m very excited that Paul and Brandon will be speaking at our annual event, the Planet MicroCap Showcase – April 26-28, 2017 at the Planet Hollywood Resort & Casino in Las Vegas, NV . They have a very unique MicroCap investing perspective, which we dis...

For this episode of Planet MicroCap Podcast, I spoke with Rupert Hargreaves, Editor of the Hidden Value Stocks Newsletter and Value Reporter at ValueWalk.com . Rupert’s website, ValueWalk.com , has a vast amount of information and resources related to Value Investing, including: investing book recommendations and stock screeners based on strategies put forth by well-known value investors, as well...