Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Eddie Ryan, Co-Founder & CEO of  kneat.com , inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any validation discipline from end-to-end. I invited o...

My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover a ton, but mostly digging into Jason's background...

My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We're serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few companies that will be presenting.  For more inform...

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more! We discussed a number of stocks during our interview today, Maj also may or may not own companies that...

My guest on the show today is Sam McColgan, Analyst at Breakout Investors. While Sam is relatively new to his investing journey, he has dived right in, getting his reps in, and doing what some of the best investors in our community do: share their ideas to get as much feedback as possible. That's how you grow, that's how you become a better investor faster. In our conversation today, I wanted to h...

My guests on the show today is Craig Mull (CEO) and Bryan Jacobs (President) of Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF). Cipher Pharmaceuticals is a specialty pharmaceutical company with a robust and diversified portfolio of commercial and early to late-stage products, mainly in dermatology. Cipher acquires products that fulfill unmet medical needs, manages the required clinical developme...

My guest on the show today is James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company. Quick synopsis of James' book: most businesses are mediocre at best, but a small percentage stand out as exceptional. One thing that distinguishes one type from the other - the management. "Fabric of Success" unravels the golden threads that run through all businesse...

My guest on the show today is Yale Bock, Owner of Y H & C Investments. As a Las Vegas local, Yale is all about assessing his odds in any potential investment, and in our conversation we discuss how he tilts the odds in his favor. I've known Yale for a long time and consider him a great friend. He does a ton of management meetings, loves turning over every rock, and I wanted to learn more about how...

My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you’re making a calculated bet on an upcoming...

My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroCap Twitter/X to declare, "WE ARE BACK." Maybe we a...

My guest on the show is John Givens, CEO of VirTra (NASDAQ: VTSI). VirTra is a global provider of judgmental use of force training simulators and firearms training simulators for the law enforcement, military, educational and commercial markets. The company’s patented technologies, software, and scenarios provide intense training for de-escalation, judgmental use-of-force, marksmanship, related tr...

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We’re half way through 2024, and it’s time to take stock of the year that has been. Quick teaser - in MicroCaps, it’s mostly the same as how things ended last year. Having said that, we had a bunch to talk about: energy drinks, a few ideas and thinking about the rest of 2024. We...

My guest on the show today is Ira Goldfarb, Founder and Executive Chairman of Sow Good (NASDAQ: SOWG). Sow Good Inc. is a U.S.-based freeze dried candy and snack manufacturer dedicated to providing consumers with freeze dried treats. Sow Good has harnessed the power of our proprietary freeze-drying technology and product-specialized manufacturing facility to transform traditional candy into a nove...

My guest on the show today is Artem Fokin, Portfolio Manager at Caro-Kann Capital. Even though I just had Artem on the pod for the live podcast panel we did at the Planet MicroCap Showcase: VEGAS, his answer to one of the questions about what his most controversial microcap investing opinion is right now inspired today’s invitation back on. Tune in to hear what Artem’s answer is and we then dissec...

My guests on the show today are Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today’s episode, we discuss $TSSI and its YTD performance of more than 600% (as of today’s recording) and why. We then break down their Tier One Quality MicroCap Index overall performance and why the GARP/Value bull market is just getting started. We discussed a number of st...

My guest on the show today is Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack. We actually had met a few years ago at our conference in Vegas, the Planet MicroCap Showcase, where he made the long trip from Europe to join us. I invited him on the podcast because he’s recently started his Substack, the Treasure Hunting Newsletter, and he’s actively getting out there sha...

PANEL: “Planet MicroCap Podcast: LIVE” at the Planet MicroCap Showcase: VEGAS | April 30-May 2, 2024 Watch on YouTube: Moderator: Robert Kraft, Planet MicroCap Twitter: https://twitter.com/BobbyKKraft Participants: Artem Fokin, Caro-Kann Capital Website: https://caro-kann-capital.com/ Linkedin: https://www.linkedin.com/in/artem-fokin-1a5479/ Sam Namiri, Ridgewood Investments Website: https://ridge...

There was so much that happened at the Planet MicroCap Showcase: VEGAS 2024, that I thought it would be fun to do a post-event debrief. Joining me were arguably the two busiest people at the event besides our staff, Maj Soueidan from GeoInvesting and Mathieu Martin from the Rivemont MicroCap Fund, who between them did 14 fireside chats with management teams, attended additional presentations on to...

My guest on the show today is Chris Abbott, CIO of 1035 Capital Management. As it states on the 1035 Capital Management website, ”our passion is to uncover these opportunities [companies undergoing fundamental business improvements that should drive future stock returns] before the ramifications of a positive catalyst become evident to the majority of investors, a concept we call “front running th...

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all the companies that Maj will be doing a Q&A with at...

My guest on the show today is Joe Lucosky, Managing Partner at Lucosky Brookman. You might take one look at this title and might not think this is for you; as an investor you might wonder why should you care whether a company decides to uplist, cross-list or even delist? What do these terms even mean? Why is the company wasting their time even considering any of these corporate actions? If you’ve...

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We’re trying something out here at Planet MicroCap, where on a weekly or bi-monthly basis, Maj and Jan will be hopping on the show to discuss recent performance of their Tier One Quality MicroCap Index, as well as the latest and greatest they have been covering on the MS MicroCap...

My guest on the show today is Bryan Ganz, President and CEO of Byrna Technologies, Inc. (NASDAQ: BYRN). Byrna is a technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions. I had actually met Bryan and interviewed him when they were known as Security Devices International, and safe to say, the company has come a long way since....

My guest on the show today is Toffcap - he’s a fund manager and Editor of the Toffcap Newsletter on Substack, and @ToffCap on Twitter/X. We discuss a whole host of topics derived from both his newsletter and his posts on social media, including: Toff’s criteria, what his investable universe looks like, what’s intriguing about cannabis, as well as his investing theses on both ADF Group and DNO. For...

My guest on the show today is Griffin Marie, Vice President of Business Development at SumZero. We’ve teamed up with SumZero for a couple fun initiatives for the Planet MicroCap Showcase: VEGAS 2024: the Allocators Roundtable Panel and the ”Allocators Power Hour”, where we’ll have allocators on a panel discussing their mandates and what they are looking for amongst the pool of talented Small/Micro...