Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Filip Erhardt, Founder and CEO of ESGFIRE. I was introduced to Filip by Paul Andreola from Small Cap Discoveries (thank you, Paul) a few months ago, and we had a phenomenal conversation about his ESG strategy and his approach to investing in environmentally-friendly companies. In the Summer 2023 issue of the Planet MicroCap Review, Filip contributed an article titled,...

My guest on the show today is Wolfgang Kirsch, Co-CEO of Shelly Group (SLYG.F). Shelly Group is an asset-light European smart home device designer, manufacturer, and distributor that has developed a smart home platform under the Shelly brand. The company specializes in the design, production, and distribution of smart, innovative, open-architecture, high-quality IoT home products (Smart Home). Its...

My guest on the show today is Ryan Telford, Private Investor and better known as @Rtelford_invest on Twitter/X. We've been following each other for a while, and after having the chance to meet Ryan, during lunch at SmallCap Discoveries event in Vancouver, and learning a little bit about MicroCap quant strategy, I invited him on to share his strategy. The format for this interview is a little diffe...

My guest on the show today is Kyle Floyd, Chairman and CEO of Vox Royalty Corp. (TSX: VOXR) (NASDAQ: VOXR). Vox is a returns focused mining royalty company with a portfolio of over 60 royalties and streams spanning eight jurisdictions. The Company was established in 2014 and has since built unique intellectual property, a technically focused transactional team and a global sourcing network which h...

My guest on the show today is David Bastian, Chief Investment Officer of Kingdom Capital Advisors. I met David at Ian Cassel’s MicroCap Leadership Summit a couple weeks ago, where he brought the house down with is comical (albeit serious) pitch on The Children’s Place $PLCE. Safe to say, David was tailor made to be a great guest on my podcast, and he does not disappoint. In our conversation, we ta...

My guest on the show today is David Baeckelandt, Head of Client Relations SuMi TRUST - the U.S. arm for Sumitomo Mitsui Trust Asset Management, Inc. Dave reached out to me about a month ago to see if I had an interest in doing an episode about Japanese MicroCaps. I got this email as I was getting geared up for our conference in Vancouver, our first event outside the U.S., which is some fun irony c...

My guest on the show today is Nick Blitterswyk, CEO of UGE International Ltd. (TSXV: UGE) (OTCQB: UGEIF). UGE develops, owns, and operates commercial and community solar and battery storage projects. Their distributed energy solutions deliver cheaper, cleaner energy to businesses and consumers with no upfront cost, and with over 500MW of global experience, they are working daily to power a more su...

On the quick trip to Beaver Creek, I had the opportunity to moderate a panel titled, “Tools for the Modern Junior Mining Investor.” Thank you again to the Levental family, Misha and Jessica, for hosting me and for the chance to speak with Tavi, Emily and Steven for a great conversation about the State of the Junior Mining Market, as well as the tools for the modern junior mining investor. We cover...

To wrap a bow on Vancouver, we have posted all of the content from the conference on the Planet MicroCap YouTube Channel. For this episode, I compiled all the investor keynotes into one extra long audio episode for you to consume (each individual keynote is on our YouTube Channel). Quick note on audio, this was all recorded live at the event with live Q&A, so please excuse any time lapses in betwe...

My guest on the show today is Rene Goehrum, President, CEO and Chairman of BioSyent (TSX-V: RX). BioSyent is a specialty pharmaceutical company focused on commercializing products that the company says provides a distinguishable benefit to patients and their healthcare providers and, according to their website, is known for their ability to effectively and efficiently introduce new products to the...

My guest on the show today is Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours. It’s been well over a year since we’ve had Toby on the show, and I invited him back for his annual appearance. I feel like a broken record on the pod recently - we’ve talked a lot about how MicroCaps are in the doldrums (that’s putting it nicely), redemptions + no inflows...

My guest on the show today is John Suzuki, CEO of BK Technologies Corporation (NYSE American: BKTI).  BK Technologies Corporation, through its operating subsidiaries, manufactures high-specification, American-made communications equipment of unsurpassed reliability and value for use by public safety professionals and government agencies. BK Technologies' SaaS business focuses on new, innovative pu...

My guest on the show today is Jonathan Boyar, President of Boyar Research. I recently saw Jonathan as a guest on the Value After Hours podcast with Tobias Carlisle and Jake Taylor, and invited him on to get his perspective on the markets in 2023, as well as his take on MicroCap performance. As the title states, we’ve been experiencing a double whammy in MicroCaps: poor stock performance over the l...

My guest on the show today is Paul Andreola, Founder and Editor of SmallCap Discoveries. Paul had a great idea in advance of the conference that we do a short breakdown of all the Presenting Companies currently listed (all subject to change) to participate in the event. I like to be very collaborative when putting together our events and what companies folks would be interested in seeing, and that...

My guest on the show today is Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners. As I've mentioned on every show leading up, we have our conference, the Planet MicroCap Showcase: VANCOUVER coming up on September 6-7, 2023 ( planetmicrocapshowcase.com  for more information), and it is a great opportunity for attendees to meet with MicroCap management teams and ask them questions...

My guest on the show today is Simon Handrahan, Editor of the Margin of Safety Newsletter. He recently shared a Tweet (or a post now, an ”X”, I don’t know), where he asked his audience: ”Individual investors: why don’t you invest in illiquid microcaps?” When you deal with MicroCaps, there’s a good chance you’ll come across a company you might like that meets all your criteria, and it barely trades....

My guest on the show today is Ben Claremon, Host of the Compounders Podcast. Ben and I have been in the lab focused on a re-imagining of the Compounders Podcast, and we’re finally ready to unveil some exciting new content on that podcast feed. I invited Ben on Planet MicroCap today to talk about what the new look Compounders Podcast is all about, plus: banks, entertainment industry, smallcap value...

My guest on the show today is Paul, a small and microcap investor better known by his Twitter handle @Investmentideen. We’ve been going back and forth on doing an interview for a while, and he recently published a thread on how Paul Andreola and Brandon Mackie’s investing framework, ”Small Cap Discovery”, has impacted his investing process. The thread is in the show notes by the way. Paul and Bran...

My guest on the show today is Phil Richards, CFO of Corero Network Security plc (AIM: CNS).  Corero Network Security is a leading provider of distributed denial of service (DDoS) protection solutions, specializing in automatic detection and protection solutions that includes network visibility, analytics, and reporting tools. Corero's technology provides scalable protection capabilities against bo...

My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. I've had Josh on the show twice before, the last time was July 2022, and it was definitely time to get a high level update on all things energy and oil & gas, and specifically, why its gone off the radar. We discuss how the global energy crisis has been temporarily defused, valuations collapsed, tech stocks...

My guest on the show today is Maury Marks, President and CEO of Quorum Information Technologies Inc. (TSX-V: QIS) (OTC Pink: QIFTF). Quorum is a North American SaaS Software and Services company providing essential enterprise solutions that automotive dealerships and Original Equipment Manufacturers (“OEMs”) rely on for their operations. I've known of Quorum for a while now, and they recently jump...

My guest on the show today is Rick Rule,  Investor, Speculator and Founder of Rule Investment Media. I haven't had Rick on the show since September 2021 - during that time we've seen gold tap $2,000 an ounce and remain just below, lithium craze and much more. I invited Rick on the show to hear what metals and mining narratives he's been paying attention to in the last 6-12 months and for the next...

My guest on the show today is Ryan Hamlin, Co-Founder and CEO of POSaBIT Systems Corporation (CSE: PBIT) (OTCQX: POSAF). POSaBIT is a financial technology company that delivers payment processing and point-of-sale systems for cash-only businesses. POSaBIT specializes in resolving pain points for complex, high-risk, emerging industries like cannabis with an all-in-one solution that is compliant, us...

I got a full panel today for this episode: Andrew Walker, Host of the Yet Another Value Podcast, Jason Hirschman, Managing Director of Hudson 215 Capital and Maj Soueidan, Founder of GeoInvesting.com. Last year when we did the mid-year review, we all needed a nice glass of whiskey to drown our sorrows in the bloodbath of 2022 for MicroCaps. 2023 has been slightly kinder - all major indices have be...

My guest on the show today is Michael McCann, President & CEO of Limbach Holdings (NASDAQ: LMB). Limbach is a building systems solutions firm with expertise in the design, prefabrication, installation, management and maintenance of heating, ventilation, air-conditioning (“HVAC”), mechanical, electrical, plumbing and controls systems. With over 1,500 team members and 17 offices located throughout t...