Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Paul Dwyer, Director of Research at Punch & Associates. I recently had Paul's colleague, Howard Punch on the show, and after recording, Howard asked if we had ever done anything on the Russell Rebalance. After spending minutes in the deep Planet MicroCap podcast archives, it turns out, we hadn't! So, I acted on Howard's suggestion and invited his Director of Research...

My guest on the show today is Chris Wood, Chief Investment Officer of RiskHedge. Founded in 2018, Chris and his team at RiskHedge run a newsletter helping subscribers anticipate and profit from the biggest disruptive trends shaping our world. They look at opportunities everywhere, but Chris has an affinity for MicroCaps, where he can deploy his own proprietary CHAOS formula to find disruptive comp...

My guest on the show today is Joe Ramelli, Vice President of Business Development for Origin Agritech (NASDAQ: SEED). Origin Agritech Limited, founded in 1997 and headquartered in Zhong-Guan-Cun (ZGC) Life Science Park in Beijing, is a Chinese agricultural technology company. In crop seed biotechnologies, Origin Agritech's phytase corn was the first transgenic corn to receive the Bio-Safety Certif...

I promise you what you are about to hear is not just Paul and I talking about my next event, the Planet MicroCap Showcase: VANCOUVER - taking place September 6-7, 2023. But since you mention it, we are really excited to introduce and welcome you all to my next event on the MicroCap investor conference calendar, the Planet MicroCap Showcase: VANCOUVER - taking place September 6-7, 2023 at the Fairm...

My guest on the show today is Shai Lustgarten, CEO of omniQ Corp. (NASDAQ: OMQS). omniQ provides computerized and machine vision image processing solutions that use patented and proprietary AI technology to deliver data collection, real-time surveillance and monitoring for supply chain management, homeland security, public safety, traffic & parking management, and access control applications. The...

My guest on the show today is Travis Prentice, CEO and CIO of EAM Investors. I was introduced to Travis by Doug Porter from Acuitas Investments (thank you Doug!) From Travis' time working at Managing Director and Portfolio Manager with Nicholas-Applegate Capital Management, experience with Russell in the midst of building out the MicroCap index, as well as EAM's strategy using what he describes "I...

My guest on the show today is Jay Grdina, President, CEO, Chairman of Adamas One Corp. (NASDAQ: JEWL). Adamas One Corp, The Original Lab-Grown Diamond CompanyTM, is a high quality diamond manufacturer based in the United States. The company, according to their website, is the originator of the chemical vapor deposition (CVD) process for diamond and a direct company lineage back to Apollo Diamond,...

My guest on the show today is Garvin Jabusch, Co-Founder and Chief Investment Officer for Green Alpha Advisors. I had last spoken Garvin in April 2020 discussing his investing philosophy then a follow up panel in August 2020 about why ESG and impact investing are taking center stage. It’s been three years. Suffice it to say, A LOT has changed since then, across the board, as well as the conversati...

My guest on the show today is Dr. Raj DasGupta, CEO of Electrovaya Inc. (TSX: EFL) (OTCQB: EFLVF). Electrovaya is a technology-focused company with extensive IP, designs, develops, and manufactures proprietary lithium-ion batteries, battery systems, and battery-related products for energy storage, clean electric transportation, and other specialized applications. The Company has acquired a 52-acre...

My guest on the show today is Howard Punch, President and CIO at Punch & Associates Investment Management, Inc. Punch & Associates is a boutique investment advisory firm that has both a Small Cap and MicroCap Equity Strategy available for their clients. I invited Howard on to learn more about their equity strategies, his firm's approach to investing in MicroCaps, as well as their investing philoso...

My guest on the show today is Roy Olivier, CEO and President of Research Solutions, Inc. (NASDAQ: RSSS). Research Solutions, Inc. (NASDAQ: RSSS) provides cloud-based technologies to streamline the process of obtaining, managing, and creating intellectual property. Founded in 2006 as Reprints Desk, the company was a pioneer in developing solutions to serve researchers. I did an interview on Planet...

For this episode of the Planet MicroCap Podcast, I'm sharing with you the Planet MicroCap Podcast: LIVE panel recording that we did at the Planet MicroCap Showcase 2023 at the Horseshoe Hotel & Casino in Las Vegas. Joining me on this panel are: Ryan Irvine ( @RyanIrvine75 ), Sam Namiri ( @snamiri ), Harris Perlman ( @ottermarket ) and Mathieu Martin ( @espacemc ). Please enjoy! Watch on YouTube: T...

My guest on the show today is Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy. This was the last recording I did prior to the conference, and I’ll be sharing the live podcast from Vegas next week. In the last 12-18 months, I’ve noticed a few firms changing the name of the “MicroCap” strategy to the ”Discovery” fund or strategy, and there’s a bit more nua...

My guest on the show today is Jason Kopcak, President, CEO and Director of Altisource Asset Management (NYSE American: AAMC). Altisource Asset Management Corporation (“AAMC”) is a leading boutique alternative asset manager that is focused on building platforms in the multi-trillion dollar alternative asset space. The company has built several businesses that originate and source bespoke credit sec...

My guest on the show today is Vijar Kohli, Co-Founder of Golden Door Asset Management, and is a Keynote Speaker at our upcoming conference, the Planet MicroCap Showcase: VEGAS. He’ll be speaking on Wednesday, April 26 at 12:30pm in Track 1 following Chris Tessin’s presentation. We titled Vijar’s presentation in Vegas, ”MicroCaps vs. Failed Startups” - the idea for which came from all these failed...

My guest on the show today is Allan Grafman, CEO of IDW Media Holdings (NYSE American: IDW). IDW is an integrated media company providing compelling stories and characters for global audiences. The IDW Publishing and IDW Entertainment businesses acquire IP for holistic franchise development across comics and graphic novels, television and other entertainment platforms and leverage established stor...

My guest on the show today is John Petrides, Portfolio Manager at Tocqueville Asset Management. This is primarily a MicroCap podcast, we chat all about the world of MicroCap stocks and what is going on in the space. Today, we go macro. There's a world beyond our little bubble here in MicroCaps, and some of what's happening there can have a trickle down effect. John is a regular guest on several fi...

My guest on the show today is Warren Kruger, CEO of Greystone Logistics, Inc. (OTCQB: GLGI). Greystone Logistics, Inc. is focused on the fast-growing plastic segment of the $9.5 billion pallet industry, with its manufacturing facility located in Bettendorf, IA and its Executive offices located in Tulsa, OK. For those wondering what a pallet is, those are the flat wooden structures that heavy goods...

My guest on the show today is Chris Tessin, Managing Partner and CIO of Acuitas Investments. As the title states, Acuitas is the largest allocator to MicroCap managers in the world - their Microcap strategy pursues its investment objective using a multi-manager process by allocating assets among one or more high confidence managers that invest in inefficient segments of the equity markets. I wante...

My guest on the show today is Ryan Goepel, CFO of Global Crossing Airlines Group, Inc. (NEO: JET) (OTCQB: JETMF). Global Crossing Airlines Group, also known as GlobalX, is a US 121 domestic flag and supplemental Airline flying the Airbus A320 family aircraft. GlobalX flies as a passenger ACMI and charter airline serving the US, Caribbean, European and Latin American markets. In 2023, GlobalX enter...

My guests on the show today are Josh Womack and Tom Carey from Womack Capital Partners. This episode is especially timely with our conference coming up in Las Vegas because, as we covered here many times before, when you invest in a MicroCap stocks, you’re primarily making a bet on the jockey aka management. That means part of your due diligence process, in my opinion, should be listening to confe...

My guest on the show today is Greg Reid, President and CEO of Kraken Robotics (TSX-V: PNG, OTCQB: KRKNF). Kraken Robotics Inc. is a marine technology company providing complex subsea sensors, batteries, and robotic systems. Their high-resolution 3D acoustic imaging solutions and services enable clients to overcome the challenges in our oceans – safely, efficiently, and sustainably. Kraken Robotics...

My guest on the show today is Ryan Irvine, Founder of Keystone Financial. He’ll be joining us in Las Vegas, where not only will he be on the Planet MicroCap Podcast: LIVE panel along with Sam Namiri, Harris Perlman and Mathieu Martin, Ryan will be moderating a few sessions with companies that are within the ”Keystone Coverage” universe. Ryan’s firm, Keystone Financial, is an independent research f...

My guest on the show today is Anthony Ambrose, President & CEO of Data I/O (NASDAQ: DAIO). Data I/O (NASDAQ: DAIO) is a global provider of advanced data and security deployment solutions. These solutions are used by some of the world’s largest manufacturers, programming centers, and contract manufacturers to securely program integrated circuits and bring their electronic devices to life. Virtually...

My guest on the show today is Maj Soueidan, Founder & CEO of GeoInvesting.com. In my opinion, Maj is a legend in MicroCap investing. In my nearly 10+ years of getting to know Maj, his investing style, and how he evaluates companies, he’s on the Mount Rushmore of MicroCap investors of the last 20+ years. This is the reason I invite Maj to be a guest on my show, as well as headline any conference we...