Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Brian Balbirnie, CEO of Issuer Direct Corporation (NYSE American: ISDR). Issuer Direct® is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals. Our comprehensive solutions are used by thousands of customers from emerging startups to multi-billion dollar global brands, ensuring their most i...

For this episode of the Planet MicroCap Podcast, I spoke with Brian Weber, General Partner at BRW Investors. I've known Brian for a few years now, and we actually did a fun panel in 2021 with fellow guests of the show, Chris Krug and Artem Fokin, discussing MicroCap Due Diligence in the virtual world. Brian is as active a MicroCap investor as it gets, who has the record, or is right up there for d...

My guest on the show today is Chia-Lin Simmons, CEO of LogicMark, Inc. (NASDAQ: LGMK). LogicMark, Inc. provides personal emergency response systems (PERS), health communications devices and technologies to create a Connected Care Platform. The Company’s devices give people the ability to receive care at home and confidence to age in place. LogicMark revolutionized the PERS industry by incorporatin...

For this episode of the Planet MicroCap Podcast, I spoke with Fadi Diab @TheGladiatorHC on Twitter and Billy Duberstein from Stone Oak Capital. We recently published the Q3 2022 issue of the Planet MicroCap Review magazine, which is now available on SCRIBD, ISSUU and Substack. The theme for this issue is "Time to Look for “Fallen Angels” Stocks?". According to the Planet MicroCap Index, from Jan 2...

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Martin and Nick Peters, CEO and CIO of Fairlight Capital LLC. Fairlight Capital LLC is an alternative investment manager with exposure to Small and MicroCap stocks that I’ve been following for a while, and its long overdue to have Andrew and Nick on the show. They recently published the Q3 2022 investor letter, so I wanted to div...

My guest on the show today is Jacob Suen, President and CEO of Airgain (NASDAQ: AIRG). Airgain is a leading provider of wireless connectivity solutions, creating and delivering products that include embedded components, external antennas, and integrated systems, across the globe. The company's mission is to connect the world through optimized integrated wireless solutions. Airgain’s expertise in c...

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Deal, Managing Partner of JDP Capital Management. I last chatted with Jeremy on the podcast back in September 2020, back when stonks only go up. Safe to say, the world was a little different then, and things have shifted quite a bit. We got to chatting offline about the current environment, specifically how he's approaching inves...

My guest on the show today is Ann Hand, CEO of Super League Gaming (NASDAQ: SLGG). Super League Gaming (Nasdaq: SLGG) builds and operates networks of games, monetization tools and content channels across metaverse gaming platforms that empower developers, energize players, and entertain fans. The company’s solutions provide incomparable access to an audience consisting of players in the largest gl...

For this episode of the Planet MicroCap Podcast, I spoke with Shreekkanth (“Shree”) Viswanathan, President and Portfolio Manager at SVN Capital, Steven Kiel, Founder and CIO of Arquitos Capital and Keith Smith, Portfolio Manager of Bonhoeffer Capital Management. We did a similar Willow Oak roundtable conversation back in 2020, and thought I’d bring the crew back together for a temperature check on...

My guests on the show today are Chairman and CEO, Andrew Duncan, and CFO and Director, Charlie Glavin, at Boardwalktech Software Corp. (TSX-V: BWLK) (OTCQB: BWLKF). Boardwalktech has developed a patented Digital Ledger Technology Platform currently used by Fortune 500 companies running mission-critical applications worldwide. Boardwalktech's digital ledger technology and its unique method of manag...

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC. In our last interaction, we discussed his background, journey to the US, his book - "The Joys of Compounding", and his stint as portfolio manager at Summit Global Investments. After leaving Summit Global July last year, where Gautam was a portfolio manager for th...

My guest on the show today is John Young, CEO of Boat Rocker Media (TSX: BRMI). Boat Rocker Media is the home for creative visionaries. An independent, integrated global entertainment company, Boat Rocker's purpose is to tell stories and build iconic brands across all genres and mediums. With offices around the world, Boat Rocker's creative and commercial capabilities include Scripted, Unscripted,...

For this episode of the Planet MicroCap Podcast, I'm sharing with you the live Planet MicroCap Podcast panel I hosted at the Precious Metals Summit in Beaver Creek recorded last week. Joining me for this panel was Dr. Nicole Adshead-Bell, President at Cupel Advisory, Jamie Holman, Portfolio Manager at Merk Investments and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. The original t...

For this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan from GeoInvesting.com, and Quim Abril, Portfolio Manager of Draco Global. I haven’t had Maj on the pod for a little bit, and it’s been a long summer, with a potentially longer winter ahead of us, and I wanted his thoughts on navigating our current MicroCap environment. Maj also recommended having Quim Abril on the show to g...

For this episode of the Planet MicroCap Podcast, I spoke with J.Dennis Jean-Jacques, Founder of Ocean Park Investments, and Author of the book, ”5 Keys for Value Investing.” Dennis has more than 20 years experience as a professional investor, and prior to foundering Ocean Park Investments, he worked with legendary investors, such as, Peter Lynch and with the late Michael Price. Dennis extracted ma...

My guest on the show today is Dave Shworan, President, CEO and Director of QuoteMedia, Inc. (OTCQB: QMCI). QuoteMedia is a leading software developer and cloud-based syndicator of financial market information and streaming financial data solutions to media, corporations, online brokerages, and financial services companies. The Company licenses interactive stock research tools such as streaming rea...

For this episode of the Planet MicroCap Podcast, I spoke with Aaron Edelheit, Author of “The Hard Break: The Case for the 24/6 Lifestyle” and CEO of Mindset Capital. While most of the MicroCap space has had a rough year in 2022, I'd argue that two sectors that have particularly had it rough are Mining and Psychedelics (which we talked about in Episode 239 with Fadi Diab). Probably the sector, howe...

My guest on the show today is Ed Richardson, Chairman, CEO & President of Richardson Electronics (NASDAQ: RELL). Richardson Electronics, Ltd. (NASDAQ: RELL) is a leading global provider of engineered solutions, power grid and microwave tubes and related consumables; power conversion and RF and microwave components; replacement parts, tubes, and service training for diagnostic imaging equipment; an...

For this episode of the Planet MicroCap Podcast, I spoke with @TheGladiatorHC himself, formerly anonymous FinTweeter, Fadi Diab. I always enjoy chatting with Fadi, and we haven’t done a pod in a while, so I was keen to get an update and he did not disappoint. We talked about topics I did not expect to cover, and in true contrarian form, we went deep on two extremely unloved sectors right now: Psyc...

My guest on the show today is Justin Kenna, CEO of GameSquare Esports Inc. (CSE: GSQ) (OTCQB: GMSQF). GameSquare is an international gaming and esports company headquartered in Toronto, Canada. The Company is seeking to acquire additional assets and entities serving the gaming and esports markets and, more broadly, in sports and entertainment. GameSquare owns a portfolio of companies including Cod...

For this episode of the Planet MicroCap Podcast, I spoke with Rick Carew, full-time investor as well as visiting lecturer at the McIntire School of Commerce at the University of Virginia and former Reporter and Editor at the Wall Street Journal covering Asia Finance. I recently met Rick via Twitter when chatting about one of the recent Due Diligence pods; after learning more about his background a...

My guest on the show today is Robert D’Loren, CEO & Chairman of Xcel Brands, Inc. (NASDAQ: XELB). Xcel Brands, Inc. is a media and consumer products company engaged in the design, production, marketing, live streaming, wholesale distribution, and direct-to-consumer sales of branded apparel, footwear, accessories, fine jewelry, home goods and other consumer products, and the acquisition of dynamic...

For this episode of the Planet MicroCap Podcast, I spoke with Tim Travis, CEO, CIO and Founder of T&T Capital Management. I’ve known of Tim for a while, but he recently made an appearance on Value After Hours with Tobias and Jake, and I wanted to have him on to discuss all things Value Investing. Tim is a deep value investor who closely follows everything that’s happening in value investing circle...

My guest on the show today is Luvleen Sidhu, CEO and Co-Founder of BM Technologies, Inc. (NYSE American: BMTX). BM Technologies—formerly known as BankMobile—is among the largest digital banking platforms and Banking-as-a-Service (BaaS) providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. The BM Technologies (BMTX) digita...

For this episode of the Planet MicroCap Podcast, I spoke with Ryan Reeves, Founder of Infuse Asset Management and CIO of Infuse Partners LP. I’d been wanting to chat with Ryan on here for a while, but couldn’t figure out a time. I got an email from him a couple weeks ago announcing the launch of his public equity fund, Infuse Partners LP. I asked to come on the show and we made it happen. We talke...