Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Shanoop Kothari, Co-CEO and CFO of LuxUrban Hotels, Inc. (NASDAQ: LUXH). LuxUrban Hotels Inc. utilizes a long-term lease, asset-light business model to acquire and manage a growing portfolio of short-term rental properties in major metropolitan cities. The Company’s future growth focuses primarily on seeking to create “win-win” opportunities for owners of dislocated h...

My guest on the show today is Lionel, Editor of Valorem Research Newsletter. I think Lionel (he'd prefer to stay anonymous) might be one of my favorite podcast guests: his appearances on Andrew Walker's Yet Another Value Podcast have to question all my life choices and perhaps re-evaluate getting a law degree, if only so I can totally understand everything he talks about. In our conversation today...

My guest on the show today is Rick Mills, CEO of Creative Realities, Inc. (NASDAQ: CREX). Creative Realities, Inc. provides digital signage-based omni-channel marketing and media solutions to enhance customer, shopper, guest, fan, or employee engagement within physical spaces and transactional environments. The company is focused on delivering these solutions across verticals best positioned for g...

My guests on the show today are fellow MicroCap legends: Paul Andreola, Founder and Editor of Small Cap Discoveries, Jason Hirschman from Hudson 215 Capital, and Maj Soueidan, Founder and Editor of GeoInvesting. In this conversation, consensus was that MicroCap stocks in 2023, boring is sexy again. We spent 90 minutes talking about why. And, to be honest, we could've gone another 3 hours. So much...

My guest on the show today is Erik Conrad, Portfolio Manager at Peapod Lane Capital. I was introduced to Erik by Doug Porter from Acuitas Investments (thank you Doug!) and had the chance to meet him recently in New York. Erik is a self-described extreme value investor and while uncovering what that means to him, we started getting into his generalist strategy investing in Healthcare. We've been co...

My guest on the show today is William Crossland, President & CEO of Thermal Energy International, Inc. (TSX-V: TMG) (OTCQB: TMGEF). Thermal Energy International Inc. provides energy efficiency and emissions reduction solutions to Fortune 500 and other large multinational companies. The company's value proposition is to help save their customers money by reducing their fuel use and cutting thei...

My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont Investments and Editor of the Stocks & Stones Newsletter. Recently, Canadian MicroCap buyouts have been gaining focus - as Mathieu points out in our conversation, there's been 10 non-resource Canadian MicroCap transactions in 2023. While that may not seem that much, the frequency they've been happening of late has us M...

My guest on the show today is Chris Satterthwaite, Senior Analyst at Verdad Advisors. The team at Verdad put out a phenomenal weekly newsletter, and they recently published one titled, "The Death of Small Cap Equities?" We've been talking for a while here about all the various issues plaguing the Small/MicroCap space, and invited Chris to share the research the Verdad team have uncovered.  For mor...

My guest on the show today is Todd Wenning, Founder and Editor of the Flyover Stocks Newsletter now available on Substack. Last time we had Todd on the podcast, we talked about his investing philosophy as depicted in his diagram outlining the overlapping synergies between management, moat and price. He has since launched his newsletter, “Flyover Stocks” on Substack, and wanted to have him on to le...

My guest on the show today is Cromwell Coulson, President and CEO of OTC Markets Group (OTCQX: OTCM). As part of my trip to New York City, I had the opportunity to meet with Cromwell at OTC Markets' downtown offices, where we chatted for about 75 minutes. Our last interview on Planet MicroCap Podcast was in December 2019, safe to say a lot has happened in the last 4 years. We covered a lot of topi...

My guest on the show today is Charles Payne, Host of "Making Money with Charles Payne." While I was in New York last week, Charles was kind enough to take some time while prepping for his next show to answer a few of my questions and some that came in from social media. We covered more than I thought we would during our 20 minute conversation, including: starting to reflect on 2023, better underst...

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...

For this episode, I compiled all the investor keynotes into one extra long audio episode for you to consume (each individual keynote is on the Planet MicroCap 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 between questions during the Q&A portion and keep in mind for quality purposes. Each speaker provided i...

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 Donald Porter, Portfolio Manager and most recently an Equity Research Analyst at Wellington Management. I am extremely grateful that I've had the opportunity to host this podcast for the last 8 years - I say this because, this sounds crazy to say, I last hosted Donald on the show in July 2016, when he was at DGHM to discuss his first white paper "MicroCaps Value Uncov...

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...