Planet MicroCap Podcast | MicroCap Investing Strategies - podcast cover

Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCapplanetmicrocap.podbean.com
Educating the Next Generation of Investors in MicroCap Stocks
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Episodes

AUDIO REPLAY: Stock Pitch World Cup™ - Team Europe

Stock Pitch World Cup™ - Team Europe hosted by Jason Hirschman at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Luke Wolgram @LukeWolgram Hermann Peterscheck @petershk Rukun Duggal, Chandern Capital LP Video version of the Stock Pitch World Cup™ - Team Europe, can be viewed here: https://www.youtube.com/watch?v=wleBE7HLRaU This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for i...

Dec 22, 20221 hr 5 minEp. 311

AUDIO REPLAY: Stock Pitch World Cup™ - Team Australia

Stock Pitch World Cup™ - Team Australia hosted by Fadi Diab at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Matt Joass, Maven Funds Michael Wu, Full-time Private Investor David Pevcic, 62 Capital Video version of the Stock Pitch World Cup™ - Team Australia, can be viewed here: https://youtu.be/dLyzPBNU6Ms This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purp...

Dec 21, 20221 hr 1 minEp. 307

AgriFORCE Growing Systems (NASDAQ: AGRI): Using Technology to Transform Farm Food

My guest on the show today is Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI). AgriFORCE Growing Systems is an AgTech company focused on the development and acquisition of crop production know-how and intellectual property augmented by advanced AgTech facilities and solutions. Looking to serve the global market, the Company’s current focus is on North and Central America, Europe, and Asia. The AgriFORCE vision is to be a leader in delivering plant-based foods and products thro...

Dec 20, 202251 minEp. 306

Ep. 252 - Investing Self-Reflection on Jouranlytic with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast

For this episode of the Planet MicroCap Podcast, I spoke with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast. A few short weeks ago, Jake and his team did a soft launch of Journalytic, an online investment journaling tool that was born from Jake's desire to have something not only to track his ideas, but that included many additional features. 2022 has been quite a year in the investing world - the list of events that happened is too long to go over here - but, even...

Dec 13, 202245 minEp. 305

Ep. 251 - Leveraging Your Stock Watchlist and Defining a Decent Business with Nat Stewart, Founder of NAS Capital

For this episode of the Planet MicroCap Podcast, I spoke with Nat Stewart, Full-time private investor, Founder of NAS Capital and Editor of the Nat Stewart - Stock Picking Newsletter on Substack. At the time of the recording, only a couple weeks ago, it seemed there was a never ending stream of bad news in finance. So, Nat and I wanted to share with you a good ole fashioned MicroCap conversation. Tune out all the noise by joining Nat and I talking about our mutual love of MicroCap stocks, as wel...

Nov 30, 202252 minEp. 304

Real Good Foods (NASDAQ: RGF): Modernizing Frozen Food by Making More Nutritious and Craveable Food

My guest on the show today is Bryan Freeman, Executive Chairman of The Real Good Food Company (NASDAQ: RGF). Real Good Foods is a leading health and wellness frozen foods company, providing a better way to enjoy your favorite foods. The Company’s mission is to provide “Real Food You Feel Good About Eating”, making delicious, nutritious foods that are low in sugar, low in carbohydrates and high in protein. The Real Good Foods family of products includes breakfast, lunch, dinner, and snacks – avai...

Nov 22, 202239 minEp. 303

NowVertical Group (TSX-V: NOW): Building the Vertical Intelligent Future

My guest on the show today is Daren Trousdell, Chairman and CEO of NowVertical Group (TSX-V: NOW). NOW is a vertical intelligence "VI" software and solutions company growing organically and through acquisition. NOW’s VI solutions are organized by industry vertical and are built upon a foundational set of data technologies that fuse, secure, and mobilize data in a transformative and compliant way. The NOW product suite enables the creation of high-value VI solutions that are predictive in nature ...

Nov 17, 202240 minEp. 302

Ep. 250 - Planes, Trains and Trucks...Investing in Freight Transports with Vanck Zhu, @vanckzhu

For this episode of the Planet MicroCap Podcast, I spoke with Vanck Zhu, full-time private investor. Prior to becoming a full-time investor, as well as working at Etsy, Vanck previously covered the Freight Transports sector on the sell-side and parlayed that experience and launched a substack called, "Planes, Trains, &...Trucks." Even though he hasn't updated his substack for little bit, he still has a wealth of knowledge about the space and thought it'd interesting to learn more about the f...

Nov 15, 202236 minEp. 301

Innovative Food Holdings (OTCQB: IVFH): A Leader in Direct-to-Chef & Direct-to-Consumer eCommerce Platforms

My guest on the show today is Sam Klepfish, Chairman and CEO of Innovative Food Holdings (OTCQB: IVFH). IVFH is a leading end-to-end direct-to-consumer e-commerce platform and direct-to-chef platform connecting the world’s best artisan food makers with top chefs and epicurean consumers nationwide. Innovative Food Holdings has presented at all the main MicroCap events, so you may have heard about this company before. I've known Sam for a long time, and I wanted to invite Sam on here to dive deepe...

Nov 10, 202248 minEp. 300

Issuer Direct Corporation (NYSE American: ISDR): Global Brands’ One Stop Shop for All Communications Needs

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 important moments are reaching the right audiences, via our industry leading newswire, IR website sol...

Nov 07, 202250 minEp. 299

Ep. 249 - Beware of Carrot Chasers with Brian Weber, General Partner at BRW Investors

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 doing the most 1x1 meetings (at least at our events) in the last few years. In our discussion, we tal...

Nov 03, 202246 minEp. 298

LogicMark, Inc. (NASDAQ: LGMK): From PERS Technology to Caring Platform as a Service

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 incorporating two-way voice communication technology directly into its medical alert pendant and providing this ...

Nov 01, 202250 minEp. 297

Ep. 248 - Time to Look for “Fallen Angels” Stocks? with Fadi Diab (@TheGladiatorHC) and Billy Duberstein (Stone Oak Capital)

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 2022 to the end of Q3, MicroCaps are down 34.74%, not too far off from all major indices. Almost ever...

Oct 25, 202256 minEp. 296

Ep. 247 - Finding Anomalies, Community Banks, RCI 3.0 and LDI Pension Crisis with Andrew Martin and Nick Peters, Fairlight Capital LLC

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 dive in to a bunch of topics they brought up in there: value in US community banks, LDI Pension Crisis,...

Oct 20, 20221 hr 9 minEp. 295

Airgain (NASDAQ: AIRG): Evolving from Components to Providing Wireless Systems

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 custom cellular and antenna system design pairs with their focus on high-growth technologies and our ...

Oct 18, 202240 minEp. 294

Ep. 246 - Durable Growth: Investing in the Eye of the Storm Right Now with Jeremy Deal, Managing Partner of JDP Capital Management

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 investing in the eye of the storm. Jeremy was an active investor back in the 2008-2009 time period, so I ...

Oct 13, 202249 minEp. 293

Super League Gaming (NASDAQ: SLGG): Providing Technology to Connect Gamers and Creators to Advertisers

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 global metaverse environments, fans of hundreds of thousands of gaming influencers, and viewers of gam...

Oct 11, 20221 hr 2 minEp. 292

Ep. 245 - The Special Situation is Finding Growth-Oriented Firms Using Value Framework with Shree Viswanathan (SVN Capital), Steven Kiel (Arquitos Capital), Keith Smith (Bonhoeffer Capital Management)

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 2022. I really appreciate everyone's take, and I think you will too, on what we're experiencing in ...

Oct 06, 20221 hr 10 minEp. 291

Boardwalktech (TSX-V: BWLK) (OTCQB: BWLKF): Helping Enterprises Get Control of All their Unstructured Data

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 managing vast amounts of structured and unstructured data is the only platform on the market today where ...

Oct 04, 202259 minEp. 290

Ep. 244 - Why Now is the Time to Get Exposure to Indian Equities with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC

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 the last 5 years, he set out to start his own fund focused on Indian equities. In our discussion we ta...

Sep 29, 202246 minEp. 289

Boat Rocker Media (TSX: BRMI): Integrated Global Entertainment Home for Creative Visionaries

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, and Kids & Family television production, distribution, brand & franchise management, a worl...

Sep 27, 202247 minEp. 288

Ep. 243 - LIVE: Does Mining Have a PR Problem? with Dr. Nicole Adshead-Bell, Tavi Costa and Jamie Holman

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 theme for the panel was "Pro Tips on Investing in Junior Miners", which we do answer, but the overall...

Sep 20, 202244 minEp. 287

Ep. 242 - Focus on KPI’s and MicroCap Pessimism with Maj Soueidan, GeoInvesting.com, and Quim Abril, Draco Global

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 give his take as well, and talk about his investing course geared towards native Spanish speakers. We...

Sep 15, 20221 hr 13 minEp. 286

Ep. 241 - Lessons from Working with Investment Legends like Peter Lynch, Michael Price and the 5 Keys to Value Investing with J.Dennis Jean-Jacques, Founder of Ocean Park Investments

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 many lessons during those experiences, and went on to write a book titled, "5 Keys for Value Investing...

Sep 08, 202251 minEp. 285

QuoteMedia (OTCQB: QMCI): Deliver, Aggregate and Normalize Market Data for Companies and Investors

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 real-time quotes, market research, news, charting, option chains, filings, corporate financials, inside...

Sep 06, 202250 minEp. 284

Ep. 240 - Navigating the Extremely Bearish Sentiment in Cannabis with Aaron Edelheit, CEO of Mindset Capital

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, however, that has received, not only the least amount of "love" so to speak, it's being completely forgo...

Sep 01, 20221 hr 11 minEp. 283

Richardson Electronics (NASDAQ: RELL): Engineered Solutions for 75 Years

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; and customized display solutions. For 75 years, the company has been a provider of power grid and ...

Aug 30, 202246 minEp. 282

Ep. 239 - Thinking Like a Contrarian, So Why Not Psychedelics and Mining? with Fadi Diab, @TheGladiatorHC

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: Psychedelics and Mining, plus a whole bunch more. For more information about Fadi Diab and The Spec Inve...

Aug 25, 202256 minEp. 281

GameSquare (CSE: GSQ) (OTCQB: GMSQF): Connecting Global Brands to Gaming and Esports Communities

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 Code Red Esports Ltd., an esports talent agency serving the UK, GCN, a digital media company focusing o...

Aug 23, 20221 hr 4 minEp. 280

Ep. 238 - Global Digital Divide: Understanding China’s Role in Global Technology and...MicroCaps with Rick Carew, Visiting Lecturer of Global Commerce at University of Virginia

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 and expertise, we had to do an episode. At the University of Virginia, Rick has taught a course title...

Aug 18, 202258 minEp. 279
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