My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more! We discussed a number of stocks during our interview today, Maj also may or may not own companies that comprise his Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full dis...
Sep 03, 2024•53 min•Ep. 428
My guest on the show today is Sam McColgan, Analyst at Breakout Investors. While Sam is relatively new to his investing journey, he has dived right in, getting his reps in, and doing what some of the best investors in our community do: share their ideas to get as much feedback as possible. That's how you grow, that's how you become a better investor faster. In our conversation today, I wanted to highlight Sam's philosophy he's developed for himself thus far, his research process and what his goa...
Aug 28, 2024•45 min•Ep. 427
My guests on the show today is Craig Mull (CEO), Bryan Jacobs (President) of Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF). Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF) is a specialty pharmaceutical company with a robust and diversified portfolio of commercial and early to late-stage products, mainly in dermatology. Cipher acquires products that fulfill unmet medical needs, manages the required clinical development and regulatory approval process, and currently markets those products in C...
Aug 21, 2024•38 min•Ep. 426
My guest on the show today is James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company. Quick synopsis of James' book: most businesses are mediocre at best, but a small percentage stand out as exceptional. One thing that distinguishes one type from the other - the management. "Fabric of Success" unravels the golden threads that run through all businesses, like: Apple, Southwest Airlines and more! In our conversation, James and I discuss these "Gol...
Aug 14, 2024•52 min•Ep. 425
My guest on the show today is Yale Bock, Owner of Y H & C Investments. As a Las Vegas local, Yale is all about assessing his odds in any potential investment, and in our conversation we discuss how he tilts the odds in his favor. I've known Yale for a long time and consider him a great friend. He does a ton of management meetings, loves turning over every rock, and I wanted to learn more about how he discerns which companies truly have a competitive advantage or moat. For more information ab...
Aug 06, 2024•47 min•Ep. 424
My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you're making a calculated bet on an upcoming catalyst, for example. Today's episode, we cover quite a few examples of what makes MicroCaps and s...
Jul 30, 2024•55 min•Ep. 423
My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroCap Twitter/X to declare, "WE ARE BACK." Maybe we are, maybe we're not, but Maj, Jan and I discuss this most recent breakout. We discuss opportunities ...
Jul 23, 2024•34 min•Ep. 422
My guest on the show today is John Givens, CEO of VirTra (NASDAQ: VTSI). VirTra is a global provider of judgmental use of force training simulators and firearms training simulators for the law enforcement, military, educational and commercial markets. The company’s patented technologies, software, and scenarios provide intense training for de-escalation, judgmental use-of-force, marksmanship, and related training that mimics real-world situations. I first heard VirTra's presentation, I believe a...
Jul 10, 2024•56 min•Ep. 421
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We're half way through 2024, and it's time to take stock of the year that has been. Quick teaser - in MicroCaps, it's mostly the same as how things ended last year. Having said that, we had a bunch to talk about: energy drinks, a few ideas and thinking about the rest of 2024. We discussed a number of stocks during our interview today, Maj and Jan also may or may not own compani...
Jul 03, 2024•1 hr 3 min•Ep. 420
My guest on the show today is Ira Goldfarb, Founder and Executive Chairman of Sow Good (NASDAQ: SOWG). Sow Good Inc. is a U.S.-based freeze dried candy and snack manufacturer dedicated to providing consumers with freeze dried treats. Sow Good has harnessed the power of our proprietary freeze-drying technology and product-specialized manufacturing facility to transform traditional candy into a novel and exciting everyday confectionaries subcategory that we call freeze dried candy. Full descriptio...
Jun 26, 2024•32 min•Ep. 419
My guest on the show today is Paul Andreola, Founder and Editor of Small Cap Discoveries. I invited Paul on the show today for two reasons: 1. I always enjoy hearing Paul's perspective on what's happening north of the border in MicroCaps, which we cover, and 2. I'm excited to announce that the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries event registration is now open. The dates for this year are September 25-26, 2024 at the Fairmont Waterfront Vancouver. In 2023...
Jun 18, 2024•24 min•Ep. 418
My guest on the show today is Artem Fokin, Portfolio Manager at Caro-Kann Capital. Even though I just had Artem on the pod for the live podcast panel we did at the Planet MicroCap Showcase: VEGAS, his answer to one of the questions about what his most controversial microcap investing opinion is right now inspired today's invitation back on. Tune in to hear what Artem's answer is and we then dissect what his hypothesis could mean for the MicroCap investing environment. For more information about ...
Jun 13, 2024•1 hr 7 min•Ep. 417
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we discuss $TSSI and its YTD performance of more than 600% (as of today's recording) and why. We then break down their Tier One Quality MicroCap Index overall performance and why the GARP/Value bull market is just getting started. We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tie...
Jun 05, 2024•41 min•Ep. 416
My guest on the show today is Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack. We actually had met a few years ago at our conference in Vegas, the Planet MicroCap Showcase, where he made the long trip from Europe to join us. I invited him on the podcast because he's recently started his Substack, the Treasure Hunting Newsletter, and he's actively getting out there sharing his investing process, philosophy and a few MicroCap investing theses. We talk about all of thi...
May 28, 2024•42 min•Ep. 415
PANEL: “Planet MicroCap Podcast: LIVE” at the Planet MicroCap Showcase: VEGAS | April 30-May 2, 2024 Moderator: Robert Kraft, Planet MicroCap Twitter: https://twitter.com/BobbyKKraft Participants: Artem Fokin, Caro-Kann Capital Website: https://caro-kann-capital.com/ Linkedin: https://www.linkedin.com/in/artem-fokin-1a5479/ Sam Namiri, Ridgewood Investments Website: https://ridgewoodinvestments.com/ Twitter: https://twitter.com/snamiri Ben Claremon, Devonshire Partners Twitter: https://twitter.c...
May 21, 2024•59 min•Ep. 414
There was so much that happened at the Planet MicroCap Showcase: VEGAS 2024, that I thought it would be fun to do a post-event debrief. Joining me were arguably the two busiest people at the event besides our staff, Maj Soueidan from GeoInvesting and Mathieu Martin from the Rivemont MicroCap Fund, who between them did 14 fireside chats with management teams, attended additional presentations on top of that, and another 20-25 1x1s combined on Thursday. In our chat today, we talked about what Q&am...
May 13, 2024•50 min•Ep. 413
My guest on the show today is Chris Abbott, CIO of 1035 Capital Management. As it states on the 1035 Capital Management website, "our passion is to uncover these opportunities [companies undergoing fundamental business improvements that should drive future stock returns] before the ramifications of a positive catalyst become evident to the majority of investors, a concept we call “front running the black box.” This quote encapsulates everything we talk about today: the idea of eclectic value, in...
May 07, 2024•46 min•Ep. 412
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all the companies that Maj will be doing a Q&A with at the Planet MicroCap Showcase in Las Vegas, that includes: Intouch Insight, INX.V, DATA Communica...
Apr 21, 2024•1 hr 2 min•Ep. 411
My guest on the show today is Joe Lucosky, Managing Partner at Lucosky Brookman. You might take one look at this title and might not think this is for you; as an investor you might wonder why should you care whether a company decides to uplist, cross-list or even delist? What do these terms even mean? Why is the company wasting their time even considering any of these corporate actions? If you've ever asked yourself this question, whether you're an investor or even an issuer, this is without a d...
Apr 18, 2024•55 min•Ep. 410
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We're trying something out here at Planet MicroCap, where on a weekly or bi-monthly basis, Maj and Jan will be hopping on the show to discuss recent performance of their Tier One Quality MicroCap Index, as well as the latest and greatest they have been covering on the MS MicroCaps Substack and the GeoInvesting Newsletters. We're also going to spotlight some names from their ind...
Apr 09, 2024•50 min•Ep. 409
My guest on the show today is Bryan Ganz, President and CEO of Byrna Technologies, Inc. (NASDAQ: BYRN). Byrna is a technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions. I had actually met Bryan and interviewed him when they were known as Security Devices International, and safe to say, the company has come a long way since. I invited Bryan on the show today to discuss the company's journey, plus: Byrna's business model an...
Apr 04, 2024•58 min•Ep. 408
My guest on the show today is Toffcap - he's a fund manager and Editor of the Toffcap Newsletter on Substack, and @ToffCap on Twitter/X. We discuss a whole host of topics derived from both his newsletter and his posts on social media, including: Toff's criteria, what his investable universe looks like, what's intriguing about cannabis, as well as his investing theses on both ADF Group and DNO. For more information about ToffCap, please visit: https://toffcap.substack.com/ You can Follow ToffCap ...
Apr 02, 2024•52 min•Ep. 407
My guest on the show today is Griffin Marie, Vice President of Business Development at SumZero. We've teamed up with SumZero for a couple fun initiatives for the Planet MicroCap Showcase: VEGAS 2024: the Allocators Roundtable Panel and the "Allocators Power Hour", where we'll have allocators on a panel discussing their mandates and what they are looking for amongst the pool of talented Small/Micro/NanoCap buy side investors. Following that panel from 2pm-6pm we'll have space to host 1x1 meetings...
Mar 26, 2024•26 min•Ep. 406
My guest on the show today is my friend and frequent guest, Fadi Diab, better known as @TheGladiatorHC on Twitter/X. It's been well over a year since he's been on the show, and we had a bunch of topics I wanted to get his take on, in particular, how the Australian MicroCap market has fared for the Gladiator in 2023 and their performance relative to North American microcaps. Fadi is the eternal speculator and while some of you may run away when you hear mining, cannabis or better yet, psychedelic...
Mar 21, 2024•38 min•Ep. 405
My guest on the show today is Tamir Poleg, Chairman and CEO of The Real Brokerage Inc. (NASDAQ: REAX). Real (NASDAQ: REAX) is a real estate experience company working to make life’s most complex transaction simple. The fast-growing company combines essential real estate, mortgage and closing services with powerful technology to deliver a single seamless end-to-end consumer experience, guided by trusted agents. With a presence in all 50 states throughout the U.S. and Canada, Real supports more th...
Mar 19, 2024•38 min•Ep. 404
My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. I welcomed back my friends, Maj and Jan, to discuss their latest venture, MS MicroCap Cliffnotes and their Tier One Quality MicroCap Index. As some of you may know, we run an index as well called the Planet MicroCap Index that we use for educational purposes only to better understand how the general MicroCap market is performing with specific rules that allow for smaller, relat...
Mar 13, 2024•53 min•Ep. 403
My guest on the show today is Brian Bares, Founder, Portfolio Manager, and Research Analyst at Bares Capital Management. I had the opportunity to meet Brian at Ian Cassel's MicroCapClub Leadership Summit last year in Chicago, where he participated in a Q&A with Connor Haley and Ian. Brian has an incredible background and vast amount of experience, not just investing in Small/MicroCaps, but also building a small/microcap strategy from scratch. In our conversation today, we talk about what it ...
Mar 05, 2024•56 min•Ep. 402
My guest on the show today is Sebastien Mailhot, CEO of D-BOX Technologies Inc. (TSX: DBO). D-BOX creates realistic, immersive entertainment experiences by moving the body and sparking the imagination through effects: motion, vibration and texture. D-BOX has collaborated with some of the best companies in the world to deliver new ways to enhance great stories. Whether it’s movies, video games, music, relaxation, virtual reality applications, metaverse experience, themed entertainment or professi...
Mar 01, 2024•42 min•Ep. 401
My guest on the show today is Francois Roberge, President and CEO of LSL Pharma Group (TSX-V: LSL). LSL Pharma Group is a Canadian integrated pharmaceutical company specializing in the development, manufacturing and distribution of high-quality natural health products and dietary supplements in solid dosage forms, as well as high quality sterile ophthalmic pharmaceutical products, according to the company's website. I invited on Francois to discuss: Developing their own pharmaceutical products i...
Feb 22, 2024•31 min•Ep. 400
My guest on the show today is Erik Sloane, Global Head of Company Listings for Cboe Global Markets (CBOE on CBOE) and Chief Revenue Officer for Cboe Canada. On June 2, 2023, Cboe announced the launch of Cboe Global Listings, the first-of-its-kind, global listing network facilitating worldwide access to capital and secondary liquidity for companies and ETFs. Cboe recently acquired the NEO Exchange, and owns exchanges in the U.K., Netherlands and Australia. They are looking to revolutionize the in...
Feb 14, 2024•45 min•Ep. 399
