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MicroCapClub
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MicroCapClub
Precipio (PRPO): Advanced Blood Diagnostics
In this Business Breakdown, David Barbato and Sean Westropp from Deep Sail Capital sit down with Precipio’s (PRPO) CEO Ilan Danieli. The company was originally profiled by Sean Westropp, aka "Deepsailcapital" on June 26, 2025, at $11.20 USD per share. This discussion took place live on April 22nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join Ilan Danieli is co-founder and CEO of Precipio, a New Haven-based diagnostics company he started in 2011. Precipio runs a pathology services lab focused on blood-related cancers alon...
2026-04-27
51 min
MicroCapClub
Club Conversation with Paul Andreola, Buying & Riding 100 Baggers
This discussion took place live on March 17th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#joinIn this in-depth interview, the founder of Small Cap Discoveries and CEO of NameSilo, Paul Andreola, shares his evolving investing philosophy, focusing on microcaps, growth stocks, and strategic decision-making. Discover his approach to due diligence, managing biases, and leveraging relationships to identify high-potential opportunities in the Canadian market and beyond.✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x...
2026-04-20
1h 07
MicroCapClub
A Club Conversation with Rich Beaven, Cyclicals with a Catalyst
This discussion took place live on March 16th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#joinIn this in-depth interview, Rich Beaven, principal and co-owner of Signia Capital shares his journey into value investing, his approach to catalysts, industry focus, and how AI is transforming investment research. Gain insights into his investment philosophy, portfolio management, and the evolving landscape of small-cap investing. Signia Capital ranks in the top 1% of all US equity strategies in eVestment database trailing 5.25 years as of 12/31/2025....
2026-04-13
1h 04
MicroCapClub
Club Conversation with Lee Freeman-Shor & Clare Flynn Levy, Stock Market Maestros
This discussion took place live on March 19th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this insightful interview, co-authors Lee Freeman-Shor and Clare Flynn Levy talk about their new book, Stock Market Maestros and the winning habits, strategies, and mindsets of the world's best investors. They explore how data analytics, behavioral metrics, and disciplined processes can distinguish skill from luck among top fund managers, offering practical tools and frameworks to improve investment performance. Useful LinksLee’s Li...
2026-04-06
1h 11
MicroCapClub
Enterprise Group (E.TO/ETOLF): Infrastructure Services Specialist
In this Business Breakdown, David Barbato and Erik Voss sit down with Enterprise Group’s (E.TO/ETOLF) President & Director Desmond O'Kell. The company was originally profiled on MicroCapClub by member James Emanuel.This discussion took place live on March 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this detailed interview, Desmond O'Kell, President & Director of Enterprise Group, shares insights into the company's operations, growth strategies, and the future of natural gas and site power solutions in Canada. Dis...
2026-03-30
1h 13
MicroCapClub
Club Conversation with Thomas J. Bachrach, The Frontier Investor
This discussion took place live on February 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this insightful interview, Tom Bachrach shares his investment philosophy, risk management strategies, and experiences in frontier markets like Kazakhstan. Discover how deep value investing, humility, and global opportunities shape his approach to building a resilient portfolio.✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Introduction to Tom Bachrach and PFH Cap...
2026-03-23
1h 01
MicroCapClub
EVS Broadcast Equipment SA (EVS.BR): The Backbone of Live Broadcasting
In this Business Breakdown, David Barbato and Geert Campaert sit down with EVS Broadcast Equipment’s (EVS.BR) CEO Serge Van Herck. The company was originally profiled on MicroCapClub by Geert Campaert on April 28, 2025.This discussion took place live on March 9th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this in-depth interview, Serge Van Herck, CEO of EVS Broadcast Equipment, shares insights into the company's strategic growth, technological innovations, and market positioning in live video technology for broadcast an...
2026-03-16
1h 01
MicroCapClub
Iridex Corp (IRIX): Transforming Eye Care
In this Business Breakdown, David Barbato and Christian Schmidt sit down with Iridex’s (IRIX) CEO Patrick Mercer and CFO Romeo Dizon.This discussion took place live on February 27th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/This comprehensive interview with Patrick Mercer and Romeo Dizon of Iridex covers the company's strategic focus, financial turnaround, product portfolio, market opportunities, and future plans. Gain insights into how Iridex is positioning itself for growth in ophthalmic laser technology and the healthcare in...
2026-03-09
1h 00
MicroCapClub
NeurAxis, Inc. (NRXS): Growth-Stage Medtech
In this Business Breakdown, David Barbato and Sergio Heiber sit down with NeurAxis’s (NRXS) CEO Brian Carrico. The company was originally profiled by Sergio Heiber on August 18, 2024, at $3.14 USD per share. This discussion took place live on February 18th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this conversation, Brian Carrico, CEO of Neuroaxis, discusses the company's growth, the significance of the Category One CPT code, and the current market position. He highlights the importance of strong data for...
2026-03-02
59 min
MicroCapClub
High Tide Inc (HITI): Inside the Costco of Cannabis
In this Business Breakdown, David Barbato and Ian Cassel sit down with High Tide Inc’s (HITI) CEO Raj Grover and Capital Market Advisor Vahan Ajamian. The company was originally profiled by Ian Cassel on November 10, 2025, at $3.00 USD per share. This discussion took place live on February 17th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this conversation, Raj Grover, CEO of High Tide, discusses the company's journey from a single tobacco shop to the largest cannabis retailer in Can...
2026-02-23
1h 19
MicroCapClub
D-BOX Technologies (DBO.TO / DBOXF): Inside the Haptics Powering Modern Cinema
In this Business Breakdown, David Barbato, Sean Marconi, and Mathieu Martin sit down with D-BOX Technologies (DBO.TO / DBOXF) CEO Naveen Prasad. The company was originally profiled by "Akin Akinnawo" on December 29, 2015, at $0.36 CAD per share. This discussion took place live on February 13th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this conversation, Naveen Prasad, CEO of D-BOX Technologies, discusses the evolution and strategic focus of the company, emphasizing the role of haptic technology in enhancing the theatrical e...
2026-02-19
52 min
MicroCapClub
A Club Conversation with Michael Liu, Biotech Trading
Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this conversation, Michael Liu, founder of Capuchin Capital, shares his journey from early experiences in investing to establishing his own firm focused on microcap and biotech investments. He discusses his unique investment strategies, the importance of understanding shareholder dynamics, and the challenges of managing investor expectations. Michael also emphasizes the significance of mental clarity in trading, shares resources for researching small companies, and challenges conventional investing wisdom. Throughout the discussion, he provides insights into the volatility and...
2026-02-16
1h 02
Planet MicroCap Podcast | MicroCap Investing Strategies
Quality of Earnings and Dilution Risk with Ryan Telford, Head of Evidence-Based Research at MicroCapClub
In this episode of the Planet MicroCap Podcast, I spoke with Ryan Telford, Head of Evidence-Based Research at MicroCapClub, where he breaks down why headline profitability and earnings beats can be misleading, and how investors should instead focus on quality of earnings—cash flow support, reinvestment discipline, and earnings stability—along with dilution risk as the true predictors of performance. We discuss the data showing how high-quality earners significantly outperform low-quality peers globally, why many profitable microcaps still underperform after strong quarters, and how looming equity raises can act as a hidden “tax” on shareholder returns. We mention a number o...
2026-02-13
56 min
MicroCapClub
Cybeats Technologies (CYBT/CYBT.CN): SBOM Management Platform
In this Business Breakdown, David Barbato and Jeff Kowal sit down with Cybeats Technologies’s (CYBT/CYBT.CN) CEO Justin LegerThe company was originally profiled by MicroCapClub member "Valueseeker123" on September 15, 2025, at $0.13 CAD per share. This discussion took place live on February 9th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this conversation, Justin Lagier, CEO of Cybeats Technologies, discusses the importance of Software Bill of Materials (SBOM) management in cybersecurity. He explains the regu...
2026-02-12
1h 08
MicroCapClub
Club Conversation with Dave Waters, Dark Stock Investing
Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this Club Conversation, Dave Waters from Alluvial Capital, shares his unique journey into the world of investment management, highlighting his non-traditional background and the evolution of his investment philosophy. He discusses the concept of 'arbitrage of inconvenience' in micro-cap investing, the challenges of illiquidity, and the intricacies of expert markets. Waters emphasizes the importance of understanding why companies are public and how to value non-reporting companies. He also explores the role of catalysts in investment decisions, shares...
2026-02-09
59 min
MicroCapClub
Intelligent Monitoring Group Ltd (IMB.AX): Security Monitoring at Scale
In this Business Breakdown, David Barbato and Christian Schmidt sit down withIntelligent Monitoring Group Ltd (IMB.AX) MD Dennison Hambling, and HBI Shenin Singh.The company was originally profiled by MicroCapClub member "Schmidt" on May 31, 2024, at $0.34 AUD per share. This discussion took place live on January 30th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this conversation, Denison Hambling and Shenin Singh from Intelligent Monitoring Group discuss their professional backgrounds, the evolution of their business mo...
2026-02-05
1h 06
MicroCapClub
Paragon Advanced Labs (PALS.V): High-Speed Mineral Testing Toll Booth
In this conversation, Peter Shippen, CEO of Paragon Advanced Labs, discusses the innovative approach of his company in the mining industry, particularly focusing on their unique assay services using Photon Assay technology. He elaborates on the challenges faced by traditional assay methods, the strategic partnerships that bolster their market position, and the operational model that allows for rapid growth and customer engagement. The discussion also touches on future growth prospects, capital allocation strategies, and the importance of non-destructive testing in the mining sector.Join MicroCapClub and unlock the ability to listen and participate live...
2026-02-02
1h 04
MicroCapClub
LibertyStream Infrastructure (LIB.V; VLTLF): Inside the US Lithium Tech Disruption
In this Business Breakdown, David Barbato and John LaGourgue sit down with LibertyStream Infrastructure’s (LIB.V; VLTLF) CEO Alex Wylie.The company was originally profiled by MicroCapClub member "John LaGourgue" on October 14, 2025, at $0.40 CAD per share. This discussion took place live on January 30th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/In this conversation, Alex Wylie, CEO of Liberty Stream Infrastructure, discusses the...
2026-02-01
57 min
MicroCapClub
Lindbergh SPA (LDB.MI): The HVAC Serial Acquirer Paying 2x EBITDA
This conversation provides an in-depth look at Lindbergh, a company founded by Michele Corradi and Marco Pomé, focusing on their journey in logistics, waste management, and HVAC services. The discussion covers the evolution of the company, key milestones, and the growth of different business units, particularly HVAC. The founders share insights on their acquisition strategy, cash management, and operational synergies, as well as the challenges they face in integrating various companies. They emphasize the importance of maintaining a lean structure while fostering a culture of best practices.Join MicroCapClub and unlock the ability to listen and participate l...
2026-01-29
1h 01
MicroCapClub
Club Conversation with Tim Hanson, Making Millions in Boring Businesses
In this conversation, Tim shares his unique journey to Permanent Equity, detailing how a chance phone call led him to a career in private equity. He explains the innovative approach of Permanent Equity, which focuses on acquiring small businesses without leveraging debt, allowing for long-term growth and stability. Tim discusses the transition from public to private markets, highlighting the challenges and opportunities in each. He emphasizes the importance of assessing quality of earnings through cash flow analysis and shares insights into investment strategies, team culture, and the role of storytelling in building a successful business. Throughout the conversation, Tim's...
2026-01-26
58 min
MicroCapClub
Armanino Foods (AMNF): The Leading Producer of Italian and Specialty Foods
In this business breakdowns, Adam Wilk sits down with Armanino Foods of Distinction, Inc. (AMNF) CEO Deanna Jurgens. This Business Breakdowns discussion took place live on January 20th, 2026, on the MicroCapClub Community. The company was originally profiled by a MicroCapClub member on May 13th, 2014 at $1.75 per share. https://microcapclub.com/join-now/Armanino Foods of Distinction, Inc. (AMNF) is an international food company that manufactures and markets frozen Italian specialty food. The company's product line includes pesto sauces, stuffed pastas, pasta sheets, focaccia, and cooked meat products to the foodservice, retail, and industrial markets. Its organic line includes clas...
2026-01-21
1h 03
MicroCapClub
Club Conversation with David Gardner, the Rule Breaker
In this engaging conversation, David Gardner shares insights from his journey as an entrepreneur and investor, discussing the founding of The Motley Fool, his investment philosophy, and the importance of trust and character in business. He reflects on the emotional resilience required in investing, the lessons learned from both successful and failed investments, and the legacy he hopes to leave behind. Gardner emphasises the significance of optimising for trust and the impact of one's financial decisions on the world.Join MicroCapClub and unlock the ability to listen and participate live in these discussions...
2026-01-19
1h 20
MicroCapClub
Club Conversation with Aswath Damodaran, the Dean of Valuation
In this conversation, Aswath Damodaran shares insights into his early life in India, his passion for teaching, and his pragmatic approach to valuation. He discusses the importance of learning from mistakes through case studies, the impact of AI on investing, and the balance between qualitative and quantitative analysis in valuation. The conversation also touches on the differences between passive and active investing, the future of work in an AI-driven world, and the significance of personal philosophy in investment decisions.Join MicroCapClub and unlock the ability to listen and participate live in these discussions...
2026-01-12
1h 02
MicroCapClub
Mama's Creations (MAMA) - The National Deli Solutions Company
In this business breakdowns, Adam Wilk sits down with Mama's Creations (MAMA) CEO Adam Michaels and Chief Commercial Officer Chris Darling. This MicroCap Business Breakdowns discussion took place live on January 7th, 2026, on the MicroCapClub Community. https://microcapclub.com/join-now/This is a follow up discussion from our initial interview with the company that aired June 24th, 2024: https://youtu.be/QU174KOAnyA?si=dnVLI5ajilPRExaXMama’s Creations, Inc. is a food business that seeks to be a “one-stop-shop” deli supplier. The company originally started selling a single product, Italian me...
2026-01-08
1h 03
MicroCapClub
Club Conversation with Howard Marks, Oaktree’s Quiet Legend
In this conversation, Howard Marks shares his insights on investment strategies, the nature of risk, and the impact of market cycles. He discusses the origin of his company, Oak Tree, and elaborates on the concept of risk, emphasizing that it is subjective and tied to the possibility of undesirable outcomes. Marks also explores the upside of bubbles in technology, the implications of Brexit on the UK economy, and the current state of private credit. He provides advice on portfolio structuring, the importance of incentives in organizations, and personal reflections on success and happiness.Join...
2026-01-05
1h 00
MicroCapClub
BeWhere Holdings (BEW.V / BEWFF) - A Software Business Focused on The Internet of Things
In this business breakdowns, Adam Wilk and Trevor Treweeke sit down with BeWhere Holdings (BEW.V / BEWFF) President and CEO Owen Moore. This MicroCap Business Breakdowns discussion took place live on December 22nd, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/BeWhere Holdings Inc. is a Mobile-IoT (M-IoT) / Industrial-IoT company that designs, manufactures, and sells hardware with sensors plus software (mobile apps, middleware, cloud-platform) to enable real-time tracking and monitoring of non-powered assets, as well as environmental sensing. Its end markets include a wide set of industries with need for remote or distributed asset/inve...
2025-12-23
1h 03
MicroCapClub
Sanara MedTech (SMTI) – A Profitable 90%+ Gross Margin Surgical Products Business
In this business breakdowns, Ian Cassel and Chris Plahm sit down with Sanara MedTech (SMTI) CEO Seth Yon and CFO Elizabeth Tayler. This MicroCap Business Breakdowns discussion took place live on December 11th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Sanara is a profitable, growing, 90%+ gross margin small-cap med-tech company trading at 1/2 of peer group multiple. The surgical business is on a path toward 20% growth or roughly $125 million in revenue and around $25 million in EBITDA in 2026, representing a multiple today of 1.75x EV/Sales and 8.8x EV/EBITDA. Peer med-tech companies with similar grow...
2025-12-12
51 min
MicroCapClub
NameSilo (URL.CN / URLOF): The Low Price Domain Registrar
Adam Wilk and John LaGourgue have a conversation with Paul Andreola, CEO of NameSilo (URL.CN / URLOF). This MicroCap Business Breakdowns discussion took place live on November 18th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/NameSilo LLC is a low-cost provider of domain name registration and management services. As an accredited ICANN registrar, NameSilo is one of the fastest growing domain registrars in the world with approximately 4.67 million active domains under management from approximately 160 countries.NameSilo Technologies Corp. invests its capital in companies and opportunities which management believes are...
2025-11-19
54 min
MicroCapClub
Uncovering the Edge in Canadian Microcaps by Ryan Telford
Ryan Telford, Head of Evidence Based Research at MicroCapClub, presents his findings on why Canadian Microcaps outperform US Microcaps over time. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member...
2025-11-14
32 min
MicroCapClub
Hydreight Technologies (NURS.V/HYDTF): The Mobile Healthcare and Telemedicine Innovator
Adam Wilk and Charles Hutchison have a conversation with CEO Shane Madden and Board Chair Shafin Diamond of Hydreight Technologies (NURS.V/HYDTF). This MicroCap Business Breakdowns discussion took place live on December 5th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Hydreight Technologies is a 50-state mobile healthcare and telemedicine company and one of the fastest-growing in North America. Hydreight has grown rapidly from ~C$1mm in adj. revenue in 2020 to over C$22mm during 2024, exclusively through its nurse network and white-label solutions verticals. It has already onboarded 3,000+ nurses, with significant improvement in new b...
2025-11-06
58 min
MicroCapClub
Ryan Irvine Pitches Dynacor Group Inc. (DNG.TO) at Planet Microcap Toronto 2025
Ryan Irvine, President & CEO at Keystone Financial, gave a proof of concept idea then pitched DNG.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying...
2025-11-03
10 min
MicroCapClub
Dean Pernas Pitches Capstone Green Energy Holdings Inc (CGEH) at Planet Microcap Toronto 2025
Dean Pernas, Analyst at Pernas Research, gave a pitch on CGEH at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing...
2025-11-03
10 min
MicroCapClub
Balkar Sivia Pitches Ag Growth International Inc (AFN.TO) at Planet Microcap Toronto 2025
Balkar Sivia, Founder White Falcon Capital, gave a pitch on AFN.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or...
2025-11-03
11 min
MicroCapClub
Julian Goto Presents on Small / Micro-Cap Capital Flows - Don’t Waste This Cycle at Planet Microcap Toronto 2025
Julian Goto, CFA, Investment Associate at CG Wealth Management, gave a presentation at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or...
2025-11-01
09 min
MicroCapClub
Jesse Gamble Pitches Intermap Technologies Corp. (IMP.TO) at Planet Microcap Toronto 2025
Jesse Gamble, Senior Vice President & Portfolio Manager at Donville Kent Asset Management, gave a pitch on IMP.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by...
2025-11-01
13 min
MicroCapClub
Gerry Wimmer Pitches EcoSynthetix Inc. (ECO.TO) at Planet Microcap Toronto 2025
Gerry Winner, a private investor, gave a pitch on ECO.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing...
2025-11-01
20 min
MicroCapClub
Sharon Wang Pitches kneat.com Inc (KSI.TO) at Planet Microcap Toronto 2025
Sharon Wang, Senior Investment Analyst at PenderFund, gave a pitch on KSI.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member...
2025-11-01
17 min
MicroCapClub
Frederico Gomes Pitches Decibel Cannabis Company (DB.V) at Planet Microcap Toronto 2025
Frederico Gomes, CFA, Institutional Research at ATB Capital Markets, gave a pitch on DB.V at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become...
2025-11-01
16 min
MicroCapClub
Dean Trottier Pitches DIRTT Environmental Solutions Ltd. (DRT.TO) at Planet Microcap Toronto 2025
Dean Trottier, private investor, gave a pitch on DRT.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to...
2025-10-31
16 min
MicroCapClub
Donangelo Volpe Pitches Haivision Systems (HAI.TO) and Major Drilling (MDI.TO) at Planet Microcap Toronto 2025
Donangelo Volpe, Equity Research Analyst at Beacon Securities Limited, gave a pitch on HAI.TO and MDI.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by...
2025-10-31
16 min
MicroCapClub
Jordan Zinberg Pitches Propel Holdings Inc. (PRL.TO) at Planet Microcap Toronto 2025
Jordan Zinberg, President and CEO of Bedford Park Capital Corporation, gave a pitch on PRL.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to...
2025-10-31
16 min
MicroCapClub
Kyle McPhee Pitches Zedcor Inc. (ZDC.V) at Planet Microcap Toronto 2025
Kyle McPhee, CFA Research Analyst at Cormark Securities, gave a pitch on ZDC.V at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a...
2025-10-31
16 min
MicroCapClub
Nick Boychuk Pitches Tantalus Systems (GRID.TO) at Planet Microcap Toronto 2025
Nick Boychuk, Equity Research Analyst at Cormark Securities, gave a pitch on GRID.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a...
2025-10-31
13 min
MicroCapClub
Jared Fehr Pitches LibertyStream Infrastructure (LIB.V) at Planet Microcap Toronto 2025
Jared Fehr, P.Eng. - Analyst at Pathfinder Asset Management, gave a pitch on LIB.V at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to...
2025-10-30
19 min
MicroCapClub
Maxime Fournelle Pitches AUXLY Cannabis Group (XLY.TO) at Planet Microcap Toronto 2025
Maxime Fournelle, private investor, gave a pitch on XLY.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to...
2025-10-29
15 min
MicroCapClub
Mathieu Martin Pitches D-Box Technologies Inc. (DBO.TO) at Planet Microcap Toronto 2025
Mathieu Martin, CFA - Les Investissements Rivemont gave a pitch on DBO.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member...
2025-10-29
18 min
MicroCapClub
Russell Stanley Pitches Firan Technology (FTG.TO) at Planet Microcap Toronto 2025
Russell Stanley, Managing Director of Equity Research at Beacon Securities Limited, gave a pitch on FTG.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying...
2025-10-29
17 min
MicroCapClub
Meredith Brill Pitches ALUULA Composites Inc. (AUUA.V) at Planet Microcap Toronto 2025
Meredith Brill, private investor, gave a pitch on AUUA.V at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to...
2025-10-29
16 min
MicroCapClub
Art and Investing by Ian Cassel
Ian Cassel gave this presentation at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access...
2025-10-27
13 min
MicroCapClub
Ascent Industries (ACNT): The Specialty Chemicals Business Executing a Transformation
Adam Wilk and Sebastian Krog have a conversation with CEO Bryan Kitchen of Ascent Industries (ACNT). This MicroCap Business Breakdowns discussion took place live on September 18, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Ascent industries a Specialty Chemicals company that has emerged from a multi-year turnaround following a proxy contest and the sale of their Stainless Tubing business in June of this year. Today, the Chemicals business produces specialty chemicals for the carpet, chemical, paper, metals, mining agricultural, fiber, paint, textile automotive, petroleum, cosmetics, mattress, furniture, janitorial and other industries. Ascent operates three manufacturing sites in the S...
2025-09-19
58 min
MicroCapClub
Golconda Gold (GG.V/GGGOF): A Profitable Gold Producer Focused on Increasing Prod. & Not Diluting
Ian Cassel has a conversation with CEO Ravi Sood of Golconda Gold (GG.V / GGGOF). This MicroCap Business Breakdowns discussion took place live on September 9, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Golconda Gold is a profitable unhedged gold producer with assets in South Africa (Galaxy Mine) and New Mexico USA (Summit Mine) that expects to triple gold production over the next three years. Insiders own 40%+ and expect no further dilution. Golconda is currently a $80 million USD market cap. At $3000 per ounce gold, management $10 million USD in EBITDA in 2025, ramping to 25 million USD...
2025-09-09
1h 03
MicroCapClub
BluMetric Environmental (BLM.V/BLMWF): A Growing Environmental Solutions & Water Technology Company
Ian Cassel and Sebastian Krog have a conversation with CEO Scott MacFabe and CFO Dan Hilton of BluMetric Environmental (BLM.V / BLMWF). This MicroCap Business Breakdowns discussion took place live on September 4, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/BluMetric Environmental Inc. is a Canadian clean-tech and environmental consulting firm that provides turnkey environmental solutions and Mission Ready Water treatment systems for clients in the commercial, industrial, mining, government and military sectors.The company manufactures its equipment in Ontario, Canada and following its acquisition of Gemini Water in 2024, also at a second plant...
2025-09-04
1h 18
MicroCapClub
A Conversation with Jacob Ma-Weaver of Cable Car Capital LP
Jacob Ma-Weaver manages Cable Car Capital, LP, a San Francisco-based investment adviser and the general partner of Funicular Funds, LP. Funicular Funds has produced 17.1% net annualized returns since November 2013. The fund is currently closed to new investors. Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/We talk about Jacob’s journey from being a literature major in college to becoming a multi-strategy fund manager. We dive into several of his investment approaches, including shorting, litigation funding, India IPOs, structured financings, activism, negative EV biotechs, cr...
2025-07-31
1h 10
MicroCapClub
Cannara Biotech (LOVE.V): Premium Cannabis at Affordable Prices
Adam Wilk and Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund, have a conversation with Nicholas Sosiak, CFO of Cannara Biotech (LOVE.V/LOVFF). This MicroCap Business Breakdowns discussion took place live on July 30th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Cannara Biotech is a Canadian cannabis company specializing in premium-quality cannabis production at affordable prices. Due to its premium, high quality products, Cannara has emerged as one of Quebec’s fast-growing licensed producers. Cannara grows their product in state-of-the-art facilities, employing methods used in the most sophisticated markets in the world; cu...
2025-07-31
1h 02
MicroCapClub
Tantalus Systems (GRID.TO): Helping Utilities Modernize Distribution Grids
Adam Wilk and Jeff Kowal have a conversation with President and CEO Peter Londa of Tantalus Systems (GRID.TO). This MicroCap Business Breakdowns discussion took place live on July 17th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Tantalus Systems (GRID.TO) is a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data across all their devices and systems deployed throughout the entire distribution grid – from the substation to the EV charger located behind the meter. The company offers smart grid solutions across multiple levels: intelligent connected de...
2025-07-19
1h 16
Planet MicroCap Podcast | MicroCap Investing Strategies
How the MC GUTS Microcap Index is Beating the Market: Mid-Year 2025 MicroCap Update with Ryan Telford, Head of Evidence-based Research at MicroCapClub
My guest on the show today is Ryan Telford, Head of Evidence-Based Research at MicroCapClub. In this episode, Ryan breaks down the performance and methodology behind the MC Guts MicroCap Index — a quant-driven benchmark launched by MicroCapClub to track microcap stocks in the U.S., Canada, and Europe.We discuss why Canada and Europe are outperforming while the U.S. lags in 2025, sector rotation, and how Ryan’s “GUTS” framework — Growth, Undervalued, Timing, and Sentiment — identifies overlooked opportunities in the microcap universe.Ryan also shares how the index filters for quality, liquidity, and momentum, and how his rese...
2025-07-16
39 min
Planet MicroCap Podcast | MicroCap Investing Strategies
How the MC GUTS Microcap Index Is Beating the Market: Mid-Year 2025 MicroCap Update with Ryan Telford, Head of Evidence-based Research at MicroCapClub
My guest on the show today is Ryan Telford, Head of Evidence-Based Research at MicroCapClub. In this episode, Ryan breaks down the performance and methodology behind the MC Guts MicroCap Index — a quant-driven benchmark launched by MicroCapClub to track microcap stocks in the U.S., Canada, and Europe. We discuss why Canada and Europe are outperforming while the U.S. lags in 2025, sector rotation, and how Ryan’s “GUTS” framework — Growth, Undervalued, Timing, and Sentiment — identifies overlooked opportunities in the microcap universe. Ryan also shares how the index filters for quality, liquidity, and momentum, and how his rese...
2025-07-16
39 min
MicroCapClub
A Conversation with Christian Schmidt
Christian Schmidt is a full-time private investor based in Germany. His focus is on overlooked and underfollowed micro- and small-cap stocks, primarily in the U.S., Canada, U.K., and Australia. Christian’s strategy has produced a 32.8% CAGR since 2017. Christian is also the co-founder of Tracktacle.com, a real-time news, filing, and document search platform for the United States and Canadian market. https://app.tracktacle.comJoin MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/Find Christian here: MicroCapClub: @Schmidt X...
2025-06-25
44 min
MicroCapClub
BranchOut Food (BOF): An Emerging Player in the Natural Foods Space
Adam Wilk and Erik Voss have a conversation with Founder and CEO Eric Healy and CFO John Dalfonsi of BranchOut Food (BOF). This MicroCap Business Breakdowns discussion took place live on June 18th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/BranchOut Food Inc. (Nasdaq: BOF) is an emerging player in the natural foods space that is reaching a key inflection point in its growth story. Using an innovative food dehydration technology, BranchOut is aiming to disrupt the snack food industry with its growing portfolio of healthy fruit and vegetable based snacks and ingredients.
2025-06-18
54 min
MicroCapClub
Supreme PLC (SUP.L): A Leading Distributor in Fast Moving Consumer Goods
Adam Wilk and Sven Klass have a conversation with CEO Sandy Chadha of Supreme PLC (SUP.L). This MicroCap Business Breakdowns discussion took place live on June 5th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/About Sven Klass: MicroCapClub: @Financial SkepticX: https://x.com/FinSkepticSupreme PLC (SUP.L) is an AIM-quoted UK company that has become a leading distributor in the fast-moving consumer goods (FMCG) sector. With a strong presence in the UK, Supreme PLC has earned a reputation for its expertise in supplying a wide range of...
2025-06-05
53 min
MicroCapClub
John LaGourgue Pitches NameSilo (URL.CN) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. John (@John LaGourgue) has been a member of MicroCapClub since 2015. Join MicroCapClub https://community.microcapclub.comFollow John on X: https://x.com/lagourgue1MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to g...
2025-05-09
10 min
MicroCapClub
David Polansky Pitches Red Violet (RDVT) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. David (@shortavacado) has been a member of MicroCapClub since 2022. Join MicroCapClub https://community.microcapclub.comGo to his website: https://immersioninvest.com/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. M...
2025-05-09
12 min
MicroCapClub
Chris Krug Pitches Exel Composites (EXL1V.HEL) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Chris (@ckrug) has been a member of MicroCapClub since 2019. Join MicroCapClub https://community.microcapclub.comFollow Chris on X: https://x.com/chcap2016MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mis...
2025-05-09
08 min
MicroCapClub
Geert Campaert Pitches EVS Broadcast Equipment (EVS.BR) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Geert (@geertcampaert) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.comRead Geert’s blog here: https://microcapexpert.substack.com/Follow Geert on X: https://x.com/CampaertGeertMicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stoc...
2025-05-08
10 min
MicroCapClub
Kris Tuttle Pitches CuriosityStream (CURI) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Kris (@IPO Candy) has been a part of MicroCapClub since 2023. Join MicroCapClub https://community.microcapclub.comGo to Kris’s website here: https://www.ipocandy.com/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a me...
2025-05-08
09 min
MicroCapClub
Andrew Rem Pitches Research Solutions (RSSS) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Andrew (@Andrew Rem) has been a member of MicroCapClub since 2019. Join MicroCapClub https://community.microcapclub.comMicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest qua...
2025-05-07
10 min
MicroCapClub
Artem Fokin Pitches Sofwave (SOFW.TA) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Artem (@Selen) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.comGo to Artem’s website at: www.Caro-Kann-Capital.comMicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or s...
2025-05-06
10 min
MicroCapClub
Simply Better Brands (SBBC.V): The Team Behind the Growth of Trubar
Adam Wilk has a conversation with CEO Erica Groussman and Chairman Kingsley Ward of Simply Better Brands (SBBC.V / SBBCF). This MicroCap Business Breakdowns discussion took place live on May 6th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Simply Better Brands (soon to be renamed Trubar Inc.) is a CPG company that incubates various brands in the global protein-based nutrition and wellness categories, with most of their products prioritizing clean ingredients. This is a fast-growing and massive segment of the market including supplements, bars and other nutrition foods. S...
2025-05-06
1h 00
MicroCapClub
Jeff Kowal Pitches Tantalus Systems (GRID.TO) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Jeff (@valueseeker123) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.comMicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality micr...
2025-05-06
10 min
MicroCapClub
David Bastian Pitches Superior Industries (SUP) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. David (@Kingdomcapital) has been a member of MicroCapClub since 2021. Join MicroCapClub https://community.microcapclub.comYou can view his website at https://www.kingdomcapitaladvisors.com/Follow him on X https://x.com/kingdomcapadvMicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and d...
2025-05-05
09 min
MicroCapClub
Sebastian Krog Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2025
The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Sebastian (@cinche61) has been a member of MicroCapClub since 2021.Join MicroCapClub https://community.microcapclub.comYou can read his writings on his Substack https://treasure-hunting.coFollow him on X https://x.com/SebKrog MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to b...
2025-05-05
10 min
MicroCapClub
SANUWAVE Health (SNWV): A Disruptive Razor-Blade Medical Device Company Growing 50%
Sebastian Krog joins Adam Wilk to have a conversation with Morgan Frank, CEO of SANUWAVE Health (SNWV). This MicroCap Business Breakdowns discussion took place live on April 16th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Sanuwave is a medical device company that markets UltraMIST, a low frequency, non-contact, non thermal deep ultrasound system used in the treatment of complex and non-healing wounds. UltraMIST is an FDA cleared product that has schedule 1 CMS reimbursement under CPT code 97610 (one of only two companies entitled to use this code). The company has a classic “razor/razorblade” mode...
2025-04-17
1h 06
MicroCapClub
Laird Superfood (LSF): A Better-For-You CPG Pioneer
Olivier Colombo joins Adam Wilk to have a conversation with CEO Jason Vieth and CFO Anya Hamill of Laird Superfood (LSF). This MicroCap Business Breakdowns discussion took place live on April 2nd, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/Laird Superfood is an emerging consumer products platform focused on manufacturing and marketing highly differentiated plant-based and functional foods. The Laird Superfood brand is increasingly recognized and trusted by a growing number of consumers. The core pillars of the Laird Superfood platform are currently Superfood Creamer coffee creamers, Hydrate hydration products and beverage...
2025-04-03
1h 18
MicroCapClub
KITS Eyecare (KITS.TO): The Fastest-Growing Optical Company to Achieve $150 million in Sales
Stephen De Beir joins Adam Wilk to have a conversation with Joseph Thompson, COO of KITS Eyecare (TSX: KITS / OTC:KTYCF). This MicroCap Business Breakdowns discussion took place live on March 12th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/KITS Eyecare is a fast-growing e-commerce retailer of glasses, contacts and accessories. KITS offers customers access to a vast selection of contact lenses and eyeglasses, including their own exclusive KITS designed products, as well as a robust suite of online vision tools. KITS technology stack along with their industry leading manufacturing process removes the m...
2025-03-13
1h 20
MicroCapClub
BuildDirect (BILD.V): Omnichannel Flooring Disruptor with Pro-Driven Growth
Mark Zaret from Teraz Fund joins Sean Iddings to have a conversation with CEO Shawn Wilson of BuildDirect (TSX-V: BILD, OTC: BDCTF). This MicroCap Business Breakdowns discussion took place live on March 6th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/BuildDirect is focused on growing its presence in the North American flooring market through the organic development and acquisition of profitable brick-and-mortar locations known as ‘Pro Centers’. By consolidating a portion of the $90+ billion North American flooring market, BuildDirect aims to establish a solid foundation for future product expansion. BILD...
2025-03-07
58 min
MicroCapClub
Enterprise Group (E.TO): A Specialized Equipment and Power Provider with 40% EBITDA Margins
Jesse Gamble from Donville Kent Asset Management joins Adam Wilk to have a conversation with co-founder and President Desmond O’Kell of Enterprise Group (E.TO). This MicroCap Business Breakdowns discussion took place live on February 20th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/About Enterprise Group: Enterprise Group is a leading provider of specialized equipment and services to the energy, pipeline, and infrastructure industries, is positioned for significant growth. Based in Alberta, Canada, Enterprise operates through four divisions: Evolution Power Projects, Westar Oilfield Rentals, Arctic Therm International and Hart Oil Field Re...
2025-02-21
1h 02
MicroCapClub
Kingsway Financial Services: Revolutionizing the Search Fund Model
Sean Iddings joins full-time private investor Mark Vonderwell, to have a conversation with CEO J. T. Fitzgerald and CFO Kent Hansen of Kingsway Financial Services (KFS). This MicroCap Business Breakdowns discussion took place live on January 9th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Kingsway Financial Services: Kingsway Financial Service’s base business offering warranties for automobiles and HVAC systems generates the cash for their fledgling search funds business. Under Kingsway’s Search Xcelerator program, new business school graduates, using Kingsway’s capital leveraged with bank loans, purchase very small privat...
2025-01-11
47 min
MicroCapClub
A Conversation with Michael Melby of Gate City Capital Management
Michael Melby is the founder and portfolio manager at Gate City Capital Management. Gate City has produced a 22.4% net annualized return since inception (September 2011), compared to 14.8% for the S&P 500. During this discussion we talk about Michael’s beginnings growing up in a small Montana town, education and early experience, launching his fund, his strategy and process, and the decision to close the fund to new investors. Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ About Michael Melby: MicroCapClub member sin...
2025-01-10
1h 24
MicroCapClub
A Conversation with Harris Perlman
Harris Perlman is a private full-time investor focused mainly on microcap stocks. During this conversation we talk about a wide variety of topics. Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ About Harris Perlman: MicroCapClub: @Harris Perlman – Member since 2014 X: https://x.com/OtterMarket About MicroCapClub MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub wa...
2024-12-10
1h 06
MicroCapClub
Research Solutions: The Bloomberg of Scientific Research
Adam Wilk joins Avi Fisher, PM at Long Cast Advisers, to have a conversation with CEO Roy Olivier of Research Solutions Inc. (RSSS). This MicroCap Business Breakdowns discussion took place live on December 4th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Research Solutions: Research Solutions (NASDAQ: RSSS) is a vertical SaaS and AI company that simplifies research workflow for academic institutions, life science companies, and research organizations worldwide. As one of the only publisher-independent marketplaces for scientific, technical, and medical (STM) content, the company uniquely combines AI-powered tools—including an int...
2024-12-05
58 min
MicroCapClub
Haypp Group - The Market Leader in Nicotine Pouches
Adam Wilk joins Ebin Hirschman to have a conversation with CEO Gavin O'Dowd of Haypp Group AB (HAYPP.ST). This MicroCap Business Breakdowns discussion took place live on November 20th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Haypp Group: Haypp Group spearheads the global transformation from smoking to healthier product alternatives. With origins in Scandinavia, extensive experience from pioneering markets in smoke-free alternatives, and being a leader in the e-commerce sector, Haypp Group is taking the vision of inspiring healthier enjoyment for millions to a global scale. With eleven e-commerce b...
2024-11-21
56 min
MicroCapClub
A Conversation with Grant Williams
In this conversation Ian Cassel sits down with Grant Williams. Grant is an accomplished writer, interviewer, speaker, and an all-around curious person. You can find his content on www.grant-williams.com Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ Chapters: 00:00 Disclaimer 00:15 Intro & Grant’s Background 01:42 The Role of Writing in Investment 07:10 Early Career Lessons 18:45 Skepticism 24:32 Navigating Global Financial Crisis 34:38 Commonalities of Successful traders 38:35 Di...
2024-10-29
1h 20
MicroCapClub
DIRTT Environmental Solutions: The Global Leader in Industrialized Construction
Adam Wilk joins full-time private investor Jeff Kowal to have a conversation with CEO Benjamin Urban of DIRTT Environmental Solutions Ltd. (DRT.TO / DRTTF). This MicroCap Business Breakdowns discussion took place live on October 8th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ DIRTT Environmental Solutions Ltd. (DRT, TSX-listed) is a global leader in industrialized construction for interior spaces. By utilizing their first-of-its-kind software called ICE, the company custom manufactures client's unique visions into compelling high-performance spaces. This ICE software allows configuration and pricing with direct connection to manufacturing equipment. DIRTT has built sustainable...
2024-10-10
55 min
MicroCapClub
Kelly Partners Group - The Buy and Build Leaders in Accounting Services
Adam Wilk joins Aakash Vanchi Nath of P&R Investment Management Limited to have a conversation with CEO Brett Kelly and CFO Kenneth Ko of Kelly Partners Group (KPG.AX / KPGHF). This MicroCap Business Breakdowns discussion aired on September 26th on the MicroCapClub Community. https://microcapclub.com/join-now/ Kelly Partners Group provides accounting services for small and medium businesses. KPG has a buy and build strategy of acquiring accounting firms in Australia and the US and are planning to expand their playbook to new geographies. The have compounded revenues above 20% for over 15 years. Founder...
2024-09-29
1h 00
MicroCapClub
A Conversation with Jason Hirschman
In this conversation Ian Cassel sits down with Jason Hirschman. Jason Hirschman is on Ian Cassel's Mount Rushmore of private investors. Why? He was a small business owner that parlayed that and some investing success into becoming a full-time private investor, and now manages capital for his family office at Hudson 215 Capital. He is one of the few private investors that has turned a small personal portfolio into a large nine figure portfolio. Jason's investments typically feature high return on invested capital, superior management, and secular growth tailwinds. He focuses on non-resource microcap equities domiciled in the U.S...
2024-09-24
1h 15
MicroCapClub
Quest Resource Holding Corporation (QRHC)
Adam Wilk joins Greg Kitt and Jordan Salim from the Pinnacle Family Office to have a conversation with CEO Ray Hatch of Quest Resource Holding Corporation (QRHC). This MicroCap Business Breakdowns discussion aired on August 22nd on the MicroCapClub Community. https://microcapclub.com/join-now/ Quest Resource Holding Corp (QRHC) is an asset-light waste and recycling services provider benefitting from increased interest to divert waste away from the landfill because of external regulatory drivers and internal ESG mandates. Quest boasts long standing relationships with a diversified base of blue chip customers, and provides data and reporting to customers to meet i...
2024-08-31
59 min
MicroCapClub
The Skills of Stock Picking by Ian Cassel
Ian Cassel gave this presentation at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to beco...
2024-08-31
34 min
MicroCapClub
Stock Pitch Session at MicroCap Leadership Summit 2024
We had eight members pitch their favorite stocks at the current price at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Time stamps, member, and company pitched: 00:00:20 - Aldeyra (ALDX) - Daron Evans - MCC: @DeBio - Twitter: @DaronEvans3 00:09:49 - Zomedica (ZOM) - Andrew Rem - MCC: @Andrew Rem 00:18:39 - Shelly Group (SLYG.F) - Jean Phillipe Tissot - MCC: @Jean - Twitter: @jptissot1 00:26:40 - Kraken Robotics (PNG.V) - Geert Camp...
2024-08-31
1h 10
MicroCapClub
Building Platform Companies by Ron Nixon
Ron Nixon, founder of The Catalyst Group and CEO of Sanara MedTech (SMTI), presented at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Ron Nixon founded The Catalyst Group in 1990 for one primary reason: to assist good companies achieve their long-term potential. Over his career, he has participated in over 200 separate transactions while managing TCG’s eight previous limited partnerships. https://www.tcgfunds.com The MicroCap Leadership Summit is an annual event...
2024-08-31
54 min
MicroCapClub
Solitron Devices Presents at MicroCap Leadership Summit 2024
Tim Eriksen, CEO of Solitron Devices (SODI) and portfolio manager at Cedar Creek Partners, presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Solitron Devices (SODI) designs, develops, manufactures, and markets solid state semiconductor components and related devices primarily for the military and aerospace markets. Tim Eriksen has led the turnaround of the company. https://solitrondevices.com The MicroCap Leadership Summit is an annual event hosted by M...
2024-08-31
33 min
MicroCapClub
KITS Eyecare Presents at MicroCap Leadership Summit 2024
Joseph Thompson, co-founder and COO of KITS Eyecare (KITS.TO), presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ KITS Eyecare (KITS.TO) is a leading vertically integrated digital eyecare brand providing eyewear for eyes everywhere. KITS efficient digital platform, backed by industry-leading manufacturing and designs, removes intermediaries, and enables KITS to be a low-cost provider of personalized eyecare products with incredible care and accuracy. The comp...
2024-08-31
40 min
MicroCapClub
Innovative Food Holdings Presents at MicroCap Leadership Summit 2024
Bill Bennett, CEO of Innovative Food Holdings (IVFH), presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Innovative Food Holdings (IVFH) is a gourmet food marketplace that connects the world’s best artisan food makers with top professional chefs nationwide. Additional information is available at www.ivfh.com. The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microca...
2024-08-31
36 min
MicroCapClub
PCS Edventures Presents at MicroCap Leadership Summit 2024
Michael Bledsoe (President) and Todd Hackett (CEO) of PCS Edventures (PCSV) presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ PCS Edventures!, Inc. (PCSV) is a Boise, Idaho company that designs and delivers technology-rich products and services for the K-12 market that develop 21st-century skills. PCS programs emphasize experiential learning in Science, Technology, Engineering, and Math (“STEM”). The business is a turnaround story that has been transfor...
2024-08-31
45 min
MicroCapClub
Idaho Strategic Resources Presents at MicroCap Leadership Summit 2024
John Swallow (CEO) and Travis Swallow of Idaho Strategic Resources (IDR) presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Idaho Strategic Resources (IDR) is an Idaho based gold producer which also owns the largest Rare Earth Elements land package in the United States. In today’s volatile geopolitical and macroeconomic environment, IDR finds itself in a unique position as the only publicly traded company with profit...
2024-08-31
49 min
MicroCapClub
The Story of LHC Group by co-founder Keith Myers
Keith Myers presented at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Keith G. Myers is co-founder of LHC Group and served as chairman and CEO from 1994 until the company was acquired by UnitedHealth for $5.4 billion in 2023. Mr. Myers helped establish LHC Group as a single freestanding home health agency in rural St. Landry Parish, La. From this foundation, he and his wife Ginger, a nurse at the time, built what would...
2024-08-31
57 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 200 - Celebrating 10 Years of MicroCapClub with Ian Cassel and Mike Schellinger
For Episode 200 of the Planet MicroCap Podcast, I welcomed back Ian Cassel and Mike Schellinger, the Co-Founders of MicroCapClub. For those who don't know, MicroCapClub is the pre-eminent MicroCap investing forum, known for spring-boarding the careers of some of the best investors we know, and more importantly, has profiled many of the most well-known MicroCap winners. Ian Cassel was my first ever guest on Planet MicroCap, Mike has been a guest three times, and I can't thank them enough for their support of the Planet MicroCap Podcast. MicroCapClub was started in 2011, so I was thrilled we could celebrate both...
2021-11-10
1h 05
Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 100 - Investing: It's All About the Journey with Ian Cassel, MicroCapClub.com
I want to start off with a big THANK YOU! Thank you all for your listenership and support for the Planet MicroCap Podcast. Whether you've been listening since the beginning or even a new listener, I really appreciate your support! Back in July 2015, I was a frustrated investor that wanted to get better. Thanks to the amazing guests we’ve had on here, they’ve helped people like me become the best investor I can. So, I’d also like to give a heartfelt thank you to all my guests, who have selflessly shared their time and expertise. It’s been 4...
2019-11-13
58 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 71 - Three Years Later, Where it all began: Ian Cassel, MicroCapClub.com - So you want to be a MicroCap Investor?
So we just passed the anniversary of when I published the first episode of the Planet MicroCap Podcast, which was on July 28, 2015. Since then, I have published now 73 episodes and amassed over 114,000 downloads. My goal then is the same as it is now, which is to educate the next generation of investors how to invest in MicroCap stocks. I recognized that there was so much more that I could learn as a MicroCap investor, and I wanted to take you on that journey with me.My very first guest was Ian Cassel, Founder of MicroCapClub...
2018-08-08
29 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 61 - Case Studies on a Common Characteristic of Multi-bagger Stocks with Mike Schellinger, MicroCapClub.com
For this episode of Planet MicroCap Podcast, I caught up with Mike Schellinger. Mike is a full-time MicroCap investor, as well as Co-Owner of MicroCapClub. While my guests sometimes discuss a stock to support their investing thesis, we have yet to provide case studies about investing successes. I thought Mike would be the perfect person to talk about different case studies as he not only has the experience, but in past episodes he has noted about the importance of keeping track of companies that you have researched, not just companies you end up taking positions in. The goal for...
2018-02-21
46 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 49 - Investing in Special Situations with Mark Vonderwell, @Googie on MicroCapClub.com
For this episode of Planet MicroCap Podcast, I spoke with Mark Vonderwell, also known as “Googie” on MicroCapClub.com. I met Mark at the MicroCapClub Leadership Summit last year in Chicago, and over breakfast, we discussed his investing approach. It was during this conversation that I was introduced to Mark’s particular focus and pension for investing in Special Situations. After meeting Mark in Chicago, I read a few of his articles he posted on MicroCapClub.com and thought he’d be the perfect guest to discuss investing in Special Situations. The goal for this episode is to learn more abo...
2017-07-19
1h 11