Shows
MicroCapClubTantalus Systems (GRID.TO): Helping Utilities Modernize Distribution GridsAdam 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...2025-07-191h 16
Planet MicroCap Podcast | MicroCap Investing StrategiesHow the MC GUTS Microcap Index is Beating the Market: Mid-Year 2025 MicroCap Update with Ryan Telford, Head of Evidence-based Research at MicroCapClubMy 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...2025-07-1639 min
Planet MicroCap Podcast | MicroCap Investing StrategiesHow the MC GUTS Microcap Index Is Beating the Market: Mid-Year 2025 MicroCap Update with Ryan Telford, Head of Evidence-based Research at MicroCapClubMy 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...2025-07-1639 min
We Study Billionaires - The Investor’s Podcast NetworkTIP732: The Mindset and Skills That Build Investing Legends w/ Ian CasselOn today’s episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and goat investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve, avoid common traps, and develop underappreciated edges that compound into long-term outperformance.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:30 - What sparked Ian’s obsession with investor greatness.
07:41 - The two metrics that reveal actual investing skill.
13:07 - Why radical self-honesty drives long-term improvement.
16:41 - The track records that define good, great...2025-06-271h 28MicroCapClubA Conversation with Christian SchmidtChristian 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...2025-06-2544 min
Planet MicroCap Podcast | MicroCap Investing Strategies[ARCHIVE] Ep. 45 - Using Your Professional Skills for MicroCap Investing with Meredith Brill, @LockStockBarrl (Original air date: May 24, 2017)To celebrate 10 years since the launch of the Planet MicroCap Podcast, I’m going back through our archives to share with you episodes of the podcast that either: garnered the most downloads/views in our history, stood out to me for the subject matter, the first appearances of regulars and/or that I think you’d really appreciate either re-visiting or for some of you, hearing/watching for the first time.For this episode of Planet MicroCap Podcast, I spoke with Meredith Brill, who goes by the handle @LockStockBarrl on Twitter and the MicroCapClub.com. We were intr...2025-06-2240 minMicroCapClubBranchOut Food (BOF): An Emerging Player in the Natural Foods SpaceAdam 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. 2025-06-1854 minMicroCapClubSupreme PLC (SUP.L): A Leading Distributor in Fast Moving Consumer GoodsAdam 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...2025-06-0553 minMicroCapClubJohn LaGourgue Pitches NameSilo (URL.CN) at Planet MicroCap Las Vegas 2025The 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...2025-05-0910 minMicroCapClubDavid Polansky Pitches Red Violet (RDVT) at Planet MicroCap Las Vegas 2025The 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...2025-05-0912 minMicroCapClubChris Krug Pitches Exel Composites (EXL1V.HEL) at Planet MicroCap Las Vegas 2025The 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...2025-05-0908 minMicroCapClubGeert Campaert Pitches EVS Broadcast Equipment (EVS.BR) at Planet MicroCap Las Vegas 2025The 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...2025-05-0810 minMicroCapClubKris Tuttle Pitches CuriosityStream (CURI) at Planet MicroCap Las Vegas 2025The 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...2025-05-0809 minMicroCapClubAndrew Rem Pitches Research Solutions (RSSS) at Planet MicroCap Las Vegas 2025The 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...2025-05-0710 minMicroCapClubArtem Fokin Pitches Sofwave (SOFW.TA) at Planet MicroCap Las Vegas 2025The 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...2025-05-0610 minMicroCapClubSimply Better Brands (SBBC.V): The Team Behind the Growth of TrubarAdam 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...2025-05-061h 00MicroCapClubJeff Kowal Pitches Tantalus Systems (GRID.TO) at Planet MicroCap Las Vegas 2025The 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...2025-05-0610 minMicroCapClubDavid Bastian Pitches Superior Industries (SUP) at Planet MicroCap Las Vegas 2025The 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...2025-05-0509 minMicroCapClubSebastian Krog Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2025The 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...2025-05-0510 minMicroCapClubSANUWAVE 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...2025-04-171h 06MicroCapClubLaird Superfood (LSF): A Better-For-You CPG PioneerOlivier 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...2025-04-031h 18MicroCapClubKITS Eyecare (KITS.TO): The Fastest-Growing Optical Company to Achieve $150 million in SalesStephen 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...2025-03-131h 20MicroCapClubBuildDirect (BILD.V): Omnichannel Flooring Disruptor with Pro-Driven GrowthMark 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...2025-03-0758 min
Planet MicroCap Podcast | MicroCap Investing StrategiesThe Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment ManagementMy guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.For more information about Islamorada Investment Management, please visit: https://www.islainvest...2025-03-051h 17Planet MicroCap Podcast | MicroCap Investing StrategiesThe Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment ManagementMy guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Islamorada Investment Management, please visit: https://w...2025-03-051h 17
Planet MicroCap Podcast | MicroCap Investing StrategiesThe Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge CapitalMy guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes over the years on Activist Investing, and I'd say all the investors that end up going activist, it's a reluctant endeavour; they basically, with all the circumstances happening in that particular company, made a conscious decision doing a time and cost analysis that it was a necessary step. But the biggest difference between most activist investors we've had on, or rather, investors that have gone active, is that they wouldn't necessarily describe themselves as activist...2025-02-2654 minPlanet MicroCap Podcast | MicroCap Investing StrategiesThe Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge CapitalMy guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes over the years on Activist Investing, and I'd say all the investors that end up going activist, it's a reluctant endeavour; they basically, with all the circumstances happening in that particular company, made a conscious decision doing a time and cost analysis that it was a necessary step. But the biggest difference between most activist investors we've had on, or rather, investors that have gone active, is that they wouldn't necessarily describe themselves as activist...2025-02-2654 minMicroCapClubEnterprise Group (E.TO): A Specialized Equipment and Power Provider with 40% EBITDA MarginsJesse 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...2025-02-211h 02
Planet MicroCap Podcast | MicroCap Investing StrategiesCleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of InvariantMy guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the "ways of seeing" bucket, meaning, every once in a while I have a conversation on here with someone that has a completely different way they look at investing that I find very unique. In this case, Devin's focus on finding very "unclean" stories and doing...2025-02-2053 minPlanet MicroCap Podcast | MicroCap Investing StrategiesCleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of InvariantMy guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the "ways of seeing" bucket, meaning, every once in a while I have a conversation on here with someone that has a completely different way they look at investing that I find very unique. In this case, Devin's focus on finding very "unclean" stories and doing...2025-02-2053 min
Planet MicroCap Podcast | MicroCap Investing StrategiesQuality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study BillionairesMy guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor's Podcast Network. I've been a fan from afar and had the chance to hang with Kyle at our conference in Vancouver last year. We had a blast and thought we should bring that energy to the podcast. I wanted to learn more about his background and how he got hooked into our MicroCap world here. We dove deeper into his thoughts on the differences between a quality business and quality investment, his criteria for an ideal investment and we close with...2025-02-1155 minPlanet MicroCap Podcast | MicroCap Investing StrategiesQuality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study BillionairesMy guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor's Podcast Network. I've been a fan from afar and had the chance to hang with Kyle at our conference in Vancouver last year. We had a blast and thought we should bring that energy to the podcast. I wanted to learn more about his background and how he got hooked into our MicroCap world here. We dove deeper into his thoughts on the differences between a quality business and quality investment, his criteria for an ideal investment and we close with lessons...2025-02-1155 min
Planet MicroCap Podcast | MicroCap Investing StrategiesWe (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital ManagementMy guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with the shareholders they deserve." There's many different ways to think about this concept - Adam and I do our best to cover them all. I thought it was particularly interesting for why Adam even wrote the article was inspired by potential LPs...2025-01-2939 minPlanet MicroCap Podcast | MicroCap Investing StrategiesWe (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital ManagementMy guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with the shareholders they deserve." There's many different ways to think about this concept - Adam and I do our best to cover them all. I thought it was particularly interesting for why Adam even wrote the article was inspired by potential LPs...2025-01-2939 min
Planet MicroCap Podcast | MicroCap Investing StrategiesA+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks CapitalMy guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I've known Whit for a few years now, first having met him at one of my own conferences in Vegas, and have gotten to know and appreciate Whit's investing style. He launched his Fund, River Oaks Capital, about 5 years ago now, and while he's in the middle of writing his annual letter, he graciously jumped on the pod to talk more about what he's learned from running a MicroCap fund thus far. And for full disclosure, we discussed a number of companies during today's...2025-01-2156 minPlanet MicroCap Podcast | MicroCap Investing StrategiesA+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks CapitalMy guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I've known Whit for a few years now, first having met him at one of my own conferences in Vegas, and have gotten to know and appreciate Whit's investing style. He launched his Fund, River Oaks Capital, about 5 years ago now, and while he's in the middle of writing his annual letter, he graciously jumped on the pod to talk more about what he's learned from running a MicroCap fund thus far. And for full disclosure, we discussed a number of companies during today's podcast...2025-01-2156 min
Planet MicroCap Podcast | MicroCap Investing StrategiesSpecial Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations NewsletterMy guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, investing framework, and more. Special situations is always fun to talk about, in my opinion, and some of my favorite conversations are had when discussing the topic. This one with Conor fits that bill in spades. And for full disclosure, we discussed a number of...2025-01-1546 minPlanet MicroCap Podcast | MicroCap Investing StrategiesSpecial Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations NewsletterMy guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, investing framework, and more. Special situations is always fun to talk about, in my opinion, and some of my favorite conversations are had when discussing the topic. This one with Conor fits that bill in spades. And for full disclosure, we discussed a number of...2025-01-1546 minMicroCapClubKingsway Financial Services: Revolutionizing the Search Fund ModelSean 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...2025-01-1147 minMicroCapClubA Conversation with Michael Melby of Gate City Capital ManagementMichael 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...2025-01-101h 24
Planet MicroCap Podcast | MicroCap Investing StrategiesMicroCap Year-End Review: Round Trips, Unexpected Winners, InfoArb, Raising Growth Capital + $TSSI $LFVN $ACFN $TATT with Maj Soueidan, GeoInvesting & MS MicroCapsMy guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. 2024 is in the books, and like every good podcaster, we had to do our version of a year-in-review, and in the MicroCap world, there's no shortage of things to cover. So much so, this might be Maj and I's longest pod ever - an hour and 40 minutes worth of mostly what I think we do best, jam session on MicroCap stocks and investing. Maj absolutely cooks on this episode, and it's always fun to watch. We dissect defining quality, round trips, unexpected winners, information arbitrage...2024-12-311h 44Planet MicroCap Podcast | MicroCap Investing StrategiesMicroCap Year-End Review: Round Trips, Unexpected Winners, InfoArb, Raising Growth Capital + $TSSI $LFVN $ACFN $TATT with Maj Soueidan, GeoInvesting & MS MicroCapsMy guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. 2024 is in the books, and like every good podcaster, we had to do our version of a year-in-review, and in the MicroCap world, there's no shortage of things to cover. So much so, this might be Maj and I's longest pod ever - an hour and 40 minutes worth of mostly what I think we do best, jam session on MicroCap stocks and investing. Maj absolutely cooks on this episode, and it's always fun to watch. We dissect defining quality, round trips, unexpected winners, information arbitrage, growth ca...2024-12-301h 44
Planet MicroCap Podcast | MicroCap Investing StrategiesGARRRP: Growth at a Reasonable Reasonable…Reasonable Price with Roger Fan, Founder and CIO of RF Capital ManagementMy guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the introduction. Roger runs a long-biased investment firm in LA that invests primarily in equities, and focuses on nanocaps and special situations. Their objective is to compound at 15-20%+ over the long term with a concentrated portfolio and minimal/no leverage or shorting. I invited Roger on to learn more about his strategy and how he intends to achieve these returns. Roger mentioned a number of names during the interview today and for full...2024-12-2443 minPlanet MicroCap Podcast | MicroCap Investing StrategiesGARRRP: Growth at a Reasonable Reasonable…Reasonable Price with Roger Fan, Founder and CIO of RF Capital ManagementMy guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the introduction. Roger runs a long-biased investment firm in LA that invests primarily in equities, and focuses on nanocaps and special situations. Their objective is to compound at 15-20%+ over the long term with a concentrated portfolio and minimal/no leverage or shorting. I invited Roger on to learn more about his strategy and how he intends to achieve these returns. Roger mentioned a number of names during the interview today and for full...2024-12-2443 minMicroCapClubA Conversation with Harris PerlmanHarris 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...2024-12-101h 06
Planet MicroCap Podcast | MicroCap Investing StrategiesConceptualizing the Future with Deiya Pernas, Co-Founder and Analyst at Pernas ResearchMy guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current market penetration, competitive landscape: these are all concepts we need to think about when looking at MicroCaps, and we've talked at length on this show about. The idea, or the ability, to conceptualize the future for any given company is a skill I think we all wish we had mastered (then we'd all be extremely wealthy), and yet, is what makes investing in Small, MicroCaps so damn fun. Deiya and his team at Pernas Research focus heavily...2024-12-0546 minMicroCapClubResearch Solutions: The Bloomberg of Scientific ResearchAdam 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...2024-12-0558 minPlanet MicroCap Podcast | MicroCap Investing StrategiesConceptualizing the Future with Deiya Pernas, Co-Founder and Analyst at Pernas ResearchMy guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current market penetration, competitive landscape: these are all concepts we need to think about when looking at MicroCaps, and we've talked at length on this show about. The idea, or the ability, to conceptualize the future for any given company is a skill I think we all wish we had mastered (then we'd all be extremely wealthy), and yet, is what makes investing in Small, MicroCaps so damn fun. Deiya and his team at Pernas Research focus heavily...2024-12-0446 minMicroCapClubHaypp Group - The Market Leader in Nicotine PouchesAdam 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...2024-11-2156 min
Planet MicroCap Podcast | MicroCap Investing StrategiesBuying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc.My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we've all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they'll show you how they did it. All jokes aside, it's a strategy that has worked time and again for many folks out there, however, buying and operating small private businesses is not as easy as social media would make you think, goes...2024-11-2040 minPlanet MicroCap Podcast | MicroCap Investing StrategiesBuying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc.My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we've all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they'll show you how they did it. All jokes aside, it's a strategy that has worked time and again for many folks out there, however, buying and operating small private businesses is not as easy as social media would make you think, goes...2024-11-2040 min
Planet MicroCap Podcast | MicroCap Investing StrategiesGame Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rateMy guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more specifically, idea generation that Peter Lynch made famous. In our conversation today, Tristan and I talk extensively about this concept as it pertains to his investing style and philosophy. Specifically, we thought we could up the boring business ante...2024-11-1453 minPlanet MicroCap Podcast | MicroCap Investing StrategiesGame Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rateMy guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more specifically, idea generation that Peter Lynch made famous. In our conversation today, Tristan and I talk extensively about this concept as it pertains to his investing style and philosophy. Specifically, we thought we could up the boring business ante...2024-11-1453 min
Planet MicroCap Podcast | MicroCap Investing StrategiesOwning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leonMy guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understand his approach here, plus: European Small/MicroCaps, disassociating from FOMO and his thesis on Shelly Group $SLYG. Leon mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them. F...2024-11-0743 minPlanet MicroCap Podcast | MicroCap Investing StrategiesOwning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leonMy guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understand his approach here, plus: European Small/MicroCaps, disassociating from FOMO and his thesis on Shelly Group $SLYG. Leon mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.
F...2024-11-0743 min
Planet MicroCap Podcast | MicroCap Investing StrategiesCounter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcapMy guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, including: counter cyclicality, offshore oil drilling, commercial real estate, coal, buying scarce assets, inflation protection, and more! We also talk at length about his largest position, Cipher Pharmaceuticals.Dylan mentioned a number of names during the interview...2024-10-3147 minPlanet MicroCap Podcast | MicroCap Investing StrategiesCounter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcapMy guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, including: counter cyclicality, offshore oil drilling, commercial real estate, coal, buying scarce assets, inflation protection, and more! We also talk at length about his largest position, Cipher Pharmaceuticals.
Dylan mentioned a number of names during the interview...2024-10-3147 minMicroCapClubA Conversation with Grant WilliamsIn 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...2024-10-291h 20
Planet MicroCap Podcast | MicroCap Investing StrategiesIt’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital ManagementMy guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more about his investing philosophy, strategy and why it's not necessarily bottom fishing when looking at MicroCaps.For more information about Paul Cerro and Cedar Grove Capital Management...2024-10-2439 minPlanet MicroCap Podcast | MicroCap Investing StrategiesIt’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital ManagementMy guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more about his investing philosophy, strategy and why it's not necessarily bottom fishing when looking at MicroCaps.
For more information about Paul Cerro and Cedar Grove Capital Management...2024-10-2439 min
Planet MicroCap Podcast | MicroCap Investing StrategiesMicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE InternationalMy guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially closed the planned take-private transaction on August 15, 2024. Today's interview has a few factors at play here:1. We've done quite a few interviews recently here, i.e., with Mathieu Martin and Paul Andreola, about how M&A has been hot, particularly in Canada, for the last 12...2024-10-1640 minPlanet MicroCap Podcast | MicroCap Investing StrategiesMicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE InternationalMy guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially closed the planned take-private transaction on August 15, 2024. Today's interview has a few factors at play here:
1. We've done quite a few interviews recently here, i.e., with Mathieu Martin and Paul Andreola, about how M&A has been hot, particularly in Canada, for the last 12...2024-10-1640 minMicroCapClubDIRTT Environmental Solutions: The Global Leader in Industrialized ConstructionAdam 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...2024-10-1055 minMicroCapClubKelly Partners Group - The Buy and Build Leaders in Accounting ServicesAdam 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...2024-09-291h 00MicroCapClubA Conversation with Jason HirschmanIn 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...2024-09-241h 15MicroCapClubQuest 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...2024-08-3159 minMicroCapClubThe Skills of Stock Picking by Ian CasselIan 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...2024-08-3134 minMicroCapClubStock Pitch Session at MicroCap Leadership Summit 2024We 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...2024-08-311h 10MicroCapClubBuilding Platform Companies by Ron NixonRon 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...2024-08-3154 minMicroCapClubSolitron Devices Presents at MicroCap Leadership Summit 2024Tim 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...2024-08-3133 minMicroCapClubKITS Eyecare Presents at MicroCap Leadership Summit 2024Joseph 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...2024-08-3140 minMicroCapClubInnovative Food Holdings Presents at MicroCap Leadership Summit 2024Bill 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...2024-08-3136 minMicroCapClubPCS Edventures Presents at MicroCap Leadership Summit 2024Michael 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...2024-08-3145 minMicroCapClubIdaho Strategic Resources Presents at MicroCap Leadership Summit 2024John 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...2024-08-3149 minMicroCapClubThe Story of LHC Group by co-founder Keith MyersKeith 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...2024-08-3157 min
Wall Street Wildlife Investing PodcastE42: Six Skills to Sharpen your Investing ClawsIf you’ve ever wondered about the difference between Badger and Monkey, here it is: Monkey spent his weekend getting a haircut, while Badger was playing poker until 6am in a literal castle on the outskirts of Edinburgh. Whose team are you on now?
In this week's episode, Luke buys Coherus $CHRS January 2026 options on the strength of Krzysztof's sales pitch in episode 41. “Deep Value” seems to have been the magic phrase that made his claws tingle, despite the “likelihood of failure still being high”, a fact rebutted with sound reason, logic and facts. We'll agree to disagree...2024-08-2740 min
We Study Billionaires - The Investor’s Podcast NetworkTIP648: Essential Skills for Successful Investing w/ Ian CasselOn today’s episode, Kyle Grieve chats with Ian Cassel about the art of success in the private investing world, key investing skills to help manage stress, simple methods for finding new investing ideas, consolidating your stock buying framework, the challenges that must be overcome to hold a stock successfully, when they sell a stock, how to develop perseverance like a legendary investor, and a whole lot more!Ian had a long history as a full-time private investor of microcaps. He then transitioned to become the founder of Intelligent Fanatics Capital Management. He is th...2024-07-281h 19
The Fort#337 - Ian Cassel - Founder @ Intelligent Fanatics Capital Mgmt - The Art of Microcap InvestingIan is the founder of MicroCapClub.com, a global community of microcap investors. He is also the founder of Intelligent Fanatics Capital Management LLC, where his team works with private wealth clients to help give them exposure to the smallest public companies in the world.We discuss:
The world of microcap investing
Why the greatest investors started in microcap
Building MicroCap Club
Ian’s process for investing in a company
We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners. htt...2024-02-151h 17The Fort#337 - Ian Cassel - Founder @ Intelligent Fanatics Capital Mgmt - The Art of Microcap InvestingIan is the founder of MicroCapClub.com, a global community of microcap investors. He is also the founder of Intelligent Fanatics Capital Management LLC, where his team works with private wealth clients to help give them exposure to the smallest public companies in the world.We discuss:
The world of microcap investing
Why the greatest investors started in microcap
Building MicroCap Club
Ian’s process for investing in a company
We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners. htt...2024-02-151h 17
We Study Billionaires - The Investor’s Podcast NetworkTIP606: Multi-Bagger First Principles w/ Ian CasselOn today’s episode, Clay is joined by Ian Cassel to discuss multi-bagger first principles, what he’s learned from investor Tony Deden, and biases he has had to overcome to continue improving as an investor.Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. IN THIS EPISODE YOU’LL LEARN:00:00 - Intro.01:36 - Ian’s investment journaling and reflection process.06:19 - What Ian has l...2024-02-091h 00
The Investing for Beginners Podcast - Your Path to Financial FreedomUnveiling the World of Microcap Stocks with Expert Ian Casselan Cassel hails from the distinctive region of Lancaster, Pennsylvania, an area known for its Amish community and pastoral charm. His upbringing in such a unique environment holds a special place in his life story, though it may not directly correlate to his professional journey. His narrative took a pivotal turn in the late 1990s when, as a teenager living through the dot-com boom, his parents presented him with a life-altering decision.With $20,000 saved for his college education, they laid out the realities of his financial support, prompting Ian to weigh his future academic aspirations thoughtfully. This...2024-01-1859 min
Investing by the Books#47 Ian Cassel on Golf Is Not a Game of PerfectIan Cassel is the founder of MicroCapClub, co-author of the books about Intelligent Fanatics, and the CIO of Intelligent Fanatics Capital Management. In this episode, we talk about “Golf Is Not a Game of Perfect” by Bob Rotella. The book covers the mental habits used by professional golfers, an area that turns out to be a ripe hunting ground for valuable investing advice.For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so p...2023-07-251h 16
We Study Billionaires - The Investor’s Podcast NetworkLightning in a Bottle & Microcap Investing w/ Ian CasselClay Finck chats with fan favorite Ian Cassel about a wide array of topics, including the role of mentors in his development as an investor, the three characteristics of a business that lead to “Lightning in a Bottle”, and unconventional methods he uses to understand a business better than nearly all other investors.Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. IN THIS EPISODE YOU’LL LEARN:00:00 - Intro.06:40 - The rol...2023-07-071h 05
The Acquirers PodcastValue After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds StocksValue: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/
We are live every Tuesday at 1.30pm E / 10.30am P.
Ian Cassell is the Founder of the MicroCapClub https://microcapclub.com/ and CIO Intelligent Fanatics https://if.capital/
Twitter: https://twitter.com/IanCassel
About Jake: Journalytic
Jake is a partner at Farnam Street: http://farnam-street.com/vah
Jake's podcast: https://twitter.com/5_GQs
Jake's Twitter: https://t...2023-06-191h 00
The Business BrewIan Cassel - A Micro PerspectiveIan Cassel stops back by The Business Brew to check in. As you may remember, Ian is a full-time microcap investor and founder of MicroCapClub. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps. He is also the author of two books:
Intelligent Fanatics Project: How Great Leaders Build https://www.amazon.com/Intelligent-Fanatics-Project-Sustainable-Businesses/dp/0997576502/?_encoding=UTF8&pd_rd_w=7vP7f&content-id=amzn1.sym.22f5776b-4878-4918-9222-7bb...2023-03-301h 24
Real Talk: The Charles Mizrahi ShowBillionaire Investing Secrets - Ian Cassel [Re-broadcast 4/20/21]Subscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/2054150He gives hundreds of investors a competitive edge over Wall Street … Ian Cassel has dedicated his career to finding diamonds in the rough. It’s difficult to spot — and invest in — the next Walmart or Netflix before they become industry giants. But Cassel meets this challenge head-on at the MicroCapClub. Cassel discusses the microcap ecosystem, his books, and ways to invest in quality companies with host Charles Mizrahi.Topics Discussed:An Introduction to Ian Cassel (00:00:00)The Microcap Ecosystem (00:01:45)MicroCapClub (00:08:58)Intelligent Fanatics (00:12:36)Following Great CE...2022-10-0448 min
Infinite LoopsIan Cassel — All Great Things Start SmallIan Cassel is the founder of MicroCapClub, a community where hundreds of investors have discussions on US and Canadian microcap companies. They also help you become better investors with educational content covering investing strategies, intelligent fanatic CEOs, great investors, and more. Ian is also Founder and CIO at Intelligent Fanatics Capital Management, whose goal is to own the smallest, most illiquid, least institutionally owned, misunderstood businesses that are run by intelligent fanatics. Ian’s Twitter: https://twitter.com/iancassel MicroCapClub: https://microcapclub.com/ Intelligent Fanatics Capital Management: https://if.capital/ Show No...2022-07-071h 11
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 200 - Celebrating 10 Years of MicroCapClub with Ian Cassel and Mike SchellingerFor 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...2021-11-101h 05
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 170 - Planet MicroCap Podcast / Value After Hours: Crossover Event (Tobias Carlisle, Jake Taylor, Bill Brewster) with Special Guest, Ian CasselFor this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast / Value After Hours: Crossover Event with Special Guest, Ian Cassel. I've been wanting to do a crossover event that would rival Avengers: Endgame, and I think we did just that. In all seriousness, I'm a huge fan of Tobias' podcast, Acquirers Podcast, as well as his weekly chats with Bill Brewster and Jake Taylor, titled, "Value After Hours". And in the #1 spin-off of the last 12 months, Bill has launched his own incredible podcast, "The Business Brew", where he's showcasing his talents as an...2021-04-211h 11
Real Talk: The Charles Mizrahi ShowBillionaire Investing Secrets - Ian CasselSubscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/2054150He gives hundreds of investors a competitive edge over Wall Street … Ian Cassel has dedicated his career to finding diamonds in the rough. It’s difficult to spot — and invest in — the next Walmart or Netflix before they become industry giants. But Cassel meets this challenge head-on at the MicroCapClub. Cassel discusses the microcap ecosystem, his books, and ways to invest in quality companies with host Charles Mizrahi.Topics Discussed:An Introduction to Ian Cassel (00:00:00)The Microcap Ecosystem (00:01:45)MicroCapClub (00:08:58)Intelligent Fanatics (00:12:36)Following Great CE...2021-04-2048 min
Trawling for Ten Baggers021: Extracting alpha from illiquid microcaps with Ian CasselIn this episode we talk to Ian Cassel a prominent microcap investor, author and founder of MicroCapClub.com
We hear about how Ian found himself so passionate about microcaps and what he learnt throughout his journey.
The discussion covers liquidity in microcaps, how to research and identify potential multibaggers and position sizes in a portfolio.
Links and books discussed:
https://microcapclub.com/
http://csinvesting.org/wp-content/uploads/2013/01/Liquidity-as-an-Investing-Style.pdf
https://www.amazon.com.au/Intelligent-Fanatics-Project-Sustainable-Businesses-ebook/dp/B01HLCUA7M
https://www.amazon.com.au/Sleuth-Investor-Uncover-Stocks-Before/dp/0071481850
2021-02-1352 min
Planet MicroCap Podcast | MicroCap Investing StrategiesThe Investors Roundtable #2: Taking PPP Loans, Scenario Planning, ESG and Impact InvestingIn Episode 2, our panel discussed taking PPP Loans, scenario planning, ESG and impact investing. The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out.***ORIGINALLY PUBLISHED ON July 3, 2020 on the SNN Network YouTube Channel***Subscribe to SNN...2020-10-241h 28
The Delphi PodcastIan Cassel: A Legendary Investor’s Search For A 100-BaggerOn this episode, Tom Shaughnessy interviews a long time friend Ian Cassel. We discuss Ian's journey as a legendary startup/microcap investor, the creation of MicroCapClub which is the most prestigious microcap investing community, what Ian looks for in an investment and management team and so much more.
Checkout MicroCapClub: https://microcapclub.com/
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Twitter:
Ian's Twitter: https://twitter.com/iancassel
Tom Twitter:https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast
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Our Video interviews Can Be Viewed Here: http...2020-05-251h 02
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 100 - Investing: It's All About the Journey with Ian Cassel, MicroCapClub.comI 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...2019-11-1358 minThe Acquirers PodcastAcquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers PodcastIan Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers multiple and Acquirers Funds, LLC. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. Ian started investing as a teenager and learned from losing his money over and over again. A Microcap is a public company with a market capitalization less than $300 million. Microcap companies are the smallest public companies that exist, representing 48% of all public companies in North...2019-11-061h 09
Mining Stock EducationIan Cassel | The Best Performing Investments Are Small-Cap Companies under $114M Market CapIan Cassel is a full-time microcap investor and founder of MicroCapClub, the MicroCap Leadership Summit, and co-founder of the Intelligent Fanatics Project. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps. In this interview, Ian shares regarding his approach to investing, his successes and failures as a microcap investor, and why investors should consider focusing their investing efforts on microcap companies.0:05 Introduction2:04 How Ian got started in microcap investing10:45 What is the...2018-12-0552 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 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...2018-08-0829 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 61 - Case Studies on a Common Characteristic of Multi-bagger Stocks with Mike Schellinger, MicroCapClub.comFor 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...2018-02-2146 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 52 - It's Never Too Early to Start Investing with Michael Liu, Private Investor and MicroCapClub MemberFor this episode of Planet MicroCap Podcast, I spoke with Michael Liu. He is a private Investor, who has the distinct honor of the being the youngest member of the MicroCapClub. I met Michael at last year’s MicroCap Leadership Summit, and thought it was really cool that he was 16 years old (now 17), already investing in MicroCap stocks and doing this type of due diligence. This podcast is all about educating the next generation of investors how to invest in MicroCap stocks; Michael is part of that next generation of investors. In this interview, he’ll outline how he got...2017-09-0642 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 49 - Investing in Special Situations with Mark Vonderwell, @Googie on MicroCapClub.comFor 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...2017-07-191h 11