Planet MicroCap Podcast | MicroCap Investing Strategies

A+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks Capital

Jan 21, 2025

Whit Huguley, Fund Manager at River Oaks Capital, shares his insights on microcap investing, blending experience from private equity with a focus on rigorous due diligence. He discusses the unique opportunities presented by the pandemic and the importance of capital allocation strategies like share buybacks. Whit emphasizes building strong relationships with company management and identifies qualities of successful micro-cap leaders. He also delves into current trends in community banking and the undervalued state of micro-cap firms.

56:53

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Episode guests

Whit Huguley

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Quick takeaways

Whit Huguley emphasizes the importance of rigorous due diligence in microcap investing, applying private equity standards to public market evaluations.

The collaboration with MicroCapClub aims to foster a vibrant microcap investing community through world-class conferences, enhancing networking opportunities.

Huguley's focus on management quality highlights its critical role in capital allocation decisions, especially in inefficient and fragmented markets.

Deep dives

Partnership with Microcap Club

A collaboration with Microcap Club is established to enhance the microcap investing community through a series of investor conferences scheduled for 2025. The joint effort aims to create world-class events, starting with the Planet Microcap Showcase in Las Vegas, set to take place in April 2025. This collaboration emphasizes the commitment to supporting microcap investors by providing valuable networking opportunities and insights. Registration details for the event are available online, inviting more participants to engage and learn.

Intro

2min

Navigating Microcap Investing

26min

Navigating Microcap Market Inefficiencies: The Case for Share Buybacks

4min

Building Relationships with Management for Effective Investment Strategies

3min

Navigating Micro-Cap Investments

11min

Trends in Community Banking and Micro-Cap M&A

9min

Exploring Market Inefficiencies and Future Insights

2min

My 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, I am not a shareholder in any of them. For more information about River Oaks Capital, please visit: https://www.riveroaks-capital.com/ You can Follow Whit Huguley on Twitter/X: https://x.com/Whit_Huguley

We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.

We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.

First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

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