Planet MicroCap Podcast | MicroCap Investing Strategies

Ep. 223 - Expressing Macroeconomic Theses through MicroCap Stocks with Sid Grover, Founder and Managing Partner at Canterbury Lane Holdings

Apr 20, 2022

Sid Grover, Founder and Managing Partner at Canterbury Lane Holdings, discusses his macro view of the world and how he expresses that thesis through equities. He explores transitioning from VC to microcaps, the importance of ESG investing in the commodity space, and analyzes risk factors in investing in microcap companies. They also discuss the challenges of educating about the energy crisis and the importance of management teams and game selection in microcap investing.

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Introduction

00:00 • 5min

Understanding the Macro-Level World

05:15 • 8min

Transitioning from VC to Microcaps: Exploring the Commodity Space and ESG Investing

13:06 • 4min

Analyzing Risk Factors for Investing in Microcap Companies

17:15 • 23min

The Challenges of Educating People about the Energy Crisis

40:07 • 18min

Importance of Management Teams and ESG Compliance

58:16 • 5min

The Importance of Game Selection in Microcap Investing

01:02:53 • 3min

For this episode of the Planet MicroCap Podcast, I spoke with Sid Grover, Founder and Managing Partner at Canterbury Lane Holdings. A recent guest on Planet MicroCap, when pitching Sid to be a guest on the show, said to me that he expects him to be the next Billionaire that started in the MicroCap ranks. After meeting Sid and our conversation you're about to hear, I can see why. I really enjoyed learning about Sid's approach to investing - taking a macro view of the world, and trying to express that thesis in equities. Simple concept in theory, but I learned quite a lot when trying to understand what that means and his way of answering those questions: what is going on the world economically and how do I leverage this information to make money.

For more information about Canterbury Lane Holdings, please visit: https://www.canterburyln.com/

You can Follow Sid Grover on Twitter @canterbury_sid: https://twitter.com/canterbury_sid

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