Planet MicroCap Podcast | MicroCap Investing Strategies
Planet MicroCap Podcast: LIVE! with Thomas Bachrach, Jason Hirschman, Whit Huguley + SPECIAL GUEST: Kevin Shea!
May 6, 2025
This lively discussion features Whit Huguley, who leads River Oaks Capital; Thomas Bachrach from PFH Capital; and Jason Hirschman of Hudson 215 Capital. They delve into the significance of due diligence in microcap investing and share personal stories about management interactions that shaped their investment choices. The panel also highlights the allure of European microcaps, the defining traits of successful CEOs, and strategies for timing investments and exits. Expect humor and insights, all while navigating today’s market complexities!
56:33
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Quick takeaways
- Investors emphasize a value-oriented approach in microcap investing, focusing on sustainable growth and the significance of A-plus CEOs.
- The panel highlights the importance of knowing one's holdings during market volatility, as fluctuations can reveal companies' true values and mispricing opportunities.
Deep dives
Understanding Microcap Investment Strategy
Microcap investing is a specialized area where investors often seek opportunities in underappreciated or overlooked companies. The speakers share their distinct strategies, emphasizing a value-oriented approach with a focus on sustainable growth. One investor highlights their international focus, exploring markets beyond the U.S., asserting that better opportunities often lie overseas due to higher growth potential for lower costs. Others echo this sentiment, sharing their commitment to identifying A-plus CEOs in microcap companies who exhibit strong leadership and long-term vision.
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