Planet MicroCap Podcast | MicroCap Investing Strategies
Special Situations are Fun: Heavy Debt, Unidentified Moats, Lumpy Revenue, Uranium with Jacob Rowe, Founder and CIO of Rogue Funds
Jul 30, 2024
Jacob Rowe, Founder and CIO of Rogue Funds, shares his insights on microcap investing and special situations. He discusses the challenges of investing in companies with heavy debt and fluctuating revenues, drawing on personal experiences. Jacob emphasizes the need for thorough analysis to uncover mispriced opportunities, particularly in the uranium market amid geopolitical tensions. The conversation also touches on the importance of crafting a strong investment thesis, highlighting how writing can clarify and shape investment decisions.
55:16
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Quick takeaways
- Jacob Rowe emphasizes the significance of upcoming catalysts in microcap investing, which can dramatically change a company's trajectory.
- Roe's strategy involves focusing on companies with heavy debt that possess turnaround potential, highlighting the importance of management capabilities.
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Overview of Upcoming Conference
The Planet Microcap conference is scheduled for September 25 and 26, 2024, at the Fairmont Waterfront in Vancouver, highlighting a pivotal gathering for microcap investors. Key stakeholders, including noteworthy speakers and presenting companies, have been announced, suggesting an enriching event for attendees. This conference aims to enhance investor knowledge and networking, which is crucial in the microcap sector. Registration information is provided for interested participants.
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