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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Episode guests

Jacob Rowe

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Episode notes

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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.

He advocates for new investors to prioritize understanding financial statements and developing a narrative for their investment theses.

Deep dives

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.

Intro

3min

Navigating the Investment Landscape

26min

Navigating Lumpy Revenues and Debt Challenges

9min

Navigating Lumpy Revenue: Strategies for Stability in Business

2min

Navigating the Uranium Market

11min

The Importance of Writing in Investment Thesis Development

3min

My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you're making a calculated bet on an upcoming catalyst, for example. Today's episode, we cover quite a few examples of what makes MicroCaps and special situations synonymous.

For more information about Rouge Funds, please visit: https://www.rogue-funds.com/

To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup

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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