Planet MicroCap Podcast | MicroCap Investing Strategies

Travis Prentice, CEO and CIO of EAM Investors, discusses the evolution of microcap investing and the ultra microcap strategy. They explore the impact of liquidity on investment strategies and the average hold time for investments. They also assess the importance of management and market cap in microcap investing, and where to find more information about EAM Investors.

My guest on the show today is Jay Grdina, President, CEO, Chairman of Adamas One Corp. (NASDAQ: JEWL). Adamas One Corp, The Original Lab-Grown Diamond CompanyTM, is a high quality diamond manufacturer based in the United States. The company, according to their website, is the originator of the chemical vapor deposition (CVD) process for diamond and a direct company lineage back to Apollo Diamond, as well as claim that their Lab-Grown Diamonds are identical to the best mined diamonds - optically, physically and chemically.    Adamas One had recently participated in our conference, the Planet MicroCap Showcase, and following some conversations I had with folks that met with Jay in a 1x1 meeting and post-presentation, I wanted to better understand how Adamas One differentiates themselves from their peers, as well as: Their business strategy: launching a consumer-focused lab-grown diamond brand Opportunities beyond the consumer for lab-grown diamonds Adamas' path to profitability, and; Where he would like to see the company in 3-5 years With that, please enjoy my conversation with Jay Grdina, President, CEO, Chairman of Adamas One Corp. For more information about Adamas One Corp., please visit: https://www.adamasone.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

My guest on the show today is Garvin Jabusch, Co-Founder and Chief Investment Officer for Green Alpha Advisors. I had last spoken Garvin in April 2020 discussing his investing philosophy then a follow up panel in August 2020 about why ESG and impact investing are taking center stage. It's been three years. Suffice it to say, A LOT has changed since then, across the board, as well as the conversation around ESG. You might be hearing this and thinking that you're about to listen to a full-on ESG podcast. Sure, we discuss the changing discourse around ESG/impact investing, but what I found most fascinating is our discussion around the intersectionality of trends and sectors, which is starting to take center stage in sustainability investing. For more information about Green Alpha Advisors, please visit: https://greenalphaadvisors.com/ You can Follow Garvin Jabusch on Twitter @Garvin1313: https://twitter.com/Garvin1313 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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

My guest on the show today is Dr. Raj DasGupta, CEO of Electrovaya Inc. (TSX: EFL) (OTCQB: EFLVF). Electrovaya is a technology-focused company with extensive IP, designs, develops, and manufactures proprietary lithium-ion batteries, battery systems, and battery-related products for energy storage, clean electric transportation, and other specialized applications. The Company has acquired a 52-acre site with a 135,000 sq.foot manufacturing building in NY State for its planned Gigafactory, in addition to its two operating locations in Canada.   Electrovaya has been in the battery space for over two decades and has had many "lives" and Raj explains. In 2009, when Raj joined the company, it was in the automotive space and that was their main focus as a battery supplier. What's fascinating about Electrovaya's story to me is how they had make the difficult choice to pivot their business strategy, which we discuss at length, as well as: Why the company pivoted away from delivering batteries for the automotive industry to focusing specifically on the material handling vehicles space How Electrovaya has performed since the 2018 pivot Where he would like to see the company in 3-5 years With that, please enjoy my conversation with Dr. Raj DasGupta, CEO of Electrovaya Inc. For more information about Electrovaya, please visit: www.electrovaya.com Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

My guest on the show today is Howard Punch, President and CIO at Punch & Associates Investment Management, Inc. Punch & Associates is a boutique investment advisory firm that has both a Small Cap and MicroCap Equity Strategy available for their clients. I invited Howard on to learn more about their equity strategies, his firm's approach to investing in MicroCaps, as well as their investing philosophy. We also chatted at the top of the conversation about how he would compare this current pessimism in Small/MicroCaps to other times in history where this pessimism existed - his take I found really interesting. As the title states, we did spend the majority of the time talking about categorizing MicroCap CEOs as either "Missionaries" or "Mercenaries", and how deciphering between the two has helped Howard better understand which management teams he wants to invest in. For more information about Punch & Associates, please visit: https://punchinvest.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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

Roy Olivier, CEO of Research Solutions, Inc., shares insights on the company's evolution from a simple article provider to a comprehensive platform enhancing research workflows. He discusses adapting to industry changes, particularly in an OpenAccess world. The conversation highlights the balance between transaction-based revenue and automated services, while also addressing the competitive landscape in research document management. Olivier outlines growth strategies and aspirations for the company in the next 3-5 years, emphasizing the importance of innovation in serving researchers.

For this episode of the Planet MicroCap Podcast, I'm sharing with you the Planet MicroCap Podcast: LIVE panel recording that we did last week at the Planet MicroCap Showcase 2023 at the Horseshoe Hotel & Casino in Las Vegas. Joining me on this panel are: Ryan Irvine (@RyanIrvine75), Sam Namiri (@snamiri), Harris Perlman (@ottermarket) and Mathieu Martin (@espacemc). Please enjoy! Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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 MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

My guest on the show today is Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy. This was the last recording I did prior to the conference, and I'll be sharing the live podcast from Vegas next week. In the last 12-18 months, I've noticed a few firms changing the name of the "MicroCap" strategy to the "Discovery" fund or strategy, and there's a bit more nuance to its reasoning that from a marketing perspective, can be more inclusive. Darren jumps on to discuss the strategy change, plus a full on deep dive into MicroCaps, specifically how he thinks about trends and how that guides his investment process.  For more information about Jacob Asset Management and the Discovery Fund Strategy, please visit: https://jacobam.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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

My guest on the show today is Jason Kopcak, President, CEO and Director of Altisource Asset Management (NYSE American: AAMC). Altisource Asset Management Corporation (“AAMC”) is a leading boutique alternative asset manager that is focused on building platforms in the multi-trillion dollar alternative asset space. The company has built several businesses that originate and source bespoke credit secured by various types of real estate on behalf of money managers, insurance companies, large institutions and funds. AAMC also has an asset management company that has a deep history across various types of credit, real estate, distressed housing, and mortgages. AAMC has been included as part of the Planet MicroCap Index for two quarters in a row, and in the last quarter alone, Q1 2023, increased about 221%. I wanted to invite on Jason to better understand AAMC's value proposition, as well as: How interest rates have impacted the business What measures need to be taken in order to scale AAMC further How Jason has leveraged his experience from his time at Nomura and Morgan Stanley, and; Where he would like to see the company in 3-5 years With that, please enjoy my conversation with Jason Kopcak, President, CEO and Director of Altisource Asset Management. For more information about Altisource Asset Management, please visit: https://www.altisourceamc.com/  Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

My guest on the show today is Vijar Kohli, Co-Founder of Golden Door Asset Management, and is a Keynote Speaker at our upcoming conference, the Planet MicroCap Showcase: VEGAS. He'll be speaking on Wednesday, April 26 at 12:30pm in Track 1 following Chris Tessin's presentation. We titled Vijar's presentation in Vegas, "MicroCaps vs. Failed Startups" - the idea for which came from all these failed SPACs in recent years, and perhaps they would've been better going public a different way (or in some cases, not at all). MicroCaps provide a level of transparency (or at least they should and legally obligated to) that small, private venture-stage companies cannot, as well as an opportunity for investors to participate before they get picked up by institutional buyers. Vijar and I talk about this dynamic, the problem with public markets for MicroCaps and some especially hot takes that you'll have to tune in to hear. For more information about Golden Door Asset Management, please visit: https://www.goldendoorasset.com/ You can Follow Vijar Kohli on Twitter @VijarKohli: https://twitter.com/VijarKohli Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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