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Planet MicroCap Podcast | MicroCap Investing Strategies

Latest episodes

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Mar 3, 2022 • 45min

Ep. 216 - Value Investing Trends and Observations, and Golf with Joe Koster, Founder of Sorfis Investments LLC

For this episode of the Planet MicroCap Podcast, I spoke with Joe Koster. He is the Founder of Sorfis Investments LLC. We had met at one of the MicroCap virtual networking events, I believe it was the MicroCap Leadership Summit - thank you, Ian - then re-introduced by Mike Pruitt, thank you Mike, who Joe worked with for a number of years. Joe is also Editor of the finance newsletter, Value Investing World, and with the recent flock to value, I wanted to get his perspective on why, as well as other trends and observations he's been noticing within value investing circles. We also attempt to convey these current events using a golf metaphor. Emphasis on the word "Attempt".  For more information about Sorfis Investments, please visit: https://sorfis.com/ You can Follow Joe Koster on Twitter @jtkoster: https://twitter.com/jtkoster 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 Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Feb 23, 2022 • 51min

Ep. 215 - SPACs: Back Then, Now and Tomorrow with Louis Camhi, Founder and Chief Investment Officer at RLH Capital

For this episode of the Planet MicroCap Podcast, I spoke with Louis Camhi. He is the Founder and Chief Investment Officer at RLH Capital. We were introduced by Gary Ribe - he knew I've been wanting to do a SPAC episode for a while, and he delivered the perfect guest. Louis runs a SPAC-focused hedge fund, and has been investing in SPACs well before the SPAC craze we've been experiencing today. According to the article, "A Record Pace for SPACs in 2021" on NASDAQ, the total number of SPAC IPOs reached record highs in 2021, increasing to 613 from 248 in 2020 - compare that to just 59 in 2019! I know, everyone financial content creator has done something on SPACs - I'm no different here, but I think Louis provides really interesting insights into the evolution of SPACs, as well as his thoughts on what the future holds. For more information about Louis Camhi, please connect with him on LinkedIn: https://www.linkedin.com/in/louis-camhi-aa3464b/ You can Follow Louis Camhi on Twitter @valwithcatalyst: https://twitter.com/valwithcatalyst 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 Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Feb 16, 2022 • 57min

Ep. 214 - Why Investing in Cannabis is Still a Generational Opportunity with Emily Paxhia, Co-Founder and Managing Director at Poseidon Investment Management

For this episode of the Planet MicroCap Podcast, I spoke with Emily Paxhia, Co-Founder and Managing Director at Poseidon Investment Management. I've been doing interviews with Cannabis investors and companies since 2014. To say the industry has been volatile would be an understatement. There's been a lot of excitement about potential legalization, anxiety it's not done yet; it's felt like we've been in this purgatory forever. Once and for all, I wanted to understand why the Cannabis industry has made me feel that way, where we are currently at from an investor perspective and what the future holds. There is no better person to help me answer these questions than Emily Paxhia. I've known Emily since 2015 when she spoke at one of our investor events, and her fund, Poseidon, is one of the longest running dedicated cannabis investment funds. She's the perfect guest to gain some clarity about why Cannabis may still be a generational investing opportunity.  For more information about Poseidon Investment Management, please visit: https://www.poseidonassetmanagement.com/ You can Follow Emily Paxhia on Twitter @empax1: https://twitter.com/empax1 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 Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Feb 9, 2022 • 1h 20min

Ep. 213 - Life Sciences Investing is an Exercise in Problem Solving with David Sable, Portfolio Manager at Special Situations Fund

For this episode of the Planet MicroCap Podcast, I spoke with David Sable, Portfolio Manager at Special Situations Fund, and Professor at Columbia University teaching the course "Entrepreneurship in Biotechnology." I became aware of David when he gave a presentation at Ian and Mike's MicroCapClub Leadership Summit I think 1-2 years ago, and have been a fan ever since. Life Sciences, healthcare, biotech, medtech make up a huge portion of Small, Micro and Nano-cap companies, and while most are pre-revenue, early-stage in the clinic, that doesn't necessarily mean that every one of those opportunities are for the Doctors and experts. Sure, you need some basic understanding of statistics, but as you'll come to learn during the course of my chat with David, that can be acquired and put to good use. As David expresses multiple times throughout our chat, investing in Life Sciences and Healthcare, is an exercise in problem solving, and I really enjoyed learning more about how to apply that simple concept in an area I always thought you needed 8 years of medical school to understand. For more information about David Sable, please visit: https://www.dbsable.com/ You can Follow David Sable on Twitter @dbsable: https://twitter.com/dbsable Today's episode is sponsored by: Stream by Mosaic, 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 Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Feb 2, 2022 • 1h 1min

Ep. 212 - The Art of Subtraction and Healthy Skepticism with Ian Hunter, Portfolio Manager at Hunter Value Capital

For this episode of the Planet MicroCap Podcast, I spoke with Ian Hunter, Portfolio Manager at Hunter Value Capital. We have crossed paths at many MicroCap investing events over the years and I was excited to catch up on the pod. Ian is a true, blue MicroCap investor, who, when asked about his investing philosophy, he's all about "The Art of Subtraction." In our conversation, we discuss what his means, his "Ideal Investment", importance of getting repetition in talking with management, healthy skepticism and even a little Crypto talk. For more information about Hunter Value Capital, please visit: https://huntervalue.com/ You can Follow Ian Hunter on Twitter @HunterValueCap: https://twitter.com/HunterValueCap Today's episode is sponsored by: Stream by Mosaic, 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 Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Jan 27, 2022 • 1h 2min

Ep. 211 - Long Term, High Conviction Growth Investing with Joe Magyer, Co-Founder of Lakehouse Capital

For this episode of the Planet MicroCap Podcast, I spoke with Joe Magyer, Co-Founder of Lakehouse Capital. I remember seeing Joe's presentation I think a year or two ago at the MicroCapClub Leadership Summit and have been a follower ever since. In this conversation, Joe and I discuss his experience launching the Motley Fool in Australia, Lakehouse Capital's investment approach, research process and so much more.  You can Follow Joe Magyer on Twitter @Magyer: https://twitter.com/Magyer Today's episode is sponsored by: Stream by Mosaic, 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 Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Jan 19, 2022 • 1h 30min

Ep. 210 - Simplify with William Green, Author of ”Richer, Wiser, Happier”

For this episode of the Planet MicroCap Podcast, I spoke with William Green, Author of "Richer, Wiser, Happier." I didn't really know what to expect prior to our chat - I read William's book, and was excited to chat but you know, chat about the book, his background, the usual. But, wow. I don't really know the best way to preface this conversation other than it has been one of my favorite interviews I've done for this show. William has an encyclopedic recall, professor-like ability to distill important lessons from his resources, and conveyed in an incredibly humble way. I'm still processing everything we discussed and so thankful to have the opportunity. And if there's nothing else you take away from this, just one word: simplify. For more information about William Green and "Richer, Wiser, Happier", please visit: https://www.williamgreenwrites.com/ You can Follow William Green on Twitter @williamgreen72: https://twitter.com/williamgreen72 Today's episode is sponsored by: Stream by Mosaic, 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 Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Jan 12, 2022 • 1h 27min

Ep. 209 - Activism vs. Suggest-ivism in MicroCap Investing with Kyle Cerminara, Co-Founder at Fundamental Global Investors

For this episode of the Planet MicroCap Podcast, I spoke with Kyle Cerminara, Co-Founder at Fundamental Global Investors. I've been following Kyle for a while now - this interview was a few months in the making; and I was extremely excited to chat with him about Fundamental Global's investing strategy, particularly in MicroCap stocks. Co-Founded with Joe Moglia, former Chairman and CEO of TD Ameritrade Fundamental Global® is a private partnership focused on long-term strategic holdings, and we discuss what that means, joining public company boards, difference between "activism" and "suggestiv-ism", and much more!  For more information about Fundamental Global Investors, please visit: https://fundamentalglobal.com/ You can Follow Kyle Cerminara on Twitter @kcerminara: https://twitter.com/kcerminara Today's episode is sponsored by: Stream by Mosaic, 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 Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Jan 5, 2022 • 1h 12min

Ep. 208 - Hunting for Multibaggers with Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital LLC

For this episode of the Planet MicroCap Podcast, I spoke with Artem Fokin, the Founder and Portfolio Manager at Caro-Kann Capital LLC. He joined me last year on The Investors Roundtable to discuss "MicroCap Due Diligence in the Virtual World", where our focus was how 1x1 meetings with companies have changed. It was only the tip of the iceberg as we discussed why, for Artem, interviewing management is a crucial aspect in his 24/7 hunt for multibaggers. I really enjoyed our conversation as we learned more about Artem's investing philosophy, the "Ideal Investment", how his investing style has changed and more! For more information about Artem Fokin and Caro-Kann Capital LLC, please visit: http://caro-kann-capital.com/ Today's episode is sponsored by: Stream by Mosaic, 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 Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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
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Dec 29, 2021 • 1h 14min

Ep. 207 - Launching Fund in the Midst of Uncertainty and Cannabis Special Situations with Shawn Badlani, Founder and CIO of Honest Capital LLC

For this episode of the Planet MicroCap Podcast, I spoke with Shawn Badlani. He is the Founder and CIO of Honest Capital LLC, and we were introduced by recent pod guest, David Polansky from Immersion Investments (Thank you, David!). Shawn was featured in Reuters in January 2021 for Honest Capital's outperformance and bets placed since launching his fund in May 2020, an incredible story on its own. We discuss starting a fund in the midst of all the uncertainty, and why he placed his bets on Cannabis. For more information about Shawn Badlani and Honest Capital LLC, please visit: https://www.linkedin.com/in/shawn-badlani-319ab4/ Today's episode is sponsored by: Stream by Mosaic, 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 Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ 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, publishers of StockNewsNow.com, 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

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