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Planet MicroCap Podcast | MicroCap Investing Strategies

Latest episodes

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Dec 22, 2021 • 1h 8min

Ep. 206 - Understanding Current Market Structures in this Economic Environment with Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management

For Episode 206 of the Planet MicroCap Podcast, I spoke with Michael Green. He is the Portfolio Manager and Chief Strategist at Simplify Asset Management, and better known as @profplum99 on Twitter. This interview has been a few months in the making and I think the timing of our chat couldn't be better - Michael is a renowned expert on the intersection of economics, markets, regulation and politics, and we discuss it all...well, as much as we could in about an hour (but we cover a lot). From China, Crypto, ETFs, passive investing, we chat about it all. For all our MicroCap diehards out there, I think you'll especially enjoy hearing Michael's experience working at Royce & Associates.  For more information about Michael Green and Simplify Asset Management, please visit: https://www.simplify.us/  You can Follow Michael Green on Twitter @profplum99: https://twitter.com/profplum99  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 16, 2021 • 1h 18min

Ep. 205 - ”Five Forces” Principles for Researching Stock Ideas with Richard Sosa, Host of ”Riches in the Niches” Podcast

For Episode 205 of the Planet MicroCap Podcast, I spoke with Richard Sosa, Host of the "Riches in the Niches Podcast." I've been following Richard for a while now, and wanted to get to know the man beyond his famous food takes. He is a passionate investor and it shows when we dive deep into what Richard calls, "Sosa's Five Forces." I really enjoyed our conversation about his investing style as we turned the mic around on a fellow colleague in the field. For more information about the "Riches in the Niches" Podcast, please visit: https://richesintheniches.libsyn.com/website  You can Dave Barr on Twitter @RichesNichesPod: https://twitter.com/RichesNichesPod  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 8, 2021 • 50min

Ep. 204 - Planet MicroCap LIVE: Canada Virtual Edition - Reviewing 2021 and What Lies Ahead for MicroCap Stocks in 2022 with Dave Barr, CFA, CEO and Portfolio Manager at PenderFund Capital Management

For Episode 204 of the Planet MicroCap Podcast, I'm sharing the Planet MicroCap Podcast: LIVE episode with guest, Dave Barr, CEO and Portfolio Manager at PenderFund Capital Management that was broadcast yesterday at the SNN Network Canada Virtual Event. I've had Dave on the program previously and he even gave a keynote earlier this year at the January edition of this event. I invited him back on the program to take a look back because, for those following closely, MicroCaps have been crushed in the last little bit here, Canadian MicroCaps especially, and I thought it would be interesting to chat with someone who's in the trenches to discuss this experience, why this is happening, reflect further on a volatile 2021, and what lies ahead for MicroCaps in 2022. For more information about PenderFund Capital Management, please visit: https://www.penderfund.com/ You can Dave Barr on Twitter @PenderDave: https://twitter.com/PenderDave 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 1, 2021 • 59min

Ep. 203 - Finding Canadian MicroCap Opportunities Using ”The Leishman Methodology” with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management

For this episode of the Planet MicroCap Podcast, I spoke with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management. He will be moderating a panel at the event showcasing three companies that he discovered using "The Leishman Methodology", which is the topic for today's conversation. I wanted to dig a little deeper into the algorithm Harold and his team put together, backtested, and used to uncover, monitor and lead to more qualitative follow-up with management teams. I really enjoyed our conversation and I highly recommend you sign up for the conference at Canada.SNN.Network to hear his panel as well. For more information about Harold Leishman and Canaccord Genuity Wealth Management, please visit: https://www.canaccordgenuity.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' Today's episode is sponsored by 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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Nov 24, 2021 • 54min

Ep. 202 - Tales from the Qualitative Crypt with Robert Mulcahy, @TinyStockNinja

For this episode of the Planet MicroCap Podcast, I spoke with Robert Mulcahy, better known as @TinyStockNinja on Twitter. I've been following Robert for a while now, and he's a fellow MicroCap-per in the trenches. While he is well on his way to becoming a full-time Private Investor, Robert has a number of investing stories under his belt already. Companies can screen well all the livelong day, but all too often, especially with MicroCap stocks, it comes down to the qualitative due diligence, and we chat about a few of those qualitative tales from the crypt. You can Follow Robert Mulcahy How on Twitter @TinyStockNinja: https://twitter.com/tinystockninja  Today's episode is sponsored by 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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Nov 19, 2021 • 1h 7min

The Investors Roundtable #42: Q3 2021 Earnings Reactions, Market Structure Issues and Energy

For this episode of The Investors Roundtable (#42), we share our post-earnings reactions - chatting about supply chain issues, labor issues, trends that we saw as a result. We also have a great discussion about Energy markets - it's not every day we get Josh Young on - so we all had a chance to better understand what's happening right now.  Joining us today was: Gary Ribe, Accretive Wealth Partners Website: https://www.accretivewealthpartners.com/ Kevin Shea, @thegoodprick Twitter: https://twitter.com/thegoodprick Josh Young, Bison Interests Twitter: https://twitter.com/Josh_Young_1 Website: https://bisoninterests.com/  Today's episode is sponsored by 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/ The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym​​​​​​​ 
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Nov 17, 2021 • 48min

Ep. 201 - The In‘s and Out‘s of Stock Spin-Off Investing with Rich Howe, Founder and Editor, StockSpinOffInvesting.com

For this episode of the Planet MicroCap Podcast, I spoke with Rich Howe. He is the Founder and Editor of Stock Spin-Off Investing, a premium newsletter focused on spin-offs. I originally met Rich when he was a guest on Avoiding the Crowd with Maj Soueidan, a great episode, and inspired me to not only start following Rich and his newsletter, but I wanted to share more of his expertise on here. As you can imagine, our conversation is about all things Spin-Offs: criteria, identifying opportunities, case studies, why they go unnoticed by most investors, and much more! For more information about Rich Howe and StockSpinOffInvesting.com, please visit: https://stockspinoffinvesting.com/premium/ You can Follow Rich How on Twitter @stockspinoffss: https://twitter.com/stockspinoffss Today's episode is sponsored by 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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Nov 10, 2021 • 1h 6min

Ep. 200 - Celebrating 10 Years of MicroCapClub with Ian Cassel and Mike Schellinger

For Episode 200 of the Planet MicroCap Podcast, I welcomed back Ian Cassel and Mike Schellinger, the Co-Founders of MicroCapClub. For those who don't know, MicroCapClub is the pre-eminent MicroCap investing forum, known for spring-boarding the careers of some of the best investors we know, and more importantly, has profiled many of the most well-known MicroCap winners. Ian Cassel was my first ever guest on Planet MicroCap, Mike has been a guest three times, and I can't thank them enough for their support of the Planet MicroCap Podcast. MicroCapClub was started in 2011, so I was thrilled we could celebrate both Episode 200 and their 10-year anniversary, all in one episode. Listen in to hear how MCC came to be, it's evolution, the incredible culture that has been cultivated, how their investing styles have changed, and much more! For more information about MicroCapClub, please visit: https://microcapclub.com/  You can Follow Ian Cassel on Twitter @iancassel: https://twitter.com/iancassel  You can Follow Mike Schellinger on Twitter @MikeDDKing: https://twitter.com/MikeDDKing  Today's episode is sponsored by 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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Nov 3, 2021 • 1h 14min

Ep. 199 - Merger Arbitrage, Naked Wines and Value Traps with Luis Sanchez, Investor/Founder of LVS Advisory

For this episode of the Planet MicroCap Podcast, I spoke with Luis Sanchez, investor and founder of LVS Advisory; I was introduced to him by Ben Claremon, Host of the Compounders podcast (thank you Ben!). This was the first time I met with Luis and we chatted about a whole host of topics: his defensive portfolio strategy focused on merger arbitrages, growth portfolio philosophy, Naked Wines thesis, value traps and more! I really enjoyed meeting Luis and learning more about his investing approach.  For more information about Luis Sanchez and LVS Advisory, please visit: https://lvsadvisory.com/  You can Follow Luis Sanchez on Twitter @LuisVSanchez777: https://twitter.com/LuisVSanchez777  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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Oct 27, 2021 • 1h 8min

Ep. 198 - Quality, Value and Management: Are You Not Entertained? with Trey Henninger, Host of the DIY Investing Podcast

For this episode of the Planet MicroCap Podcast, I spoke with Trey Henninger. He is the Host of the DIY Investing Podcast, and as a fellow MicroCap-per in the trenches, we talk about a wide range of topics that permeate our landscape, for example, why MicroCap is still not mainstream and the recent Dark Stock amendment. Trey and I then dig into his investment approach which boils down to three prongs: Quality, Value and Management - sounds simple, and it is, but I thoroughly enjoyed learning how he explains his process. For more information about the DIY Investing Podcast and DIY Investing, please visit: https://www.diyinvesting.org/ You can Follow Trey Henninger on Twitter @TreyHenninger: https://twitter.com/TreyHenninger 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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