MicroCapClub

Roy Olivier, President and CEO of Research Solutions, and CFO Bill Nerth join the conversation to discuss groundbreaking advancements in scientific research. They delve into the integration of AI to simplify research workflows, highlighting the transformative effects of their product, Article Galaxy. The duo also shares strategies for customer retention and reducing churn, emphasizing the importance of enhanced onboarding processes. They outline plans for future acquisitions and growth metrics, all while navigating the dynamic landscape of scientific publishing.

Gavin O'Dowd, CEO of Haypp Group AB, a trailblazer in the nicotine pouch market, shares his insights on the industry's rapid growth. He discusses the shift from traditional products to healthier alternatives and highlights Haypp's strategic focus on organic growth and efficient logistics. The conversation delves into consumer data collection, regulatory challenges, and the innovative use of automation in warehousing. O'Dowd emphasizes the importance of direct partnerships and adaptability in navigating market disruptions and evolving consumer preferences.

In a captivating discussion, Grant Williams, an accomplished writer and speaker known for his sharp insights into global finance, shares his journey from trading to writing. He reflects on how early career experiences shape investment strategies and emphasizes the balance between luck and skill. Expect thoughts on navigating market volatility and the challenges of political discourse in investing. Grant also delves into the art of authentic conversation and the importance of community learning in finance.

In this engaging discussion, Benjamin Urban, CEO of DIRTT Environmental Solutions, shares insights into revolutionizing industrialized construction. He highlights DIRTT's innovative ICE software, which customizes high-performance spaces for Fortune 500 companies. Urban delves into the company's transformation post-COVID, focusing on efficiency and market expansion. He also discusses the integration of technology in manufacturing, enhancing profitability, and strategic growth initiatives that emphasize sustainability and adaptability.

Adam Wilk joins Aakash Vanchi Nath of P&R Investment Management Limited to have a conversation with CEO Brett Kelly and CFO Kenneth Ko of Kelly Partners Group (KPG.AX / KPGHF). This MicroCap Business Breakdowns discussion aired on September 26th on the MicroCapClub Community. https://microcapclub.com/join-now/ Kelly Partners Group provides accounting services for small and medium businesses. KPG has a buy and build strategy of acquiring accounting firms in Australia and the US and are planning to expand their playbook to new geographies. The have compounded revenues above 20% for over 15 years. Founder and CEO, Brett Kelly is key to the business and owns 49%. Brett will continue to apply the KPG acquisition and business improvement playbook to a fragmented accounting market. This should enable KPG to continue to compound capital at high rates of return for a long period of time. https://www.kellypartnersgroup.com.au/ About Aakash Vanchi Nath  MicroCapClub: @Aakash Vanchi Nath LinkedIn: https://www.linkedin.com/in/aakash-vanchi-nath-9a41788/ Firm: https://www.pr-realvalue.com About Adam Wilk Founder of Greystone Capital Management MicroCapClub: @Greystone Capital Management X: https://x.com/AKWilk LinkedIn: https://www.linkedin.com/in/adam-wilk-64791a139/ Firm Website: https://www.greystonevalue.com MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 1-2 weeks after the live discussion. https://microcapclub.com Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

In this engaging talk, Jason Hirschman, a seasoned private investor at Hudson 215 Capital, shares his journey from small business owner to managing a nine-figure portfolio. He dives into the intricacies of microcap investing, emphasizing the significance of management relationships and qualitative research. Hirschman contrasts European and American management styles, shedding light on cultural influences in corporate governance. He also discusses the emotional challenges of investing and the crucial balance between holding and selling stocks.

Adam Wilk joins Greg Kitt and Jordan Salim from the Pinnacle Family Office to have a conversation with CEO Ray Hatch of Quest Resource Holding Corporation (QRHC). This MicroCap Business Breakdowns discussion aired on August 22nd on the MicroCapClub Community. https://microcapclub.com/join-now/ Quest Resource Holding Corp (QRHC) is an asset-light waste and recycling services provider benefitting from increased interest to divert waste away from the landfill because of external regulatory drivers and internal ESG mandates. Quest boasts long standing relationships with a diversified base of blue chip customers, and provides data and reporting to customers to meet internal ESG and regulatory requirements. QRHC diverts 80% of waste away from the landfill by recovering the salvage value for these commodities, meaning customers benefit from increased landfill diversion, reduced operational complexity, and modest cost savings. Quest’s waste hauler partners gain access to large volume waste generator customers that they could not otherwise win. These waste haulers benefit from high margin incremental volume and offer Quest attractive pricing in exchange for these large, dependable customers. Quest’s business has true flywheel effects. Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel. Scale drives network effects that improve QRHC’s value proposition to customers and haulers. www.qrhc.com About Greg Kitt MicroCapClub: @porge LinkedIn: https://www.linkedin.com/in/gregkitt/ About Jordan Salim MicroCapClub: @Jordan Salim LinkedIn: https://www.linkedin.com/in/jordansalim/ About Adam Wilk Founder of Greystone Capital Management MicroCapClub: @Greystone Capital Management X: https://x.com/AKWilk LinkedIn: https://www.linkedin.com/in/adam-wilk-64791a139/ Firm Website: https://www.greystonevalue.com MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 1-2 weeks after the live discussion. https://microcapclub.com Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Ian Cassel gave this presentation at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

We had eight members pitch their favorite stocks at the current price at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Time stamps, member, and company pitched: 00:00:20 - Aldeyra (ALDX) - Daron Evans - MCC: @DeBio - Twitter: @DaronEvans3 00:09:49 - Zomedica (ZOM) - Andrew Rem - MCC: @Andrew Rem 00:18:39 - Shelly Group (SLYG.F) - Jean Phillipe Tissot - MCC: @Jean - Twitter: @jptissot1 00:26:40 - Kraken Robotics (PNG.V) - Geert Campaert - MCC: @geertcampaert - Twitter: @CampaertGeert 00:34:08 - Net Lease Office Properties (NLOP) - David Bastian - MCC: @kingdomcapital - Twitter: @kingdomcapadv 00:43:15 - Citizens Bancshares (CZBS) - Tim Eriksen - MCC: @Tim Eriksen - Twitter: @eriksen_tim 00:52:29 - Prospect Ridge Resources (PRR.CN) - John LaGourgue - MCC: @John Lagourgue - Twitter: @lagourgue1 00:59:28 - Jeil Technos Co, Ltd. (038010) - Sean Iddings - MCC: @Sean Iddings The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Ron Nixon, founder of The Catalyst Group and CEO of Sanara MedTech (SMTI), presented at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/ Ron Nixon founded The Catalyst Group in 1990 for one primary reason: to assist good companies achieve their long-term potential. Over his career, he has participated in over 200 separate transactions while managing TCG’s eight previous limited partnerships. https://www.tcgfunds.com The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.