Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap Podcast | MicroCap Investing Strategies

planetmicrocap.podbean.com
Educating the Next Generation of MicroCap Investors


105 - Assessing Stock Performance with Probability and Not as Binary with Peter Rabover, Managing Director of Artko Capital
Jan 14 • 66 min
For this episode of the Planet MicroCap Podcast, I spoke with Peter Rabover, Managing Director at Artko Capital. I met Peter after following him on Twitter for a while – I became a fan of his commentary and insights on the market, and then reached out for…
104 - Recapping Biotech and Healthcare in 2019 and What to Expect for 2020 with John Vandermosten, Senior Biotech Analyst at Zack’s Small-Cap Research
Dec 31, 2019 • 50 min
For this episode of the Planet MicroCap Podcast, I spoke with John Vandermosten, Senior Biotech Analyst at Zack’s Small-Cap Research. I met John recently at a conference in Austin, where we did a brief interview for the SNN Network YouTube Channel to…
103 - Catching up with OTC Markets and Addressing Critical Issues to MicroCap Ecosystem with Cromwell Coulson, CEO of OTC Markets Group, Inc.
Dec 17, 2019 • 62 min
For this episode of the Planet MicroCap Podcast, I spoke with Cromwell Coulson, CEO of OTC Markets Group, Inc., a publicly-traded company, OTCM on the OTCQX. I originally spoke with Cromwell on the podcast in Episode 25. During that episode, we discussed…
102 - SEC Wants to Stop Trading in Dark Stocks with Dan Schum, NoNameStocks.com
Dec 10, 2019 • 39 min
For this episode of the Planet MicroCap Podcast, I’m sharing with you an interview I did with Dan Schum, Editor of NoNameStocks.com. We recorded and I shared our chat on our YouTube Channel back in mid-October, and I have a couple reasons I wanted to…
101 - Value Investing: Looking for the Overlooked with Geoff Gannon, Co-Founder and Portfolio Manager at Focused Compounding
Nov 26, 2019 • 67 min
For this episode of the Planet MicroCap Podcast, I spoke with Geoff Gannon, Co-Founder and Portfolio Manager at Focused Compounding. You might also recognize Geoff from the very popular investing podcast, Focused Compounding, which he co-hosts with his…
100 - Investing: It’s All About the Journey with Ian Cassel, MicroCapClub.com
Nov 12, 2019 • 58 min
I want to start off with a big THANK YOU! Thank you all for your listenership and support for the Planet MicroCap Podcast. Whether you’ve been listening since the beginning or even a new listener, I really appreciate your support! Back in July 2015, I was…
99 - Planet MicroCap Podcast: LIVE! In Austin, TX with Maj Soueidan, Chris Lahiji and Sam Namiri
Oct 29, 2019 • 72 min
For this episode of the Planet MicroCap Podcast, I’ll be sharing with you my live panel from the MicroCap Rodeo 2019 in Austin, TX. Joining me on this panel is Maj Soueidan from GeoInvesting.com, Sam Namiri of Ridgewood Investments and Chris Lahiji of LD…
98 - Intelligent Fanatics of India and Finding Inefficiencies with Rohith Potti, Co-Author of “Intelligent Fanatics of India”
Oct 15, 2019 • 70 min
For this episode of the Planet MicroCap Podcast, I spoke with Rohith Potti, Co-Author of the upcoming, “Intelligent Fanatics of India.” This was very exciting for me – not only as a fan of “Intelligent Fanatics” series, but its covering a part of the…
97 - MicroCap Value Destruction: An Antidote with Adam J. Epstein, Founder of Third Creek Advisors, LLC
Oct 2, 2019 • 48 min
For this episode of the Planet MicroCap Podcast, I caught up with Adam Epstein, Founder of Third Creek Advisors, LLC. I previously had Adam on the podcast for Episode 22, where we discussed the importance of paying attention to corporate governance. Since…
96 - Classic Growth Theory of Investing and How to Prepare for a Downturn in the Market with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management
Sep 17, 2019 • 56 min
For this episode of the Planet MicroCap Podcast, I spoke with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management. At the beginning of September, when we recorded this interview, mainstream media outlets have been discussing the affect trade…
95 - Can Trend Following Strategy Reduce Risk and Volatility? with Meb Faber, Host of the Meb Faber Podcast
Sep 3, 2019 • 65 min
For this episode of the Planet MicroCap Podcast, I spoke with Meb Faber, Host of the Meb Faber Podcast, and Co-founder and the Chief Investment Officer of Cambria Investment Management. Some of you may be familiar with Meb’s very popular podcast, the Meb…
94 - How Working for San Antonio Spurs Helped Shape Investing Thesis with Adam Wilk, Greystone Capital Management
Aug 20, 2019 • 69 min
For this episode of the Planet MicroCap Podcast, I spoke with Adam Wilk, Portfolio Manager at Greystone Capital Management and Editor of Pound the Rock Investing investor blog. I reached out to Adam after reading his blog post, “Basketball and Investing:…
93 - “The Joys of Compounding” and the Passionate Pursuit of Lifelong Learning with Gautam Baid, Author of “The Joys of Compounding”
Aug 6, 2019 • 60 min
For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Author of “The Joys of Compounding.” I’m always looking for new books to read that can offer a new perspective or outlook on the world or investing. What is cool about Gautam’s…
92 - Moats, Management and Price: Breaking Down the Venn Diagram with Todd Wenning, Senior Analyst at Ensemble Capital
Jul 23, 2019 • 66 min
For this episode of Planet MicroCap Podcast, I spoke with Todd Wenning, Senior Analyst at Ensemble Capital. I first became aware of Todd when I found his profile on Twitter and he had this venn diagram outlining his investment philosophy pinned to his…
91 - So you want to be an Activist Investor? with Jeff Gramm, Bandera Partners and Author of “Dear Chairman”
Jul 9, 2019 • 58 min
For this episode of the Planet MicroCap Podcast, I caught up with Jeff Gramm, Author of “Dear Chairman”. In our first interview on the podcast, Episode 40, we dissect his book, “Dear Chairman” - chapter by chapter. During that interview, we talk about the…
90 - MicroCap Graduation Series: eXp World Holdings, Inc. (NASDAQ: EXPI)
Jun 25, 2019 • 62 min
For this episode of the Planet MicroCap Podcast, we are launching a new series here called, the “MicroCap Graduation Series”. I’ve done about 90 interviews here on the podcast, and I’ve interviewed some of the best investors, where they discuss the…
89 - Your Investing Strategy Has to Fit You with Vitaliy Katsenelson, CEO/CIO of Investment Management Associates, Inc. (IMA)
Jun 11, 2019 • 65 min
For this episode of Planet MicroCap Podcast, I spoke with Vitaliy Katsenelson, CEO and CIO of IMA. I came to know Vitaliy by finding his profile on Twitter. From there, I started reading his blog, listening to his podcast and read a few of the available…
88 - The Big Picture for Small Cap Value with Bill Nasgovitz, Founder and Portfolio Manager at the Heartland Value Fund
May 28, 2019 • 37 min
For this episode of Planet MicroCap Podcast, I spoke with Bill Nasgovitz, Chairman and Portfolio Manager of the Heartland Value Fund and Small Cap Value Strategy. I had originally met Bill two years at an investor conference in California, and he ended up…
87 - Planet MicroCap Podcast: LIVE! with Connor Haley, Jason Hirschman, Chris Lahiji and Sam Namiri
May 14, 2019 • 59 min
I’d like to thank everyone who joined us in Las Vegas for our annual event, the Planet MicroCap Showcase. Putting on these events is a lot of hard work, and what makes it all worth it is having the chance to meet you all. We really enjoy putting on this…
86 - What is Behavioral Value Investing with Gary Mishuris, Silver Ring Value Partners
Apr 2, 2019 • 65 min
For this episode of Planet MicroCap Podcast, I spoke with Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners. Gary and I met on LinkedIn, and after doing some research on Silver Ring and his publication,…
85 - Understanding Insider Activity with Jesse Felder, Founder and Editor of The Felder Report
Mar 19, 2019 • 48 min
For this episode of Planet MicroCap Podcast, I spoke with Jesse Felder, Founder and Editor of The Felder Report. Jesse is a well-respected money manager, who began his career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund firm…
84 - What is the “The Keystone Philosophy” with Ryan Irvine, Founder of Keystone Financial
Mar 5, 2019 • 59 min
For this episode of Planet MicroCap Podcast, I spoke with Ryan Irvine, Founder of Keystone Financial. I actually met Ryan last year at our event in Las Vegas, the Planet MicroCap Showcase. I started following Keystone on social media, listened to a few of…
83 - Deep Value + Acquirer’s Multiple = Beat the Market with Tobias Carlisle, Author of “The Acquirer’s Multiple”
Feb 19, 2019 • 54 min
For this episode of the Planet MicroCap Podcast, I welcomed back Tobias Carlisle, Founder, Editor and Author of The Acquirer’s Multiple. We are excited to announce that Tobias will be our Keynote Speaker at our upcoming conference, the Planet MicroCap…
82 - Investing in Cannabis 2019: Where are we now? with Alan Brochstein, CFA, 420 Investor and New Cannabis Ventures
Feb 5, 2019 • 46 min
For this episode of Planet MicroCap Podcast, I spoke with Alan Brochstein, Founder of 420 Investor and New Cannabis Ventures. The last time I had Alan on the program was approximately three years ago, and to say things have changed in the Cannabis space…
81 - How to Approach Investing in Energy Markets with Keith Schaefer, Publisher of Oil and Gas Investments Bulletin
Jan 22, 2019 • 52 min
For this episode of Planet MicroCap Podcast, I spoke with Keith Schaefer, Publisher of Oil and Gas Investments Bulletin. I’ve met Keith a few times on the conference circuit, having been booth buddies along the way. I also have yet to do an episode…
80 - MicroCap Investing: Recapping 2018, Looking Ahead to 2019 with Maj Soueidan and Chris “Quoth the Raven” Irons, GeoInvesting.com
Jan 8, 2019 • 63 min
For this episode of Planet MicroCap Podcast, I spoke with Maj Soueidan and Chris “Quoth the Raven” Irons from GeoInvesting.com. At GeoInvesting.com, Maj, Chris and whole team there are studying the MicroCap market on a daily basis for their newsletter:…
79 - Growth Runway vs. Moats with Thomas Bachrach, PFH Capital
Dec 27, 2018 • 53 min
For this episode of Planet MicroCap Podcast, I spoke with Thomas Bachrach, Founder and Principal at PFH Capital. I met Thomas at the MicroCap Leadership Summit back in September. We were at the bar debating whether investing in an airport in a third world…
78 - What is ‘Intrinsic Investing’ and Emerging Moat Businesses with Sean Stannard-Stockton, President & CIO of Ensemble Capital
Dec 4, 2018 • 59 min
For this episode of Planet MicroCap Podcast, I spoke with Sean Stannard-Stockton, President and Chief Investment Officer of Ensemble Capital. I’m always looking for new and interesting topics to cover on here, and I was doing research on potential guests…
77 - Illiquidity and Finding Value on the OTC Markets with Doug Mohn, NoCalledStrikes.com
Nov 21, 2018 • 51 min
For this episode of Planet MicroCap Podcast, I spoke with Doug Mohn, Editor of NoCalledStrikes.com. I met Doug recently at the MicroCap Leadership Summit in Chicago, and I enjoyed getting to know him, as well as hearing his experiences regarding investing…
76 - Trends in MicroCaps for 2018 and What to Expect at LD Micro “Main Event” with Chris Lahiji, LD Micro
Nov 13, 2018 • 29 min
For this episode of Planet MicroCap Podcast, I caught up with Chris Lahiji, President of LD Micro. Every year, the MicroCap investing universe gathers together during the first week of December in Los Angeles to check in with portfolio companies, look for…
75 - How to Approach Investing in Global Markets with Adrian Day, Chairman and CEO of Adrian Day Asset Management
Oct 24, 2018 • 55 min
For this episode of the Planet MicroCap Podcast, I spoke with Adrian Day, Chairman and CEO of Adrian Day Asset Management. We first met Mr. Day in 2017 at the Sprott Natural Resource Symposium, and we have done two video interviews with him discussing his…
74 - How to Utilize Differential Insights in Your Investing Strategy with Paul Lountzis, Lountzis Asset Management, LLC
Oct 9, 2018 • 75 min
For this episode of the Planet MicroCap Podcast, I spoke with Paul Lountzis, President of Lountzis Asset Management, LLC. I first saw Mr. Lountzis speak at the first annual MicroCapClub Leadership Summit in 2016, where he did a presentation discussing his…
73 - What My Professor Taught Me About Finance and Investing with Darrol Stanley, Professor of Finance at Pepperdine Graziadio School of Business
Sep 25, 2018 • 53 min
For this episode of the Planet MicroCap Podcast, I spoke with Darrol Stanley, Professor of Finance at Pepperdine Graziadio School of Business. As some of you may know, I’m in the process of getting my MBA at Pepperdine, and coming into school, I wanted to…
72 - Cryptocurrency, Blockchain and Institutional Research for New Asset Class with Tom Shaughnessy, 51Percent Crypto Research
Sep 11, 2018 • 56 min
For this episode of the Planet MicroCap Podcast, I welcome back Tom Shaughnessy to the program. When we first spoke, we discussed the importance of stock screeners and how to use them. Since then, Tom was an equity analyst at Oppenheimer for a couple…
71 - Three Years Later, Where it all began: Ian Cassel, MicroCapClub.com - So you want to be a MicroCap Investor?
Aug 7, 2018 • 29 min
So we just passed the anniversary of when I published the first episode of the Planet MicroCap Podcast, which was on July 28, 2015. Since then, I have published now 73 episodes and amassed over 114,000 downloads. My goal then is the same as it is now,…