MicroCapClub

MicroCapClub
  • 0.0 (0)
  • INVESTING

MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community.

  1. 4 HR AGO

    Cybeats Technologies (CYBT/CYBT.CN): SBOM Management Platform

    In this Business Breakdown, David Barbato and Jeff Kowal sit down with Cybeats Technologies’s (CYBT/CYBT.CN) CEO Justin Leger The company was originally profiled by MicroCapClub member "Valueseeker123" on September 15, 2025, at $0.13 CAD per share.  This discussion took place live on February 9th, 2026, on the MicroCapClub Community.  Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/ In this conversation, Justin Lagier, CEO of Cybeats Technologies, discusses the importance of Software Bill of Materials (SBOM) management in cybersecurity. He explains the regulatory landscape driving the need for SBOMs, the company's business model, customer retention strategies, and the competitive landscape. Justin also shares insights on the sales cycle, implementation process, and the expertise of the team behind SciBits. The conversation highlights the company's growth potential and the challenges it faces in the evolving cybersecurity market. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to SciBits Technologies and SBOM Management 04:40 Understanding SBOMs and Their Importance 07:40 Regulatory Landscape and Compliance Requirements 10:24 Business Model and Customer Retention 13:35 Market Strategy and Customer Engagement 16:19 Growth Potential and Pipeline Overview 19:19 Competitive Landscape and Differentiation 22:54 The Evolution of SBOM and AI Integration 25:59 Customer Success Stories and Expansion 28:35 Challenges and Future Outlook 35:45 Exploring the Keysight Partnership 40:53 Cassie Crossley: A Key Addition to the Team 42:51 Navigating the Landscape of Software Supply Chain Security 47:58 Financial Health and Future Opportunities 53:44 Understanding the Sales Cycle and Customer Retention 58:44 Global Regulatory Trends and Market Opportunities 01:01:50 Motivation and Vision for the Future 01:04:38 The Challenges of Being a Public Company CEO Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    1h 8m

  2. 3 DAYS AGO

    Club Conversation with Dave Waters, Dark Stock Investing

    Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/ In this Club Conversation, Dave Waters from Alluvial Capital, shares his unique journey into the world of investment management, highlighting his non-traditional background and the evolution of his investment philosophy. He discusses the concept of 'arbitrage of inconvenience' in micro-cap investing, the challenges of illiquidity, and the intricacies of expert markets. Waters emphasizes the importance of understanding why companies are public and how to value non-reporting companies. He also explores the role of catalysts in investment decisions, shares insights on international investment opportunities, and reflects on case studies of both successful and unsuccessful investments. Throughout the discussion, he provides valuable lessons on avoiding common investment mistakes and introduces his Tactile Fund strategy, which focuses on unique physical assets. Finally, Waters expresses his passion for investing and the importance of continuous learning, while also considering the future of investing education for his children. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters 00:00 Introduction to Dave Waters and His Journey 08:30 Investment Philosophy: Arbitrage of Inconvenience 13:24 Navigating Illiquidity in Micro Cap Investments 17:40 Understanding Expert Markets and Their Opportunities 21:34 Valuation Challenges in Non-Reporting Companies 25:41 The Role of Catalysts in Investment Decisions 29:56 Exploring International Investment Opportunities 31:19 Investment Strategies and Market Trends 32:56 Case Studies: Successes and Failures 40:56 Lessons Learned from Investment Mistakes 42:06 Avoiding Common Investment Pitfalls 45:50 Introducing the Tactile Fund 50:50 Managing Multiple Investment Strategies 54:46 The Passion for Investing and Continuous Learning Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    1 hr

  3. 5 FEB

    Intelligent Monitoring Group Ltd (IMB.AX): Security Monitoring at Scale

    In this Business Breakdown, David Barbato and Christian Schmidt sit down withIntelligent Monitoring Group Ltd (IMB.AX) MD Dennison Hambling, and HBI Shenin Singh. The company was originally profiled by MicroCapClub member "Schmidt" on May 31, 2024, at $0.34 AUD per share.  This discussion took place live on January 30th, 2026, on the MicroCapClub Community.  Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/ In this conversation, Denison Hambling and Shenin Singh from Intelligent Monitoring Group discuss their professional backgrounds, the evolution of their business model, and the strategic vision for the future. They delve into the impact of AI technology on security solutions, the importance of delivery and growth, and their approach to mergers and acquisitions. The discussion highlights the unique position of IMG in the security market and its focus on innovative video guarding technology, which aims to replace traditional security measures with more effective solutions. The conversation concludes with insights into capital allocation and the company's optimistic outlook for the future.  ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to Intelligent Monitoring Group 05:13 Overview of Intelligent Monitoring Group's Business Model 11:37 Strategic Vision and Market Positioning 18:29 Technological Advancements in Security Monitoring 26:44 Focus on Delivery and Organizational Culture 33:56 Recent Acquisition and Future Growth Plans 36:03 Reviving a Forgotten Business 39:26 Strategic Capital Allocation 42:59 Navigating Market Opportunities 46:03 Revolutionizing Video Guarding Technology 53:32 Understanding EBITDA to Free Cash Flow 57:34 Future Acquisition Strategies Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    1h 7m

  4. 2 FEB

    Paragon Advanced Labs (PALS.V): High-Speed Mineral Testing Toll Booth

    In this conversation, Peter Shippen, CEO of Paragon Advanced Labs, discusses the innovative approach of his company in the mining industry, particularly focusing on their unique assay services using Photon Assay technology. He elaborates on the challenges faced by traditional assay methods, the strategic partnerships that bolster their market position, and the operational model that allows for rapid growth and customer engagement. The discussion also touches on future growth prospects, capital allocation strategies, and the importance of non-destructive testing in the mining sector. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/  About MicroCapClub  MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $1B market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1500+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view-only 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: https://microcapclub.com ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to Paragon Advanced Labs 04:24 The Birth of Paragon and Its Unique Proposition 07:21 Innovative Technology in Assaying 13:35 Photon Assay: A Game Changer for Mining 16:26 Business Model and Financial Projections 16:37 Strategic Partnerships and Competitive Advantages 23:09 Marketing and Customer Acquisition Strategies 31:32 Hub and Spoke Business Model 34:09 Navigating a Competitive Lab Landscape 36:25 Innovative Partnerships and Customer-Centric Solutions 37:45 Addressing Turnaround Time Challenges 39:49 Photon Assay: A Key Differentiator 42:28 Supply Chain Dynamics and Machine Production 45:25 Capital Allocation and Future Growth 48:31 Pricing Strategy and Market Positioning 52:03 The Importance of Sample Retention 57:43 Future Dynamics with Chrysos and Market Competition 01:02:17 Adapting to Emerging Technologies Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    1h 4m

  5. 1 FEB

    LibertyStream Infrastructure (LIB.V; VLTLF): Inside the US Lithium Tech Disruption

    In this Business Breakdown, David Barbato and John LaGourgue sit down with LibertyStream Infrastructure’s (LIB.V; VLTLF) CEO Alex Wylie. The company was originally profiled by MicroCapClub member "John LaGourgue" on October 14, 2025, at $0.40 CAD per share.  This discussion took place live on January 30th, 2026, on the MicroCapClub Community.  Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/ In this conversation, Alex Wylie, CEO of Liberty Stream Infrastructure, discusses the company's innovative approach to lithium extraction from oilfield brines. He outlines the operational strategies, including the importance of field experience, proprietary technology, and refining processes. The conversation also covers market demand, partnerships, funding strategies, and the long-term vision for the company in the rapidly evolving lithium market. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to Liberty Stream Infrastructure 07:14 Field Operations and Technology Development 11:48 Partnerships and Market Demand 14:46 Refining Lithium and Market Strategy 19:18 Future Plans and Market Positioning 33:37 Strategic Planning and Feedstock Deals 34:18 R&D and Technological Advancements 35:29 Refining Processes and Business Strategy 37:17 Partnerships and Customer Relationships 39:29 Corporate Structure and Future Listings 40:40 Production Challenges and Environmental Factors 42:13 Customer Decision-Making Process 44:05 Long-Term Business Strategy 46:13 Operational Priorities and Product Consistency 47:18 Risk Management and Production Reliability 48:36 Long-Term Vision and Market Positioning 49:09 Bottlenecks and Lessons Learned 51:16 Motivation and Resilience 53:48 Market Position and Competitive Landscape 55:46 Future Expansion and Product Diversification Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    58 min

  6. 29 JAN

    Lindbergh SPA (LDB.MI): The HVAC Serial Acquirer Paying 2x EBITDA

    This conversation provides an in-depth look at Lindbergh, a company founded by Michele Corradi and Marco Pomé, focusing on their journey in logistics, waste management, and HVAC services. The discussion covers the evolution of the company, key milestones, and the growth of different business units, particularly HVAC. The founders share insights on their acquisition strategy, cash management, and operational synergies, as well as the challenges they face in integrating various companies. They emphasize the importance of maintaining a lean structure while fostering a culture of best practices. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/  About MicroCapClub  MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $1B market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1500+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view-only 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: https://microcapclub.com ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to Lindbergh and Founders' Backgrounds 04:28 Growth and Evolution of Lindbergh 07:43 Innovative Services and Business Model 10:29 Expansion into HVAC and Market Opportunities 13:41 Operational Strategies and Business Units 16:33 Focus on Waste Management and Client Relationships 19:25 HVAC Business Unit and Market Dynamics 22:40 Internal Priorities and Company Alignment 25:29 Synergies and Integration Strategies 35:54 Cash Management and Inventory Control 36:54 Long-term Margin Strategies 38:29 Decentralized Management Approach 39:38 Leveraging Customer Base for Growth 40:56 Best Practices and Company Culture 43:57 Criteria for Acquisition Targets 45:47 Succession Planning in Acquisitions 48:39 Innovative Payment Terms for Acquisitions 51:29 Market Positioning and Competition 53:55 Network Management and HVAC Synergies 56:23 Reporting Organic Growth 58:32 Lessons from the Red Eye Conference 01:00:28 Risk Management and Confidence Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    1h 2m

  7. 26 JAN

    Club Conversation with Tim Hanson, Making Millions in Boring Businesses

    In this conversation, Tim shares his unique journey to Permanent Equity, detailing how a chance phone call led him to a career in private equity. He explains the innovative approach of Permanent Equity, which focuses on acquiring small businesses without leveraging debt, allowing for long-term growth and stability. Tim discusses the transition from public to private markets, highlighting the challenges and opportunities in each. He emphasizes the importance of assessing quality of earnings through cash flow analysis and shares insights into investment strategies, team culture, and the role of storytelling in building a successful business. Throughout the conversation, Tim's philosophy of optimizing for fun and meaningful work shines through, making for an engaging and insightful discussion. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/  About MicroCapClub MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $1B market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1500+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view-only 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: https://microcapclub.com Chapters 00:00 The Journey to Permanent Equity 05:06 Understanding Permanent Equity's Unique Approach 08:22 Transitioning from Public to Private Markets 12:40 Investing Strategies: Public vs. Private Markets 15:08 Why Columbia, Missouri? 18:24 The Concept of Beer Money 21:04 Quality of Earnings in Small Businesses 24:24 Debt Levels in Private Equity 29:49 Assessing Performance in Private Equity 31:40 Understanding Fees and Returns in Private Equity 34:49 Strategic Distribution Decisions 37:13 Case Study: The Airplane Parts Business 41:43 Risk Management and Investment Philosophy 43:09 First Year Post-Acquisition Strategies 47:53 The Importance of Storytelling in Business 52:17 Optimizing for Fun and Asymmetry 55:43 Attracting Talent to Missouri Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    59 min

  8. 21 JAN

    Armanino Foods (AMNF): The Leading Producer of Italian and Specialty Foods

    In this business breakdowns, Adam Wilk sits down with Armanino Foods of Distinction, Inc. (AMNF) CEO Deanna Jurgens. This Business Breakdowns discussion took place live on January 20th, 2026, on the MicroCapClub Community. The company was originally profiled by a MicroCapClub member on May 13th, 2014 at $1.75 per share. ⁠https://microcapclub.com/join-now/⁠ Armanino Foods of Distinction, Inc. (AMNF) is an international food company that manufactures and markets frozen Italian specialty food. The company's product line includes pesto sauces, stuffed pastas, pasta sheets, focaccia, and cooked meat products to the foodservice, retail, and industrial markets. Its organic line includes classic basil pesto. It also offers other pesto flavors, such as Cilantro, dried tomato and garlic, roasted red bell pepper, southwest chipotle, artichoke, roasted garlic and light basil. Armanino Foods of Distinction was founded in October 1986 and is headquartered in Hayward, CA. Armanino's growth strategy includes strengthening the U.S. foodservice business, growing with Tier-1 Quick Service Restaurants, and international growth where the focus will be in Asia. https://armaninofoods.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.

    1h 3m
See All (80)

About

MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community.

Information

  • Creator
    MicroCapClub
  • Years Active
    2024 - 2026
  • Episodes
    80
  • Rating
    Clean
  • Copyright
    © MicroCapClub
  • Show Website
    MicroCapClub

You Might Also Like