MicroCapClub

MicroCapClub
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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. 6 DAYS AGO

    NeurAxis, Inc. (NRXS): Growth-Stage Medtech

    In this Business Breakdown, David Barbato and Sergio Heiber sit down with NeurAxis’s (NRXS) CEO Brian Carrico. The company was originally profiled by Sergio Heiber on August 18, 2024, at $3.14 USD per share.  This discussion took place live on February 18th, 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, Brian Carrico, CEO of Neuroaxis, discusses the company's growth, the significance of the Category One CPT code, and the current market position. He highlights the importance of strong data for insurance coverage and reimbursement, the focus on pediatric healthcare, and the expansion into the VA market. The discussion also covers the company's treatment mechanisms, ongoing clinical trials, and strategies for scaling operations. Audience questions provide further insights into insurance negotiations and market opportunities. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to Neuroxys and Brian Carrico's Background 04:51 Understanding Neuromodulation and Its Applications 10:57 Market Potential and Addressable Market 14:22 Research and Development: Clinical Trials and Data 18:17 Go-to-Market Strategy and Scaling Challenges 21:20 Financial Overview and Future Projections 26:39 Insurance Coverage and Market Expansion 30:36 Veterans Affairs Market and Initial Feedback 33:52 Focus on Pediatric Market and Future Directions 38:53 Understanding the VA Hospital System 41:41 Reimbursement and Relative Value Units (RVUs) 43:52 Capital Needs and Financial Strategy 44:12 Market Opportunities and Misconceptions 46:24 Insurance Assessment Timing and Coverage 47:57 Regulatory Considerations and FDA Interactions 49:25 Patient Treatment Protocols and Data Availability 50:57 Manufacturing and Scaling Challenges 51:18 Centers of Excellence and Patient Care 52:24 Insurance Coverage and Market Dynamics 53:31 Key Performance Indicators and Future Planning 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

  2. 23 FEB

    High Tide Inc (HITI): Inside the Costco of Cannabis

    In this Business Breakdown, David Barbato and Ian Cassel sit down with High Tide Inc’s (HITI) CEO Raj Grover and Capital Market Advisor Vahan Ajamian. The company was originally profiled by Ian Cassel on November 10, 2025, at $3.00 USD per share.  This discussion took place live on February 17th, 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, Raj Grover, CEO of High Tide, discusses the company's journey from a single tobacco shop to the largest cannabis retailer in Canada. He shares insights into their innovative business model, including a unique loyalty program that has significantly boosted customer engagement and sales. The discussion also covers Hightide's expansion strategy, both domestically and internationally, as well as the challenges and opportunities within the cannabis market. Grover emphasizes the importance of location, store economics, and the company's commitment to becoming a global leader in cannabis retail. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to Hightide and Its Leaders 04:31 Raj Grover's Entrepreneurial Journey 07:06 Hightide's Business Model and Growth 12:56 Loyalty Programs and Customer Engagement 19:00 Market Share and Expansion Plans 23:47 Financial Performance and Future Projections 28:08 Challenges and Opportunities in the Cannabis Market 34:21 Retail Expansion and Location Strategy 40:27 Unit Economics and Store Performance 45:34 Inorganic Growth and Acquisitions 49:32 White Label Strategy and Product Differentiation 54:24 European Market Expansion and Ramexion Acquisition 01:01:47 Future Plans and U.S. Market Strategy 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 19m

  3. 19 FEB

    D-BOX Technologies (DBO.TO / DBOXF): Inside the Haptics Powering Modern Cinema

    In this Business Breakdown, David Barbato, Sean Marconi, and Mathieu Martin sit down with D-BOX Technologies (DBO.TO / DBOXF) CEO Naveen Prasad. The company was originally profiled by "Akin Akinnawo" on December 29, 2015, at $0.36 CAD per share.  This discussion took place live on February 13th, 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, Naveen Prasad, CEO of D-BOX Technologies, discusses the evolution and strategic focus of the company, emphasizing the role of haptic technology in enhancing the theatrical experience. He outlines the company's revenue model, market opportunities, and financial performance, while also addressing the contributions of sim racing and training. The discussion includes insights into future technology developments, the sales process evolution, and global market expansion. Audience questions provide further clarity on D-BOX's positioning and growth strategy. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to DBOX Technologies and Leadership 03:37 Understanding Haptic Technology and Its Applications 07:22 DBOX's Evolution and Strategic Focus 11:19 Revenue Model and Market Opportunities 16:36 Theatrical Industry Growth and Partnerships 18:57 Financial Performance and Revenue Mix 21:18 Sim Racing and Training Contributions 23:06 Future Directions and R&D Focus 23:46 Audience Q&A and Market Penetration Strategies 33:43 Introduction to D-Box's Unique Offerings 34:03 Market Penetration and Global Presence 36:22 The Value Proposition for Theater Chains 38:11 Scalability and Installation Challenges 39:36 Investment and ROI Considerations for Theaters 41:03 Exploring Alternative Business Models 42:36 Strategic Market Penetration in Urban Areas 43:35 Growth Potential with Existing Partners 44:04 Focus on Training and Simulation Segments 45:02 R&D Focus and Financial Strategies 45:42 Shareholder Engagement and Communication 50:38 Future Directions and Closing Remarks 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.

    52 min

  4. 16 FEB

    A Club Conversation with Michael Liu, Biotech Trading

    Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/ In this conversation, Michael Liu, founder of Capuchin Capital, shares his journey from early experiences in investing to establishing his own firm focused on microcap and biotech investments. He discusses his unique investment strategies, the importance of understanding shareholder dynamics, and the challenges of managing investor expectations. Michael also emphasizes the significance of mental clarity in trading, shares resources for researching small companies, and challenges conventional investing wisdom. Throughout the discussion, he provides insights into the volatility and opportunities present in the biotech sector, as well as practical advice for aspiring investors. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte  Chapters 00:00 Introduction to Michael Liu and Capuchin Capital 01:40 Michael Liu's Early Days in Investing 06:04 Transitioning to Capuchin Capital 10:24 Investment Strategies and Experiences 15:24 Understanding Biotech Investment Dynamics 18:36 Case Studies in Biotech Investments 23:47 Navigating the Challenges of Fund Management 33:22 Trading Biotech Stocks: Liquidity and Timing 36:00 The Importance of a Clear Mind in Trading 38:53 Daily Routines and Mental Balance for Traders 40:36 Position Sizing and Risk Management Strategies 44:30 Researching Small Companies: Resources and Techniques 46:23 Advice for Aspiring Investors: Education and Passion 51:00 Challenging Conventional Investing Wisdom 54:59 Understanding Scale in Investing Strategies 58:52 Utilizing Resources for Press Releases and News 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

  5. 12 FEB

    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

  6. 9 FEB

    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

  7. 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

  8. 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
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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
    84
  • Rating
    Clean
  • Copyright
    © MicroCapClub
  • Show Website
    MicroCapClub

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