Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap
  • 4.9 (80)
  • Investing
  • Updated Semiweekly

Educating the Next Generation of Investors in MicroCap Stocks

  1. 2h ago

    Obsession by Ian Cassel

    Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/  Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.com  This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    15 min

  2. 1d ago

    Evolution of Information Arbitrage with Maj Soueidan, Founder of GeoInvesting and MS MicroCaps

    In this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan, founder of GeoInvesting and MS MicroCaps, to dig into what three decades of micro-cap investing actually teaches you - including the lessons that only come from painful round trips and hard resets. We break down his current stance on speaking with management and what that's revealed about hunting in the right universe, how he's using AI to sharpen his information arbitrage edge without losing the manual process that built it, and what the 120-bagger experience of KORU Medical Systems really required psychologically to hold through. We also touch on the one thing he wishes he'd understood earlier in his career — risk management. We mention several companies during this conversation and I'm not a shareholder in any of them. For more information about GeoInvesting and MS MicroCaps, please visit: https://geoinvesting.com/ and https://msmicrocaps.com/ Chapters: 00:00 Introduction to Microcap Investing 01:56 Lessons from Past Investments 04:34 The Importance of Management in Investing 07:48 Navigating Market Trends and Complacency 10:57 The Role of AI in Investment Strategies 16:45 Information Arbitrage and AI Tools 22:44 Engaging with Management Teams 26:37 Innovative Investment Strategies 30:15 The Role of Management Interviews 35:31 Understanding Risk Management in Investing 43:06 Lessons from a 120-Bagger Investment 47:26 Exploring New Investment Platforms Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    55 min

  3. Jun 3

    Management Meetings Edge with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments

    In this episode of the Planet MicroCap Podcast, I spoke with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments, to dig into how his conference and management meeting process has evolved - and why he thinks 1x1 meetings with management teams are one of the most underrated research tools in micro-cap investing. We break down how he uses AI to screen companies before a conference, why he treats management meetings as a second-level filter rather than a deep dive, the one question he now asks every management team that actually makes them think, and a real example from last year's Planet MicroCap event that turned into one of his best ideas. We mention several companies during this conversation, and I'm not a shareholder in any of them. For more information about Ridgewood Investments, please visit: https://ridgewoodinvestments.com/ Chapters: 00:00 Introduction and Catching Up 01:50 Market Trends and Volatility 04:44 Investment Criteria and SaaS Challenges 09:50 Utilizing AI in Investment Research 15:34 Conference Preparation and Meeting Management 19:39 Advice for New Investors 24:42 Red Flags and Green Flags in Investing 29:35 Post-Conference Strategies and Networking Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    39 min

  4. May 29

    Compounding Without Ego with Jean Philippe Tissot, Founder & Fund Manager at Arauca Capital

    In this episode of the Planet MicroCap Podcast, I spoke with Jean Philippe Tissot, Founder and Fund Manager at Arauca Capital, to dig into his behavioral framework for investing and why he believes managing your psychology is the real edge in micro-cap markets - not finding the next great setup. We break down how his tolerance for "hairiness" shifts depending on position size and company stage, why he treats trust in management like a relationship that erodes slowly then breaks all at once, and his deep dive into Sofwave — a non-invasive aesthetics device company, the symbol is SOFW on the Tel Aviv Stock Exchange. Jean will be hosting a Fireside Q&A with Sofwave management at our event in Las Vegas. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Arauca Capital, please visit: https://www.araucacapital.com/ Chapters 00:00 Introduction and Background 02:40 Investing Philosophy and Behavioral Insights 05:36 Managing Emotions in Investing 08:46 Tolerance for Sloppiness in Investments 11:48 Minimizing Permanent Loss vs. Volatility 14:55 Understanding Company Dynamics and Management Trust 17:49 Introduction to Sofwave and Its Market Position 30:31 Understanding Skin Treatments and Technologies 33:47 Market Penetration and Growth Trends 37:06 Identifying Market Opportunities and Risks 43:22 Evaluating SoftWave's Competitive Edge 46:22 Addressing Risks and Market Perception 48:42 Navigating Social Media and Investor Relations 59:45 Investment Philosophy and Final Thoughts Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    1h 5m

  5. May 21

    Emergency Board Meeting Test with Ralph Molina, Founder & Editor of the High Conviction Investing Newsletter

    In this episode of the Planet MicroCap Podcast, I spoke with Ralph Molina, Founder and Editor of the High Conviction Investing newsletter on Substack, to dig into his framework for owning stocks the way a private business owner would - and why he thinks most investors never truly test their own conviction. We break down his Emergency Board Meeting Test, how his time on the inside at Parks! America and Armanino Foods reshaped the way he evaluates management, why he filters for capital allocation before anything else, and what finally changed his mind about which microcap companies are actually worth owning. We mention several companies and sectors during this conversation, and I am not a shareholder in any of them. For more information about the High Conviction Investing Newsletter, please visit: https://highconvictioninvesting.substack.com/  Chapters: 00:00 Introduction to Ralph Molina and His Journey 03:44 The Evolution of Ralph's Investing Philosophy 06:21 Insights from Insider Experience 09:32 Understanding High Conviction Investing 12:33 The Role of Management in Investment Decisions 15:30 Capital Allocation and Its Importance 18:31 Identifying Quality Companies 21:31 The Institutional Imperative in Business 24:24 Lessons from Cheesecake Factory's Strategy 27:30 Ralph's Research Process and Key Metrics 30:26 Revising Beliefs About Micro Cap Investing Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    46 min

  6. May 16

    Trust, Then Verify with Leo Trudel, Co-Founder of Aurelion Research

    In this episode of the Planet MicroCap Podcast, I spoke with Leo Trudel, Co-Founder of Aurelion Research, to dig into his global, top-down approach to finding mispriced companies across micro, small, and mid-cap markets - and why he built a firm where the research and the portfolio are one and the same. We break down his obsession with free cash flow over adjusted EBITDA, how he uses AI to hold management teams accountable to years of past guidance, why tankers may still be more compelling than people think, and his contrarian take on where the AI capex buildout is headed. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Aurelion Research, please visit: https://aurelionresearch.com/ Chapters: 00:00 Introduction to Leo Trudeau and Aurelion Research 01:58 Leo's Investment Journey and Philosophy 06:42 The Aha Moment: Founding Aurelion Research 08:37 Defining Mispricing in Investments 10:57 Top-Down Approach to Investment Selection 13:05 Identifying Quality Companies in Trending Industries 15:16 Navigating Mispricings and Investment Philosophy 18:52 The Importance of Cash Flow Over Adjusted EBITDA 22:55 Red Flags in Accounting Practices 23:56 Finding Opportunities in Crowded Industries 28:10 The Shipping Industry's Demand Surge 31:02 Navigating Chemical Market Challenges 32:20 Timing and Sentiment Indicators 36:56 Evaluating Management: Green and Red Flags 41:53 Qualitative Due Diligence: Real-World Insights 47:14 The Power of Being Contrarian 50:35 Evolving Beliefs: Lessons from Experience Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    56 min

  7. May 9

    Hunting Deep Value with Lee Roach, Editor/Founder of The Value Road Newsletter

    In this episode of the Planet MicroCap Podcast, I spoke with Lee Roach, Editor/Founder of The Value Road Newsletter on Substack, to dive into his deep value approach in the micro-cap space, focusing on uncovering massive disconnects between price and underlying asset value. Lee breaks down why writing is central to maintaining discipline, how management quality is often the biggest risk in these setups, and why he prioritizes tangible assets and “stupid low” enterprise values over traditional metrics. We also explore what actually unlocks value - from asset sales to M&A - and how to avoid common pitfalls like dilution, empire building, and thesis drift when investing in the market's most ignored corners. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about The Value Road Newsletter, please visit: https://thevalueroad.substack.com/ Chapters: 00:00 Introduction to Microcap Investing 04:20 Leland Roach's Journey into Investing 07:38 Transitioning to Full-Time Investing 10:22 Investing Philosophy and Strategy 13:37 Evaluating Investment Opportunities 16:26 Research Process and Due Diligence 19:35 Understanding Management and Investor Relations 21:38 Identifying Risks in Microcap Investments 22:17 Exploring Investment Missteps 26:34 Identifying Successful Investment Opportunities 31:56 Catalysts for Value Unlocking 33:21 Navigating Patience and Thesis Drift 39:35 The Importance of Writing in Investing 43:44 Lessons Beyond Books and Screens Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    46 min

  8. May 1

    Quirky Value Plays with David Bastian, CIO of Kingdom Capital Advisors

    In this episode of the Planet MicroCap Podcast, I spoke with David Bastian, CIO of Kingdom Capital Advisors, to explore how he uncovers “quirky” opportunities in the microcap market where investor interest has disappeared but internal catalysts remain. David walks through why he focuses on self-help stories - businesses that can unlock value through asset sales, operational improvements, or debt reduction - rather than waiting on macro tailwinds, and shares real-world examples of turnarounds, restructurings, and special situations where narrative disconnects created compelling setups. We also dive into the risks of leverage, the importance of management incentives, and why finding value in microcaps often means getting comfortable where the market is not. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Kingdom Capital Advisors, please visit: https://www.kingdomcapitaladvisors.com/ Chapters: 00:00 Introduction and Context 00:11 Market Opportunities and Quirky Investments 04:38 Identifying Inflection Points 14:06 Management Quality and Value Traps 18:09 Narrative Dislocations in the Market 20:59 Market Confidence and Strategic Investments 24:31 Understanding Turnarounds and Management Impact 28:51 Identifying Key Performance Indicators 34:15 Navigating Risks in Micro Cap Investing 41:09 Evaluating Non-Financial Metrics for Investment Decisions Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

    49 min
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