MicroCapClub

MicroCapClub
  • 5.0 (12)
  • INVESTING
MicroCapClub

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. 11 HR. AGO

    A Conversation with Michael Melby of Gate City Capital Management

    Michael Melby is the founder and portfolio manager at Gate City Capital Management. Gate City has produced a 22.4% net annualized return since inception (September 2011), compared to 14.8% for the S&P 500. During this discussion we talk about Michael’s beginnings growing up in a small Montana town, education and early experience, launching his fund, his strategy and process, and the decision to close the fund to new investors. Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ About Michael Melby:  MicroCapClub member since 2015 Firm: https://www.gatecitycap.com Chapters: 00:00 Disclaimer 02:00 Intro 03:55 Michael's Background 14:08 Professional Journey 18:45 Gate City Capital's Investment Philosophy 22:45 Investment Process & Examples of Investments 37:00 Team and Operational Growth 46:21 Long-Term Strategy and Firm Discipline 1:07:20 Fund Management Philosophy 1:14:38 Tools and Community and Collaboration 1:15:45 Key Metrics and Performance 1:20:20 Advice for Aspiring Fund Managers & Expanding the Fund About MicroCapClub 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 1200+ 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 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 24m

  2. 12/10/2024

    A Conversation with Harris Perlman

    Harris Perlman is a private full-time investor focused mainly on microcap stocks. During this conversation we talk about a wide variety of topics. Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ About Harris Perlman: MicroCapClub: @Harris Perlman – Member since 2014 X: https://x.com/OtterMarket About MicroCapClub 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 1200+ 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 00:08 Disclaimer 01:03 Intro & Harris’s Background 02:00 Current Market Environment 04:45 Investing Philosophy And Strategy 13:04 Early Investment Wins 17:57 Harris’s Path to Full-Time Investing 22:34 Navigating Challenges And Stress 25:32 Investment Style And Core Portfolio 29:06 Collaboration And Networking In Investing 42:10 Typical Day 48:06 Thoughts on Managing Outside Capital 52:00 Communication Style 56:36 Learning Accounting And Competitive Analysis 59:18 Audience Q&A 01:05:40 Final Thoughts & 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.

    1h 6m

  3. 12/05/2024

    Research Solutions: The Bloomberg of Scientific Research

    Adam Wilk joins Avi Fisher, PM at Long Cast Advisers, to have a conversation with CEO Roy Olivier of Research Solutions Inc. (RSSS). This MicroCap Business Breakdowns discussion took place live on December 4th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/  About Research Solutions: Research Solutions (NASDAQ: RSSS) is a vertical SaaS and AI company that simplifies research workflow for academic institutions, life science companies, and research organizations worldwide. As one of the only publisher-independent marketplaces for scientific, technical, and medical (STM) content, the company uniquely combines AI-powered tools—including an intelligent research assistant and full-text search capabilities—with seamless access to both open access and paywalled research. The platform enables organizations to discover, access, manage and analyze scientific literature more efficiently, accelerating the pace of scientific discovery. https://www.researchsolutions.com About Avi Fisher:  PM at Long Cast Advisers MicroCapClub: @iddles X: https://x.com/longcastadviser Firm: http://www.longcastadvisers.com About Adam Wilk  Founder of Greystone Capital Management  MicroCapClub: @Greystone Capital Management X: https://x.com/AKWilk Firm: https://www.greystonevalue.com MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 1-2 weeks after the live discussion. https://microcapclub.com  Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    59 min

  4. 11/21/2024

    Haypp Group - The Market Leader in Nicotine Pouches

    Adam Wilk joins Ebin Hirschman to have a conversation with CEO Gavin O'Dowd of Haypp Group AB (HAYPP.ST). This MicroCap Business Breakdowns discussion took place live on November 20th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Haypp Group:  Haypp Group spearheads the global transformation from smoking to healthier product alternatives. With origins in Scandinavia, extensive experience from pioneering markets in smoke-free alternatives, and being a leader in the e-commerce sector, Haypp Group is taking the vision of inspiring healthier enjoyment for millions to a global scale. With eleven e-commerce brands, the Haypp Group is present in seven countries, where we served more than 950,000 active customers in 2023.  About Ebin Hirschman Analyst at Hudson 215 Capital MicroCapClub: @Whisperkey http://hudson215capital.com About Adam Wilk Founder of Greystone Capital Management  MicroCapClub: @Greystone Capital Management X: https://x.com/AKWilk Firm Website: https://www.greystonevalue.com MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 1-2 weeks after the live discussion. https://microcapclub.com  Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    56 min

  5. 10/29/2024

    A Conversation with Grant Williams

    In this conversation Ian Cassel sits down with Grant Williams. Grant is an accomplished writer, interviewer, speaker, and an all-around curious person. You can find his content on www.grant-williams.com Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ Chapters: 00:00 Disclaimer 00:15 Intro & Grant’s Background 01:42 The Role of Writing in Investment 07:10 Early Career Lessons 18:45 Skepticism 24:32 Navigating Global Financial Crisis 34:38 Commonalities of Successful traders 38:35 Differentiating Luck from Skill 43:00 “Are you worried, would it help?” 46:20 Top of Mind Currently 55:55 How Grant is expressing his views on where the world is going in his portfolio 1:03:30 How stay present and self aware in macro back drop 1:07:30 Community Building and Learning 1:12:40 Interviewing and Learning from Others About MicroCapClub 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 1200+ 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 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 21m

  6. 10/10/2024

    DIRTT Environmental Solutions: The Global Leader in Industrialized Construction

    Adam Wilk joins full-time private investor Jeff Kowal to have a conversation with CEO Benjamin Urban of DIRTT Environmental Solutions Ltd. (DRT.TO / DRTTF). This MicroCap Business Breakdowns discussion took place live on October 8th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ DIRTT Environmental Solutions Ltd. (DRT, TSX-listed) is a global leader in industrialized construction for interior spaces. By utilizing their first-of-its-kind software called ICE, the company custom manufactures client's unique visions into compelling high-performance spaces. This ICE software allows configuration and pricing with direct connection to manufacturing equipment. DIRTT has built sustainable workspaces for 30% of the Fortune 500 companies. The company’s motto is “Not just built for today. Building for tomorrow." Over the past few years, led by two US-based hedge funds, a complete restructuring took place, including the management team, the board and the balance sheet. Now these efforts are starting to show in record delivery times and profitability. https://www.dirtt.com About Jeff Kowal  MicroCapClub: @Valueseeker123 About Adam Wilk Founder of Greystone Capital Management MicroCapClub: @Greystone Capital Management X: https://x.com/AKWilk LinkedIn: https://www.linkedin.com/in/adam-wilk-64791a139/ Firm Website: https://www.greystonevalue.com MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 1-2 weeks after the live discussion. https://microcapclub.com Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    55 min

  7. 09/29/2024

    Kelly Partners Group - The Buy and Build Leaders in Accounting Services

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

    1 hr

  8. 09/24/2024

    A Conversation with Jason Hirschman

    In this conversation Ian Cassel sits down with Jason Hirschman. Jason Hirschman is on Ian Cassel's Mount Rushmore of private investors. Why? He was a small business owner that parlayed that and some investing success into becoming a full-time private investor, and now manages capital for his family office at Hudson 215 Capital. He is one of the few private investors that has turned a small personal portfolio into a large nine figure portfolio. Jason's investments typically feature high return on invested capital, superior management, and secular growth tailwinds. He focuses on non-resource microcap equities domiciled in the U.S., Canada, and Europe. Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ Find Jason here: MicroCapClub: @EightTrack – Member since 2014 X: https://x.com/EightTrack180 Family Office: http://hudson215capital.com About MicroCapClub 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 1200+ 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 Disclaimer 00:15 Intro 02:12 Jason’s Background 05:16 Talking about Investment history 08:25 First big win 10:57 When start looking at MicroCaps 12:57 Evolving as capital has grown 16:49 What type of situation attracted to 22:49 Find something to buy something - how long to make position 27:11 How determine to invest and start position 29:00 Build position 31:41 Establishing relationship with management team 34:17 What did you think about potential of XPEL at beginning 40:50 Thinking about selling 42:50 Concentration 47:10 Investing and working with family 50:23 Q&A - How many positions do you hold? 52:07 Evolution of spending time investing as operator vs now as full time investor 53:50 How do you source ideas 55:20 How does what you look for evolved? 57:18 Are there some differences between European companies and North American ones? 1:01:25 How has been being a small business owner impacted investing? 1:03:47 Personality make you an above average investor? 1:05:08 How does a position become a real one? 1:11:05 Slugging percentage vs batting average 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 statement

    1h 16m
See All (18)

5
out of 5
12 Ratings

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 - 2025
  • Episodes
    18
  • Rating
    Clean
  • Copyright
    © MicroCapClub
  • Show Website
    MicroCapClub

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