Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap
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Planet MicroCap Podcast | MicroCap Investing Strategies

Educating the Next Generation of Investors in MicroCap and Emerging Growth Companies with Host Robert Kraft, CEO of Planet MicroCap, The Official MicroCap News Source

  1. -3 J

    Buying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc.

    My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we’ve all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they’ll show you how they did it. All jokes aside, it’s a strategy that has worked time and again for many folks out there, however, buying and operating small private businesses is not as easy as social media would make you think, goes without saying. I invited on Colin to talk about his journey to launching and running this strategy at Circle City Capital Group. Colin mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them. For more information about Circle City Capital Group, Inc., please visit: https://www.circlecitycapitalgroup.com/ You can Follow Colin King on Twitter/X @valuedontlie: https://x.com/valuedontlie We’re excited to announce that we’ll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it’s arguably one of the best investing communities, period. We couldn’t be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    40 min

  2. 14 NOV.

    Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate

    My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We’ve talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more specifically, idea generation that Peter Lynch made famous. In our conversation today, Tristan and I talk extensively about this concept as it pertains to his investing style and philosophy. Specifically, we thought we could up the boring business ante, by talking about the sexiest businesses alive: accounting and document management software. In all seriousness, we have a great time, and Tristan provides some valuable insight on the topic of investing in what you know. Tristan mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them. For more information about the Hurdle Rate newsletter on Substack, please visit: https://hurdlerate.substack.com/ You can Follow Tristan on Twitter/X @hurlde_rate: https://x.com/hurdle_rate We’re excited to announce that we’ll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it’s arguably one of the best investing communities, period. We couldn’t be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    53 min

  3. 7 NOV.

    Owning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leon

    My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understand his approach here, plus: European Small/MicroCaps, disassociating from FOMO and his thesis on Shelly Group $SLYG. For more information about Underfollowed Stocks newsletter, please visit: https://underfollowedstocks.substack.com/ You can Follow @mavix_leon on Twitter/X here: https://x.com/mavix_leon We’re excited to announce that we’ll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it’s arguably one of the best investing communities, period. We couldn’t be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    43 min

  4. 31 OCT.

    Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap

    My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I’ve been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he’s looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, including: counter cyclicality, offshore oil drilling, commercial real estate, coal, buying scarce assets, inflation protection, and more! We also talk at length about his largest position, Cipher Pharmaceuticals. Dylan mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them. For more information about Raging Bull Investments Substack, please visit: https://ragingbullinvestments.substack.com/ You can Follow Dylan on Twitter/X @ragingbullcap: https://x.com/ragingbullcap We’re excited to announce that we’ll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it’s arguably one of the best investing communities, period. We couldn’t be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    47 min

  5. 24 OCT.

    It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management

    My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker’s Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more about his investing philosophy, strategy and why it’s not necessarily bottom fishing when looking at MicroCaps. For more information about Paul Cerro and Cedar Grove Capital Management, please visit: https://www.cedargrovecm.com/ We’re excited to announce that we’ll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it’s arguably one of the best investing communities, period. We couldn’t be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    39 min

  6. 16 OCT.

    MicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE International

    My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially closed the planned take-private transaction on August 15, 2024. Today’s interview has a few factors at play here: 1. We’ve done quite a few interviews recently here, i.e., with Mathieu Martin and Paul Andreola, about how M&A has been hot, particularly in Canada, for the last 12-18 months, with no signs of slowing down. 2. I’ve known Nick now for almost 10 years, having first interviewed him back in 2015, and have covered the UGE journey from beginning to now conclusion of their life as a public company. So, I wanted to share with you all a conversation about Nick’s experience as a MicroCap public company CEO, what it means to run a MicroCap public company, what happened and why now was the time to go forward with the transaction to go private, lessons learned, insights to pass on about his experience being a MicroCap CEO and more! Now that the deal has officially closed, I really appreciated Nick’s candor and hopefully a lot can be gleaned from this episode that the entire MicroCap space can learn from, as well as a glimpse behind the thought process when faced with the prospect of staying public vs. being acquired/going private. For more information about UGE, please visit: https://ugei.com/ We’re excited to announce that we’ll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it’s arguably one of the best investing communities, period. We couldn’t be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    40 min

  7. 9 OCT.

    kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF): Enables Highly Regulated Industries to Streamline and Automate Validation Processes

    My guests on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any validation discipline from end-to-end. I invited on Eddie to learn more about: History of kneat + how and why they developed their validation platform Kneat Gx Problems that Kneat Gx is solving, specifically for the life sciences industry  What ”validation” means, and why highly regulated industries need to have high quality solutions to meet their validation requirements What the competitive landscape looks like Progress towards profitability; balancing growth vs. focus on profitability, and their 3-5 year vision for the company For more information about kneat.com, please visit: https://investors.kneat.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL’S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

    44 min

  8. 18 SEPT.

    The Cockroach Approach and the Art of Portfolio Construction with Jason Buck, CIO of Mutiny Funds

    My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel’s MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover a ton, but mostly digging into Jason’s background and how it inspired the best named investing strategy out there, the Cockroach Strategy. For more information about Mutiny Funds, please visit: https://mutinyfund.com/ To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    1 h 4 min
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Educating the Next Generation of Investors in MicroCap and Emerging Growth Companies with Host Robert Kraft, CEO of Planet MicroCap, The Official MicroCap News Source

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