Planet MicroCap Podcast | MicroCap Investing Strategies Planet MicroCap

PANEL: “Planet MicroCap Podcast: LIVE” at the Planet MicroCap Showcase: VEGAS | April 30-May 2, 2024

Moderator: Robert Kraft, Planet MicroCap

Twitter: https://twitter.com/BobbyKKraft

Participants:

Artem Fokin, Caro-Kann Capital

Website: https://caro-kann-capital.com/

Linkedin: https://www.linkedin.com/in/artem-fokin-1a5479/

Sam Namiri, Ridgewood Investments

Website: https://ridgewoodinvestments.com/

Twitter: https://twitter.com/snamiri

Ben Claremon, Devonshire Partners

Twitter: https://twitter.com/BenClaremon

Linkedin: https://www.linkedin.com/in/ben-claremon/

Compounders: https://compounderspod.substack.com/

Michael Liu, Intelligent Fanatics Capital Management

Website: https://if.capital/

Twitter: https://twitter.com/michael2017l

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

There was so much that happened at the Planet MicroCap Showcase: VEGAS 2024, that I thought it would be fun to do a post-event debrief. Joining me were arguably the two busiest people at the event besides our staff, Maj Soueidan from GeoInvesting and Mathieu Martin from the Rivemont MicroCap Fund, who between them did 14 fireside chats with management teams, attended additional presentations on top of that, and another 20-25 1x1s combined on Thursday. In our chat today, we talked about what Q&As and companies stood out to them, as well as differential insights gained from the 1x1s/Q&As they participated in.

For more information about GeoInvesting, please visit: https://geoinvesting.com/

For more information about Stocks & Stones newsletter on Substack: https://stocksandstones.substack.com/ 

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

My guest on the show today is Chris Abbott, CIO of 1035 Capital Management. As it states on the 1035 Capital Management website, ”our passion is to uncover these opportunities [companies undergoing fundamental business improvements that should drive future stock returns] before the ramifications of a positive catalyst become evident to the majority of investors, a concept we call “front running the black box.” This quote encapsulates everything we talk about today: the idea of eclectic value, intelligent diversification, MicroCap turnarounds, and we dive into a few stocks that exemplify some of these themes, as well as Chris’ ’Small Cap Core’ investment strategy.

For more information about 1035 Capital Management, please visit: https://1035capital.com/

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

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today’s episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all the companies that Maj will be doing a Q&A with at the Planet MicroCap Showcase in Las Vegas, that includes: Intouch Insight, INX.V, DATA Communications Management, DCM.TO, Heritage Global, HGBL, Lakeland Industries, LAKE, Crexendo, Inc., CXDO, Richardson Electronics, RELL, Altigen Communications, ATGN, and Greystone Logistics, GLGI. We close out by discussing the companies he’s looking at not participating on the Tier One track. 


We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure. 


To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signup



For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/ 

For more information about GeoInvesting, please visit: https://geoinvesting.com/ 

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

My guest on the show today is Joe Lucosky, Managing Partner at Lucosky Brookman. You might take one look at this title and might not think this is for you; as an investor you might wonder why should you care whether a company decides to uplist, cross-list or even delist? What do these terms even mean? Why is the company wasting their time even considering any of these corporate actions? If you’ve ever asked yourself this question, whether you’re an investor or even an issuer, this is without a doubt the episode for you. Even if you’ve never thought about these topics, I think you’ll find our conversation fascinating.

In the world of Micro and Nano-caps, this conversation is happening in every boardroom: should we uplist to the NASDAQ from OTC Markets? What’s this new U.S. Listings program at CBOE? Should we delist to the OTCQX, QB or the Pinks? Is it too soon for us to Uplist? Should we cross-list onto OTC or NASDAQ? Should we do a simultaneous raise with uplist or cross-list? How will our investors react to this?

I’ve known Joe for years and has given multiple keynotes on this topic at our recent investor conferences, including a Keynote Q&A with Erik Sloane from the CBOE at the Planet MicroCap Showcase: VEGAS on April 30, 2024. You don’t want to miss that. This is Joe’s topic, his bread and butter, and he truly enjoys helping companies understand what makes the most sense for them. I think we do a good job covering every angle on the topic, but look, I invite you to give it a listen, and would love your feedback on this one. For more information about Lucosky Brookman, please visit: https://www.lucbro.com/

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

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We’re trying something out here at Planet MicroCap, where on a weekly or bi-monthly basis, Maj and Jan will be hopping on the show to discuss recent performance of their Tier One Quality MicroCap Index, as well as the latest and greatest they have been covering on the MS MicroCaps Substack and the GeoInvesting Newsletters. We’re also going to spotlight some names from their index inspired by their recent performance, for example, in today’s inaugural episode, we covered SPAR Group, ticker is $SGRP, and FitLife Brands, ticker $FTLF. As part of conversation on Classic InfoArb (short for Information Arbitrage), Maj and Jan cover Taylor Devices, ticker TAYD, and Crawford United, ticker $CRAWA.

We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure. 

For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/ 

For more information about GeoInvesting, please visit: https://geoinvesting.com/ 

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