Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 94 - How Working for San Antonio Spurs Helped Shape Investing Thesis with Adam Wilk, Greystone Capital Management

Ep. 94 - How Working for San Antonio Spurs Helped Shape Investing Thesis with Adam Wilk, Greystone Capital Management

August 21, 2019

For this episode of the Planet MicroCap Podcast, I spoke with Adam Wilk, Portfolio Manager at Greystone Capital Management and Editor of Pound the Rock Investing investor blog. I reached out to Adam after reading his blog post, “Basketball and Investing: A Match Made in Heaven”, where he documents his experience working for the San Antonio Spurs. In the post, and you will soon hear, his time working with the Spurs and general manager, R.C. Buford, yielded lessons that he was able to incorporate into his passion for investing.

Adam’s blog, “Pound the Rock Investing”, is even inspired by the Stonecutter’s Creedo, a quote made famous by Jacob Riis, and is at the core of the Spurs’ culture. I’m a huge sports fan, and love when investing podcasts bring on people who have worked in the sports world. There are so many parallels, and if you’re a fan like me, you’ll enjoy my upcoming chat with Adam.

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about Adam Wilk, Pound the Rock Investing and Greystone Capital management, please visit: https://poundtherockinvesting.wordpress.com/

You can Follow Adam Wilk on Twitter @AKWilk

Ep. 93 - “The Joys of Compounding” and the Passionate Pursuit of Lifelong Learning with Gautam Baid, Author of “The Joys of Compounding”

Ep. 93 - “The Joys of Compounding” and the Passionate Pursuit of Lifelong Learning with Gautam Baid, Author of “The Joys of Compounding”

August 7, 2019

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Author of “The Joys of Compounding.” I’m always looking for new books to read that can offer a new perspective or outlook on the world or investing. What is cool about Gautam’s book, “The Joys of Compounding” is that is achieves both of those things. As you will hear, we discuss at length his investing style and thesis, but more importantly, how Gautam’s passion for learning has served him well in all of life’s pursuits.

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about Gautam Baid, and to purchase your copy of "The Joys of Compounding", please visit: https://www.thejoysofcompounding.com/

You can Follow Gautam Baid on Twitter @Gautam_Baid

Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.

Ep. 92 - Moats, Management and Price: Breaking Down the Venn Diagram with Todd Wenning, Senior Analyst at Ensemble Capital

Ep. 92 - Moats, Management and Price: Breaking Down the Venn Diagram with Todd Wenning, Senior Analyst at Ensemble Capital

July 23, 2019

For this episode of Planet MicroCap Podcast, I spoke with Todd Wenning, Senior Analyst at Ensemble Capital. I first became aware of Todd when I found his profile on Twitter and he had this venn diagram outlining his investment philosophy pinned to his page. I thought to myself, I’ve got to interview him to learn more about how and why Todd constructed his philosophy, and condense his strategy into this one-pager.

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about Todd Wenning and Ensemble Capital, please visit: https://ensemblecapital.com/

You can Follow Todd Wenning on Twitter @ToddWenning

Ep. 91 - So you want to be an Activist Investor? with Jeff Gramm, Bandera Partners and Author of “Dear Chairman”

Ep. 91 - So you want to be an Activist Investor? with Jeff Gramm, Bandera Partners and Author of “Dear Chairman”

July 10, 2019

For this episode of the Planet MicroCap Podcast, I caught up with Jeff Gramm, Author of “Dear Chairman”. In our first interview on the podcast, Episode 40, we dissect his book, “Dear Chairman” - chapter by chapter. During that interview, we talk about the history and rise of shareholder activism, how it has evolved in the last 100 years, the difference between shareholder activism in large caps and microcaps, and much more. I invited Jeff back because I’ve been wanting to do an episode similar to ones I’ve done with Ian Cassel and Mike Schellinger about the life of a full-time MicroCap investor, but for this episode – the life of an activist investor and the best practices for those of you that may be interested in wanting to be an activist. The goal for this episode is to try and answer the question: so you want to be an activist investor?

Planet MicroCap Podcast will be coming to YouTube! All archived episodes and each new episode will be posted on the SNN Network 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, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about Jeff Gramm, Bandera Partners or "Dear Chairman", please visit: http://dearchairman.com/

You can Follow Jeff Gramm on Twitter @jeff_gramm

Ep. 90 - MicroCap Graduation Series: eXp World Holdings, Inc. (NASDAQ: EXPI)

Ep. 90 - MicroCap Graduation Series: eXp World Holdings, Inc. (NASDAQ: EXPI)

June 26, 2019

For this episode of the Planet MicroCap Podcast, we are launching a new series here called, the “MicroCap Graduation Series”. I’ve done about 90 interviews here on the podcast, and I’ve interviewed some of the best investors, where they discuss the investing strategies that helped them be successful investors. The next evolution I always envisioned for Planet MicroCap was to interview CEO’s who have successfully navigated the MicroCap waters to either be acquired by or graduate to a Small-, Mid- or Large-Cap company.

The goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. There also may be some of you listening to this that are CEOs or C-suite management of a Micro/Nano-cap public company or emerging growth private company; my guest today and future guests of this series have a lot of great information to share that led to their success.

Without further or due, my first guest for this series is Glenn Sanford, Founder and CEO of eXp World Holdings, Inc. They are a publicly traded company on NASDAQ, with the symbol, EXPI. As a quick background, eXp World Holdings, Inc. operates eXp Realty, a cloud-based, international real estate brokerage firm. eXp is one of the fastest growing real estate brands in North America that currently has 18,000+ agents/brokers on their platform. They are tech company that from 2014-2018, EXPI’s revenue experienced a 147% CAGR. All numbers I’m relaying here are from EXPI’s May 2019 investor presentation.

The company went public in late 2013 as a small MicroCap, where it traded as low at $0.15 during 2014, and as of today, June 25, 2019 is trading at $10.77 per share, with a market cap of around $664 million. I derived share and market cap information from Yahoo Finance.

For full disclosure, SNN Incorporated or myself are not shareholders of EXPI. This interview is for information purposes only and recommend you do your own due diligence prior to making any investment decision.

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about eXp World Holdings, Inc., please visit: www.expworldholdings.com

Ep. 89 - Your Investing Strategy Has to Fit You with Vitaliy Katsenelson, CEO/CIO of Investment Management Associates, Inc. (IMA)

Ep. 89 - Your Investing Strategy Has to Fit You with Vitaliy Katsenelson, CEO/CIO of Investment Management Associates, Inc. (IMA)

June 12, 2019

For this episode of Planet MicroCap Podcast, I spoke with Vitaliy Katsenelson, CEO and CIO of IMA. I came to know Vitaliy by finding his profile on Twitter. From there, I started reading his blog, listening to his podcast and read a few of the available chapters of his book, and knew I had to reach out to have him on.

In this interview we focus quite a bit on how the more you know yourself, then the more informed you’ll be about what type of investing strategy and investor you will be.

As Vitaliy states in the interview, and I’m paraphrasing here, “investing is like clothes shopping. Some will look great, but when you try them on, that clothing item may not fit right. You try on different clothing that looks good, and eventually you find what works for you.” The goal for this episode is to learn how Vitaliy looked inward to understand what investing strategy would work best for him. Maybe this inspires you to look inward in order to help yourself become the best investor you can be.

Planet MicroCap Podcast will be coming to YouTube! All archived episodes and each new episode will be posted on the SNN Network 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, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about Vitaliy Katsenelson and Investment Management Associates (IMA), please visit: www.imausa.com

You can follow Vitaliy on Twitter @vitaliyk

Ep. 88 - The Big Picture for Small Cap Value with Bill Nasgovitz, Founder and Portfolio Manager at the Heartland Value Fund

Ep. 88 - The Big Picture for Small Cap Value with Bill Nasgovitz, Founder and Portfolio Manager at the Heartland Value Fund

May 29, 2019

For this episode of Planet MicroCap Podcast, I spoke with Bill Nasgovitz, Chairman and Portfolio Manager of the Heartland Value Fund and Small Cap Value Strategy. I had originally met Bill two years at an investor conference in California, and he ended up agreeing to be our keynote speaker at our 2017 Planet MicroCap Showcase, where he discussed “Opportunity in a Passive World”. Click here to watch his presentation

Mr. Nasgovitz has over 50 years experience as a MicroCap investor, as well as 35 years with Heartland. He has more experience investing in what we all know and love probably than most of us have collectively. With that, I had to have Bill on to share his insights on how the Small Cap, MicroCap universe has changed over the years, Heartland’s investment process and what the opportunity is for investors in the Small, Micro and Nano-Cap space.

ANNOUNCEMENT: Planet MicroCap Podcast will be coming to YouTube! All archived episodes and each new episode will be posted on the SNN Network 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, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about Bill Nasgovitz and Heartland Value Fund, please visit: www.HeartlandAdvisors.com

Ep. 87 - Planet MicroCap Podcast: LIVE! with Connor Haley, Jason Hirschman, Chris Lahiji and Sam Namiri

Ep. 87 - Planet MicroCap Podcast: LIVE! with Connor Haley, Jason Hirschman, Chris Lahiji and Sam Namiri

May 14, 2019

I’d like to thank everyone who joined us in Las Vegas for our annual event, the Planet MicroCap Showcase. Putting on these events is a lot of hard work, and what makes it all worth it is having the chance to meet you all. We really enjoy putting on this event and look forward to continue to build and foster a strong, vibrant MicroCap community.

ANNOUNCEMENT: Planet MicroCap Podcast will be coming to YouTube! Starting with this episode, all archived episodes and each new episode will be posted on SNN Network’s 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

And now, I’m pleased to present to you our annual podcast episode, Planet MicroCap Podcast: LIVE, volume 3. This episode is always so much fun for me to do, especially after a full day of conference organizing. For this year, I invited back a few veterans of the LIVE episode: Jason Hirschman, Chris Lahiji and Sam Namiri, and making his first appearance on this panel: Connor Haley.

This year, we discussed everyone’s investing style, market events, management teams, how each of our guests define special situations, and closed it out with their thoughts on how they would change the MicroCap ecosystem and what’s in store for the rest of 2019.

I would like to thank Connor, Jason, Chris and Sam for joining me on this panel, to everyone who came to the Planet MicroCap Showcase 2019, and look forward to seeing you all in 2020.

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2019

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about our panelists, please go here:

Connor Haley | @AltaFoxCapital | www.altafoxcapital.com

Jason Hirschman | @EightTrack

Chris Lahiji | @theLDMicro | www.ldmicro.com

Sam Namiri | @snamiri | www.ridgewoodinvestments.com

Ep. 86 - What is Behavioral Value Investing with Gary Mishuris, Silver Ring Value Partners

Ep. 86 - What is Behavioral Value Investing with Gary Mishuris, Silver Ring Value Partners

April 3, 2019

For this episode of Planet MicroCap Podcast, I spoke with Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners. Gary and I met on LinkedIn, and after doing some research on Silver Ring and his publication, behavioralvalueinvestor.com, I wanted to learn about his investing insights, process and strategy. The goal for the interview is to learn more about Gary’s research process, as well as a discussion of behavioral biases that occur to investors and how to overcome them.

Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year! 

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about Gary Mishuris, Silver Ring Value Partners and Behavorial Value Investing, please visit:

www.SilverRingValuePartners.com

www.BehavorialValueInvestor.com

Ep. 85 - Understanding Insider Activity with Jesse Felder, Founder and Editor of The Felder Report

Ep. 85 - Understanding Insider Activity with Jesse Felder, Founder and Editor of The Felder Report

March 20, 2019

For this episode of Planet MicroCap Podcast, I spoke with Jesse Felder, Founder and Editor of The Felder Report. Jesse is a well-respected money manager, who began his career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund firm located in Santa Monica. With over 20 years of experience, I reached out to Jesse with the hope of learning his beginnings and how his investing journey has changed (or not) over the years. What I came to learn from this interview, which we talk at length about, is how insider activity affects Jesse’s investing strategy.

Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 30 - May 2, 2019. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year! 

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018

You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com

For more information about The Felder Report, please visit: www.thefelderreport.com

You can follow Jesse Felder on Twitter @JesseFelder