Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 149 - Closing the Gap: Building Generational Wealth with Impact and Discipline with Keith Beverly, CFA, CFP®, MBA, Managing Partner & CIO of GRID 202 Partners

Ep. 149 - Closing the Gap: Building Generational Wealth with Impact and Discipline with Keith Beverly, CFA, CFP®, MBA, Managing Partner & CIO of GRID 202 Partners

November 25, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Keith Beverly, CFA, CFP®, MBA. He is the Managing Partner and CIO of GRID 202 Partners. Keith participated on a panel at our August 2020 virtual event, titled, “The Business Case for Changing the Landscape of Financial Services”, that explores how we can make financial services a more diverse and equitable ecosystem. I’m excited to share my chat with Keith because he is a pioneer in the financial community. After getting his start in finance working at The Motley Fool, he could’ve easily gone the stock picking route - starting a fund or asset manager. However, Keith followed his passion for closing the wealth gap in the United States, and his solution for this is using a holistic approach through sound financial planning. Listen in as Keith describes GRID 202’s approach to building generational wealth with impact and discipline.

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.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

For more information about Keith Beverly and GRID 202 Partners, please visit: https://grid202partners.com/

You can Follow Keith Beverly on Twitter @KeithBevCFA: https://twitter.com/KeithBevCFA

The Investors Roundtable #10: Optionality of Holding Cash and Position Sizing

The Investors Roundtable #10: Optionality of Holding Cash and Position Sizing

November 21, 2020

In Episode 10, we got some great suggestions from the Fintwit community - this week, we chose to discuss everyone's view on the optionality of holding cash, position sizing and how they incorporate both into their investment strategies (shout out Brian McCann @Bootstrap86!) - please enjoy!

***ORIGINALLY PUBLISHED ON August 28, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Thomas Bachrach, PFH Capital

Twitter: https://twitter.com/PFHCapital

Website: https://www.pfhcap.com/

Jeremy Deal, JDP Capital Management

Twitter: https://twitter.com/Jeremy_Deal

Website: https://jdpcap.com/

Steven Kiel, Willow Oak Asset Management / Arquitos Capital

Twitter: https://twitter.com/Steven_Kiel

Website: https://www.arquitos.com/

Christian Ryther, Cureen Capital

Twitter: https://twitter.com/CurreenCR

Website: http://www.curreencapital.com/

The Investors Roundtable #9: Insider Ownership: Did We Create a New Bias?

The Investors Roundtable #9: Insider Ownership: Did We Create a New Bias?

November 20, 2020

In Episode 9, our topic is Insider Ownership. One of panelists had an interesting situation where a company he's invested in has an abnormal insider ownership and incentive structure that any investor would raise an eyebrow at. Yet, despite the odd corporate governance, the company keeps performing (and so has the stock). That was today's inspiration and we end up realizing we may have created a new bias - please enjoy!

***ORIGINALLY PUBLISHED ON August 21, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Jason Hirschman, Private Investor/MicroCapClub.com Contributor

Twitter: https://twitter.com/EightTrack180

Steven Kiel, Willow Oak Asset Management / Arquitos Capital

Twitter: https://twitter.com/Steven_Kiel

Website: https://www.arquitos.com/

Mark Tobin, Coffee MicroCaps

Twitter: https://twitter.com/mtobinwex

Website: https://www.coffeemicrocaps.com/

Ep. 148 - Global Approach to Concentration, Compounding and Special Situations with Shree Viswanathan, Founder and CIO of SVN Capital

Ep. 148 - Global Approach to Concentration, Compounding and Special Situations with Shree Viswanathan, Founder and CIO of SVN Capital

November 18, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Shree Viswanathan. He is the Founder and CIO of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital, according to the company’s website. Shree is truly passionate about investing and it was a pleasure learning more about his investing philosophy and criteria.

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.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

For more information about SVN Capital, please visit: https://www.svncapital.com/

You can Follow Shree Viswanathan on Twitter @SVNCapital: https://twitter.com/SvnCapital

The Investors Roundtable #8: Everything You Want to Know About Being a MicroCap Board Director

The Investors Roundtable #8: Everything You Want to Know About Being a MicroCap Board Director

November 17, 2020

In Episode 8, we are joined by panelists that all happen to board directors on public, MicroCap boards. We thought it would be fun to dive deep into that topic: what that experience has been like, what they didn't know as investors and how being a board director made them better investors. We close out the interview with quick takes on Q2 2020 earnings that are starting to trickle in.

***ORIGINALLY PUBLISHED ON August 14, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Scott Felsenthal, Private Business Owner, Private Investor and MicroCap Board Director

Twitter: https://twitter.com/scottfelsenthal

Steven Kiel, Willow Oak Asset Management / Arquitos Capital

Twitter: https://twitter.com/Steven_Kiel

Website: https://www.arquitos.com/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

The Investors Roundtable #7: SaaS Models, Future of Food Delivery, Gold, Asteroid Mining and Kodak

The Investors Roundtable #7: SaaS Models, Future of Food Delivery, Gold, Asteroid Mining and Kodak

November 13, 2020

In Episode 7, our panel discussed technology, SaaS models, Future of Food Delivery, Why Gold is Reaching All Time Highs, Asteroid Mining and of course, Kodak.

***ORIGINALLY PUBLISHED ON August 7, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Adrian Day, Adrian Day Asset Management

Website: http://www.adriandayassetmanagement.com/

Steven Kiel, Willow Oak Asset Management / Arquitos Capital

Twitter: https://twitter.com/Steven_Kiel

Website: https://www.arquitos.com/

Alex Rubalcava, Stage Venture Partners

Twitter: https://twitter.com/AlexRubalcava

Website: https://www.stagevp.com/

Ep. 147 - Planet MicroCap Podcast: AUSTRALIA VIRTUAL EDITION with Tony Hansen, Matt Joass, Michael Liu and Connor Haley

Ep. 147 - Planet MicroCap Podcast: AUSTRALIA VIRTUAL EDITION with Tony Hansen, Matt Joass, Michael Liu and Connor Haley

November 11, 2020

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: Australia Virtual Edition panel from this week’s SNN Network Australia Virtual Event. We have a stacked line-up: Tony Hansen, Matt Joass, Michael Liu and Connor Haley. Tony and Matt are flying the Aussie flag for us, Michael is playing the role of North American investor looking abroad and Connor wrote a pretty epic report called, “The Makings of a Multibagger”, which showcases how Australia made up 5.1% of the total investable universe, and yet 11.5% of the 104 best performing stocks over the last 5 years were listed on the ASX. Let that sink in while listening to these brilliant folks.

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.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Connor Haley, Alta Fox Capital

https://www.altafoxcapital.com/

Twitter: https://twitter.com/AltaFoxCapital

Tony Hansen, EGP Capital

https://egpcapital.com.au/

Twitter: https://twitter.com/EGPtony

Matt Joass, Maven Funds Management

https://www.mavenfunds.com.au/

Twitter: https://twitter.com/MattJoass

Michael Liu, Intelligent Fanatics Capital Management

https://if.capital/

Twitter: https://twitter.com/michael2017l

The Investors Roundtable #6: How Economic Narratives Shape Investor Behavior and…EARTHQUAKE!

The Investors Roundtable #6: How Economic Narratives Shape Investor Behavior and…EARTHQUAKE!

November 7, 2020

In Episode 6, our panel discussed the role that economic narratives play in shaping investor behavior, specifically as it relates to the pandemic, and investing during uncertainty.

Also, at around the 8:39 mark, you'll see our panel got rocked by an Earthquake - gotta love living in Los Angeles!

***ORIGINALLY PUBLISHED ON July 31, 2020 on the SNN Network YouTube Channel***

Joining us today were: Jeremy Deal, JDP Capital Management

Website: https://jdpcap.com/

Jeff Henriksen, Thorpe Abbotts Capital

Website: http://www.thorpeabbottscapital.com/

Shaun Noll, Family Office CIO

Matthew Peterson, Peterson Capital Management

Website: https://www.petersonfunds.com/

The Investors Roundtable #5: Fed Policy, Inflation and SPAC’s

The Investors Roundtable #5: Fed Policy, Inflation and SPAC’s

November 6, 2020

In Episode 5, our panel discussed Federal Reserve policy, inflation and SPAC's.

***ORIGINALLY PUBLISHED ON July 24, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Chris Irons, Quoth the Raven Podcast (via Audio)

Twitter: https://twitter.com/QTRResearch

Website: https://quoththeravenresearch.com/

Steven Kiel, Willow Oak Asset Management / Arquitos Capital

Twitter: https://twitter.com/Steven_Kiel

Website: https://www.arquitos.com/

Yaron Naymark, 1 Main Capital

Twitter: https://twitter.com/1MainCapital

Website: https://www.1maincapital.com/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

Ep. 146 - Finding Cheap Stuff and Playing it Well with Harris “Kuppy” Kupperman, Founder and CIO of Praetorian Capital

Ep. 146 - Finding Cheap Stuff and Playing it Well with Harris “Kuppy” Kupperman, Founder and CIO of Praetorian Capital

November 4, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Harris “Kuppy” Kupperman. He is the Founder and CIO of Praetorian Capital and Chief Adventurer of the Adventures in Capitalism blog. Kuppy, as an investor, has always been looking for cheap stuff, something I think most of us as investors look to accomplish. What we discuss in our interview is how he’s gone about finding the cheap stuff and his game plan on making money on those bets. We cover his background, investing philosophy, event-driven investing, shipping, bitcoin, and more! Please enjoy!

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.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

For more information about Praetorian Capital and Adventures in Capitalism, please visit: https://adventuresincapitalism.com/

You can Follow Kuppy on Twitter @hkuppy