Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 139 - Making Ultra Long Bets on Survivors & Thrivers with Jeremy Deal, Portfolio Manager of JDP Capital Management

Ep. 139 - Making Ultra Long Bets on Survivors & Thrivers with Jeremy Deal, Portfolio Manager of JDP Capital Management

September 16, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Deal, Portfolio Manager of JDP Capital Management. I was originally introduced to Jeremy via Matthew Peterson - thank you, Matthew! Since then, he joined us on The Investors Roundtable, Episode #6, and it was time to highlight Jeremy’s investing philosophy and thesis. In this interview, you’ll learn about Jeremy’s criteria for identifying and buying survivors and thrivers.

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 Jeremy Deal and JDP Capital Management, please visit: https://jdpcap.com/

You can Follow Jeremy Deal on Twitter @Jeremy_Deal

Ep 138 - How Understanding Mispricing Helps Generate Alpha with Jeff Henriksen, Founder and Managing Partner of Thorpe Abbotts Capital

Ep 138 - How Understanding Mispricing Helps Generate Alpha with Jeff Henriksen, Founder and Managing Partner of Thorpe Abbotts Capital

September 9, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Jeff Henriksen, Founder and Managing Partner of Thorpe Abbotts Capital. Jeff and I met when he joined me on The Investors Roundtable, Episode #6. We had a great time on there, and it was time to highlight his investing thesis and philosophy. One of the reasons I love asking and getting to know my guests’ backgrounds is that it usually is an indicator to their investing worldview, and Jeff’s story has an a very interesting parallel. Get hyped for how Jeff’s undergrad thesis about the difference in how Revolutionary War soldiers viewed their experience during the war, as it was happening, to 50 years later, may have influenced Jeff’s focus on mispricing and creating a system around finding those opportunities.

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 Jeff Henriksen and Thorpe Abbotts Capital, please visit: http://www.thorpeabbottscapital.com/

Ep. 137 - Beating the Stock Market is Easier than Learning a New Language with Jeremy Raper, Founder and Head of Research at Raper Capital

Ep. 137 - Beating the Stock Market is Easier than Learning a New Language with Jeremy Raper, Founder and Head of Research at Raper Capital

September 2, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Raper, Founder and Head of Research at Raper Capital. I’ve known and been following Jeremy’s blog for a while now, and thought it was time to have him on to talk shop. We break down his investing approach, investment frameworks, process for building a position and how an Aussie ended up in London (hence the background in the video version).

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 Raper Capital, please visit: https://rapercapital.com/

You can Follow Jeremy Raper on Twitter @puppyeh1

Ep. 136 - Investing is the Greatest Game on Earth with Ryan O’Connor, Founder and Portfolio Manager at Crossroads Capital

Ep. 136 - Investing is the Greatest Game on Earth with Ryan O’Connor, Founder and Portfolio Manager at Crossroads Capital

August 26, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Ryan O’Connor, Founder and Portfolio Manager at Crossroads Capital. If you love investing, like, really love the game, this is an episode for you. From his family ties to Warren Buffett to his starting Crossroads Capital, and taking the time to explain in thorough detail his Nintendo thesis - a master class on breaking down your investment - this episode has it all if you too are a lover of the game.

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 Crossroads Capital, please visit: http://www.crossroadscap.io/

You can Follow Ryan O'Connor on Twitter @AboveAvgOdds

Ep. 135 - Many Levels to Being a Contrarian Investor with Ben Claremon, Cove Street Capital

Ep. 135 - Many Levels to Being a Contrarian Investor with Ben Claremon, Cove Street Capital

August 19, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Ben Claremon, Principal, Portfolio Manager and Research Analyst at Cove Street Capital. Quick side note, I’ve met more LA-based investors during COVID-19 than before - definitely in-person happy hour once things normalize a bit. This was a fun chat with Ben, where we really dig in to the many levels of being a contrarian investor. Value investors, for the most part, are natural contrarians looking for great deals in the market. Trying to find ways to understand what the market doesn’t love and why, makes for a good conversation.

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 Ben Claremon, please visit: http://covestreetcapital.com/

Ep. 134 - Hunting for Value in Turkey with Mesut Ellialtioglu, Talas Turkey Value Fund, LP

Ep. 134 - Hunting for Value in Turkey with Mesut Ellialtioglu, Talas Turkey Value Fund, LP

August 12, 2020

In this episode of the Planet MicroCap Podcast, I spoke with Mesut Ellialtioglu, Turkey Investment Officer of the Talas Turkey Value Fund, LP. I was introduced to Mesut by Matthew Peterson, a recent guest on our show, and I jumped at the opportunity to learn more about the investing landscape in Turkey. In this interview, Mesut provides an overview about what the capital markets have been like in Turkey - in fact, he was the first financial analyst in Turkey since the establishment of the Istanbul Stock Exchange.

We also have an open conversation about how investors should assess investing in Turkey from a geopolitical and social perspective, and I really appreciate Mesut's willingness to address some difficult topics. I hope you enjoy my chat with Mesut Ellialtioglu as he describes his hunt for value in Turkey. 

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 the Talas Turkey Value Fund, please visit: https://talascapital.com/

Ep. 133 - Planet MicroCap Podcast: VIRTUAL EDITION with Maya Peterson, Perth Tolle and Lauren Templeton

Ep. 133 - Planet MicroCap Podcast: VIRTUAL EDITION with Maya Peterson, Perth Tolle and Lauren Templeton

August 5, 2020

For this episode of the Planet MicroCap Podcast, even though we've been "Virtual" forever, this special episode was broadcast at the SNN Network Virtual Conference on August 4, 2020. Featured for the "VIRTUAL EDITION" are three of my favorite interviewees: Maya Peterson, Perth Tolle, and new to the show, Lauren Templeton. We covered everyone's investing philosophy, backgrounds, who inspired them to be investors, how we as a financial community can do better to encourage more women to invest, and an investing experience that inspired them. This was an incredible conversation and I'm thrilled for you to listen.

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

Maya Peterson, Author of Lighthouse: Women Leading the Way in Finance @FindingMoats

http://compoundingsnowballs.blogspot.com/

Perth Tolle, Life + Liberty Indexes @Perth_Tolle

https://www.lifeandlibertyindexes.com/

Lauren Templeton, Templeton & Phillips Capital Management, LLC @LCTempleton

http://www.templetonandphillips.com/ 

Ep. 132 - CFP® Marketing 101: Understanding Your Niche with Taylor Schulte, CFP, Founder and CEO of Define Financial

Ep. 132 - CFP® Marketing 101: Understanding Your Niche with Taylor Schulte, CFP, Founder and CEO of Define Financial

July 29, 2020

In this episode of the Planet MicroCap Podcast, I spoke with Taylor Schulte, CFP, Founder and CEO of Define Financial. I found Taylor via his podcasts: Stay Wealthy and Experiments in Advisor Marketing, and I thought it would be interesting to understand CFA and CFP marketing better. As it shows on Define Financial's website, it is very clear, "Retirement Planning For Individuals Over Age 50" - bam, right there, in your face, this is what we do. I've been interviewing more CFA's and CFP's recently, and between my recent interviews with Anna N'Jie-Konte, and now Taylor, it seems that CFA's and CFP's need to carve out their niche - can't be all things to all people. I really enjoyed my time learning about Taylor's firm, and his insights on marketing.

 

We are ONE WEEK away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices. In order to participate in our event, please register here: https://conference.snn.network/signup

 

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 Define Financial, please visit: https://www.definefinancial.com/

 

You can Follow Taylor Schulte, CFP on Twitter @DefineFinancial

Ep. 131 - What You Learn After Losing One Million Dollars with @TheGladiatorHC

Ep. 131 - What You Learn After Losing One Million Dollars with @TheGladiatorHC

July 22, 2020

For this episode of the Planet MicroCap Podcast, I had the pleasure of speaking with @TheGladiatorHC. Keeping up the two-week theme of anonymous investors, @TheGladiatorHC preferred to be interviewed by his very well-known Twitter handle. You're going to have a lot of fun listening to this episode as Maximus Desmus Meridius (nickname for @TheGladiatorHC for the interview) discuss his investing philosophy, strategy, and more thrillingly, what he learned after losing one million dollars. Please enjoy!

 

We are less than 2 weeks away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices. In order to participate in our event, please register here: https://conference.snn.network/signup

 

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 @TheGladiatorHC, please visit: https://www.thespecinvestor.com.au/

 

You can Follow @TheGladiatorHC on Twitter here: https://twitter.com/TheGladiatorHC

Ep. 130 - How to Avoid Bubbles, Limit Drawdowns and Safely Grow Wealth with @ValueStockGeek

Ep. 130 - How to Avoid Bubbles, Limit Drawdowns and Safely Grow Wealth with @ValueStockGeek

July 15, 2020

For this episode of the Planet MicroCap Podcast, I spoke with @ValueStockGeek. The next two weeks here, we got an anonymous investor theme going on here starting with Mr. Geek, but don't let that dissuade you, Mr. Geek knows his stuff. I've been a fan and following him for a while now, and we discuss his investing philosophy, strategy, Value Stock Geek Blog and his upcoming book: "The Weird Portfolio: Avoid Bubbles, Limit Drawdowns and Safely Growth Wealth." We had a great chat and I hope you enjoy!

We are a few weeks away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices.

In order to participate in our event, please register here: https://conference.snn.network/signup

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 @ValueStockGeek, please visit: www.ValueStockGeek.com

You can Follow Mr. Geek on Twitter @ValueStockGeek