Ep. 78 - What is ‘Intrinsic Investing’ and Emerging Moat Businesses with Sean Stannard-Stockton, President & CIO of Ensemble Capital

December 5, 2018

For this episode of Planet MicroCap Podcast, I spoke with Sean Stannard-Stockton, President and Chief Investment Officer of Ensemble Capital. I’m always looking for new and interesting topics to cover on here, and I was doing research on potential guests for the podcast. I came across Sean’s website, IntrinsicInvesting.com, and had to learn more. It sounds like a combination of ‘intrinsic value’ and ‘value investing’, and as you will hear, Sean goes in depth on how he’s derived an investing strategy using this concept. While Sean’s firm is not MicroCap-focused, we try to apply this idea of ‘intrinsic investing’ for someone who has a MicroCap-focused investing strategy. The goal for this episode is to learn more about what ‘intrinsic investing’ is, as well as discuss a few articles and topics Sean and his team have written about on IntrinsicInvesting.com.

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 Sean Stannard-Stockton, Ensemble Capital and Intrinsic Investing, please visit:

Ensemble Capital: www.ensemblecapital.com

Intrinsic Investing: www.intrinsicinvesting.com

You can follow Sean, Ensemble Capital and Intrinsic Investing on Twitter @IntrinsicInv

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Ep. 77 - Illiquidity and Finding Value on the OTC Markets with Doug Mohn, NoCalledStrikes.com

November 22, 2018

For this episode of Planet MicroCap Podcast, I spoke with Doug Mohn, Editor of NoCalledStrikes.com. I met Doug recently at the MicroCap Leadership Summit in Chicago, and I enjoyed getting to know him, as well as hearing his experiences regarding investing in MicroCap stocks. What is interesting about our conversation you’re about to hear is that, unlike most investors, Doug doesn’t mind illiquidity – in fact, finding revenue generating companies listed on the Pink Sheets is part of his criteria. Like most of the interviews you’ve heard on here, most of guests have said in one degree or another that there’s a natural edge when investing in MicroCap stocks because most institutions can’t and won’t get involved until these businesses mature. I would argue that Doug takes this notion a step further by looking at illiquid stocks that generate revenues on the Pink Sheets – most retail investors don’t start there. The goal for this interview is to learn more about Doug’s investing strategy and his journey looking for winners on the Pink Sheets.

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 Doug Mohn and his blog, please visit: www.nocalledstrikes.com

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Ep. 76 - Trends in MicroCaps for 2018 and What to Expect at LD Micro “Main Event” with Chris Lahiji, LD Micro

November 14, 2018

For this episode of Planet MicroCap Podcast, I caught up with Chris Lahiji, President of LD Micro. Every year, the MicroCap investing universe gathers together during the first week of December in Los Angeles to check in with portfolio companies, look for new opportunities, as well as commemorate, celebrate and network. This year is Chris’ 11th annual LD Micro “Main Event” and I would consider the event an institution in our space. We always look forward to each and every year, and will be there in person, so be sure to say hi!

Because we are close to the end of 2018, I also wanted to get Chris’ thoughts on 2018: trends he recognized, highlights, lowlights and he even proposes some structural changes he thinks would incentivize more companies to go public, a common topic discussed for those covering the space.

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 LD Micro and Chris Lahiji, please visit: www.LDMicro.com

You can follow LD Micro on Twitter @theLDMicro

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Ep. 75 - How to Approach Investing in Global Markets with Adrian Day, Chairman and CEO of Adrian Day Asset Management

October 24, 2018

For this episode of the Planet MicroCap Podcast, I spoke with Adrian Day, Chairman and CEO of Adrian Day Asset Management. We first met Mr. Day in 2017 at the Sprott Natural Resource Symposium, and we have done two video interviews with him discussing his viewpoints on geopolitics and natural resource investing. I wanted to do an interview with Mr. Day on the podcast to get a deeper understanding of his investing philosophy and process. On his website, he outlines how he and his firm don’t just focus on resources – they also focus on value and global opportunities. The latter of which I wanted to understand a bit further because we have not covered this topic in depth. The goal for this episode is learn more about Mr. Day’s approach to analyzing and investing in global markets.

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 Adrian Day and Adrian Day Asset Management, please visit: www.adriandayassetmanagement.com

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Ep. 74 - How to Utilize Differential Insights in Your Investing Strategy with Paul Lountzis, Lountzis Asset Management, LLC

October 10, 2018

For this episode of the Planet MicroCap Podcast, I spoke with Paul Lountzis, President of Lountzis Asset Management, LLC. I first saw Mr. Lountzis speak at the first annual MicroCapClub Leadership Summit in 2016, where he did a presentation discussing his investing strategy and the idea of differential insights. While Paul’s focus is not really MicroCaps, following his presentation, I thought he could provide insight, tools and strategies that can help investors no matter what asset or assets they focus on. The goal for this episode is to learn more about how Mr. Lountzis utilizes differential insights to assist in his investing philosophy, and the many lessons from his vast investing experiences.

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 Paul Lountzis and Lountzis Asset Management, please visit: www.lountzis.com

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Ep. 73 - What My Professor Taught Me About Finance and Investing with Darrol Stanley, Professor of Finance at Pepperdine Graziadio School of Business

September 25, 2018

For this episode of the Planet MicroCap Podcast, I spoke with Darrol Stanley, Professor of Finance at Pepperdine Graziadio School of Business. As some of you may know, I’m in the process of getting my MBA at Pepperdine, and coming into school, I wanted to do an interview with one of my professors whose class I not only enjoyed, but was also relevant to our mission with the podcast. That has all led me to my guest, Professor Darrol Stanley, my professor for finance to share his wealth of knowledge and experience with you all today. I loved Professor Stanley’s class because it was as old school as it gets, and he remained focused on teaching us the traditional value investing principles passed down from the greats: from Benjamin Graham to Warren Buffet, and we even spent time at the beginning of one class discussing Professor Sanjay Bakshi’s contributions to the world of investing. The goal for this episode to take you to class with me with one of my favorite Professors to discuss a topic we all know and love: finance and investing.

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 2018 Issue

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 Professor Darrol Stanley and the Pepperdine Graziadio School of Business, please visit: www.bschool.pepperdine.edu

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Ep. 72 - Cryptocurrency, Blockchain and Institutional Research for New Asset Class with Tom Shaughnessy, 51Percent Crypto Research

September 12, 2018

For this episode of the Planet MicroCap Podcast, I welcome back Tom Shaughnessy to the program. When we first spoke, we discussed the importance of stock screeners and how to use them. Since then, Tom was an equity analyst at Oppenheimer for a couple years, honing his due diligence and research skills. I decided to have Tom back on because he recently started a new venture called, 51Percent Crypto Research - “51pct.io”, where he is providing institutional-grade research covering the cryptocurrency and blockchain industry. While I’ve done an interview covering ICOs on here, I have yet to do a full-on, “crypto-dedicated” episode, and we do our best to cover a lot of ground. The goal for this episode is to define cryptocurrency, blockchain and try to get a better understanding as to how to value this new asset class.

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 2018 Issue

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 Tom Shaughnessy and 51Percent Crypto Research, where you can read his latest insights and research, please visit: www.51pct.io

You can Follow Tom Shaughnessy on Twitter @Shaughnessy119

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Ep. 71 - Three Years Later, Where it all began: Ian Cassel, MicroCapClub.com - So you want to be a MicroCap Investor?

August 7, 2018

So we just passed the anniversary of when I published the first episode of the Planet MicroCap Podcast, which was on July 28, 2015. Since then, I have published now 73 episodes and amassed over 114,000 downloads. My goal then is the same as it is now, which is to educate the next generation of investors how to invest in MicroCap stocks. I recognized that there was so much more that I could learn as a MicroCap investor, and I wanted to take you on that journey with me.

My very first guest was Ian Cassel, Founder of MicroCapClub. Not going to lie to you, I was surprised when he said yes because he doesn’t do a lot of interviews, and I am forever grateful for him coming on and sharing his wisdom. If you are joining me at Episode 70, then you may have missed this interview. So, I felt that on this 3-year anniversary, I wanted to re-share with you THE interview that started it all. And, Ian – I have you on the schedule as my interview for Episode 100. That would be awesome. And I thank you in advance.

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 2018 Issue

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 MicroCapClub and Ian Cassel, please visit: www.microcapclub.com

You can follow Ian on Twitter @iancassel and MicroCapClub @MicroCapClub

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Ep. 70 - How the Billionaire Contrarians of Deep Value Beat the Market with Tobias Carlisle, Author of “The Acquirer’s Multiple”

July 17, 2018

For this episode, I caught up with Tobias Carlisle, who is the founder of Carbon Beach Asset Management and The Acquirer’s Multiple. Since our first interview on the Planet MicroCap Podcast on Episode 34, Tobias has written a book titled, “The Acquirer’s Multiple”, which I recently read, and wanted to discuss its contents with him. As he says in the interview, “The Acquirer’s Multiple” is an amalgamation of his first three books, and lays out in a clear concise way, as the title states, “How the Billionaire Contrarians of Deep Value Beat the Market.” The goal for this interview is to learn how some of the greatest investors beat the market, as well as understand even better what deep value investing is.

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 2018 Issue

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 Tobias Carlisle and to purchase your copy of "The Acquirer's Multiple", please visit: www.acquirersmultiple.com

You can follow Tobias Carlisle on Twitter @Greenbackd

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Ep. 69 - The 8 P’s for Speculative Investing with Doug Casey, Founder of Casey Research

July 3, 2018

For this episode, I spoke with Doug Casey, Founder of Casey Research. Doug is a best-selling author, world-renowned speculator and libertarian philosopher with more than 40 years experience investing in the natural resource sector. His first book, “Crisis Investing”, where he discusses how to profit from periods of economic turmoil, spent multiple weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980.

Since then, Doug has written four books, and has appeared on hundreds of radio and TV shows sharing his insights into politics, economics and investment markets. He will be a speaker at the upcoming Sprott Natural Resource Symposium in Vancouver, BC, July 17-20 – you can purchase your ticket at www.naturalresourcesymposium.com.

I was presented with the opportunity to interview Doug Casey, and I couldn’t pass it up. As a listener to Planet MicroCap, just remember, I enjoy learning about all different investing approaches and philosophies because, at the end of the day, there is no ONE way to make money in the market. Today, will you be hearing about a new approach to value or growth investing? No. However, the natural resource sector makes up a big component of what we consider MicroCap stocks, and Doug is someone that’s been investing this space for quite a long time. With that said, the goal for this episode is to share his insights on what’s worked for him when investing in this highly speculative market.

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 2018 Issue

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 Doug Casey, please visit: www.caseyresearch.com, and you can follwo him on Twitter @CaseyResearch and @RealDougCasey

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