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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Ep. 68 - Family Offices: What You Need to Know with Karl Douglas, CIO of PPMT Capital Advisors

June 20, 2018

For this episode, I spoke with Karl Douglas, Chief Investment Officer of PPMT Capital Advisors. Not only does Karl run a multi-family office advisory firm at PPMT, he has also been a regular contributing writer to the MicroCap Review Magazine, and has unique insight covering the MicroCap Space. In the Spring 2018 issue of the magazine, we published his article titled, “Family Offices: What You Need to Know.” Since we haven’t really covered this topic in depth on the podcast, I thought this would be an interesting topic to cover and share with you all with the goal to learn as much as we can about Family Offices. 

Click here to read Karl's article in the MicroCap Review: "Family Offices: What You Need to Know"

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 Karl Douglas and PPMT Capital Advisors, please visit: www.ppmtcapitaladvisors.com

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Ep. 67 - Planet MicroCap Podcast: LIVE! with Philippe Belanger, Chris Lahiji, Sam Namiri and Travis Wiedower

June 6, 2018

Last year, I hosted the first-ever live Planet MicroCap Podcast. To say there were fireworks among the panelists would be an understatement, but what made it special for me was the opportunity to have that dialogue and interaction with our audience in person. For our 2018 event, it was a no-brainer – we had to do it again.

For 2018, I had Philippe Belanger from Espace MicroCaps, Chris Lahiji from LD Micro, Sam Namiri from Ridgewood Investments and Travis Wiedower from Wiedower Capital on the panel with me this year. I chose this group because, not only are they entertaining, but they each provide a unique take on the MicroCap space.

We covered a whole host of topics, including: how they evaluate a new potential investment, what value investing means to them, what they see going on in the MicroCap space and their thoughts for the rest of 2018. I would like to thank Philippe, Chris, Sam and Travis for joining me on this panel, to everyone who came to the Planet MicroCap Showcase 2018, and look forward to seeing you all in 2019.

Thank you again for tuning in to Episode 67 of the Planet MicroCap Podcast, and please enjoy the second Planet MicroCap Podcast: LIVE!

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 our panelists, please go here:

Philippe Belanger | @espacemc | www.espacemc.com

Chris Lahiji | @theLDMicro | www.ldmicro.com

Sam Namiri | @snamiri | www.ridgewoodinvestments.com

Travis Wiedower | @wiedowercapital | www.traviswiedower.com

 

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Ep. 66 - Focus on Downside Risk and High Quality Businesses with Connor Haley, Managing Partner of Alta Fox Capital Management

May 22, 2018

For this episode of Planet MicroCap Podcast, I spoke with Connor Haley. He is the Founder and Managing Partner of Alta Fox Capital Management, a long/short hedge fund based in Fort Worth, Texas. Connor also is currently the #1 ranked investor on MicroCapClub.com. Having just launched Alta Fox this year, I thought this would be a great time to share his experience, why he started Alta Fox and his MicroCap investing philosophy.

As you will hear in this episode, Connor is very focused on understanding what his downside risk can be when assessing a potential investment, as well as making sure that it is a high quality business. These metrics are more of an art than a science, and the goal for this episode is understand how Connor breaks them down.

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 Connor Haley and Alta Fox Capital Management, please visit: www.altafoxcapital.com

You can Follow Connor Haley on Twitter @AltaFoxCapital

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Ep. 65 - History and Overview of the TSX Venture and TSX Exchanges with Brady Fletcher, Managing Director of TSX Venture Exchange

May 9, 2018

I’d like to first start off by thanking everyone who came to the Planet MicroCap Showcase 2018. It was great to meet everyone who listens to this podcast, as well as introduce people to our community that is growing rapidly everyday. For this episode of Planet MicroCap Podcast, I spoke with Brady Fletcher. He is the Managing Director of the TSX Venture Exchange. Brady actually spoke at the Planet MicroCap Showcase, and we recorded this interview just before the event. I have had representatives from OTC Markets on here, and I thought it was time to learn more about two Canadian exchanges that have a unique platform for MicroCap companies. The goal for this episode is learn more about the TSX and TSX Venture exchanges and their place in the MicroCap ecosystem.

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 Brady Fletcher and the TMX Group, please visit: www.tmx.com

You can follow the TMX Group on Twitter @TMXGroup

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Ep. 64 - Value-based Options Strategy and Overview of Asset Management Space with Chris Abraham, CVA Investment Management

April 4, 2018

For this episode of Planet MicroCap Podcast, I spoke with Chris Abraham, Chief Investment Officer of CVA Investment Management. I met Chris at an LD Micro conference, and wanted to learn more about how he looks at the MicroCap Market. In this interview, we discuss Chris’ value-based option strategy and his thoughts on what’s been happening in the asset management space. The goal is to learn about how Chris runs his fund and how that has guided his MicroCap investing strategy.

Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. 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 2017 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 Chris Abraham and CVA Investment Management, please visit: info@cvainvest.com

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Ep. 63 - When Your Passion Becomes Your Full-Time Job with Mathieu Martin and Philippe Belanger, Espace MicroCaps

March 21, 2018

For this episode of Planet MicroCap Podcast, I spoke with Philippe Belanger and Mathieu Martin, the President and Vice-President of Espace MicroCaps. I have known both Philippe and Mathieu for a few years now, having interviewed Philippe on here back in 2016, and thought it was time to have both Philippe and Mathieu on the program to discuss their growth-value investing philosophy. For those who don’t know what Espace MicroCaps is, it is a website with the objective to share educational content on MicroCap investing and investment ideas with a focus almost exclusively on the Canadian MicroCap market. Philippe will also be participating on the Planet MicroCap Podcast: LIVE panel at the Planet MicroCap Showcase 2018. The full list of panels and agenda are now up on www.PlanetMicroCapShowcase.com. The goal for this episode is to understand Espace MicroCaps' team about the growth-value investing strategy, and how they were able to leverage a hobby and turn it into a full-time job. 

Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. 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 2017 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 Espace MicroCaps, please visit: www.espacemc.com

You can follow Espace MicroCaps on Twitter @Espacemc

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Ep. 62 - How Macroeconomic News Impacts MicroCap Stocks with Charles Payne, “Making Money with Charles Payne” and Wall Street Strategies

March 7, 2018

For this episode of Planet MicroCap Podcast, I spoke with Charles Payne. He is the Founder & CEO of Wall Street Strategies, and is featured on the Fox Business Network Monday-Friday at 6 PM ET on "Making Money with Charles Payne.” Charles is not only widely recognized in the media sphere as a thought leader on stock markets and politics, but is also the best-selling author of "Be Smart, Act Fast, Get Rich".

One question I’ve always had is how does macroeconomic news impact MicroCap stocks? Is there a direct correlation? I’ve had a few guests that would probably argue that it doesn’t, however, I thought Charles would be best suited to provide some clarity.

Mr. Payne’s program is a daily show where he gets to see how the news affects the market on a day-to-day, minute-by-minute basis, where he and his team do their best to help everyone navigate the infinite amount of information available. The goal for this episode is to try and answer the question of whether or not macroeconomic news has an impact on MicroCap stocks. 

Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. 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 2017 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 Charles Payne and Wall Street Strategies, please visit: www.wstreet.com

You can follow Charles Payne on Twitter @cvpayne

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Ep. 61 - Case Studies on a Common Characteristic of Multi-bagger Stocks with Mike Schellinger, MicroCapClub.com

February 21, 2018

For this episode of Planet MicroCap Podcast, I caught up with Mike Schellinger. Mike is a full-time MicroCap investor, as well as Co-Owner of MicroCapClub. While my guests sometimes discuss a stock to support their investing thesis, we have yet to provide case studies about investing successes. I thought Mike would be the perfect person to talk about different case studies as he not only has the experience, but in past episodes he has noted about the importance of keeping track of companies that you have researched, not just companies you end up taking positions in. The goal for this episode is to drive home the importance of not only analyzing your failures, but understanding what led to your greatest successes, and why keeping careful notes is very, very helpful.

Mark your calendar's for next year's Planet MicroCap Showcase. We are hosting our annual event at the Planet Hollywood Resort & Casino in Las Vegas, April 24 -26, 2018. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Registration" tab for instructions. 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 2017 Issue

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

Link to Morgan Housel presentation at MicroCapClub Leadership Summit: https://microcapclub.com/2018/01/morgan-housel-industries-teach-us-investing/

To register for the MicroCapClub Leadership Summit: https://microcapclub.com/summit/

For more information about Mike Schellinger and the MicroCapClub, please visit: www.MicroCapClub.com

You can follow Mike Schellinger on Twitter @MikeDDKing

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