Planet MicroCap Podcast | MicroCap Investing Strategies
The Investors Roundtable #39: What Makes A Contrarian Investor?

The Investors Roundtable #39: What Makes A Contrarian Investor?

June 18, 2021

For this episode of The Investors Roundtable (#39), we have a jam packed all-star roster ready to discuss being a Contrarian Investor. I believe all successful investors are contrarians to one degree or another, however, having a contrarian mindset is easier said than done. We've talked about contrarianism on many episodes on Planet MicroCap and there's many ways to not just be a successful investor, but also be a successful contrarian investor. So, I've assembled some of the best of the best to chat about it.

Paul Andreola, Small Cap Discoveries

Twitter: https://twitter.com/PaulAndreola

Website: https://smallcapdiscoveries.com/

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/​​​​

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/enterprisinginv

Website: https://inthemarkettrenches.podbean.com/

Christian Ryther, Cureen Capital

Twitter: https://twitter.com/CurreenCR

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

 

Ep. 179 - Distressed Securities: Finding Joy in the Junk with Dominique Mielle, Author of “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”

Ep. 179 - Distressed Securities: Finding Joy in the Junk with Dominique Mielle, Author of “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”

June 16, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Dominique Mielle. She is the Author of the upcoming book, "Damsel in Distressed: My Life in the Golden Age of Hedge Funds", which will be coming out on September 7, 2021. Dominique's upcoming book is a memoir about her time working at Canyon Partners, which at the time was a small, little-known hedge fund, and over the span of two decades, she rose to the top of the firm as the only female partner and senior portfolio manager—in what became one of the largest hedge funds in the U.S. We have a great conversation about her time working at Canyon Partners, and all the lessons she learned along the way.

For more information about Dominique Mielle, please visit: https://www.dominiquemielle.com/

To pre-order "Damsel in Distressed: My Life in the Golden Age of Hedge Funds" on Amazon, please visit: https://www.amazon.com/Damsel-Distressed-Golden-Hedge-Funds/dp/1642939722/ref=s

You can follow Dominique Mielle on Twitter @DominiqueMielle: https://twitter.com/DominiqueMielle

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

The Investors Roundtable #38: Rise in Commodities Prices - Supply / Demand Issue vs. Inflation?

The Investors Roundtable #38: Rise in Commodities Prices - Supply / Demand Issue vs. Inflation?

June 11, 2021

For this episode of The Investors Roundtable (#38), we chat the rise in commodities prices. Mainstream financial media outlets are now finally starting to talk about this phenomenon as it has been affecting all aspects of the economy. The goal here is to better understand why this is taking place - is it simply a supply / demand issue that'll be resolved once the demand lessons as the world continues to open up, is this due to rising inflation concerns, or is it something in between? Please enjoy!

Joining us today was:

Thomas Braziel, 507 Capital

Twitter: https://twitter.com/ThomasBraziel

Website: https://507capital.com/

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/enterprisinginv

Website: https://inthemarkettrenches.podbean.com/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

 

Ep. 178 - “Steak and Sizzle” Investing with Thomas Braziel, Founder and CIO of 507 Capital

Ep. 178 - “Steak and Sizzle” Investing with Thomas Braziel, Founder and CIO of 507 Capital

June 9, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Thomas Braziel. He is the Founder and CIO of 507 Capital. The MicroCap universe, believe or not, is not huge (Shocker, I know), but so many of our guests said I should meet Thomas Braziel, he looks at the weirdest of the weird, the most out there ideas. Luckily, Tom has joined me on several The Investors Roundtable episodes, and we're finally taking the time to highlight him on Planet MicroCap. We chat about why he's a big fan of the "Steak and Sizzle" style of investing, as well as many examples of how he's utilized this strategy.

For more information about Thomas Braziel and 507 Capital, please visit: https://507capital.com/

You can Follow Thomas Braziel on Twitter @ThomasBraziel: https://twitter.com/ThomasBraziel

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

Ep. 177 - Making Sense of All the Crypto Headlines and Their Impact with Frank Holmes, Chairman of HIVE Blockchain Technologies, CEO and CIO of U.S. Global Investors

Ep. 177 - Making Sense of All the Crypto Headlines and Their Impact with Frank Holmes, Chairman of HIVE Blockchain Technologies, CEO and CIO of U.S. Global Investors

June 2, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Frank Holmes. He is the CEO and Chief Investment Officer at U.S. Global Investors, GROW on NASDAQ, and Chairman of the Board of HIVE Blockchain Technologies, HIVE on TSX Venture and HVBTF on the OTCQX. I've known and interviewed Frank for a long time now, so featuring him on the pod is long overdue. But the timing couldn't be better as Frank has been on the front lines of crypto and he needs to be fully up to date on all the macro events that could affect digital assets. We chat at length on all the biggest headlines in crypto, what they mean, as well as how the crypto volatility compares to his experience investing primarily in natural resources. We recorded this episode in two parts, the first ~50 minutes on May 12 and the rest on May 27 because there was so much that happened in crypto world in between.

For more information about HIVE Blockchain Technologies, please visit: https://hiveblockchain.com/

For more information about U.S. Global Investors, please visit: https://www.usfunds.com/ 

You can Follow Frank Holmes on Twitter @bulldogholmes: https://twitter.com/bulldogholmes 

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

The Investors Roundtable #37: What Does Investing in a Post-Pandemic World Look Like?

The Investors Roundtable #37: What Does Investing in a Post-Pandemic World Look Like?

May 28, 2021

For this episode of The Investors Roundtable (#37), we chat about what investing in a Post-Pandemic world looks like. Everything from re-opening plays, how various industries have changed, and most importantly, and what our panel of investors are looking right now. While the light is as bright as ever as exit the dark COVID-19 tunnel, we felt it was important to take stock (no pun intended) of what's happening in these current market conditions. Please enjoy!

Joining us today was:

Steven Kiel, Willow Oak Asset Management / Arquitos Capital

Twitter: https://twitter.com/Steven_Kiel​​​​

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

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/enterprisinginv

Website: https://inthemarkettrenches.podbean.com/

 

Ep. 176 - MicroCap Investing Story Time with Ben Claremon and Eugene Robin, Cove Street Capital

Ep. 176 - MicroCap Investing Story Time with Ben Claremon and Eugene Robin, Cove Street Capital

May 26, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Ben Claremon and Eugene Robin, Principal Portfolio Manager and Principal Research Analyst at Cove Street Capital. When I chatted with Ben last year for Episode 135, he told me about his colleague, Eugene, who has some great MicroCap stories to tell. So, I thought it would be fun to have them both on to chat about all things MicroCap. Please enjoy!

For more information about Cove Street Capital, please visit: http://covestreetcapital.com/

You can Follow Ben Claremon on Twitter @InoculatedInves: https://twitter.com/InoculatedInves

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

Ep. 175 - How to Actively Seek Out Why My Thesis is Wrong with Shana Sissel, CIO of Spotlight Asset Group

Ep. 175 - How to Actively Seek Out Why My Thesis is Wrong with Shana Sissel, CIO of Spotlight Asset Group

May 19, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Shana Sissel. She is the CIO at Spotlight Asset Group, and Co-host of "The Black Swans" podcast. I had been following Shana on Twitter for a while now, caught her various TV appearances, and I wanted to chat with her further about her background, where her instincts came from for investing, her strategy and much more. In particular, I found her take on how she actively tries to debunk her theses quite intriguing. 

For more information about Spotlight Asset Group and Shana Sissel, please visit: https://spotlightassetgroup.com/

You can Follow Shana Sissel on Twitter @shanas621: https://twitter.com/shanas621

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

Ep. 174 - How Alpha is Generated by Digging Deeper with Neil Cataldi, Principal at Blueprint Capital Management

Ep. 174 - How Alpha is Generated by Digging Deeper with Neil Cataldi, Principal at Blueprint Capital Management

May 12, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Neil Cataldi. He is the Principal at Blueprint Capital Management. This interview is a long time in the making, and I'm so stoked we were finally able to make this happen. If you love microcaps, heck, even have the smallest, tacit interest in microcaps, you will want to hear my chat with Neil. He's a true, blue microcapper, through and through, and I think you will enjoy every bit of what Neil has to say about his investing style, experience, talking with management, everything.

For more information about Neil Cataldi and Blueprint Capital Management, please visit: https://www.blueprintcm.com/

You can Follow Neil Cataldi on Twitter @neilcataldi: https://twitter.com/neilcataldi

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

Ep. 173 - In Life and Investing, Enjoy the Work, Enjoy the Process, It’s Worth It with Guy Spier, Managing Partner and Principal at Aquamarine Capital

Ep. 173 - In Life and Investing, Enjoy the Work, Enjoy the Process, It’s Worth It with Guy Spier, Managing Partner and Principal at Aquamarine Capital

May 5, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Guy Spier, Managing Partner and Principal at Aquamarine Capital, and the Author of, "The Education of a Value Investor." We were introduced by Matthew Peterson, Managing Partner at Peterson Capital Management, a great friend and joined me on the pod for Episode 133 - definitely check that out. I've known about Guy for a long time, and couldn't believe that this would be possible, so I'm incredibly humbled that he joined me for our conversation.

For those who don't know Guy, nor read his book, Guy got his start in MicroCap land, and not only did we chat about those experiences, but discuss his journey of self-discovery, discipline, understanding oneself and how that can help you as an investor. If there's one takeaway I had, and was an incredible reminder, in life and investing, enjoy the process, enjoy the work because chances of success are small. 

For more information about Guy Spier, please visit: https://www.aquamarinefund.com/

You can Follow Guy Spier on Twitter @GSpier: https://twitter.com/GSpier

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