Planet MicroCap Podcast | MicroCap Investing Strategies
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

Ep. 172 - MicroCap Graduation Series: Kurt Sorschak, Chairman and CEO of Xebec Adsorption (TSX: XBC)

Ep. 172 - MicroCap Graduation Series: Kurt Sorschak, Chairman and CEO of Xebec Adsorption (TSX: XBC)

April 28, 2021

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Kurt Sorschak, Chairman and CEO of Xebec Adsorption (TSX: XBC). In 2019, I started a series on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. I first met Kurt at our 2019 Planet MicroCap Showcase, where he was featured on Paul Andreola's panel, "Canadian MicroCap Stocks: Best of the Really Undiscovered."

Since that panel was conducted, Xebec, at its peak on January 18, 2021 has gone up 712%, and as of April 26, 2021, up 226%. As Kurt will discuss, it's all about timing, and it took a long time for the company to finally hit the inflection points to recognize value for shareholders. Kurt is very open and honest about the ups and downs of running a public company, and is especially candid about the company's recent dip following updating their 2020 guidance. We actually chat at length about guidance and why Kurt will continue to provide guidance for shareholders. I loved our conversation and learned a great deal from him. Please enjoy!

For more information about Xebec Adsorption, please visit: https://xebecinc.com/

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. 171 - MicroCap Graduation Series: Hamed Shahbazi, Chairman and CEO of WELL Health Technologies (TSX: WELL)

Ep. 171 - MicroCap Graduation Series: Hamed Shahbazi, Chairman and CEO of WELL Health Technologies (TSX: WELL)

April 23, 2021

For this episode of the Planet MicroCap Podcast, I’m sharing with you the MicroCap Graduation Series: Hamed Shahbazi, Chairman and CEO of WELL Health Technologies (TSX: WELL). In 2019, I started a series on the podcast called the "MicroCap Graduation Series", the goal is to portray a full picture of the Micro-, Nano-cap space – from learning strategies to help you become a successful investor and to show that there are actual real, live public companies that have found success as a public Micro- or Nano-cap company. My guest today has not one, but two, MicroCap graduates in a relatively short time frame, 4 years, with TIO Networks and WELL Health Technologies. Actually, one of the first investor presentations I saw was your presentation on TIO Networks at LD Micro I think back in 2011.

On February 14, 2017 (great V-Day gift), PayPal announced that it will acquire TIO Networks for approximately $302 million CDN ($238 million USD), and since taking the job as CEO on May 23, 2018, where the stock closed at $0.58, and as of yesterday (Day of recording - April 13, 2021) traded at $7.60, ~1,210% increase in share price. I really enjoyed learning from Hamed what it takes to have success in building businesses from scratch.

For more information about WELL Health Technologies, please visit: https://www.well.company/

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. 170 - Planet MicroCap Podcast / Value After Hours: Crossover Event (Tobias Carlisle, Jake Taylor, Bill Brewster) with Special Guest, Ian Cassel

Ep. 170 - Planet MicroCap Podcast / Value After Hours: Crossover Event (Tobias Carlisle, Jake Taylor, Bill Brewster) with Special Guest, Ian Cassel

April 21, 2021

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast / Value After Hours: Crossover Event with Special Guest, Ian Cassel. I've been wanting to do a crossover event that would rival Avengers: Endgame, and I think we did just that. In all seriousness, I'm a huge fan of Tobias' podcast, Acquirers Podcast, as well as his weekly chats with Bill Brewster and Jake Taylor, titled, "Value After Hours". And in the #1 spin-off of the last 12 months, Bill has launched his own incredible podcast, "The Business Brew", where he's showcasing his talents as an interviewer and bringing on brilliant guests. And, how could we have a #MicroCap crossover event without Ian Cassel - I'm truly thankful for all his contributions to bring integrity to the MicroCap space, and for continuing to remind people that MicroCap stocks is where the greats got their start building generational wealth. We talk about many different topics here, so sit back, relax, and please enjoy!

Bill Brewster, Host, "The Business Brew" and Co-Host "Value After Hours"

Twitter: https://twitter.com/BillBrewsterSCG

Podcast: https://www.podpage.com/the-business-brew/

Tobias Carlisle, Host, "Acquiers Podcast" and Co-Host "Value After Hours"

Twitter: https://twitter.com/Greenbackd

Website: https://acquirersmultiple.com/

Podcast: https://acquirersmultiple.com/podcast/

Ian Cassel, Co-Founder of MicroCapClub.com and CIO at Intelligent Fanatics Capital Management

Twitter: https://twitter.com/iancassel

Website: https://microcapclub.com/

Jake Taylor, CEO of Farnam Street Investments and Co-Host "Value After Hours"

Twitter: https://twitter.com/farnamjake1

Website: http://www.farnam-street.com/

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. 169 - The Power of Haptic Memory in Technology Disruption with Julia Carreon, Author #GenZDisruption @juliaccarreon

Ep. 169 - The Power of Haptic Memory in Technology Disruption with Julia Carreon, Author #GenZDisruption @juliaccarreon

April 14, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Julia Carreon. She is a longtime digital executive in financial services who now specializes in GenZ. I'm a firm believer that as investors, business owners, evaluators of businesses, no question about it, you want to understand your investments' customer base, and as business owners, your customer. As part of a generation, millennials, that's been traditionally "poo-poo'd" on themost, I was starting to see that same pattern happening with GenZ, even falling for some of those easy criticisms myself. However, I wanted to break this thought process and better understand GenZ as best I can. This conversation started with Caitlin Cook, a GenZ-er herself, and we are continuing with acclaimed writer, thinker who has vast experience speaking at conferences and white paper author on the topic, Julia Carreon. We try our best to understand everything we can about GenZ, but most importantly, in general, why it's important to not overlook what could be the most disruptive generation in human history.

For more information about Julia Carreon, you can connect with her on LinkedIn: https://www.linkedin.com/in/julia-c-carreon-8318674/

You can Follow Julia Carreon on Twitter @juliaccarreon: https://twitter.com/juliaccarreon​​

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. 168 - GARP Investing Since Day 1 with Ethan Tucker, Editor at TheGarpInvestor.com

Ep. 168 - GARP Investing Since Day 1 with Ethan Tucker, Editor at TheGarpInvestor.com

April 7, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Ethan Tucker. He is the Editor of The GARP Investor blog at TheGarpInvestor.com, and better known as @TheGarpInvestor on Twitter. It was my first time meeting Ethan after following him for some time on Twitter, and we chat about all things GARP investing. Ethan also works with his family in a commercial real estate business and we chat a little about the space, especially during COVID. Please enjoy!

For more information about Ethan Tucker and The Garp Investor, please visit: https://thegarpinvestor.com/

You can Follow Ethan Tucker on Twitter @TheGarpInvestor: https://twitter.com/TheGarpInvestor​

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 #36: Technical Analysis and Trading - Can you add “TA” to Fundamental Strategy?

The Investors Roundtable #36: Technical Analysis and Trading - Can you add “TA” to Fundamental Strategy?

April 2, 2021

For this episode of The Investors Roundtable (#36), we chat about a topic that, frankly, I don't know very much about: Technical Analysis and Trading. Actually, the first time I ever chatted with Kevin Shea was about how he uses "TA" as part of his MicroCap investing strategy. We decided to take the conversation to the next level and discuss whether or not you can have "TA" as part of your fundamental approach. Can you? Listen and find out. 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/​​​​

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

 

Ep. 167 - Lessons Learned Chatting with Elite Money Managers with Ted Seides, Host of the “Capital Allocators” Podcast and Author of “Capital Allocators”

Ep. 167 - Lessons Learned Chatting with Elite Money Managers with Ted Seides, Host of the “Capital Allocators” Podcast and Author of “Capital Allocators”

April 1, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Ted Seides. He is the Author of the new book, titled, "Capital Allocators: How the world's elite money managers lead and invest", and Host of the very popular podcast, "Capital Allocators with Ted Seides". I've been a fan of Ted's show for a long time, and was grateful for the opportunity to learn a bit more about his background and new book, which is now available on Amazon and wherever books are sold.

For more information about Ted Seides and to purchase your copy of "Capital Allocators: How the world's elite money managers lead and invest," please visit: https://capitalallocatorspodcast.com/

You can Follow Ted Seides on Twitter @tseides: https://twitter.com/tseides

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 #35: Identifying Great Companies Early

The Investors Roundtable #35: Identifying Great Companies Early

March 26, 2021

This episode of The Investors Roundtable (#35) is inspired by one of my favorite investing books of all time, The Intelligent Fanatics (all three books in the series), which is about how great leaders build sustainable businesses. Our panelists all have years and years of investing experience focused on identifying great companies early, and today, they share their knowledge how they've gone about doing so. Please enjoy!

Here are a few related links from the episode:

Sean Iddings' post about John Hammond: https://www.thewoodshedd.com/posts/2021-03-25-hammond/

Marcus Frampton link of daily list of new names trading OTC:

https://otce.finra.org/otce/dailyList?viewType=Additions

Joining us today was:

Jason Hirschman, Private Investor/MicroCapClub.com Contributor

Twitter: https://twitter.com/EightTrack180

Sean Iddings, Private Investor and Entrepreneur Twitter: https://twitter.com/iddings_sean

Website: https://www.thewoodshedd.com/

Marcus Frampton, Alaska Permanent Fund

Twitter: https://twitter.com/MarcusFrampton