Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 98 - Intelligent Fanatics of India and Finding Inefficiencies with Rohith Potti, Co-Author of “Intelligent Fanatics of India”

Ep. 98 - Intelligent Fanatics of India and Finding Inefficiencies with Rohith Potti, Co-Author of “Intelligent Fanatics of India”

October 16, 2019

For this episode of the Planet MicroCap Podcast, I spoke with Rohith Potti, Co-Author of the upcoming, “Intelligent Fanatics of India.” This was very exciting for me – not only as a fan of “Intelligent Fanatics” series, but its covering a part of the world that I’ve had little exposure too. While I’ve interviewed some well-known Indian investors on here, Professor Bakshi and Gautum Baid, I’m looking forward to reading about some of the best entrepreneurs that have built successful businesses in India. Now, to guide us through this journey is my guest today, Rohith Potti. I had the opportunity to interview Rohith at the MicroCapClub Leadership Summit in Chicago a couple weeks ago, where we discussed Rohith’s background, his inspirations and he gave some snippets to what you can expect in the latest edition of Intelligent Fanatics. Thank you Ian Cassel and Sean Iddings for helping set this up, and for hosting another great event – I highly recommend everyone try and attend in 2020.

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 - check out the latest issue here: MicroCap Review Spring 2019

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 Rohith Potti and Intelligent Fanatics, please visit: www.intelligentfanatics.com

You can pre-order your copy of “Intelligent Fanatics of India” on IntelligentFanatics.com or on Amazon here

Ep. 97 - MicroCap Value Destruction: An Antidote with Adam J. Epstein, Founder of Third Creek Advisors, LLC

Ep. 97 - MicroCap Value Destruction: An Antidote with Adam J. Epstein, Founder of Third Creek Advisors, LLC

October 2, 2019

For this episode of the Planet MicroCap Podcast, I caught up with Adam Epstein, Founder of Third Creek Advisors, LLC. I previously had Adam on the podcast for Episode 22, where we discussed the importance of paying attention to corporate governance. Since then, a new platform has been launched, called, “Small Cap Institute”, whose ecosystem, as it states on their website, “is designed to elevate objective, differentiated education and transformative peer exchange, and empower small cap leaders to avoid value-destructive advice.” Founded by David Scher, who, as it states on their website, “occupies a unique vantage point from which to understand at a granular level which issues are most troubling to small-cap CEOs and Boards.” Most of you know David from his work at LD Micro with Chris Lahiji, and Adam Epstein joined Small Cap Institute’s advisory board to support and help David execute the mission and problem SCI is trying to solve – a potential antidote to MicroCap value destruction.

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 - check out the latest issue here: MicroCap Review Spring 2019

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 Adam Epstein, please visit: https://adamjepstein.com/

For more information about Small Cap Institute, please visit: https://smallcapinstitute.com/

You can Follow Adam J. Epstein on Twitter @TheAdamJEpstein

You can Follow Small Cap Institute on Twitter @SmallCapInst

Ep. 96 - Classic Growth Theory of Investing and How to Prepare for a Downturn in the Market with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management

Ep. 96 - Classic Growth Theory of Investing and How to Prepare for a Downturn in the Market with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management

September 18, 2019

For this episode of the Planet MicroCap Podcast, I spoke with Gerry Frigon, Founder and CIO of Taylor Frigon Capital Management. At the beginning of September, when we recorded this interview, mainstream media outlets have been discussing the affect trade wars, interest rates, and all sorts of potential catalysts for downturns in the market. I thought it would be important to discuss investing strategies in the event of downturns in the market. I was introduced to Gerry Frigon very recently, and thought he would provide interesting takes on current market conditions, how he and his firm would tackle downturns in the market, and to learn more about Taylor Frigon Capital Management’s investment philosophy. 

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 - check out the latest issue here: MicroCap Review Spring 2019

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 Gerry Frigon and Taylor Frigon Capital Management, please visit: https://www.taylorfrigon.com/

You can Follow Gerry Frigon and Taylor Frigon on Twitter @TaylorFrigon

Ep. 95 - Can Trend Following Strategy Reduce Risk and Volatility? with Meb Faber, Host of the Meb Faber Podcast

Ep. 95 - Can Trend Following Strategy Reduce Risk and Volatility? with Meb Faber, Host of the Meb Faber Podcast

September 4, 2019

For this episode of the Planet MicroCap Podcast, I spoke with Meb Faber, Host of the Meb Faber Podcast, and Co-founder and the Chief Investment Officer of Cambria Investment Management. Some of you may be familiar with Meb’s very popular podcast, the Meb Faber Podcast. I’m also a big fan of Meb, and thought it would be fun to invite him on the podcast to learn even more from him. In this interview, we cover a multitude of topics, including his books that he’s written over the years, his investing strategy, trend following and much more.

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 - check out the latest issue here: MicroCap Review Spring 2019

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 Meb Faber, please visit: https://mebfaber.com/

You can Follow Meb Faber on Twitter @MebFaber

Ep. 94 - How Working for San Antonio Spurs Helped Shape Investing Thesis with Adam Wilk, Greystone Capital Management

Ep. 94 - How Working for San Antonio Spurs Helped Shape Investing Thesis with Adam Wilk, Greystone Capital Management

August 21, 2019

For this episode of the Planet MicroCap Podcast, I spoke with Adam Wilk, Portfolio Manager at Greystone Capital Management and Editor of Pound the Rock Investing investor blog. I reached out to Adam after reading his blog post, “Basketball and Investing: A Match Made in Heaven”, where he documents his experience working for the San Antonio Spurs. In the post, and you will soon hear, his time working with the Spurs and general manager, R.C. Buford, yielded lessons that he was able to incorporate into his passion for investing.

Adam’s blog, “Pound the Rock Investing”, is even inspired by the Stonecutter’s Creedo, a quote made famous by Jacob Riis, and is at the core of the Spurs’ culture. I’m a huge sports fan, and love when investing podcasts bring on people who have worked in the sports world. There are so many parallels, and if you’re a fan like me, you’ll enjoy my upcoming chat with Adam.

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 - check out the latest issue here: MicroCap Review Spring 2019

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 Adam Wilk, Pound the Rock Investing and Greystone Capital management, please visit: https://poundtherockinvesting.wordpress.com/

You can Follow Adam Wilk on Twitter @AKWilk

Ep. 93 - “The Joys of Compounding” and the Passionate Pursuit of Lifelong Learning with Gautam Baid, Author of “The Joys of Compounding”

Ep. 93 - “The Joys of Compounding” and the Passionate Pursuit of Lifelong Learning with Gautam Baid, Author of “The Joys of Compounding”

August 7, 2019

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Author of “The Joys of Compounding.” I’m always looking for new books to read that can offer a new perspective or outlook on the world or investing. What is cool about Gautam’s book, “The Joys of Compounding” is that is achieves both of those things. As you will hear, we discuss at length his investing style and thesis, but more importantly, how Gautam’s passion for learning has served him well in all of life’s pursuits.

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 - check out the latest issue here: MicroCap Review Spring 2019

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 Gautam Baid, and to purchase your copy of "The Joys of Compounding", please visit: https://www.thejoysofcompounding.com/

You can Follow Gautam Baid on Twitter @Gautam_Baid

Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.

Ep. 92 - Moats, Management and Price: Breaking Down the Venn Diagram with Todd Wenning, Senior Analyst at Ensemble Capital

Ep. 92 - Moats, Management and Price: Breaking Down the Venn Diagram with Todd Wenning, Senior Analyst at Ensemble Capital

July 23, 2019

For this episode of Planet MicroCap Podcast, I spoke with Todd Wenning, Senior Analyst at Ensemble Capital. I first became aware of Todd when I found his profile on Twitter and he had this venn diagram outlining his investment philosophy pinned to his page. I thought to myself, I’ve got to interview him to learn more about how and why Todd constructed his philosophy, and condense his strategy into this one-pager.

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 - check out the latest issue here: MicroCap Review Spring 2019

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 Todd Wenning and Ensemble Capital, please visit: https://ensemblecapital.com/

You can Follow Todd Wenning on Twitter @ToddWenning

Ep. 91 - So you want to be an Activist Investor? with Jeff Gramm, Bandera Partners and Author of “Dear Chairman”

Ep. 91 - So you want to be an Activist Investor? with Jeff Gramm, Bandera Partners and Author of “Dear Chairman”

July 10, 2019

For this episode of the Planet MicroCap Podcast, I caught up with Jeff Gramm, Author of “Dear Chairman”. In our first interview on the podcast, Episode 40, we dissect his book, “Dear Chairman” - chapter by chapter. During that interview, we talk about the history and rise of shareholder activism, how it has evolved in the last 100 years, the difference between shareholder activism in large caps and microcaps, and much more. I invited Jeff back because I’ve been wanting to do an episode similar to ones I’ve done with Ian Cassel and Mike Schellinger about the life of a full-time MicroCap investor, but for this episode – the life of an activist investor and the best practices for those of you that may be interested in wanting to be an activist. The goal for this episode is to try and answer the question: so you want to be an activist investor?

Planet MicroCap Podcast will be coming to 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 - check out the latest issue here: MicroCap Review Spring 2019

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 Jeff Gramm, Bandera Partners or "Dear Chairman", please visit: http://dearchairman.com/

You can Follow Jeff Gramm on Twitter @jeff_gramm

Ep. 90 - MicroCap Graduation Series: eXp World Holdings, Inc. (NASDAQ: EXPI)

Ep. 90 - MicroCap Graduation Series: eXp World Holdings, Inc. (NASDAQ: EXPI)

June 26, 2019

For this episode of the Planet MicroCap Podcast, we are launching a new series here called, the “MicroCap Graduation Series”. I’ve done about 90 interviews here on the podcast, and I’ve interviewed some of the best investors, where they discuss the investing strategies that helped them be successful investors. The next evolution I always envisioned for Planet MicroCap was to interview CEO’s who have successfully navigated the MicroCap waters to either be acquired by or graduate to a Small-, Mid- or Large-Cap company.

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. There also may be some of you listening to this that are CEOs or C-suite management of a Micro/Nano-cap public company or emerging growth private company; my guest today and future guests of this series have a lot of great information to share that led to their success.

Without further or due, my first guest for this series is Glenn Sanford, Founder and CEO of eXp World Holdings, Inc. They are a publicly traded company on NASDAQ, with the symbol, EXPI. As a quick background, eXp World Holdings, Inc. operates eXp Realty, a cloud-based, international real estate brokerage firm. eXp is one of the fastest growing real estate brands in North America that currently has 18,000+ agents/brokers on their platform. They are tech company that from 2014-2018, EXPI’s revenue experienced a 147% CAGR. All numbers I’m relaying here are from EXPI’s May 2019 investor presentation.

The company went public in late 2013 as a small MicroCap, where it traded as low at $0.15 during 2014, and as of today, June 25, 2019 is trading at $10.77 per share, with a market cap of around $664 million. I derived share and market cap information from Yahoo Finance.

For full disclosure, SNN Incorporated or myself are not shareholders of EXPI. This interview is for information purposes only and recommend you do your own due diligence prior to making any investment decision.

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 2019

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 eXp World Holdings, Inc., please visit: www.expworldholdings.com

Ep. 89 - Your Investing Strategy Has to Fit You with Vitaliy Katsenelson, CEO/CIO of Investment Management Associates, Inc. (IMA)

Ep. 89 - Your Investing Strategy Has to Fit You with Vitaliy Katsenelson, CEO/CIO of Investment Management Associates, Inc. (IMA)

June 12, 2019

For this episode of Planet MicroCap Podcast, I spoke with Vitaliy Katsenelson, CEO and CIO of IMA. I came to know Vitaliy by finding his profile on Twitter. From there, I started reading his blog, listening to his podcast and read a few of the available chapters of his book, and knew I had to reach out to have him on.

In this interview we focus quite a bit on how the more you know yourself, then the more informed you’ll be about what type of investing strategy and investor you will be.

As Vitaliy states in the interview, and I’m paraphrasing here, “investing is like clothes shopping. Some will look great, but when you try them on, that clothing item may not fit right. You try on different clothing that looks good, and eventually you find what works for you.” The goal for this episode is to learn how Vitaliy looked inward to understand what investing strategy would work best for him. Maybe this inspires you to look inward in order to help yourself become the best investor you can be.

Planet MicroCap Podcast will be coming to 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 - check out the latest issue here: MicroCap Review Spring 2019

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 Vitaliy Katsenelson and Investment Management Associates (IMA), please visit: www.imausa.com

You can follow Vitaliy on Twitter @vitaliyk