Episodes
Sunday Nov 29, 2020
Sunday Nov 29, 2020
We are back with Episode 12 of The Investors Roundtable! After a one week hiatus, we have an epic show for you today discussing the following topic (sent in by "Trosclair" @mictros on Twitter): "Determining the Current Value of a Company - Assuming microcaps are inefficient, can this be done without looking at current stock price". This is a full-on valuation conversation - thank you for watching and please enjoy!
***ORIGINALLY PUBLISHED ON September 18, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/AccretiveWP
Friday Nov 27, 2020
The Investors Roundtable #11: Future 100+ Baggers and How to Identify Them
Friday Nov 27, 2020
Friday Nov 27, 2020
In Episode 11, going back to the well of the Fintwit community, but thought we'd go a step further. The topic, "Future 100+ Baggers and How to Identify Them", was requested, and I thought, who better to join this panel than Chris Mayer himself, Author of "100 Baggers". We also are featuring two more first time panelists, fellow 100+ bagger enthusiasts, Andy Preikschat and Gary Ribe (co-host of In the Market Trenches), and Steven Kiel! Please enjoy and have a great Labor Day weekend. Stay safe!
***ORIGINALLY PUBLISHED ON September 4, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Chris Mayer, Author of "100 Baggers"
Twitter: https://twitter.com/chriswmayer
Website: https://www.woodlockhousefamilycapital.com/
Andy Preikschat, Edgebrook Partners
Twitter: https://twitter.com/AndyPreikschat
Website: https://edgebrookinvest.com/
Gary Ribe, Accretive Wealth Partners
Twitter: https://twitter.com/AccretiveWP
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Keith Beverly, CFA, CFP®, MBA. He is the Managing Partner and CIO of GRID 202 Partners. Keith participated on a panel at our August 2020 virtual event, titled, “The Business Case for Changing the Landscape of Financial Services”, that explores how we can make financial services a more diverse and equitable ecosystem. I’m excited to share my chat with Keith because he is a pioneer in the financial community. After getting his start in finance working at The Motley Fool, he could’ve easily gone the stock picking route - starting a fund or asset manager. However, Keith followed his passion for closing the wealth gap in the United States, and his solution for this is using a holistic approach through sound financial planning. Listen in as Keith describes GRID 202’s approach to building generational wealth with impact and discipline.
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
For more information about Keith Beverly and GRID 202 Partners, please visit: https://grid202partners.com/
You can Follow Keith Beverly on Twitter @KeithBevCFA: https://twitter.com/KeithBevCFA
Saturday Nov 21, 2020
The Investors Roundtable #10: Optionality of Holding Cash and Position Sizing
Saturday Nov 21, 2020
Saturday Nov 21, 2020
In Episode 10, we got some great suggestions from the Fintwit community - this week, we chose to discuss everyone's view on the optionality of holding cash, position sizing and how they incorporate both into their investment strategies (shout out Brian McCann @Bootstrap86!) - please enjoy!
***ORIGINALLY PUBLISHED ON August 28, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Thomas Bachrach, PFH Capital
Twitter: https://twitter.com/PFHCapital
Website: https://www.pfhcap.com/
Jeremy Deal, JDP Capital Management
Twitter: https://twitter.com/Jeremy_Deal
Website: https://jdpcap.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Christian Ryther, Cureen Capital
Twitter: https://twitter.com/CurreenCR
Website: http://www.curreencapital.com/
Friday Nov 20, 2020
The Investors Roundtable #9: Insider Ownership: Did We Create a New Bias?
Friday Nov 20, 2020
Friday Nov 20, 2020
In Episode 9, our topic is Insider Ownership. One of panelists had an interesting situation where a company he's invested in has an abnormal insider ownership and incentive structure that any investor would raise an eyebrow at. Yet, despite the odd corporate governance, the company keeps performing (and so has the stock). That was today's inspiration and we end up realizing we may have created a new bias - please enjoy!
***ORIGINALLY PUBLISHED ON August 21, 2020 on the SNN Network YouTube Channel***
Joining us today was:
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/
Mark Tobin, Coffee MicroCaps
Twitter: https://twitter.com/mtobinwex
Website: https://www.coffeemicrocaps.com/
Wednesday Nov 18, 2020
Wednesday Nov 18, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Shree Viswanathan. He is the Founder and CIO of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital, according to the company’s website. Shree is truly passionate about investing and it was a pleasure learning more about his investing philosophy and criteria.
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
For more information about SVN Capital, please visit: https://www.svncapital.com/
You can Follow Shree Viswanathan on Twitter @SVNCapital: https://twitter.com/SvnCapital
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
In Episode 8, we are joined by panelists that all happen to board directors on public, MicroCap boards. We thought it would be fun to dive deep into that topic: what that experience has been like, what they didn't know as investors and how being a board director made them better investors. We close out the interview with quick takes on Q2 2020 earnings that are starting to trickle in.
***ORIGINALLY PUBLISHED ON August 14, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Scott Felsenthal, Private Business Owner, Private Investor and MicroCap Board Director
Twitter: https://twitter.com/scottfelsenthal
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
Friday Nov 13, 2020
Friday Nov 13, 2020
In Episode 7, our panel discussed technology, SaaS models, Future of Food Delivery, Why Gold is Reaching All Time Highs, Asteroid Mining and of course, Kodak.
***ORIGINALLY PUBLISHED ON August 7, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Adrian Day, Adrian Day Asset Management
Website: http://www.adriandayassetmanagement.com/
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Alex Rubalcava, Stage Venture Partners
Twitter: https://twitter.com/AlexRubalcava
Website: https://www.stagevp.com/
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: Australia Virtual Edition panel from this week’s SNN Network Australia Virtual Event. We have a stacked line-up: Tony Hansen, Matt Joass, Michael Liu and Connor Haley. Tony and Matt are flying the Aussie flag for us, Michael is playing the role of North American investor looking abroad and Connor wrote a pretty epic report called, “The Makings of a Multibagger”, which showcases how Australia made up 5.1% of the total investable universe, and yet 11.5% of the 104 best performing stocks over the last 5 years were listed on the ASX. Let that sink in while listening to these brilliant folks.
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
Connor Haley, Alta Fox Capital
https://www.altafoxcapital.com/
Twitter: https://twitter.com/AltaFoxCapital
Tony Hansen, EGP Capital
Twitter: https://twitter.com/EGPtony
Matt Joass, Maven Funds Management
https://www.mavenfunds.com.au/
Twitter: https://twitter.com/MattJoass
Michael Liu, Intelligent Fanatics Capital Management
Twitter: https://twitter.com/michael2017l
Saturday Nov 07, 2020
Saturday Nov 07, 2020
In Episode 6, our panel discussed the role that economic narratives play in shaping investor behavior, specifically as it relates to the pandemic, and investing during uncertainty.
Also, at around the 8:39 mark, you'll see our panel got rocked by an Earthquake - gotta love living in Los Angeles!
***ORIGINALLY PUBLISHED ON July 31, 2020 on the SNN Network YouTube Channel***
Joining us today were: Jeremy Deal, JDP Capital Management
Website: https://jdpcap.com/
Jeff Henriksen, Thorpe Abbotts Capital
Website: http://www.thorpeabbottscapital.com/
Shaun Noll, Family Office CIO
Matthew Peterson, Peterson Capital Management
Website: https://www.petersonfunds.com/