Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 154 - Roku Thesis, Betting on Kambi and the Pains of Being a Mets, Jets, Islanders Fan with Elliot Turner, Managing Partner, CIO of RGA Investment Advisors

Ep. 154 - Roku Thesis, Betting on Kambi and the Pains of Being a Mets, Jets, Islanders Fan with Elliot Turner, Managing Partner, CIO of RGA Investment Advisors

December 30, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Elliot Turner. He is the Managing Partner and CIO of RGA Investment Advisors. I'd been following Elliot on Twitter for a long time, and finally worked up the courage to ask him on. Elliot is currently a co-host on MOI Global's, "This Week in Intelligent Investing" podcast, a great show that I highly recommend, where he shares his insights and investing thesis on a pretty regular basis. So, for today's episode, we chatted about things we find interesting: streaming wars, sports betting, and most importantly, New York sports. We happen to represent opposite sides of the New York sports fan spectrum, and support each other through this difficult time as a NY sports fan. I had a great time, and you will enjoy Elliot's in-depth look at Roku and Kambi.

For more information about Elliot Turner and RGA Investment Advisors, please visit: https://www.rgaia.com/

You can Follow Elliot Turner on Twitter @ElliotTurn: https://twitter.com/ElliotTurn

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 #20: Streaming Services and the Future of Media

The Investors Roundtable #20: Streaming Services and the Future of Media

December 26, 2020

For this episode of the The Investors Roundtable, our topic is "Streaming Services and the Future of Media." This roundtable was inspired by Activist Investor Dan Loeb's letter on Why Disney Needs to Double Its Streaming Spending, and Chris Bloomstran's letter offering a counterpoint. We're still in the very early innings of the streaming era, and new technological advancements opens the doors to discussions like this about where current firms are positioned, how streaming/technology has changed the media landscape, as well as where could we be headed. A lot of familiar names are chatted about on here, and stay tuned until the very end to hear everyone's first snail-mail Netflix rental, Red Box and Blockbuster rental. Please enjoy!

***ORIGINALLY PUBLISHED ON November 13, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Bill Brewster, Sullimar Capital

Twitter: https://twitter.com/BillBrewsterSCG

Website: https://sullimarcapital.group/

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/

Francisco Olivera, Arevilo Capital Management

Twitter: https://twitter.com/FrancoOlivera

The Investors Roundtable #19: What Are Compounders and How Do We Find Them?

The Investors Roundtable #19: What Are Compounders and How Do We Find Them?

December 25, 2020

For this episode of the The Investors Roundtable, our topic is trying to define “What are Compounders and How Do We Find them?” There’s been a thread on Twitter going around on a firm claiming to have created the term - I figured we should do an episode to demonstrate that a definition of “Compounder” may not be as straightforward as you might think. Please enjoy!

***ORIGINALLY PUBLISHED ON November 6, 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/

Yaron Naymark, 1 Main Capital

Twitter: https://twitter.com/1MainCapital

Website: https://www.1maincapital.com/

Kelvin Seetoh, Slingshot Capital

Twitter: https://twitter.com/SlingshotCap

Ep. 153 - Finding Special Companies, Special Situations, Special Opportunities with Billy Duberstein, Portfolio Manager at Stone Oak Capital, LLC

Ep. 153 - Finding Special Companies, Special Situations, Special Opportunities with Billy Duberstein, Portfolio Manager at Stone Oak Capital, LLC

December 23, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Billy Duberstein. He is the Portfolio Manager at Stone Oak Capital, LLC. We were introduced by Matthew Peterson - thank you, Matt - we're starting a new group called "Friends of Matt", or "FOM". As it states on Billy's website, the firm's "Opportunity Fund" is, "a concentrated, value-based hedge fund, that aims for aggressive capital appreciation and superior long-term returns." The focus for this interview is to learn more about Billy's strategy for finding opportunities that fit his fund's criteria, in particular, how he finds Special Companies and Special Situations. 

For more information about Stone Oak Capital, LLC, please visit: https://stoneoakcapitalllc.com/

You can Follow Billy Duberstein on Twitter @BDubes82: https://twitter.com/BDubes82

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 #18: Where Do We Go From Here: Macroeconomics, Fed Policy, Debt, Inflation

The Investors Roundtable #18: Where Do We Go From Here: Macroeconomics, Fed Policy, Debt, Inflation

December 19, 2020

For Episode 18 of The Investors Roundtable, we thought we would take stock of where are economy is right now, as best we can. With the election coming up this week, our panel describe where the nation is currently at economically, as well as provide some historical perspective with other republics, nations, societies in similar economic circumstances. From there, Adrian and Gary discuss various scenarios - what various outcomes of the election could mean, current fed policy impacts, and much more. If you want a lesson on economic history and some opinions on where do we go from here, tune in. Please enjoy!

***ORIGINALLY PUBLISHED ON October 30, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Adrian Day, Adrian Day Asset Management

Website: http://www.adriandayassetmanagement.com/

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/enterprisinginv

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

 

The Investors Roundtable #17: Can Cultural Moats Exist in the Age of Physical Separation?

The Investors Roundtable #17: Can Cultural Moats Exist in the Age of Physical Separation?

December 18, 2020

In Episode 17 of The Investors Roundtable, we take a topic that's been discussed on here a bit further: Moats. For this conversation, we try to make sense of: 1. Do cultural moats exist (first off), 2. Do cultural moats result in greater value accretion for shareholders, 3. What does corporate culture in the age of physical separation look like, and lastly, 4. Can companies create a cultural moat as the world is going more and more digital/globalized/work from home. Please enjoy!

***ORIGINALLY PUBLISHED ON October 23, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Sam Namiri, Ridgewood Investments

Twitter: https://twitter.com/snamiri

Website: https://www.ridgewoodinvestments.com/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

Ep. 152 - Obsessing on Cruises, Movie Theaters and Nerding Out on Marvel with Andrew Walker, Yet Another Value Blog/Podcast and Rangeley Capital

Ep. 152 - Obsessing on Cruises, Movie Theaters and Nerding Out on Marvel with Andrew Walker, Yet Another Value Blog/Podcast and Rangeley Capital

December 16, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Walker. He is the Founder/Editor of Yet Another Value Blog, Host of the Yet Another Value Podcast, Portfolio Manager at Rangeley Capital and co-host of the Rangeley Capital Podcast. I’ve been a fan and admirer of Andrew and all the work he’s done on his blog and podcasts, and this conversation was LONG overdue. In the similar vein of my chat with Bill Brewster, Andrew’s investing philosophy and strategy is well-covered on his platforms, so we have a fun time chatting about what he’s obsessed with currently, and geek out on our mutual love of Marvel, Game of Thrones, and more.

You can Follow Andrew Walker on Twitter @AndrewRangeley: https://twitter.com/AndrewRangeley

For more information about Andrew Walker, Yet Another Value Blog/Podcast and Rangeley Capital, please visit: https://yetanothervalueblog.com/ and http://www.rangeleycapital.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.

Why Canadian MicroCaps is a Great Place to Hunt for the Best of the Undiscovered with Paul Andreola, Small Cap Discoveres

Why Canadian MicroCaps is a Great Place to Hunt for the Best of the Undiscovered with Paul Andreola, Small Cap Discoveres

December 14, 2020

For this special Canada episode of the Planet MicroCap Podcast, I spoke with Paul Andreola, Founder and Editor of Small Cap Discoveries. Paul and I have teamed up to host an event to showcase and highlight Canadian Small, Micro and Nano-Caps called, the SNN Network Canada Virtual Event on January 6-7, 2021 (website: Canada.SNN.Network). Not going to BS you, yes, we are promoting the heck out of the event in this episode, but it's only because we are quite convinced that we put together one of the best line-ups for a Small, Micro and Nano-Cap show - Presenting Companies, Speakers, Agenda - just all around. So, take 20 minutes and listen to why Canadian MicroCaps is a Great Place to Hunt for the Best of the Undiscovered, and we hope that you join us at our upcoming show.

To register for the SNN Network Canada Virtual Event, please visit: https://canada.snn.network/signup

Home Page: https://canada.snn.network/

Presenting Company List: https://canada.snn.network/page-4331

Speakers: https://canada.snn.network/page-3031

You can Follow Paul Andreola on Twitter @PaulAndreola: https://twitter.com/PaulAndreola

For more information about Paul Andreola and Small Cap Discoveries, please visit: https://smallcapdiscoveries.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.

The Investors Roundtable #16: SPACs: What is Going on Here?

The Investors Roundtable #16: SPACs: What is Going on Here?

December 12, 2020

For Episode 16 of The Investors Roundtable, our panel discusses a subject that has been all the rage in 2020: SPACs. We cover it all - what a SPAC is, why companies would opt to go public via SPAC, the mechanics of a SPAC, and more. If you had any questions about why SPACs are trending in 2020, we answer them during this episode. Please enjoy!

***ORIGINALLY PUBLISHED ON October 16, 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/

The Investors Roundtable #15: Sectors and Industries with High TAM, Revenue Growth, GPM and OPM

The Investors Roundtable #15: Sectors and Industries with High TAM, Revenue Growth, GPM and OPM

December 11, 2020

In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and OPM faster with increasing cash flows? And, vice versa? And why? In a nutshell, discussion on sectors and industries that are burgeoning and suffering, and why.

Most importantly, a challenge was accepted - if we get Kevin Shea's Twitter handle @thegoodprick up to 500 followers, he will do a TikTok dance challenge. This is necessary content that we all thought we didn't need, but really want to see. Let's make it happen. Follow Kevin here: https://twitter.com/thegoodprick

***ORIGINALLY PUBLISHED ON October 9, 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/

Kelvin Seetoh, Slingshot Capital

Twitter: https://twitter.com/SlingshotCap

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick