Planet MicroCap Podcast | MicroCap Investing Strategies
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

Ep. 166 - Investing in Thrift Conversions 101 and Lessons Learned as a Jeopardy Contestant with Jim Royal, Ph.D., Author of “The Zen of Thrift Conversions”

Ep. 166 - Investing in Thrift Conversions 101 and Lessons Learned as a Jeopardy Contestant with Jim Royal, Ph.D., Author of “The Zen of Thrift Conversions”

March 24, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Jim Royal. He is the Author of the new book, titled, "The Zen of Thrift Conversions: How to Turn Hidden Bank Stocks into Big Gains." Jim and his book were recommended by one of our listeners, thank you Gunnar, and I'm so stoked he was. I had never even heard of Thrift Conversions before this conversation, and that's saying a lot living the obscure MicroCap land that we do. That's why this episode is the 101 class version, and I think might be now be able to tell you what a Thrift Conversion is, let alone spell it. Jim does a great job detailing this asset class, and as an awesome bonus, he was a contestant on Jeopardy so we chat about his experience there as well. Come for Thrift Conversions, leave with a great story about Jeopardy.

For more information about Jim Royal and to purchase your copy of "The Zen of Thrift Conversions: How to Turn Hidden Bank Stocks into Big Gains," please visit: https://www.thezenofthriftconversions.com/

You can Follow Jim Royal on Twitter @JimRoyalPhD: https://twitter.com/JimRoyalPhD

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 #34: How Should We Think About Inflation, Deflation, Reflation?

The Investors Roundtable #34: How Should We Think About Inflation, Deflation, Reflation?

March 19, 2021

For this episode of The Investors Roundtable (#34), I've been getting a lot of questions by friends and family about the $1.9T stimulus that's been passed, what this means for markets, money being infused into the economy, as well as mainstream media networks discussing what this could mean for inflation. So, with all that in mind, I thought it would be a good idea to have our panelists share their thoughts on how should we think about Inflation, Deflation, Reflation? Please enjoy!

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/​​​

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/enterprisinginv

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

Ep. 165 - The Gen Z Investor and Long Term, Low Cost Investing is Cool with Caitlin Cook, @Deadcaitbounce

Ep. 165 - The Gen Z Investor and Long Term, Low Cost Investing is Cool with Caitlin Cook, @Deadcaitbounce

March 17, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Caitlin Cook. She is better known as @Deadcaitbounce on Twitter, and her incredible contributions to the Fintwit community. I'm a big fan and follower of Catilin because she is all about education, where she is actively helping her generation and future generations understand finance and investing, and having a damn good time doing. As you will hear, we chat about the Gen Z investor, where they find ideas, their relationship with the stock market, and then how we can make long term, low cost (or boring) investing cool. Also, we joke a bit about drinking, and just want to remind everyone that we are just having fun here, so please drink responsibly. 

You can Follow Caitlin Cook on Twitter @Deadcaitbounce: https://twitter.com/DeadCaitBounce

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 #33: Everything You Want to Know About Being an Ultra Long-term Investor

The Investors Roundtable #33: Everything You Want to Know About Being an Ultra Long-term Investor

March 12, 2021

For this episode of The Investors Roundtable (#33), inspired by last week's show covering the 2020 Berkshire Letter to Shareholders, I wanted to chat with our panelists about what it means to be an ultra long-term investor, meaning, investing and holding a company for 10, 15, 20+ years. We chat about everyone's criteria, mindset - really cover everything you want to know to be this type of investor. Please enjoy!

Joining us today was:

Adrian Day, Adrian Day Asset Management

Website: http://www.adriandayassetmanagement.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/​​

Ep. 164 - Liquidity Cascades, Benefits of Diversification, Market Timing and Moving to Cayman Islands with Corey Hoffstein, Newfound Research and Host, “Flirting with Models”

Ep. 164 - Liquidity Cascades, Benefits of Diversification, Market Timing and Moving to Cayman Islands with Corey Hoffstein, Newfound Research and Host, “Flirting with Models”

March 10, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Corey Hoffstein. He is the Co-Founder and Chief Investment Officer at Newfound Research, and Host of the "Flirting with Models" podcast. This was a long time coming, I've been a fan Corey, his work at Newfound, as well as his show, and really enjoyed meeting him, and learning about his investing journey, strategy, Liquidity Cascades white paper, benefits of diversification, market timing and his recent move to the Cayman Islands.

For more information about Newfound Research, please visit: https://www.thinknewfound.com/

Subscribe to "Flirting with Models" here: https://www.thinknewfound.com/podcast

You can Follow Corey Hoffstein @choffstein: https://twitter.com/choffstein

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 #32: Berkshire Hathaway $BRK.A $BRK.B Shareholder Letter 2020 Episode

The Investors Roundtable #32: Berkshire Hathaway $BRK.A $BRK.B Shareholder Letter 2020 Episode

March 5, 2021

For this episode of The Investors Roundtable (#32), Buffet & Co. published their 2020 Berkshire Letter to Shareholders on February 27, 2021 - there's been many a clubhouse meet-ups already, and we brought our expert panel of Buffet-ites to share their thoughts and insights about Berkshire's most recent letter. 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/​

Matthew Peterson, Peterson Capital Management

Twitter: https://twitter.com/MattPetersonCFA

Website: https://www.petersonfunds.com/

Ep. 163 - Looking for Multi-Baggers with Dave Barr, President, CEO and Portfolio Manager at PenderFund Capital Management

Ep. 163 - Looking for Multi-Baggers with Dave Barr, President, CEO and Portfolio Manager at PenderFund Capital Management

March 3, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Dave Barr. He is the President, CEO and Portfolio Manager at PenderFund Capital Management. Dave recently did a phenomenal presentation at our last virtual event, and thought it would be fun to continue the conversation of how he and PenderFund identify multi-baggers.

Link to presentation: https://www.youtube.com/watch?v=xvkcygx07wI

For more information about PenderFund Capital Management, please visit: https://www.penderfund.com/

You can Follow Dave Barr on Twitter @PenderDave: https://twitter.com/PenderDave

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