Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 194 - Long-Term, Conviction Investing in Global, Small-Cap Companies with Jon Cukierwar, Founder of Sohra Peak Capital Partners

Ep. 194 - Long-Term, Conviction Investing in Global, Small-Cap Companies with Jon Cukierwar, Founder of Sohra Peak Capital Partners

September 29, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Jon Cukierwar. He is the Founder of Sohra Peak Capital Partners. I recently met Jon at one of our virtual events, and as a fellow millennial passionate about Small-, Micro-Cap stocks, I had to invite him on. Jon recently launched Sohra Peak Capital this Summer with an investment process that focuses on his own 21-point proprietary investment framework. His background and passion led to what sets him and Sohra Peak apart: finding inefficiencies in Small-Caps, looking globally with a long-term time horizon. I really enjoy featuring new, emerging fund managers on the pod, and based on Jon's background, passion and clear focus, he's one to watch for sure.  

For more information about Sohra Peak Capital, please visit: https://www.sohrapeakcapital.com/ 

You can Follow Jon Cukierwar on Twitter @JonCukierwar: https://twitter.com/JonCukierwar 

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. 193 - A Deeper Look at Financials with Derek Pilecki, Portfolio Manager at Gator Capital Management

Ep. 193 - A Deeper Look at Financials with Derek Pilecki, Portfolio Manager at Gator Capital Management

September 22, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Derek Pilecki. He is the Portfolio Manager at Gator Capital Management. After a great recommendation by friend of the show, Rich Howe from Stock Spinoff Investing, Derek and I found a time to connect and discuss all things financials. We chatted about regional banks, Puerto Rico, consumer finance, and what it's like starting a hedge fund in the middle of the Global Financial Crisis. Since launching Gator Capital, his fund's performance has been stellar - 21.52% Annual Compound Return, and I really enjoyed finding out why. 

For more information about Gator Capital Management, please visit: https://gatorcapital.com/

You can Follow Derek Pilecki on Twitter @GatorCapital: https://twitter.com/gatorcapital

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. 192 - Precious Metals: Reversion to the Mean, Reddit Investing in Metals and Everything You Need to Know About Uranium with Rick Rule, Investor and Speculator

Ep. 192 - Precious Metals: Reversion to the Mean, Reddit Investing in Metals and Everything You Need to Know About Uranium with Rick Rule, Investor and Speculator

September 15, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Rick Rule. I've known Rick for my entire career in Financial Media, and whenever I have questions about what happening in Precious Metals, Natural Resources, Mining, he's the guy. Since I last spoke to Rick, he has stepped down as CEO at Sprott US Holdings, and has a little more time doing what he loves: Investing and Speculating. I asked Rick to join me on the pod because I just finished doing 100 interviews for the Precious Metals Summit - Beaver Creek, the best event in the Precious Metals space in my opinion, and I had to get his opinion on some of what I heard from management teams. In addition, we hadn't talked since the pandemic hit in early 2020, so I wanted to hear his takes on the silver short squeeze, Reddit investing, how all this has affected precious metals, and of course, taking up all the headlines of late, Uranium.

For more information about Rick Rule and Rule Investment Media, please visit: https://ruleinvestmentmedia.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. 191 - The Underdog, Babushka Doll, Social Pariah, Ugly Duckling and Doubted Champion with David Polansky, Co-Founder and Managing Partner of Immersion Investments

Ep. 191 - The Underdog, Babushka Doll, Social Pariah, Ugly Duckling and Doubted Champion with David Polansky, Co-Founder and Managing Partner of Immersion Investments

September 8, 2021

For this episode of the Planet MicroCap Podcast, I spoke with David Polansky. He is the Co-Founder and Managing Partner of Immersion Investments. David very recently launched in his fund, Immersion Investments, in June 2021, so it was a pleasure to welcome him on the pod to better understand his investing philosophy and approach. We spend the majority of our time breaking down the "Ideal Immersion Setup", which are companies that fall into one or more of the categories listed in the title of this episode. I had a great time chatting with David and excited for him as he embarks on this new journey.

For more information about David Polansky and Immersion Investments, please visit: https://immersioninvest.com/

You can Follow David Polansky on Twitter @DavidHPolansky: https://twitter.com/davidhpolansky

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. 190 - Not Your Father‘s Stocks with Tyler DuPont, Founder and CEO of Augury Research

Ep. 190 - Not Your Father‘s Stocks with Tyler DuPont, Founder and CEO of Augury Research

September 1, 2021

For this episode of the Planet MicroCap Podcast, I spoke with Tyler DuPont. He is the Founder and Chief Everything Officer at Augury Research. The title of this episode is "Not Your Father's Stocks" as an ode to, not only Tyler's podcast by the same name, but what inspired him to get into investing in the first place. There are many lessons we learn from our parents, and as a father myself, I can only hope my kids become a far better people than I one day. With that said, you will most certainly love how Tyler became obsessed with researching stocks and investing because well, his father was so bad at it. Tyler is driven to be the best he possibly can be and I'm thankful to his father for inspiring him to get after it the way he has and continues to with Augury Research. 

For more information about Augury Research, please visit: https://www.auguryresearch.com/ 

You can Follow Tyler DuPont on Twitter @AuguryInvesting: https://twitter.com/AuguryInvesting

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