Planet MicroCap Podcast | MicroCap Investing Strategies
The Investors Roundtable #4: Anti-Fragile Business Models and Accessibility to Global Markets

The Investors Roundtable #4: Anti-Fragile Business Models and Accessibility to Global Markets

October 31, 2020

In Episode 4, our panel discussed the difference between anti-fragile vs. not fragile companies and business models, how investing in global markets is accessible (and even potentially good for your portfolio) - you just have to do the work, as well as investing lessons learned during the first half of 2020.

***ORIGINALLY PUBLISHED ON July 17, 2020 on the SNN Network YouTube Channel***

Subscribe to SNN Network: http://bit.ly/1Q5Yfym

Joining us today was:

Thomas Bachrach, PFH Capital

Twitter: https://twitter.com/PFHCapital

Website: https://www.pfhcap.com/

Jason Hirschman, Private Investor/MicroCapClub.com Contributor

Twitter: https://twitter.com/EightTrack180

Kelvin Seetoh, Slingshot Capital

Twitter: https://twitter.com/SlingshotCap

The Investors Roundtable #3: Tesla Valuation, MicroCap Gold Stocks, US Election Ramifications

The Investors Roundtable #3: Tesla Valuation, MicroCap Gold Stocks, US Election Ramifications

October 30, 2020

In Episode 3, our panel discussed Tesla valuation and how it affects the overall market, EV market, are we in a mania, MicroCap Gold stocks and US presidential election ramifications.

***ORIGINALLY PUBLISHED ON July 10, 2020 on the SNN Network YouTube Channel***

Subscribe to SNN Network: http://bit.ly/1Q5Yfym

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/

Yaron Naymark, 1 Main Capital

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

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

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

Ep. 145 - Private Company Valuation Methodology for Public Securities with Keith Smith, Portfolio Manager at Bonhoeffer Capital

Ep. 145 - Private Company Valuation Methodology for Public Securities with Keith Smith, Portfolio Manager at Bonhoeffer Capital

October 28, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Keith Smith, CFA. He is the Portfolio Manager at Bonhoeffer Capital. Keith joined me on the Willow Oak Asset Management - Affiliated Funds Roundtable back in August and it was time to highlight his investing philosophy and strategy. I have to say, Keith is a never-ending pit of information with an insatiable appetite to go down every rabbit hole to accumulate as much knowledge as he can. If there’s one thing to take away from this interview, as an investor, go down the rabbit hole and fill your brain with details, facts, intelligence - it’ll all help you on your investing journey. You will enjoy learning more about Keith’s private company valuation methodology that he uses to assess public securities.

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 Smith and Bonhoeffer Capital, please visit: https://www.bonhoeffercapital.com/

You can Follow Keith Smith on Twitter @Bonhoeffer_KDS: https://twitter.com/Bonhoeffer_KDS

The Investors Roundtable #2: Taking PPP Loans, Scenario Planning, ESG and Impact Investing

The Investors Roundtable #2: Taking PPP Loans, Scenario Planning, ESG and Impact Investing

October 24, 2020

In Episode 2, our panel discussed taking PPP Loans, scenario planning, ESG and impact investing. The Investors Roundtable, hosted by Robert Kraft, is a show exclusively on the SNN Network YouTube Channel, where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out.

***ORIGINALLY PUBLISHED ON July 3, 2020 on the SNN Network YouTube Channel***

Subscribe to SNN Network: http://bit.ly/1Q5Yfym

Joining us today was:

Garvin Jabusch, Green Alpha Advisors

Twitter: https://twitter.com/Garvin1313

Website: https://greenalphaadvisors.com/

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

Dean Trottier, Petty Cash / MicroCapClub Contributor

Twitter: https://twitter.com/Petty__Cash

Website: https://pettycash.blog/

The Investors Roundtable #1: Global Investing Climate and Robinhood Effect on MicroCap Stocks

The Investors Roundtable #1: Global Investing Climate and Robinhood Effect on MicroCap Stocks

October 23, 2020

The Investors Roundtable, hosted by Robert Kraft, is a show where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym In Episode 1, our panel discussed the global investing climate, as well as the Robinhood Effect on MicroCap stocks.

***ORIGINALLY PUBLISHED ON June 26, 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/

Adrian Day, Adrian Day Asset Management

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

Sam Namiri, Ridgewood Investments

Twitter: https://twitter.com/snamiri

Website: https://www.ridgewoodinvestments.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

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

Mark Tobin, Coffee MicroCaps

Twitter: https://twitter.com/mtobinwex

Website: https://www.coffeemicrocaps.com/

Ep. 144 - Why Resources and Mining Matter with Joe Mazumdar, Editor/Analyst and Publisher of Exploration Insights

Ep. 144 - Why Resources and Mining Matter with Joe Mazumdar, Editor/Analyst and Publisher of Exploration Insights

October 21, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Joe Mazumdar. He is the Editor, Analyst and Publisher at Exploration Insights. You may recognize the name of the publication as I’ve interview Joe’s partner, Brent Cook, many times, as well as Joe, and it was time to learn more about Joe’s background and investing philosophy.

For those not familiar with Exploration Insights, veteran economic geologists and equity analysts Joe Mazumdar and Brent Cook offer the sophisticated speculator a strictly independent, unbiased, and technical analysis of the junior mining and exploration sector. Their sole purpose is helping their subscribers profit from their investments. Turning Rocks into Money™ is their motto, and that is our goal today.

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 Exploration Insights, please visit: https://explorationinsights.com/

You can Follow Joe Mazumdar on Twitter @JoeMazumdar

Ep. 143 - The Templeton Way: The Art of Contrarian Investing with Lauren Templeton, Founder and Principal of Templeton & Phillips Capital Management

Ep. 143 - The Templeton Way: The Art of Contrarian Investing with Lauren Templeton, Founder and Principal of Templeton & Phillips Capital Management

October 14, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Lauren Templeton. She is the Founder and Principal of Templeton & Phillips Capital Management, LLC. Lauren is also the co-author of “Investing the Templeton Way: The Market Beating Strategies of Value Investing’s Legendary Bargain Hunter.” She joined me on the Planet MicroCap Podcast: VIRTUAL EDITION with Perth Tolle and Maya Peterson, and it was long overdue to have her back on the show. If you had to build an investor in a lab with the desired intellect, knowledge base, capability, behavioral intelligence and pedigree, I think Lauren Templeton would be the result of that. She has a wealth of experience, from the many lessons she learned from her father starting at a young age, to her days working with her great uncle, Sir John Templeton, and in this episode, we cover it all. Listen and learn The Templeton Way: The Art of Contrarian Investing - I promise you will enjoy our chat.

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 Templeton & Phillips Capital Management, please visit: http://www.templetonandphillips.com/

You can Follow Lauren Templeton on Twitter @LCTempleton

Ep. 142 - Hanging Out with Bill Brewster, Founder and Portfolio Manager of Sullimar Capital Group

Ep. 142 - Hanging Out with Bill Brewster, Founder and Portfolio Manager of Sullimar Capital Group

October 7, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Bill Brewster. He is the Founder and Portfolio Manager of Sullimar Capital Group. Bill is also a co-host on the very popular series, Value After Hours podcast, with Tobias Carlisle and Jake Taylor. I’ve interview Toby and Jake, and it was about time to bring on the third leg of the triumvirate - the most important leg of course. Bill is already a legend and rather than do my typical style of interview - let’s chat about your background, investing philosophy, etc… - I figured, since you can hear that on a weekly basis on Bill’s show, thought it would be fun to, as the title states, hang out. We go everywhere from his thesis on his investment in Qurate Retail Group to Cobra Kai (promise no spoilers). Grab a beer and join us at the bar - this is Planet MicroCap after hours.

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 Bill Brewster, please visit: https://sullimarcapital.group/

You can Follow Bill Brewster on Twitter @BillBrewsterSCG: https://twitter.com/BillBrewsterSCG 

Ep. 141 - An Intelligent Framework for Successful Investing in Any Market with Sham Gad, Paragon Technologies, Inc., Gad Partners Funds and Author of “The Business of Value Investing”

Ep. 141 - An Intelligent Framework for Successful Investing in Any Market with Sham Gad, Paragon Technologies, Inc., Gad Partners Funds and Author of “The Business of Value Investing”

September 30, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Sham Gad. He is the Chairman and CEO of Paragon Technologies, Inc. (OTC: PGNT), Managing Partner of Gad Partners Funds, and Author of “The Business of Value Investing.” I met Sham at one of our events, where he was doing a presentation of Paragon. We chatted a couple times, but we had been planning on catching up more once the event was over. Cool story though, Tobias Carlisle was giving a keynote at the event, and I was right there when he saw Sham and they caught up. Sham wrote a couple guest articles in 2010 for Toby's blog, Greenbackd, and after the event, I read his articles, his philosophy with Paragon, and have been trying to get him on the podcast ever since. This episode has been a couple years in the making, and really excited that Sham took the time to share his insights.

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 Sham Gad, please visit: https://www.paragontech.com/ and http://gadfunds.com/ 

Ep. 140 - The Power of Narrative and Intuition in Investing with Liz Hall, @LIZquidity

Ep. 140 - The Power of Narrative and Intuition in Investing with Liz Hall, @LIZquidity

September 23, 2020

For this episode of the Planet MicroCap Podcast, I spoke with Liz Hall, @LIZquidity on Twitter. I first heard her story on Jim O’Shaughnessy’s Infinite Loops Podcast, where she discusses in detail her background and introduction into investing. I’m honored that Liz took the time to do an interview with me, where we go deeper into her professional expertise as a copywriter, and discussing at length the importance of narrative, emotion and intuition in investing.

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

You can Follow Liz Hall on Twitter @LIZquidity