Planet MicroCap Podcast | MicroCap Investing Strategies

The Investors Roundtable #40: SEC Dark Stock Rule - What's going on?

For this episode of The Investors Roundtable (#40), we discuss the new 15C2-11 rule. I'll keep this short and sweet, I brought on some of the best dark stock investors in the business to get a better understanding about what is going on.

Joining us today was: Thomas Braziel, 507 Capital

Twitter: https://twitter.com/ThomasBraziel

Website: https://507capital.com/

Marcus Frampton, Alaska Permanent Fund

Twitter: https://twitter.com/MarcusFrampton

Dan Schum, NoNameStocks.com

Twitter: https://twitter.com/NoNameStocks

Website: http://www.nonamestocks.com/

Maj Soueidan, GeoInvesting.com

Twitter: https://twitter.com/majgeoinvesting

Website: https://geoinvesting.com/

Dave Waters, Alluvial Capital

Twitter: https://twitter.com/alluvialcapital

Website: https://alluvialcapital.com/

Ep. 185 - MicroCaps: Meet with Management, It HELPS with Chris Krug, President at Chatham Harbor Capital Management

For this episode of the Planet MicroCap Podcast, I spoke with Chris Krug. He is the President of Chatham Harbor Capital Management. I've known Chris for years and while we miss seeing each other at investor conferences around the country, we'll settle for a fun chat via Zoom for the pod. We continue the conversation we started on The Investors Roundtable, called, "MicroCap Due Diligence in the Virtual World." Chris is all about meeting management, probably the most gung ho investor I've ever met about this, so we discuss why it helped him become the investor he is today.

For more information about Chris Krug, please visit: http://chathamharborcapital.com/ 

You can Follow Chris Krug on twitter @chcap2016: https://twitter.com/chcap2016

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. 184 - Price Matters with Chris Bloomstran, President and CIO Semper Augustus Investments Group

For this episode of the Planet MicroCap Podcast, I spoke with Chris Bloomstran. He is the President and CIO of Semper Augustus Investments Group. Chris is an absolute legend in value investing circles and I'm really thankful for the privilege to speak with him, let alone him spending 2.5 hours with me answering questions. And not just any questions, your questions you sent in on Twitter. It was off the cuff, a lot of fun, and I'm really thrilled to share our conversation today. 

For more information about Chris Bloomstran and Semper Augustus Investments Group, please visit: https://www.semperaugustus.com/

You can follow Chris Bloomstran on Twitter @ChrisBloomstran: https://twitter.com/ChrisBloomstran

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. 183 - Business is the Monetization of Life with Mark Jones, Fund Manager at Pragmatic Capital Management

For this episode of the Planet MicroCap Podcast, I spoke with Mark Jones. He is the Fund Manager at Pragmatic Capital Management. I recently came across Mark's interview with SumZero and, somehow, missed his fantastic interview on Toby's Acquirer's Podcast back in March 2019. I listened to both and thought this person needs to be on more shows to share his insights, and let's start here. I mean, he was talking about GameStop and AMC before it was in vogue. A true contrarian to the core and so excited to share our conversation. Not only that, I'm so stoked to announce Mark will be giving a Keynote Presentation at our upcoming virtual, the SNN Network Summer Virtual Event 2021. 

For more information about Pragmatic Capital Management, please visit: https://www.pragmaticcap.com/home

You can connect with Mark Jones on LinkedIn here: https://www.linkedin.com/in/pragmaticcapital/

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. 182 - Investing: Always Be a Student of the Game with Conor MacNeil, Owner of the Investment Talk Newsletter

For this episode of the Planet MicroCap Podcast, I spoke with Conor MacNeil. He is the Owner of the Investment Talk Newsletter and known as @InvestmentTalkk on Twitter. For a while, Conor was anonymous on Twitter, and only very recently changed up his marketing strategy. He has developed quite a following since starting his Twitter account in February 2020, and launched his newsletter in May 2020. What was really cool and encouraging about my chat with Conor is that despite being a young man, he gets whole-heartedly that with investing, one is always a student of the game. My impression is that that is why he's seeing the success he's had and will continue to do so. 

For more information about the Investment Talk Newsletter, please visit: https://investmenttalk.substack.com/about

You can Follow Conor MacNeil on Twitter @InvestmentTalkk: https://twitter.com/InvestmentTalkk

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. 181 - Do Cult Companies Make Good Cult Stocks with Brandon Beylo, Host of the "Value Hive Podcast"

For this episode of the Planet MicroCap Podcast, I spoke with Brandon Beylo. He is the Host of the Value Hive Podcast and Research Analyst at Macro Ops. I've known Brandon for a while now, and it was long overdue to have him on the show. He's incredibly passionate about investing and that comes through in all his endeavors via the podcast and his work at Macro Ops. As a guest on his show, I saw that firsthand in the prep Brandon does even for me, and I think he's a true asset to the space. We had a fun chat where we jam on his background, investing strategy, and specifically, on cult companies and whether they make good cult stocks. 

For more information about Brandon Beylo and Macro Ops, please visit: https://macro-ops.com/

You can listen to the "Value Hive Podcast" here: https://podcasts.apple.com/us/podcast/value-hive-podcast/id1492171651

You can Follow Brandon Beylo on Twitter @marketplunger1: https://twitter.com/marketplunger1

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. 180 - Understanding the Value of a Trade with Jeff Moore, Editor of Ragnar is a Pirate Blog

For this episode of the Planet MicroCap Podcast, I spoke with Jeff Moore. He is a Full-time investor in both real estate and equities, and the Editor of Ragnar is a Pirate blog. I've been following Jeff for a long time now, and stoked to have him on the pod, and shout out to Richard Sosa for saying that Jeff has some great investing stories. Don't mean to spoil anything, but he shares a few. We also chat about understanding the value of a trade, from the days of trading baseball cards to equities.

For more information about Jeff Moore and Ragnar is a Pirate blog, please visit: http://ragnarisapirate.blogspot.com/

You can follow Jeff Moore on Twitter @ragnarisapirate: https://twitter.com/ragnarisapirate

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 #39: What Makes A Contrarian Investor?

For this episode of The Investors Roundtable (#39), we have a jam packed all-star roster ready to discuss being a Contrarian Investor. I believe all successful investors are contrarians to one degree or another, however, having a contrarian mindset is easier said than done. We've talked about contrarianism on many episodes on Planet MicroCap and there's many ways to not just be a successful investor, but also be a successful contrarian investor. So, I've assembled some of the best of the best to chat about it.

Paul Andreola, Small Cap Discoveries

Twitter: https://twitter.com/PaulAndreola

Website: https://smallcapdiscoveries.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/​​​​

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/enterprisinginv

Website: http://inthemarkettrenches.podbean.com/

Christian Ryther, Cureen Capital

Twitter: https://twitter.com/CurreenCR

Website: http://www.curreencapital.com/

 

Ep. 179 - Distressed Securities: Finding Joy in the Junk with Dominique Mielle, Author of "Damsel in Distressed: My Life in the Golden Age of Hedge Funds"

For this episode of the Planet MicroCap Podcast, I spoke with Dominique Mielle. She is the Author of the upcoming book, "Damsel in Distressed: My Life in the Golden Age of Hedge Funds", which will be coming out on September 7, 2021. Dominique's upcoming book is a memoir about her time working at Canyon Partners, which at the time was a small, little-known hedge fund, and over the span of two decades, she rose to the top of the firm as the only female partner and senior portfolio manager—in what became one of the largest hedge funds in the U.S. We have a great conversation about her time working at Canyon Partners, and all the lessons she learned along the way.

For more information about Dominique Mielle, please visit: https://www.dominiquemielle.com/

To pre-order "Damsel in Distressed: My Life in the Golden Age of Hedge Funds" on Amazon, please visit: https://www.amazon.com/Damsel-Distressed-Golden-Hedge-Funds/dp/1642939722/ref=s

You can follow Dominique Mielle on Twitter @DominiqueMielle: https://twitter.com/DominiqueMielle

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 #38: Rise in Commodities Prices - Supply / Demand Issue vs. Inflation?

For this episode of The Investors Roundtable (#38), we chat the rise in commodities prices. Mainstream financial media outlets are now finally starting to talk about this phenomenon as it has been affecting all aspects of the economy. The goal here is to better understand why this is taking place - is it simply a supply / demand issue that'll be resolved once the demand lessons as the world continues to open up, is this due to rising inflation concerns, or is it something in between? Please enjoy!

Joining us today was:

Thomas Braziel, 507 Capital

Twitter: https://twitter.com/ThomasBraziel

Website: https://507capital.com/

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/enterprisinginv

Website: http://inthemarkettrenches.podbean.com/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick