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Educating the Next Generation of Investors in MicroCap Stocks
Episodes
Wednesday Jan 06, 2021
Wednesday Jan 06, 2021
For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: CANADA VIRTUAL EDITION panel from this week’s SNN Network Canada Virtual Event. I'm beyond stoked that Meredith Brill, Jason Hirschman, Mathieu Martin and Dean Trottier were panelists with me. For this episode, we discuss everyone's investing strategy, conviction to hold, what great management looks like and much more, all through the lens of looking at the Canadian MicroCap market. However, these are things that can be applied across all asset classes. Especially, when you get to the part where my guests humble brag on a successful Canadian microcap investment they made and how that changed their lives. For all you $XPEL-ers out there, Meredith and Jason break down their whole process. Please enjoy!
You can Follow Meredith Brill on Twitter @LockStockBarrl: https://twitter.com/LockStockBarrl
You can Follow Jason Hirschman on Twitter @EightTrack180: https://twitter.com/EightTrack180
You can Follow Mathieu Martin on Twitter @escpacemc: https://twitter.com/espacemc, and for more information about Espace MicroCaps, please visit: https://espacemc.com/
You can Follow Dean Trottier on Twitter @Petty__Cash: https://twitter.com/Petty__Cash, and for more information about the Petty Cash blog, please visit: https://pettycash.blog/
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
Wednesday Dec 30, 2020
Wednesday Dec 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
Saturday Dec 26, 2020
Saturday Dec 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
Friday Dec 25, 2020
Friday Dec 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
Wednesday Dec 23, 2020
Wednesday Dec 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
Saturday Dec 19, 2020
Saturday Dec 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: http://inthemarkettrenches.podbean.com/
Friday Dec 18, 2020
Friday Dec 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
Wednesday Dec 16, 2020
Wednesday Dec 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.
Monday Dec 14, 2020
Monday Dec 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.
Saturday Dec 12, 2020
Saturday Dec 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/