Planet MicroCap Podcast | MicroCap Investing Strategies

Ep. 157 - With Poker and Investing, Know the Game Your Playing and Master Your Strategy with Annie Duke, Author of "How to Decide: Simple Tools for Making Better Choices"

I'm very excited for this episode. As you see in the title, my guest today is Annie Duke. One of my earliest memories of watching sports, believe or not, was watching the 2003 and 2004 World Series of Poker. Seeing legends like Chris Moneymaker and Greg Raymer win the title, then all the tournaments in between, was so cool, and all I wanted to do was play poker. Another stand out amongst the greats playing these now televised events was, you guessed it, Annie Duke.

Since retiring from the game in 2012, Annie is an author, corporate speaker, and consultant in the decision-making space. Annie’s latest book, How to Decide: Simple Tools for Making Better Choices, was released in the fall of 2020 from Portfolio, a Penguin Random House imprint. Her previous book, Thinking in Bets, is a national bestseller. As a former professional poker player, she has won more than $4 million in tournament poker. During her career, Annie won a World Series of Poker bracelet and is the only woman to have won the World Series of Poker Tournament of Champions and the NBC National Poker Heads-Up Championship.

Prior to becoming a professional poker player, Annie was awarded a National Science Foundation Fellowship to study Cognitive Psychology at the University of Pennsylvania. Annie is the co-founder of The Alliance for Decision Education, a non-profit whose mission is to improve lives by empowering students through decision skills education. She is also a member of the National Board of After-School All-Stars and the Board of Directors of the Franklin Institute. In 2020, she joined the board of the Renew Democracy Initiative. Long story short, she's incredible, and I'm still wrapping my head around what I learned from speaking with her.

For more information about Annie Duke, please visit: https://www.annieduke.com/

You can Follow Annie Duke on Twitter @AnnieDuke: https://twitter.com/annieduke

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 #24: Digital Assets - 2020 Review, Current State, Looking Ahead at 2021

For this episode of The Investors Roundtable (#24), we are going full crypto. We assembled an amazing panel to discuss all things crypto - reviewing 2020, current state of the industry, current and future trends, and looking ahead at 2021. We also analyze how the recent run up in Bitcoin and other digital assets in 2020 is different that what we saw in 2017. Most importantly, we talk about how digital assets can change society for the better!

***ORIGINALLY PUBLISHED ON December 11, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Adam Blumberg, Interaxis

Twitter: https://twitter.com/Interaxis8

Website: https://www.interaxis.io/

Thomas Braziel, 507 Capital

Twitter: https://twitter.com/ThomasBraziel

Website: https://507capital.com/

Jeff Dorman, CFA, ARCA

Twitter: https://twitter.com/jdorman81

Website: https://www.ar.ca/

Tyrone Ross, Onramp Invest

Twitter: https://twitter.com/TR401

Website: http://tyroneross.io/

The Investors Roundtable #23: Why M&A Deals Succeed and Fail Historically and in 2020

For this episode of The Investors Roundtable (#23), we cover Mergers and Acquisitions. A couple big deals were announced/finalized this week in large cap space - Salesforce buying Slack, Uber finalized purchase of Postmates, and our panel discusses M&A in general, what makes good and bad deals, why some deals succeed while others don't work out, our opinion on some of the best deals of the last 20 years, as well as focus on strategies around: Revenue, Technology, People, Customers, Location, Distribution; avoid pressure to act, no falling into the "hot money" trap. Please enjoy!

***ORIGINALLY PUBLISHED ON December 4, 2020 on the SNN Network YouTube Channel***

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/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

Ep. 156 - Howard Jonas: One of the Best Investors You've Never Heard of with Joe Boskovich, Co-Founder and Partner at Old West Investment Management

For this episode of the Planet MicroCap Podcast, I spoke with Joe Boskovich. He is the Founder and Co-Partner of Old West Investment Management. We did an interview for the SNN YouTube Channel, where we dive deep into Joe's investment strategy, so I invite you all to check that out. Joe recently published a write-up on Howard Jonas, an investor who has built a billion dollar empire, who, according to Joe's write-up, "founded IDT Corporation in 1990 as a provider of a call re-origination service. He took his company public in 1996 and built it to the point where today it generates $1.5 billion in revenue per year from the sale of communications and payment services. IDT has also been incredibly successful at creating value for its shareholders by using the cash flows from its core business to fund a wide array of growth initiatives. In the past decade IDT has spun-off 5 public companies and sold a 6th after which it provided a special dividend to shareholders." Howard is one the best microcap investors, founder, CEO, capital allocators you've never heard of, and Joe has done a ton of work and due diligence on all his businesses.

For more information about Old West Investment Management, please visit: https://www.oldwestim.com/

You can follow Joe Boskovich on Twitter @boskovic64: https://twitter.com/boskovic64

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 #22: Thanksgiving Episode! Giving Thanks and Hopeful For in 2021

This week's The Investors Roundtable is our Thanksgiving Episode! Our panelists take the time to discuss what they are thankful for as investors in 2020, as well as what they are hopeful for in the coming year.

***ORIGINALLY PUBLISHED ON November 27, 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/

Christian Ryther, Curreen Capital

Twitter: https://twitter.com/CurreenCR

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

Shree Viswanathan, SVN Capital

Twitter: https://twitter.com/SvnCapital

Website: https://www.svncapital.com/

The Investors Roundtable #21: Understanding COVID-19 Vaccine Trial Results, Investing in Healthcare

In this Episode of The Investors Roundtable (Episode 21!), our topic we discuss is: “COVID-19 Vaccine Trial Results and Investing in Healthcare". With the recent clinical trials results from Pfizer and Moderna on COVID vaccines, I thought this would be a great opportunity to put these results into some sort of context, as well as ignite an important discussion on how to evaluate the healthcare and life sciences industry as an investor.

***ORIGINALLY PUBLISHED ON November 20, 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/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

John Vandermosten, Zack's Small Cap Research

Twitter: https://twitter.com/vanjohn10 Website: https://scr.zacks.com/

Ep. 155 - Planet MicroCap Podcast: CANADA VIRTUAL EDITION with Meredith Brill, Jason Hirschman, Mathieu Martin and Dean Trottier

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

Ep. 154 - Roku Thesis, Betting on Kambi and the Pains of Being a Mets, Jets, Islanders Fan with Elliot Turner, Managing Partner, CIO of RGA Investment Advisors

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

The Investors Roundtable #20: Streaming Services and the Future of Media

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

The Investors Roundtable #19: What Are Compounders and How Do We Find Them?

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