Planet MicroCap Podcast | MicroCap Investing Strategies

The Investors Roundtable #15: Sectors and Industries with High TAM, Revenue Growth, GPM and OPM

In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and OPM faster with increasing cash flows? And, vice versa? And why? In a nutshell, discussion on sectors and industries that are burgeoning and suffering, and why.

Most importantly, a challenge was accepted - if we get Kevin Shea's Twitter handle @thegoodprick up to 500 followers, he will do a TikTok dance challenge. This is necessary content that we all thought we didn't need, but really want to see. Let's make it happen. Follow Kevin here: https://twitter.com/thegoodprick

***ORIGINALLY PUBLISHED ON October 9, 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/

Kelvin Seetoh, Slingshot Capital

Twitter: https://twitter.com/SlingshotCap

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

Ep. 151 - Environmental + Social + Financial = Governance with Liz Simmie, Co-Founder and CIO of Honeytree Investment Management

For this episode of the Planet MicroCap Podcast, I spoke with Liz Simmie. Liz is the Co-Founder and CIO of Honeytree Investment Management. Her firm, Honeytree Investment Management, builds quantamental public market portfolios for institutional and select private investors looking for concentrated, high-conviction strategies with full ESG integration. As the title states and in this interview, Liz discusses why the current ESG definition may need a bit of re-defining, and she makes the argument for why ESFG formula works for them. Liz is brilliant and I think you’ll really enjoy her perspective.

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 Simmie on Twitter @LizSimmie: https://twitter.com/LizSimmie

For more information about Liz Simmie and Honeytree Investment Management, please visit: https://www.honeytreeinvest.com/

The Investors Roundtable #14: Are AGM’s Vital for Differential Insights and Shareholder Activism?

In this Episode of The Investors Roundtable (Episode 14!), our topic we discuss is: Are AGM’s dead or a vital tool to gain differential insights and implement shareholder activism? Sent in by fellow panelist, Mark Tobin, we chat about why AGM's are actually very important for the due diligence process, why AGM's can help gain differential insights, as well as shareholder activism.

***ORIGINALLY PUBLISHED ON October 2, 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/

Andy Preikschat, Edgebrook Partners

Twitter: https://twitter.com/AndyPreikschat

Website: https://edgebrookinvest.com/

Mark Tobin, Coffee MicroCaps

Twitter: https://twitter.com/mtobinwex

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

The Investors Roundtable #13: What Truly Defines Good (and Bad) Management?

In this Episode of The Investors Roundtable (Episode 13!), we have a great topic for you today that touches on themes we've discussed on here before, but it was time to dedicate a full episode to (sent in again by "Trosclair" @mictros on Twitter): "What truly defines good management (CEOs, CFOs, COOs), how to spot these characteristics and where it can be seen translated on the P&L and Balance Sheet". Thank you for watching and please enjoy!

***ORIGINALLY PUBLISHED ON September 25, 2020 on the SNN Network YouTube Channel***

Joining us today was:

Adrian Day, Adrian Day Asset Management

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

Shelly Kraft, SNN Incorporated

Website: https://stocknewsnow.com/

Kevin Shea, Full-time Private Investor/MicroCapClub Contributor

Twitter: https://twitter.com/thegoodprick

Ep. 150 - With Investing, Be Creative and Use Your Imagination with Eric Boroian, Full-time Investor @eboroian

For this episode of the Planet MicroCap Podcast, I spoke with Eric Boroian. Eric is a Full-time investor based in Paris whose handle is @eboroian on Twitter. I was introduced to Eric by one of the best MicroCap investors in the game right now, Meredith Brill @LockStockBarrl on Twitter. It was funny, I was expecting to be speaking with someone from France with the French accent, so it was surprising to get on the Zoom and hear Eric’s Chicago accent. All jokes aside, I thoroughly enjoyed my conversation with Eric as we dive deep into his investing process. If there is any take away from our chat that you will hear - with investing, be creative, think outside the box and use that damn imagination of yours.

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 Eric Boroian on Twitter @eboroian: https://twitter.com/eboroian

The Investors Roundtable #12: Determining Current Valuation Without Looking at Current Stock Price

We are back with Episode 12 of The Investors Roundtable! After a one week hiatus, we have an epic show for you today discussing the following topic (sent in by "Trosclair" @mictros on Twitter): "Determining the Current Value of a Company - Assuming microcaps are inefficient, can this be done without looking at current stock price". This is a full-on valuation conversation - thank you for watching and please enjoy!

***ORIGINALLY PUBLISHED ON September 18, 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/

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/AccretiveWP

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

The Investors Roundtable #11: Future 100+ Baggers and How to Identify Them

In Episode 11, going back to the well of the Fintwit community, but thought we'd go a step further. The topic, "Future 100+ Baggers and How to Identify Them", was requested, and I thought, who better to join this panel than Chris Mayer himself, Author of "100 Baggers". We also are featuring two more first time panelists, fellow 100+ bagger enthusiasts, Andy Preikschat and Gary Ribe (co-host of In the Market Trenches), and Steven Kiel! Please enjoy and have a great Labor Day weekend. Stay safe!

***ORIGINALLY PUBLISHED ON September 4, 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/

Chris Mayer, Author of "100 Baggers"

Twitter: https://twitter.com/chriswmayer

Website: https://www.woodlockhousefamilycapital.com/

Andy Preikschat, Edgebrook Partners

Twitter: https://twitter.com/AndyPreikschat

Website: https://edgebrookinvest.com/

Gary Ribe, Accretive Wealth Partners

Twitter: https://twitter.com/AccretiveWP

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

Ep. 149 - Closing the Gap: Building Generational Wealth with Impact and Discipline with Keith Beverly, CFA, CFP®, MBA, Managing Partner & CIO of GRID 202 Partners

For this episode of the Planet MicroCap Podcast, I spoke with Keith Beverly, CFA, CFP®, MBA. He is the Managing Partner and CIO of GRID 202 Partners. Keith participated on a panel at our August 2020 virtual event, titled, “The Business Case for Changing the Landscape of Financial Services”, that explores how we can make financial services a more diverse and equitable ecosystem. I’m excited to share my chat with Keith because he is a pioneer in the financial community. After getting his start in finance working at The Motley Fool, he could’ve easily gone the stock picking route - starting a fund or asset manager. However, Keith followed his passion for closing the wealth gap in the United States, and his solution for this is using a holistic approach through sound financial planning. Listen in as Keith describes GRID 202’s approach to building generational wealth with impact and discipline.

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 Beverly and GRID 202 Partners, please visit: https://grid202partners.com/

You can Follow Keith Beverly on Twitter @KeithBevCFA: https://twitter.com/KeithBevCFA

The Investors Roundtable #10: Optionality of Holding Cash and Position Sizing

In Episode 10, we got some great suggestions from the Fintwit community - this week, we chose to discuss everyone's view on the optionality of holding cash, position sizing and how they incorporate both into their investment strategies (shout out Brian McCann @Bootstrap86!) - please enjoy!

***ORIGINALLY PUBLISHED ON August 28, 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/

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/

Christian Ryther, Cureen Capital

Twitter: https://twitter.com/CurreenCR

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

The Investors Roundtable #9: Insider Ownership: Did We Create a New Bias?

In Episode 9, our topic is Insider Ownership. One of panelists had an interesting situation where a company he's invested in has an abnormal insider ownership and incentive structure that any investor would raise an eyebrow at. Yet, despite the odd corporate governance, the company keeps performing (and so has the stock). That was today's inspiration and we end up realizing we may have created a new bias - please enjoy!

***ORIGINALLY PUBLISHED ON August 21, 2020 on the SNN Network YouTube Channel***

Joining us today was:

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/

Mark Tobin, Coffee MicroCaps

Twitter: https://twitter.com/mtobinwex

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