Planet MicroCap Podcast | MicroCap Investing Strategies

Ep. 153 - Finding Special Companies, Special Situations, Special Opportunities with Billy Duberstein, Portfolio Manager at Stone Oak Capital, LLC

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

The Investors Roundtable #18: Where Do We Go From Here: Macroeconomics, Fed Policy, Debt, Inflation

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/

 

The Investors Roundtable #17: Can Cultural Moats Exist in the Age of Physical Separation?

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

Ep. 152 - Obsessing on Cruises, Movie Theaters and Nerding Out on Marvel with Andrew Walker, Yet Another Value Blog/Podcast and Rangeley Capital

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.

Why Canadian MicroCaps is a Great Place to Hunt for the Best of the Undiscovered with Paul Andreola, Small Cap Discoveres

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.

The Investors Roundtable #16: SPACs: What is Going on Here?

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/

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