Episodes
Wednesday Nov 18, 2020
Wednesday Nov 18, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Shree Viswanathan. He is the Founder and CIO of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital, according to the company’s website. Shree is truly passionate about investing and it was a pleasure learning more about his investing philosophy and criteria.
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 SVN Capital, please visit: https://www.svncapital.com/
You can Follow Shree Viswanathan on Twitter @SVNCapital: https://twitter.com/SvnCapital
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
In Episode 8, we are joined by panelists that all happen to board directors on public, MicroCap boards. We thought it would be fun to dive deep into that topic: what that experience has been like, what they didn't know as investors and how being a board director made them better investors. We close out the interview with quick takes on Q2 2020 earnings that are starting to trickle in.
***ORIGINALLY PUBLISHED ON August 14, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Scott Felsenthal, Private Business Owner, Private Investor and MicroCap Board Director
Twitter: https://twitter.com/scottfelsenthal
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
Friday Nov 13, 2020
Friday Nov 13, 2020
In Episode 7, our panel discussed technology, SaaS models, Future of Food Delivery, Why Gold is Reaching All Time Highs, Asteroid Mining and of course, Kodak.
***ORIGINALLY PUBLISHED ON August 7, 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/
Alex Rubalcava, Stage Venture Partners
Twitter: https://twitter.com/AlexRubalcava
Website: https://www.stagevp.com/
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: Australia Virtual Edition panel from this week’s SNN Network Australia Virtual Event. We have a stacked line-up: Tony Hansen, Matt Joass, Michael Liu and Connor Haley. Tony and Matt are flying the Aussie flag for us, Michael is playing the role of North American investor looking abroad and Connor wrote a pretty epic report called, “The Makings of a Multibagger”, which showcases how Australia made up 5.1% of the total investable universe, and yet 11.5% of the 104 best performing stocks over the last 5 years were listed on the ASX. Let that sink in while listening to these brilliant folks.
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
Connor Haley, Alta Fox Capital
https://www.altafoxcapital.com/
Twitter: https://twitter.com/AltaFoxCapital
Tony Hansen, EGP Capital
Twitter: https://twitter.com/EGPtony
Matt Joass, Maven Funds Management
https://www.mavenfunds.com.au/
Twitter: https://twitter.com/MattJoass
Michael Liu, Intelligent Fanatics Capital Management
Twitter: https://twitter.com/michael2017l
Saturday Nov 07, 2020
Saturday Nov 07, 2020
In Episode 6, our panel discussed the role that economic narratives play in shaping investor behavior, specifically as it relates to the pandemic, and investing during uncertainty.
Also, at around the 8:39 mark, you'll see our panel got rocked by an Earthquake - gotta love living in Los Angeles!
***ORIGINALLY PUBLISHED ON July 31, 2020 on the SNN Network YouTube Channel***
Joining us today were: Jeremy Deal, JDP Capital Management
Website: https://jdpcap.com/
Jeff Henriksen, Thorpe Abbotts Capital
Website: http://www.thorpeabbottscapital.com/
Shaun Noll, Family Office CIO
Matthew Peterson, Peterson Capital Management
Website: https://www.petersonfunds.com/
Friday Nov 06, 2020
The Investors Roundtable #5: Fed Policy, Inflation and SPAC's
Friday Nov 06, 2020
Friday Nov 06, 2020
In Episode 5, our panel discussed Federal Reserve policy, inflation and SPAC's.
***ORIGINALLY PUBLISHED ON July 24, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Chris Irons, Quoth the Raven Podcast (via Audio)
Twitter: https://twitter.com/QTRResearch
Website: https://quoththeravenresearch.com/
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/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
Wednesday Nov 04, 2020
Wednesday Nov 04, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Harris “Kuppy” Kupperman. He is the Founder and CIO of Praetorian Capital and Chief Adventurer of the Adventures in Capitalism blog. Kuppy, as an investor, has always been looking for cheap stuff, something I think most of us as investors look to accomplish. What we discuss in our interview is how he’s gone about finding the cheap stuff and his game plan on making money on those bets. We cover his background, investing philosophy, event-driven investing, shipping, bitcoin, and more! Please enjoy!
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 Praetorian Capital and Adventures in Capitalism, please visit: https://adventuresincapitalism.com/
You can Follow Kuppy on Twitter @hkuppy
Saturday Oct 31, 2020
Saturday Oct 31, 2020
In Episode 4, our panel discussed the difference between anti-fragile vs. not fragile companies and business models, how investing in global markets is accessible (and even potentially good for your portfolio) - you just have to do the work, as well as investing lessons learned during the first half of 2020.
***ORIGINALLY PUBLISHED ON July 17, 2020 on the SNN Network YouTube Channel***
Subscribe to SNN Network: http://bit.ly/1Q5Yfym
Joining us today was:
Thomas Bachrach, PFH Capital
Twitter: https://twitter.com/PFHCapital
Website: https://www.pfhcap.com/
Jason Hirschman, Private Investor/MicroCapClub.com Contributor
Twitter: https://twitter.com/EightTrack180
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
Friday Oct 30, 2020
Friday Oct 30, 2020
In Episode 3, our panel discussed Tesla valuation and how it affects the overall market, EV market, are we in a mania, MicroCap Gold stocks and US presidential election ramifications.
***ORIGINALLY PUBLISHED ON July 10, 2020 on the SNN Network YouTube Channel***
Subscribe to SNN Network: http://bit.ly/1Q5Yfym
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/
Yaron Naymark, 1 Main Capital
Twitter: https://twitter.com/1MainCapital
Website: https://www.1maincapital.com/
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
Wednesday Oct 28, 2020
Wednesday Oct 28, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Keith Smith, CFA. He is the Portfolio Manager at Bonhoeffer Capital. Keith joined me on the Willow Oak Asset Management - Affiliated Funds Roundtable back in August and it was time to highlight his investing philosophy and strategy. I have to say, Keith is a never-ending pit of information with an insatiable appetite to go down every rabbit hole to accumulate as much knowledge as he can. If there’s one thing to take away from this interview, as an investor, go down the rabbit hole and fill your brain with details, facts, intelligence - it’ll all help you on your investing journey. You will enjoy learning more about Keith’s private company valuation methodology that he uses to assess public securities.
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 Smith and Bonhoeffer Capital, please visit: https://www.bonhoeffercapital.com/
You can Follow Keith Smith on Twitter @Bonhoeffer_KDS: https://twitter.com/Bonhoeffer_KDS