Episodes
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Jim O’Shaughnessy, Chairman and Co-Chief Investment Officer at O’Shaughnessy Asset Management. This is a big episode for me. Simply put, Jim is a legend, and I am so grateful he took the time to do this interview with me. I honestly don’t even know how to put into words what he means to our industry: from his numerous best sellers, recognition as a pioneer in quantitative equity analysis, to founding one of the most successful investment firms out there. We recorded this on Wednesday, March 4th, and couldn’t imagine any better captain to help us navigate these volatile and abnormal waters than Jim O’Shaughnessy.
The Planet MicroCap Showcase, April 21-23, 2020, is going virtual conference. Thanks to our friends at Issuer Direct, you will now get the full Planet MicroCap Showcase experience from the comfort of your own home. Issuers will be making presentations, attendees will get to book 1on1 meetings with our presenting companies, and you’ll get to learn from some of the brightest minds in the business during our MicroCap investing workshop.
Registration is now open – investors can register for free, where you’ll get to watch and listen to all company presentations and “MicroCap Investing Workshop” panels, as well as book 1on1 meetings with companies. To register, go to www.PlanetMicroCapShowcase.com and click “Register Now”. I hope you can join us this year, and feel free to email me if have any questions at rkraft@snnwire.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.
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Jim O'Shaughnessy and O'Shaughnessy Asset Management please visit: https://osam.com/
You can Follow Jim O'Shaughnessy on Twitter @jposhaughnessy
Tuesday Mar 31, 2020
Tuesday Mar 31, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Tyrone Ross Jr., Host of the Human Advisor Podcast and Director of Community at Altruist. I was introduced to Tyrone via our mutual friend and frequent guest, Tom Shaughnessy from Delphi Digital. After listening to this interview, you are going to want to run a marathon, read that book you’ve been wanting to read, start that business you’ve been thinking about forever, but in all seriousness, his passion and story are inspirational. The main takeaway from my chat with Tyrone is that he drives home the value of a financial advisor, and the importance of bringing financial education to the masses.
The Planet MicroCap Showcase, April 21-23, 2020, is going virtual conference. Thanks to our friends at Issuer Direct, you will now get the full Planet MicroCap Showcase experience from the comfort of your own home. Issuers will be making presentations, attendees will get to book 1on1 meetings with our presenting companies, and you’ll get to learn from some of the brightest minds in the business during our MicroCap investing workshop.
Registration is now open – investors can register for free, where you’ll get to watch and listen to all company presentations and “MicroCap Investing Workshop” panels, as well as book 1on1 meetings with companies. To register, go to www.PlanetMicroCapShowcase.com and click “Register Now”. I hope you can join us this year, and feel free to email me if have any questions at rkraft@snnwire.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.
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Tyrone Ross Jr., Human Advisor Podcast and Altruit, please visit: http://tyroneross.io/
You can Follow Tyrone Ross Jr. on Twitter @TR401
Tuesday Mar 24, 2020
Tuesday Mar 24, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Dan Rasmussen, Founder and CIO of Verdad Advisers. Prior to Verdad, Dan worked at Bain Capital and Bridgewater Associates, and also holds an AB from Harvard College and MBA from Stanford Graduate School of Business. In 2017, he was named to Forbes 30 under 30 list. He’s one of the leading thinkers in the investing world and I’m really excited that he was able to join me on here. We recorded this interview in what seems like years ago, but its only been a month – February 25, 2020. This episode is a good old fashion chat about our mutual love of MicroCap stocks, as well as Dan’s strategies for success. At the very end, we spend a little time discussing crisis investing.
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 Dan Rasmussen and Verdad Advisers, please visit: https://verdadcap.com/
You can Follow Dan Rasmussen on Twitter @VerdadCap
Tuesday Mar 17, 2020
Tuesday Mar 17, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Dave Waters, CEO of Alluvial Capital Management. This episode has been a long time coming, as I’ve been a fan of Dave’s for a while and he’s one the leading voices in our MicroCap community. Dave gained notoriety from his popular blog OTC Adventures, and has since launched his own fund, Alluvial Capital Management. I had a great time chatting with him, and I think you’ll enjoy all the anecdotes and words of wisdom you’re about to hear. Just also want to be clear that Dave and I spoke prior to COVID-19 being officially labeled a pandemic, which is why we don’t mention it at all during our conversation.
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 Dave Waters and Alluvial Capital Management, please visit: www.alluvialcapital.com
You can Follow Dave Waters on Twitter @AlluvialCapital
Tuesday Mar 10, 2020
Tuesday Mar 10, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Scott Miller, Founder of Greenhaven Road Capital. While at the helm of Greenhaven Road Capital, the firm has out-performed the Russell 2000 by approximately 25% and 29% net over the past 3- and 5-year periods (according Greenhaven’s Q4 2019 investor letter), and very recently created a new offering, The Partners Fund, which we discuss in this interview. Scott is very passionate about investing, and it comes through in spades during our chat you’re about to hear.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
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 - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Scott Miller and Greenhaven Road Capital, please visit: www.greenhavenroad.com
You can follow Scott Miller and Greenhaven Road Capital on Twitter @GreenhavenRoad
Tuesday Mar 03, 2020
Tuesday Mar 03, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Tony Hansen, Chief Investment Officer of EGP Capital. I was introduced to Tony via Twitter from Mark Tobin of Coffee MicroCaps – thank you, Mark. Tony was making a trip to the US from his home in Australia for a mix of business and vacation, an itinerary that included attending Charlie Munger’s Daily Journal annual meeting. Since his firm’s inception in 2011, using the ASX200 Total Return Index as his benchmark, EGP Capital has grown 350.4% vs. 209.5%, according to the EGP Capital website. Tony started off as an individual investor, honed his craft and as you’ll hear, thanks to some very good bets, was able to accumulate enough capital to start EGP Capital, and his performance speaks for itself.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
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 - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Tony Hansen and EGP Capital, please visit: www.egpcapital.com.au
You can follow Tony Hansen on Twitter @EGPTony
Tuesday Feb 25, 2020
Tuesday Feb 25, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Brent Beshore, Founder and CEO of Permanent Equity. I’ve been a big fan of Brent’s work for years now, from the success of Adventur.es, now called Permanent Equity, to his philosophy on business, investing, people and life, which he’s been kind of enough to share on many of mine and most of your favorite podcasts over the years, as well as through his investor letters and essays.
I was fortunate enough to see him speak at the MicroCapClub Leadership Summit – shout out to Ian and Mike and a great event, everyone should register for 2020, where he was interviewed by Morgan Housel – I provided the link in the description. So, I was really stoked when he agreed to be interviewed by someone like me was quite humbling.
Link to interview: https://www.youtube.com/watch?v=psNqQh8Nv0c
In this interview, we cover a lot: his background, name change to Permanent Equity, how Permanent Equity’s approach is different from typical private equity models, why Boring is Beautiful and much more.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
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 - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
For more information about Brent Beshore and Permanent Equity, please visit: https://www.permanentequity.com/
You can Follow Brent Beshore on Twitter @BrentBeshore
Tuesday Feb 18, 2020
Tuesday Feb 18, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Matt Joass, Chief Investment Officer of Maven Funds Management. Thanks to a tweet from Ian Cassel on MicroCap Fund Managers/Strategies, thank you Ian, I happened to see Matt’s handle and down the rabbit hole I went – I read his recent blog posts, learned more about his strategy and philosophy, and before we knew it, we had an interview scheduled to chat further. We cover a number of topics, including: how to catch Monsters, hidden power of inflection points, how Kiwi’s are winning the space race and more!
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
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 - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Matt Joass and Maven Funds Management, please visit: www.mavenfunds.com.au
You can Follow Matt Joass on Twitter @MavenFunds
Tuesday Feb 11, 2020
Tuesday Feb 11, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital. As you will hear, Yaron is incredibly passionate about investing and that enthusiasm matched his performance in 2019, where his fund had a YTD performance of 25.2% and 12.4% in Q4 2019 alone, net of fees and expenses – all figures based on 1 Main Capital’s Q4 2019 investor letter. He’s young and hungry, and I’m excited to share with you our full chat.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
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 - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Yaron Naymark and 1 Main Capital, please visit: www.1maincapital.com
You can follow Yaron Naymark on Twitter @1MainCapital
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
For this episode of the Planet MicroCap Podcast, I spoke with Jake Taylor, CEO of Farnam Street Investments and author of, “The Rebel Allocator”. I invited Jake on because I wanted to learn more about why he decided to write his book, “The Rebel Allocator”. We discuss some key takeaways from the book, learn more about Farnam Street’s investing philosophy and insights he’s learned from his own podcasts that he hosts called 5GQ and Hikecast.
Mark your calendar's for this year's Planet MicroCap Showcase. We are hosting our annual event at the Bally's Hotel & Casino in Las Vegas, April 21-23, 2020. If you would like to attend, please go to www.PlanetMicroCapShowcase.com and click the "Register Now" button. You won't want to miss it this year!
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 - check out the latest issue here: MicroCap Review Fall 2019
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
For more information about Farnam Street Investments, Jake Taylor and his podcasts, please visit: www.orphanira.com
You can follow Jake Taylor on Twitter @farnamjake1