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Educating the Next Generation of Investors in MicroCap Stocks
Episodes
Tuesday May 23, 2017
Tuesday May 23, 2017
For this episode of Planet MicroCap Podcast, I spoke with Meredith Brill, who goes by the handle @LockStockBarrl on Twitter and the MicroCapClub.com. We were introduced through a mutual friend, and as you will hear, we discuss how she has been able to leverage her professional skills to help her develop an investing thesis on a potential investment, and to assess her current portfolio. The goal for this episode is to understand that your professional skills can be quite useful when you’re developing your MicroCap investing strategy.
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 Winter/Spring 2017
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
You can follow Meredith Brill on Twitter: @LockStockBarrl
Tuesday May 09, 2017
Tuesday May 09, 2017
I’m very excited to share with you the first-ever live Planet MicroCap Podcast that I recently hosted at the Planet Microcap Showcase 2017 in Las Vegas. My guests for this panel were Chris Irons, Brandon Mackie, Jason Hirschman and Chris Lahiji – all previous guests on Planet MicroCap. You’re probably asking yourself why I asked these panelists to join me for this momentous occasion? I think they provide a healthy difference of experience and insight that they drew upon to tackle tough, difficult questions we continue to ask ourselves each day when covering the MicroCap stock market. As you will hear, their difference of opinion on certain topics demonstrates that there is no one right way to invest in MicroCap stocks, and multiple perspectives provides multiple potential answers to the same problem.
As Benjamin Franklin famously said: “An investment in knowledge pays the best interest.” The goal for this episode, and every episode, is to provide more knowledge and insight to help you on your investing journey. I’d like to thank Chris Irons, Brandon Mackie, Jason Hirschman and Chris Lahiji for joining me on this dais and sharing their perspectives, and especially like to thank everyone who came to the Planet MicroCap Showcase 2017, and look forward to seeing you all in 2018.
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 Winter/Spring 2017
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 our panelists, please go here:
Chris Irons, @QTRResearch, www.GeoInvesting.com
Brandon Mackie, @SmallCapDisc, www.SmallCapDiscoveries.com
Jason Hirschman, @EightTrack18
Chris Lahiji, @theLDMicro, www.LDMicro.com
Tuesday Apr 25, 2017
Tuesday Apr 25, 2017
For this episode of Planet MicroCap Podcast, I spoke with Ben Carlson, Author of the book, “A Wealth of Common Sense.” I picked up Ben’s book not too long ago and found it very useful and informative. The over-arching theme throughout the book, as it states on the cover, is answering the question, “why simplicity trumps complexity in any investment plan.” I thought this would be a great topic to discuss with Ben for the podcast. The goal for this episode is to understand why simple solutions can be used to solve complex problems. As Warren Buffet states, “Investing is simple, but not easy.”
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 Winter/Spring 2017
For more information about Ben Carlson and where to buy "A Wealth of Common Sense", please visit:
Website: www.awealthofcommonsense.com
Twitter: @awealthofcs
Tuesday Apr 11, 2017
Tuesday Apr 11, 2017
For this episode of Planet MicroCap Podcast, I spoke with Len Haussler, Founder and Portfolio Manager at Opus Capital Management. I reached out to his firm to discuss their MicroCap Value strategy that uses more of a quantitative approach. I’ve yet to do an interview with someone that employs this strategy and I was quite curious as to how it all works.
Also, I’m very excited to announce that Len will be joining us in Las Vegas at the Planet MicroCap Showcase, April 26-28, where he’ll be speaking on the MicroCap Institutional Investor panel. He’ll be joined by Bill Nasgovitz from Heartland Advisors, Ralph Garcea from Echelon Wealth Partners, and the panel will be moderated by Jason Paltrowitz from OTC Markets. They will all be discussing their unique approaches to MicroCap investing. There is still time to register, simply send us an email at info@snnwire.com, and we will send you a link to register.
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 Winter/Spring 2017
For more information about Len Haussler and Opus Capital Management, please visit:
LinkedIn: https://www.linkedin.com/company/opus-capital-management
Twitter: @opuscapitalmgmt https://twitter.com/opuscapitalmgmt
Facebook: https://www.facebook.com/profile.php?id=100009248111373
Website: www.opusinc.com
Phone: 513-621-6787
Address: 221 E. 4th Street, Suite 2700 – Cincinnati, OH 45202
Tuesday Mar 28, 2017
Tuesday Mar 28, 2017
For this episode of Planet MicroCap Podcast, I had the honor of speaking with Professor and Value Investor, Sanjay Bakshi. I was first introduced to Sanjay at the MicroCapClub Leadership Summit 2016 in Chicago – thank you, Ian and Mike for the introduction. He was a speaker at their event, and after his speech I did some more research on him. I was blown away – he above all else, has this insatiable desire for knowledge, which hits home for me. This interview took about six months to book and I’m so grateful for this opportunity.
Sanjay Bakshi, as it states on SanjayBakshi.net, is an Adjunct Professor at Management Development Institute, Gurgaon, in India, where he teaches a popular course Behavioral Finance and Business Valuation. He also is a Managing Partner at ValueQuest Capital LLP. On his websites, you can find his teachings and thoughts on investing, which are quite insightful.
We covered a lot in this interview, which went into two recording sessions. In between the sessions, I did catch a cold, so I do apologize if I sound different. All I can say is thank you again Sanjay for taking the time to do the interview with me and I am incredibly grateful for the wisdom you imparted.
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 Winter/Spring 2017
For more information about Sanjay Bakshi, please visit:
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Wednesday Mar 15, 2017
Wednesday Mar 15, 2017
For this episode of Planet MicroCap Podcast, I spoke with Jeff Gramm, Author of the book, “Dear Chairman.” In Episode 22 with Adam Epstein, we discussed at length the importance of corporate governance, not just for MicroCap boardrooms, but for all public companies. Since that conversation, I wanted to learn more about corporate governance and what should be done in the event that C-suite management and board of directors aren’t acting in the best interest of shareholders. I discovered the best way for me to understand this topic was anecdotally. I came across “Dear Chairman” by Jeff Gramm on a reading list, and I’m glad I did because it really helped me understand the rise of shareholder activism and the effect it’s had on corporate governance. In this interview, you will learn about his background, his approach to investing and we discuss his book, “Dear Chairman.” Reading lists are great resources as I have found, and I highly recommend adding Jeff’s book to your list.
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 Winter/Spring 2017
In this episode, Jeff and I discuss the following topics:
- Jeff's background and how he got started investing in MicroCaps
- His experience teaching a value investing course at Columbia Business School.
- Qualitative vs. qualitative approaches to investing
- His investing strategy when looking at MicroCap stocks
- What is "Dear Chairman" about and why he felt it was important to describe this aspect of financial history
- What is shareholder activism?
- Is there a difference in shareholder activism between Large Caps and MicroCaps?
- One prevailing theme that each activist observed is that the management ownership of the company was not in line with the interests of the shareholders – specifically, CEOs owning a very small percentage of the business. Why he thinks this persists, and even if a company is being run well, doesn’t that leave an operator vulnerable?
- “If shareholders continue to be passive, they will continue to shorn like sheep” – especially with MicroCaps, while CEOs are much more accessible, where he draws the line between passive and active? If everyone was active, how can the CEO run his/her business?
- What is the “Poison Pill”?
- In chapter 5, you also highlight how institutions started taking a more active approach with their holdings. How has the awakening of institutional investors impacted public company governance and is there a fundamental difference than from individual shareholders?
- Based on the many examples you gave in the book, for MicroCaps, what he thinks is the best formula for a corporate board
- Each chapter of the book highlights a new “era” of shareholder activism – what era would he says he learned the most from and had the greatest affect on his approach investing
- How he sees shareholder activism evolving
- Advice for new MicroCap investors
For more information about Jeff Gramm and "Dear Chairman", please visit:
You can follow Jeff on Twitter @jeff_gramm
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Feb 28, 2017
Tuesday Feb 28, 2017
For this episode of Planet MicroCap Podcast, I spoke with Paul Andreola and Brandon Mackie, Editor and Writer/Researcher at Small Cap Discoveries. I’m very excited that Paul and Brandon will be speaking at our annual event, the Planet MicroCap Showcase – April 26-28, 2017 at the Planet Hollywood Resort & Casino in Las Vegas, NV. They have a very unique MicroCap investing perspective, which we discuss at length in this interview, especially with regard to their core investing strategy and process when looking at Canadian MicroCap stocks.
I also spoke with them about the panels they will be speaking on at the Planet MicroCap Showcase, discuss at length the history, investing landscape and infrastructure in Canada, as well as, accessibility for US investors to invest in Canadian listings and their assessment of the Canadian investing climate currently. The goal for this episode is learn more about Brandon and Paul’s strategies when looking at Canadian MicroCap stocks, how they find new ideas and their thoughts on the current Canadian investing market.
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 Winter/Spring 2017
In this episode, Paul, Brandon and I discuss the following topics:
- Brandon and Paul's backgrounds and how they got started investing in MicroCap stocks
- When and why they both started looking at Canadian MicroCap stocks
- What is Small Cap Discoveries and is there a sector or sectors in particular they focus on
- Core investing strategy when assessing a potential new investment
- How do they find new ideas
- At Small Cap Discoveries, they cover Canadian microcaps primarily, and its been gaining more visibility. Why do they think this is?
- Is it difficult for US investors to invest in Canadian MicroCap stocks?
- Where they both see the Canadian MicroCap market going
- With more attention given to the sector, are they worried that all the new quality stories have been exhausted
- Brandon and Paul will be speaking at the Planet MicroCap Showcase in Las Vegas, April 26-28, 2017. Brandon will be on the first ever LIVE Planet MicroCap Podcast, and Paul will be joining Maj Soueidan and Brent Cook on the MicroCap newsletter panel. Why do they think MicroCap newsletters are important to the MicroCap community
For more information about Paul Andreola, Brandon Mackie and to subscribe to their newsletter, please visit:
You can follow Paul on Twitter @PaulAndreola
You can follow Brandon and Small Cap Discoveries @SmallCapDisc
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Feb 21, 2017
Tuesday Feb 21, 2017
For this episode of Planet MicroCap Podcast, I spoke with Rupert Hargreaves, Editor of the Hidden Value Stocks Newsletter and Value Reporter at ValueWalk.com. Rupert’s website, ValueWalk.com, has a vast amount of information and resources related to Value Investing, including: investing book recommendations and stock screeners based on strategies put forth by well-known value investors, as well as interviews Rupert has conducted with well-known hedge fund and portfolio managers. One aspect I love about investing is the application of principles that were successful for one asset class and if they can be applied to another asset class. The goal for this episode is to learn more about some of the greatest investors of all time, resources available at ValueWalk.com, and Rupert’s favorite lessons he’s learned in his conversations with hedge fund and portfolio managers.
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 Winter/Spring 2017
In this episode, Rupert and I discuss the following topics:
- Rupert's background and your experience with MicroCap stocks
- What is ValueWalk.com?
- His goals with ValueWalk.com and why do he feels its necessary to share the information that it does
- His recommendations for investing books and why those for new MicroCap investors
- He's done extensive work on some of the greatest investors of our time, like Benjamin Graham and Warren Buffet – what was their investing style and why has it stood the test of time?
- Overview of the stock screeners featured on ValueWalk.com
- Some of your favorite lessons he's learned from his conversations with hedge fund and portfolio managers
- His advice for new MicroCap investors
For more information about Rupert Hargreaves, Value Walk and Hidden Value Stocks Newsletter, please visit:
www.ValueWalk.com and www.HiddenValueStocks.com
You can follow Rupert on Twitter @ruperthargreav1
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Feb 07, 2017
Tuesday Feb 07, 2017
For this episode of Planet MicroCap Podcast, I spoke with Nate Tobik, Founder/CEO of CompleteBankData.com and Author at Oddballstocks.com. I’d been following Nate’s blog for some time now and I reached out because one thing in particular that Nate covers on his blog that we haven’t discussed on here yet, is the banking sector. Also, I could relate to a lot of what Nate says in this interview, especially when we discuss reading investing books. It’s important not to feel discouraged when reading these books, rather, write down terms and phrases you don’t know, and look them up on Investopedia – that’s what I did. Quite frankly, I still do that. The goal for this episode is to learn more about the banking sector, not to get discouraged when first reading investing books and discuss a few investing phrases we’ve yet to cover until now.
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 Winter/Spring 2017
In this episode, Nate and I discuss the following topics:
- Nate's background and how he got started investing in MicroCap stocks
- Strategy when assessing a potential new investment
- What experience really helped shape his investing strategy
- Investing books
- An overview of the banking sector – regional banks, community banks, MicroCap companies in banking
- What about the banking sector is particularly interesting to Nate
- From the Oddballstocks.com blog – one that I read from February last year that I found interesting was, “Is screening completely worthless?” Nate's thoughts on this
- How he finds new investing ideas
- Why doesn't he use "Watch Lists"?
- What does the phrase “dead money” mean?
- From his article this past November, when does he “give up” on a stock - what does that mean?
- His advice for new MicroCap investors
For more information about Nate Tobik, please visit: www.CompleteBankData.com and www.OddBallstocks.com.
You can also follow Nate on Twitter @Oddballstocks
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Jan 24, 2017
Tuesday Jan 24, 2017
For this episode of the Planet MicroCap Podcast, I spoke with Scott Felsenthal and Todd Massedge to discuss their project, WhyMicroCaps.com. Since speaking with Scott on Episode 10, he has partnered up with Todd to create WhyMicroCaps.com to, as they say, “do their part in helping to bridge the gap between the reality and the perception of microcaps.” The goal for this podcast is to answer the question Why MicroCaps, and then discuss a few of their educational articles featured on their blog roll.
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 2016
In this episode, Scott, Todd and I discuss the following topics:
- Scott and Todd's backgrounds and how they got their start investing in MicroCap stocks
- What is WhyMicroCaps.com?
- Why they think investors should care about MicroCap stocks
- What they mean when they state, “You can invest where the best and brightest on Wall Street can’t”
- What can we learn from investing in MicroCap stocks?
- Should investors interested in MicroCaps be concerned about the time commitment it takes to find that next multi-bagger?
- Concentration vs. diversification
- Why are our worst investments the most important, according to an article from the website?
- Lessons they have learned investing in MicroCap stocks
For more information about Scott Felsenthal and Todd Massedge, please visit: www.WhyMicroCaps.com
You can follow Scott @scottfelsenthal and you can follow Todd @toddalphatree
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com