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Episodes
Educating the Next Generation of Investors in MicroCap Stocks
Episodes
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
Tuesday Jan 10, 2017
Tuesday Jan 10, 2017
For this episode of Planet MicroCap Podcast, I caught up with my guest from Episode 11, Mike Schellinger from MicroCapClub.com. When we first spoke, we discussed his life as a full-time MicroCap investor, as well as his approach to MicroCap investing. In this interview, I wanted to get his insight on 2017 – trends to look out for this year and how the recent election may affect the MicroCap space. But more importantly, he’s one the main contributors to MicroCapClub.com, and he wrote two articles that I wanted to cover at length in this interview: “Investing Pitfalls to Avoid,” and “Searching for Gold in SEC Filings”. The goal for this episode is to learn about what Mike believes investors should look out for when looking at MicroCap stocks, as well as how he finds “gold” in SEC Filings and what that means.
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, Mike and I discuss the following topics:
- For those who missed our first interview, Mike's background and how he got into investing in MicroCaps
- We are now in 2017, what are some themes to look out for in MicroCaps for 2017
- Was there anything that happened in 2016 that he thinks may have an affect on the MicroCap space in 2017
- Big election year, what effects could a Trump presidency have on the MicroCap space
- Its been a while since Mike and I spoke and he's published a few very interesting articles on MicroCapClub.com. From his article, "Investing Pitfalls to Avoid", what he doesn't want in an investment
- Based on his article, "Searching for Gold in SEC Filings", what are some of the positive and negative items we should look for in SEC Filings?
- One thing that's been said a couple times on the podcast and I was curious to ask Mike about - where are the new names in MicroCaps?
- How have things progressed at the MicroCapClub? Trends in MicroCap that Mike has observed while maintaining the site
- What are the dates for next year's MicroCap Leadership Summit and where can my audience go to buy their ticket?
For more information about Mike Schellinger and the MicroCapClub, please visit: www.MicroCapClub.com, and you can follow Mike on Twitter @MikeDDKing
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Dec 27, 2016
Tuesday Dec 27, 2016
For this episode of Planet MicroCap Podcast, I spoke with Tobias Carlisle, the Founder and Managing Partner of Carbon Beach Asset Management LLC, and he serves as Chief Investment Officer. I met Tobias at a conference recently, where we discussed doing an interview for the podcast. I didn’t know much about Tobias at the time, but upon further research, along with his work at Carbon Beach Asset Management, he’s also a published author having written three books on topics ranging from: deep value investing, activism, concentrated investing, and contrarian investing. These are all topics I want to learn about from him for the podcast. The goal for this episode is to learn about what deep value investing means, and a couple other key phrases we’ve heard a few times on this podcast and how they relate to MicroCap stock investing.
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, Tobias and I discuss the following topics:
- Tobias' background and experience investing in MicroCap stocks
- What does “deep value” investing mean?
- There’s a couple key phrases that have been mentioned on the podcast: “activism” and “contrarian” – what do these terms mean and why are they relevant to MicroCap investing?
- In his book, “Deep Value”, Tobias discusses why activist investors and other contrarians battle for control of losing corporations, what is the reason for this?
- What are the deep-value investment principles that Carbon Beach employs?
- With that philosophy in mind, what is then the investment process?
- What experience he draws upon that helped shape his investing philosophy
- Advice for new MicroCap investors
For more information about Tobias Carlisle, please visit any one of the following:
Wednesday Dec 21, 2016
Wednesday Dec 21, 2016
This is a special podcast episode with a previous guest on the podcast, Maj Soueidan from GeoInvesting.com. I wanted to do an episode reviewing what happened in the MicroCap space in 2016. As a newsletter writer and full-time investor, Maj provides his thoughts on the year that was.
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
You can follow Maj Soueidan @MajGeoInvesting and for more information about GeoInvesting, please visit: www.GeoInvesting.com
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Dec 06, 2016
Tuesday Dec 06, 2016
For this episode of Planet MicroCap Podcast, I spoke with Bill Hench, Portfolio Manager at Royce Funds. For more than 40 years, Royce & Associates, investment advisor to The Royce Funds, has been managing MicroCap, Small-Cap and small/midcap portfolios. Bill and his partner, Buzz Zaino, run the MicroCap Opportunity Fund and the Opportunity Fund. I wanted to speak with Bill to get his perspective on MicroCap investing. A couple things stood out in our interview, including: Bill and Buzz’s four themes for portfolio construction, his definition of “cheap” stocks, but I thought Bill’s point about diversification vs. concentration as a MicroCap investor was also intriguing. He brought this point up multiple times throughout our interview. The goal for this episode is to learn about Bill’s approach to portfolio construction, advice for new MicroCap investors, his stance on diversification vs. concentration, and much more!
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, Bill and I discuss the following topics:
- Bill's background
- What got Bill into investing in MicroCap stocks
- Describes the Opportunity Fund and the Micro-Cap Opportunity Fund at Royce
- Diversified vs. concentrated portfolio
- How Bill defines a "cheap" stock
- Asset plays, turnarounds, undervalued growth stories and interrupted earnings are Bill's four themes for portfolio construction: why focus on these themes?
- What does a “Deep Value Strategy” mean?
- In one of Bill's videos, he mentions that a third of the portfolio at any given time includes turnarounds and “broken IPOs”, how do you assess companies that you think fit this mold for potential investment?
- “Exploiting Market Inefficiencies” is a key phrase that many MicroCap investors/funds find attractive about MicroCap investing: what the phrase means to Bill
- Does Bill ever overweigh one sector or another and conversely do you avoid any sectors in their entirety?
- An experience(s) that shaped his MicroCap investing strategy
- Bill's advice for new MicroCap investors
For more information about Bill Hench and The Royce Funds, please visit: www.RoyceFunds.com
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Nov 22, 2016
Tuesday Nov 22, 2016
For this episode of Planet MicroCap Podcast, I spoke with Jason Hirschman, a private investor who goes by the handle @EightTrack in the MicroCapClub and @EightTrack18 on Twitter. I met Jason during a networking party at the MicroCapClub Leadership Summit, and we were going over the company presentations we had just seen that day. I really enjoyed hearing his thoughts and how he assessed management that presented their companies today. The one thing I took away from our conversation was that, while it’s important to put together your investing thesis: you know, what works and what doesn’t; it’s also really important to question that very same investing thesis. The goal for this episode is to learn about Jason’s investing strategy, how he questions management and his advice for new MicroCap investors.
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, Jason and I discuss the following topics:
- Jason's background and how he got started investing in MicroCap stocks
- His criteria when assessing a MicroCap company for potential investment
- His MicroCap investing thesis
- How Jason speaks with management
- Types of questions to he'll ask management
- When it comes to your investing strategy and interviewing management, is it more about grilling management or doing your best to disprove your own thesis
- MicroCap investing experiences that taught him a valuable lesson and shaped his thesis
- Jason's advice for new MicroCap investors
- Resources he would recommend new MicroCap investors get familiar with
For more information about Jason Hirschman, you can follow him on Twitter @EightTrack18
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Nov 08, 2016
Tuesday Nov 08, 2016
For this episode of Planet MicroCap Podcast, I spoke with Chris Irons, Founder of Quoth the Raven Research and Equity Analyst & Senior Business Writer at GeoInvesting. I was introduced to Chris via Maj Soueidan from GeoInvesting.com and my guest for Episode 14. I wanted to discuss an investing style that depending on who talk to has both positive and negative connotations.
For those who don’t know, Short Selling, selling a stock short or having a short position in a stock, according to Investopedia, is defined as, “the sale of a security that is not owned by the seller, or that the seller has borrowed. Short selling is motivated by the belief that a security’s price will decline, enabling it to be bought back at a lower price to make a profit.”
There is a lot more nuance to short selling as will be evidenced in my interview. The goal for this episode to clearly define and understand what short selling is, how one can do it, why some investors sell stock short and how this applies to MicroCap stocks.
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, Chris and I discuss the following topics:
- Chris' background and how he got into MicroCap investing
- What does “Short Selling” mean?
- How do you sell a stock “short”?
- Why would he sell a stock short and what are the catalysts
- Difference between selling a MicroCap stock short vs. the large/mid cap stocks
- Advantages and disadvantages of selling a MicroCap stock short
- What short selling experience taught Chris the most, or what was the most memorable
- His advice for new MicroCap investors about short selling MicroCap stocks
- Some good resources for new MicroCap investors can use to learn more about short selling MicroCap stocks
For more information about Chris Irons, GeoInvesting.com and Quoth the Raven Research, please visit: www.GeoInvesting.com and www.quoththeravenresearch.com
You can follow Chris on Twitter @QTRResearch
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Tuesday Oct 25, 2016
Tuesday Oct 25, 2016
For this episode of Planet MicroCapPodcast, I spoke with Kevin Shea, Private Investor and Member of theMicroCapClub. I recently met Kevin at the MicroCapClub Leadership Summit inChicago. At lunch, with Kevin leading the discussion, we started talking about a topic that I basically knew nothing about: Technical Analysis. According to Investopedia,Technical Analysis is defined as, “a trading tool employed to evaluate securities and attempt to forecast their future movement by analyzing statistics gathered from trading activity, such as price movement and volume.” Think of Technical Analysis as the opposite of Fundamental Analysis, however, as you will hear, in MicroCap investing, one tool isn’t necessarily used without the other. The goal for this interview is to learn about Technical Analysis and how it can be applied as a tool in your MicroCap investing strategy.
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, Kevin and I discuss the following topics:
- Kevin's background and how he got started investing in MicroCap stocks
- What is “Technical Analysis”? And, how he got into and learned about it
- How he applies “technical analysis” to his investing strategy
- Effectiveness of this strategy
- Can “technical analysis” be applied to MicroCap investing?
- How does “technical analysis” work in the broad market vs. with MicroCap stocks?
- What does “sentiment” mean and what does that tell you about stocks that you’re looking at using “technical analysis”?
- Advantages and disadvantages of using “technical analysis”
- Kevin's experiences that taught him a valuable lesson about investing using “technical analysis”
- Where to find more information about “technical analysis”
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com
Wednesday Oct 19, 2016
Wednesday Oct 19, 2016
This is a special podcast episode with my friend, Chris Lahiji, to discuss the upcoming conference, the LD Micro “Main Event”, taking place at the Luxe Hotel in Los Angeles, December 6-8. This is the 9th year of the “Main Event” and we at Stock News Now are proud to support the conference and look forward to another outstanding event. While I had him on the phone, I figured I’d also ask Chris his thoughts on what’s happening in the MicroCap stock market currently, and what to look out for at his December conference.
If you would like to attend the LD Micro "Main Event", please visit: www.LDMicro.com/Events
Tuesday Oct 11, 2016
Tuesday Oct 11, 2016
For this episode of Planet MicroCapPodcast, I spoke with Christian Ryther, Portfolio Manager of Curreen Capital.The topic for today is when to buy and sell MicroCap stocks. You’ve heard a lot of different investing strategies and what to look for in MicroCap stocks, but what’s been lightly discussed thus far is what to do next. When should I buy?How much should I buy? When do I then sell? The reason I wanted to speak withChristian on this topic is to continue this conversation that he also discusses in his educational YouTube video series, which is available on his website curreencapital.com. The goal for this interview is to learn more about when to buy and sell stocks and the reasons for both.
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, Christian and I discuss the following topics:
- Christian's background and how he got intoinvesting in MicroCap stocks
- His strategy when investing in MicroCap stocks
- Today we're discussing the actual buying and selling of stock. So first off, you find a company you’d like to invest in, its checked all boxes on your list, you’ve met with management, they meet your criteria. Now its time to buy stock. How do you“size” into your initial position?
- The difference between “cost averaging up” vs. “cost averaging down” and when this typically happens
- What are the various reasons why he would startselling off his position? Is it always for negative reasons?
- An experience in his investing career that helped him shape your investing strategy
- Advice for new MicroCap investors
For more information about Christian Ryther and Curreen Capital, please visit: www.CurreenCapital.com
You can follow Christian Ryther on Twitter @CurreenCR
You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com