Planet MicroCap Podcast | MicroCap Investing Strategies

Nov 20 2024 231 ep. 51 mins 368

Planet MicroCap Podcast | MicroCap Investing Strategies artwork

Educating the Next Generation of Investors in MicroCap and Emerging Growth Companies with Host Robert Kraft, CEO of Planet MicroCap, The Official MicroCap News Source

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Buying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc.

Nov 20 2024 40 mins

My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we’ve all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they’ll show you how they did it. All jokes aside, it’s a strateg

Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate

Nov 14 2024 53 mins

My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We’ve talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more specifically, idea generation that

Owning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leon

Nov 07 2024 43 mins

My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understand his approach here, plus: Europea

Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap

Oct 31 2024 47 mins

My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I’ve been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he’s looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, including: counter cyclicality,

It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management

Oct 24 2024 39 mins

My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker’s Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more ab

MicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE International

Oct 16 2024 40 mins

My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially closed the planned take-private transac

kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF): Enables Highly Regulated Industries to Streamline and Automate Validation Processes

Oct 09 2024 44 mins

My guests on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any validation discipline from end-to-e

The Cockroach Approach and the Art of Portfolio Construction with Jason Buck, CIO of Mutiny Funds

Sep 18 2024 63 mins

My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel’s MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover a ton, but mostly digging into

PREVIEW: Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries with Paul Andreola, Founder & Editor of Small Cap Discoveries

Sep 11 2024 20 mins

My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We’re serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few companies that will be presenting

End of Summer MicroCap Wrap, $TSSI, Aerospace + Growth Capital for Quality Companies with Maj Soueidan, Founder and Editor at GeoInvesting

Sep 03 2024 52 mins

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more! We discussed a number of stocks during our interview today, Maj also may or may not o