Planet MicroCap Podcast | MicroCap Investing Strategies

Mar 28 2025 231 ep. 50 mins 450

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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PLBY Group, Inc. (NASDAQ: PLBY): Managing the Turnaround at Playboy

Mar 28 2025 54 mins

My guest on the show today is Ben Kohn, President and CEO of PLBY Group, Inc. (NASDAQ: PLBY). We all know the brand, we all know who Playboy is, the history, the bunny ears, the magazine; it’s an iconic brand. Those don’t just grow on trees, nor have the cultural awareness like Playboy has had for 70+ years now. However, following its botched go public strategy in 2021, managem

Ascent Industries (NASDAQ: ACNT): Industrial Manufacturing Company Focused on Specialty Chemicals and Stainless Steel Tubular Products

Mar 13 2025 27 mins

My guest on the show today is Brian Kitchen, President & CEO, Ryan Kavalauskas CFO of Ascent Industries Co. (NASDAQ: ACNT). Ascent Industries Co. is a company that engages in a number of diverse business activities including the production of specialty chemicals and industrial tubular products. Ascent will be joining us in Las Vegas, and I invited the team on to learn more about:

The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management

Mar 05 2025 77 mins

My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he’s been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philo

The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital

Feb 26 2025 54 mins

My guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We’ve done a number of episodes over the years on Activist Investing, and I’d say all the investors that end up going activist, it’s a reluctant endeavour; they basically, with all the circumstances happening in that particular company, made a conscious decision d

Cleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of Invariant

Feb 20 2025 53 mins

My guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I’ve been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the ”ways of seeing” bucket, meaning, every once in a while I have

Locafy Limited (NASDAQ: LCFY): Focus on Location-based Digital Marketing

Feb 13 2025 38 mins

My guest on the show today is Gavin Burnett, CEO of Locafy (NASDAQ: LCFY). Locafy is a software-as-a-service technology company specializing in local search engine marketing. Founded in 2009, Locafy’s mission is to revolutionize the US$700 billion SEO sector. SEO, also known as Search Engine Optimization, is phrase you have probably heard a million times, and you probably couldn

Quality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study Billionaires

Feb 11 2025 55 mins

My guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor’s Podcast Network. I’ve been a fan from afar and had the chance to hang with Kyle at our conference in Vancouver last year. We had a blast and thought we should bring that energy to the podcast. I wanted to learn more about his background and how he got hooked into our MicroCap worl

We (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital Management

Jan 29 2025 39 mins

My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, ”companies ultimately end up with the shareholders they deserve.”

A+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks Capital

Jan 21 2025 56 mins

My guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I’ve known Whit for a few years now, first having met him at one of my own conferences in Vegas, and have gotten to know and appreciate Whit’s investing style. He launched his Fund, River Oaks Capital, about 5 years ago now, and while he’s in the middle of writing his annual letter, he graciously

Special Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations Newsletter

Jan 15 2025 46 mins

My guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I’ve always enjoyed Conor’s appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, investing framework, and more. Spe