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    Business

    Planet MicroCap Podcast | MicroCap Investing Strategies

    Educating the Next Generation of Investors in MicroCap Stocks

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    Copyright: © Copyright 2015 . All rights reserved.

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    Latest Episodes:
    Company Transformations, Efficient Tracking + $IVFH Pitch with Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack May 28, 2024
    Show notes

    My guest on the show today is Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack. We actually had met a few years ago at our conference in Vegas, the Planet MicroCap Showcase, where he made the long trip from Europe to join us. I invited him on the podcast because he's recently started his Substack, the Treasure Hunting Newsletter, and he's actively getting out there sharing his investing process, philosophy and a few MicroCap investing theses. We talk about all of this and more today!

    For more information about the Treasure Hunting Newsletter on Substack, please visit: https://treasurehunting.substack.com/

    Follow Sebastian Krog on Twitter/X @SebKrog: https://x.com/SebKrog

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    Planet MicroCap Podcast: LIVE in VEGAS! with Artem Fokin, Ben Claremon, Sam Namiri and Michael Liu May 21, 2024
    Show notes

    PANEL: “Planet MicroCap Podcast: LIVE” at the Planet MicroCap Showcase: VEGAS | April 30-May 2, 2024

    Moderator: Robert Kraft, Planet MicroCap

    Twitter: https://twitter.com/BobbyKKraft

    Participants:

    Artem Fokin, Caro-Kann Capital

    Website: https://caro-kann-capital.com/

    Linkedin: https://www.linkedin.com/in/artem-fokin-1a5479/

    Sam Namiri, Ridgewood Investments

    Website: https://ridgewoodinvestments.com/

    Twitter: https://twitter.com/snamiri

    Ben Claremon, Devonshire Partners

    Twitter: https://twitter.com/BenClaremon

    Linkedin: https://www.linkedin.com/in/ben-claremon/

    Compounders: https://compounderspod.substack.com/

    Michael Liu, Intelligent Fanatics Capital Management

    Website: https://if.capital/

    Twitter: https://twitter.com/michael2017l

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    VEGAS 2024 Recap: Stand-out Management Q&As, Presentations and 1x1s with Maj Soueidan (GeoInvesting) and Mathieu Martin (Rivemont MicroCap Fund) May 13, 2024
    Show notes

    There was so much that happened at the Planet MicroCap Showcase: VEGAS 2024, that I thought it would be fun to do a post-event debrief. Joining me were arguably the two busiest people at the event besides our staff, Maj Soueidan from GeoInvesting and Mathieu Martin from the Rivemont MicroCap Fund, who between them did 14 fireside chats with management teams, attended additional presentations on top of that, and another 20-25 1x1s combined on Thursday. In our chat today, we talked about what Q&As and companies stood out to them, as well as differential insights gained from the 1x1s/Q&As they participated in.

    For more information about GeoInvesting, please visit: https://geoinvesting.com/

    For more information about Stocks & Stones newsletter on Substack: https://stocksandstones.substack.com/

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    Eclectic Value, Intelligent Diversification, MicroCap Turnarounds + $VTNR $ASPI $LFMD $CSSE $JYNT $RITM with Chris Abbott, CIO of 1035 Capital Management May 07, 2024
    Show notes

    My guest on the show today is Chris Abbott, CIO of 1035 Capital Management. As it states on the 1035 Capital Management website, "our passion is to uncover these opportunities [companies undergoing fundamental business improvements that should drive future stock returns] before the ramifications of a positive catalyst become evident to the majority of investors, a concept we call “front running the black box.” This quote encapsulates everything we talk about today: the idea of eclectic value, intelligent diversification, MicroCap turnarounds, and we dive into a few stocks that exemplify some of these themes, as well as Chris' 'Small Cap Core' investment strategy.

    For more information about 1035 Capital Management, please visit: https://1035capital.com/

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    MSM Tier One Quality Index Review (April 11-18, 2024): Weekly Stats + Q&A Preview and Stocks to Watch at the Planet MicroCap Showcase: VEGAS with Maj Soueidan and Jan Svenda, GeoInvesting Apr 21, 2024
    Show notes

    My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all the companies that Maj will be doing a Q&A with at the Planet MicroCap Showcase in Las Vegas, that includes: Intouch Insight, INX.V, DATA Communications Management, DCM.TO, Heritage Global, HGBL, Lakeland Industries, LAKE, Crexendo, Inc., CXDO, Richardson Electronics, RELL, Altigen Communications, ATGN, and Greystone Logistics, GLGI. We close out by discussing the companies he's looking at not participating on the Tier One track. We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure. To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signup

    For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/

    For more information about GeoInvesting, please visit: https://geoinvesting.com/

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    Why Are We Talking about Up-listing / Cross-listing / Delisting and Why Should We Care with Joe Lucosky, Managing Partner at Lucosky Brookman Apr 18, 2024
    Show notes

    My guest on the show today is Joe Lucosky, Managing Partner at Lucosky Brookman. You might take one look at this title and might not think this is for you; as an investor you might wonder why should you care whether a company decides to uplist, cross-list or even delist? What do these terms even mean? Why is the company wasting their time even considering any of these corporate actions? If you've ever asked yourself this question, whether you're an investor or even an issuer, this is without a doubt the episode for you. Even if you've never thought about these topics, I think you'll find our conversation fascinating.

    In the world of Micro and Nano-caps, this conversation is happening in every boardroom: should we uplist to the NASDAQ from OTC Markets? What's this new U.S. Listings program at CBOE? Should we delist to the OTCQX, QB or the Pinks? Is it too soon for us to Uplist? Should we cross-list onto OTC or NASDAQ? Should we do a simultaneous raise with uplist or cross-list? How will our investors react to this?

    I've known Joe for years and has given multiple keynotes on this topic at our recent investor conferences, including a Keynote Q&A with Erik Sloane from the CBOE at the Planet MicroCap Showcase: VEGAS on April 30, 2024. You don't want to miss that. This is Joe's topic, his bread and butter, and he truly enjoys helping companies understand what makes the most sense for them. I think we do a good job covering every angle on the topic, but look, I invite you to give it a listen, and would love your feedback on this one. For more information about Lucosky Brookman, please visit: https://www.lucbro.com/

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    MSM Tier One Quality Index Review (April 1-5, 2024): Weekly Stats, Classic InfoArb + $FTLF $TAYD $CRAWA $SGRP with Maj Soueidan and Jan Svenda from GeoInvesting Apr 09, 2024
    Show notes

    My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We're trying something out here at Planet MicroCap, where on a weekly or bi-monthly basis, Maj and Jan will be hopping on the show to discuss recent performance of their Tier One Quality MicroCap Index, as well as the latest and greatest they have been covering on the MS MicroCaps Substack and the GeoInvesting Newsletters. We're also going to spotlight some names from their index inspired by their recent performance, for example, in today's inaugural episode, we covered SPAR Group, ticker is $SGRP, and FitLife Brands, ticker $FTLF. As part of conversation on Classic InfoArb (short for Information Arbitrage), Maj and Jan cover Taylor Devices, ticker TAYD, and Crawford United, ticker $CRAWA. We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.

    For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/

    For more information about GeoInvesting, please visit: https://geoinvesting.com/

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    Byrna Technologies (NASDAQ: BYRN): Mission to Offer a Safe, Effective, Reliable Non-Lethal Alternative to Firearms Apr 04, 2024
    Show notes

    My guest on the show today is Bryan Ganz, President and CEO of Byrna Technologies, Inc. (NASDAQ: BYRN). Byrna is a technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions. I had actually met Bryan and interviewed him when they were known as Security Devices International, and safe to say, the company has come a long way since. I invited Bryan on the show today to discuss the company's journey, plus:

    • Byrna's business model and marketing strategy
    • What their competitive landscape looks like, and
    • Bryan's 3-5 year vision for the company.

    For more information about Byrna Technologies, please visit: https://byrna.com/

    This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.

    The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.

    SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

    By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.


    ToffCap’s Investing Universe, What’s Intriguing about Cannabis and Theses on ADF Group $DRX.TO and $DNO with @ToffCap Apr 02, 2024
    Show notes

    My guest on the show today is Toffcap - he's a fund manager and Editor of the Toffcap Newsletter on Substack, and @ToffCap on Twitter/X. We discuss a whole host of topics derived from both his newsletter and his posts on social media, including: Toff's criteria, what his investable universe looks like, what's intriguing about cannabis, as well as his investing theses on both ADF Group and DNO.

    For more information about ToffCap, please visit: https://toffcap.substack.com/

    You can Follow ToffCap on Twitter/X @ToffCap: https://twitter.com/ToffCap

    To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signup

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


    The Power of Institutional Validation with Griffin Marie, Vice President of Business Development at SumZero Mar 26, 2024
    Show notes

    My guest on the show today is Griffin Marie, Vice President of Business Development at SumZero. We've teamed up with SumZero for a couple fun initiatives for the Planet MicroCap Showcase: VEGAS 2024: the Allocators Roundtable Panel and the "Allocators Power Hour", where we'll have allocators on a panel discussing their mandates and what they are looking for amongst the pool of talented Small/Micro/NanoCap buy side investors. Following that panel from 2pm-6pm we'll have space to host 1x1 meetings for Allocators to meet our buy-side attendees in 30 minute, speed dating meetings.

    We're very excited about adding all of this to our program this year, and I invited Griffin on the pod to discuss the importance of institutional validation and the growing interest amongst allocators to engage with talented Small/Micro/Nano-cap strategies. If you are an Allocator or Buy-side manager and you'd like to participate and attend the Planet MicroCap Showcase: VEGAS, please visit our event website: PlanetMicroCapShowcase.com, or shoot me an email at rkraft@snnwire.com.com. This event is complimentary for all allocators, buy-side and retail investors.

    For more information about SumZero, please visit: https://sumzero.com/

    To attend and participate in the Planet MicroCap Showcase: VEGAS 2024, please visit: https://planetmicrocapshowcase.com/signup

    Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

    You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft


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