# microcap (podcasts) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover microcap. Page: Feed: --- ## [S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management](https://planetmicrocap.podbean.com/e/s-curve-framework-for-identifying-early-growth-with-shawn-behnam-and-gabriel-etessami-garden-capital-management/) _2026-08-15 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Shawn Behnam and Gabriel Etessami, Co-Founders of Garden Capital Management, for their first-ever investing podcast appearance. We break down their S-curve framework for identifying technologies at the early stages of adoption, how they think about position sizing when the outcome is clear but the timing isn't, and why they run a… [Listen](https://mcdn.podbean.com/mf/web/adza9x435pheq84b/riverside_shawn_gab_robert_02_planet_microcap8w0zx.mp3) ## [Real Catalyst Or Good Story with Hugo Navarro, Founder & Editor of Undervalued and Undercovered Newsletter](https://planetmicrocap.podbean.com/e/real-catalyst-or-good-story-with-hugh-navarro-founder-editor-of-undervalued-and-undercovered-newsletter/) _2026-08-08 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Hugo Navarro - Founder and Editor of the Undervalued and Undercovered newsletter on Substack and fund advisor at PEQUITY U&U Global Opportunities - to dig into how a 19-year-old from Spain built a six-figure research business and a fund advisory role by going where almost no one else was looking. We break down his process for finding… [Listen](https://mcdn.podbean.com/mf/web/ngicn38mnax3vjr2/riverside_hugo_robert_planet_microcap8uv6i.mp3) ## [The Most Misread Commodity Setup with Rick Rule, Founder & CEO of Rule Investment Media](https://planetmicrocap.podbean.com/e/the-most-misread-commodity-setup-with-rick-rule-founder-ceo-of-rule-investment-media/) _2026-08-01 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, recorded a couple weeks ahead of Planet MicroCap Las Vegas, I spoke with Rick Rule - founder and CEO of Rule Investment Media and co-founder of Battle Bank - for a wide-ranging conversation on natural resources, gold, and where Rick thinks the smart money is quietly moving next. A note worth flagging before you listen: when we recorded this, Rick… [Listen](https://mcdn.podbean.com/mf/web/rueihgqk9744rw4i/riverside_rick_rule_x_planet_mic_02_planet_microcapayu89.mp3) ## [Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers](https://planetmicrocap.podbean.com/e/private-equity-unwind-with-dan-rasmussen-founder-managing-partner-of-verdad-advisers/) _2026-07-25 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, recorded just ahead of Planet MicroCap Las Vegas, I spoke with Dan Rasmussen, Founder and Manager Partner of Verdad Advisers, to dig into where we actually stand on the value and microcap cycle - and whether the last few years of pain are finally turning into opportunity. We break down why microcap deep value has lagged since the release of ChatGPT… [Listen](https://mcdn.podbean.com/mf/web/qzpks7cthnepndb9/riverside_dan_rasmussen_x_planet_planet_microcap75jx6.mp3) ## [Paul Cerro Pitches LENSAR (LNSR) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/paul-cerro-pitches-lensar-lnsr-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Paul Cerro, Founder of Cedar Grove Capital Management, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect,… [Listen](https://mcdn.podbean.com/mf/web/pxmb244ihj8pk7tn/Paul_Cerro_Pitches_LENSAR_LNSR_-_HD_1080p6xdjs.mp3) ## [Kayser Pravia Pitches Mama’s Creations (MAMA) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/kayser-pravia-pitches-mama-s-creations-mama-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Kayser Pravia, founder of El Planeta Financiero, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and… [Listen](https://mcdn.podbean.com/mf/web/mseyh3v65zqn2puq/Kayser_Pravia_Pitches_Mama_s_Creations_MAMA_-_HD_1080p9swha.mp3) ## [Dylan Marrello Pitches Rave Restaurant Group (RAVE) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/dylan-marrello-pitches-rave-restaurant-group-rave-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Dylan Marrello, Founder of Marrello Capital Partners, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect,… [Listen](https://mcdn.podbean.com/mf/web/viw6r445wr6tpwyi/Dylan_Marrello_Pitches_Rave_Restaurant_Group_RAVE_-_HD_1080p9tdi1.mp3) ## [Maj Soueidan Pitches SIFCO Industries (SIF) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/maj-soueidan-pitches-sifco-industries-sif-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Maj Soueidan, co-founder of GeoInvesting, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/px6kdpbmzprzqbgs/Maj_Soueidan_Pitches_SIFCO_Industries_SIF_-_HD_1080pbsn4o.mp3) ## [Whit Huguley Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/whit-huguley-pitches-ascent-industries-acnt-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Whit Huguley, founder of River Oaks Capital, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/5gwg3cvdzhj5t73c/Whit_Huguley_Pitches_Ascent_Industries_ACNT_-_HD_1080p862mw.mp3) ## [Katrina Santa Maria & Jessica Greer, Emerging Fund Panel at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/katrina-santa-maria-jessica-greer-emerging-fund-panel-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Katrina Santa Maria of M.S. Howells & Co. and Jessica Greer of Willow Oak Asset Management, present at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and… [Listen](https://mcdn.podbean.com/mf/web/gtezjgj7rkwfiyub/Katrina_Santa_Maria_Jessica_Greer_Emerging_Fund_Panel_-_HD_1080payjjm.mp3) ## [Zero-Persistence E2EE (Sponsored)](https://crawlproof.com/a/KcPOgsjzcgkX) _2026-06-28 · **Sponsored**_ End-to-end encryption with client-side WebCrypto and volatile memory. ## [Rich Howe & Asif Suria & Colin King, Special Situations Panel at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/rich-howe-asif-suria-colin-king-special-situations-panel-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Rich Howe of Stock Spin-off Investing, Asif Suria of Inside Arbitrage, and Colin King of Circle City Capital present at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors,… [Listen](https://mcdn.podbean.com/mf/web/xirc54k7pefpypr3/Rich_Howe_Asif_Suria_Coling_King_Special_Situations_Panel_-_HD_1080p7p4an.mp3) ## [Howard Punch Pitches LSI Industries (LYTS) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/howard-punch-pitches-lsi-industries-lyts-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Howard Punch, founder of Punch & Associates, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/u9u68caqwhj5nedu/Howard_Punch_Pitches_LSI_Industries_LYTS_-_HD_1080p750r3.mp3) ## [Sean Westropp Pitches SuperCom Ltd (SPCB) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/sean-westropp-pitches-supercom-ltd-spcb-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Sean Westropp, founder of Deep Sail Capital, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/879zjrn8ej2xy8dn/Sean_Westropp_Pitches_SuperCom_Ltd_SPCB_-_HD_1080paw3x4.mp3) ## [Adam Wilk Pitches KITS Eyecare (KITS.TO) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/adam-wilk-pitches-kits-eyecare-kitsto-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Adam Wilk, Founder of Greystone Capital Partners, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and… [Listen](https://mcdn.podbean.com/mf/web/mdhkpt29e4cqegid/Adam_Wilk_Pitches_KITS_Eyecare_KITSTO_-_HD_1080p6kt3e.mp3) ## [Spencer Hackett Pitches Franchise Brands (FRAN.L) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/spencer-hackett-pitches-franchise-brands-franl-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Spencer Hackett, Portfolio Manager at Grandeur Peak Global Advisors, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to… [Listen](https://mcdn.podbean.com/mf/web/z9jnqvm8699x3zvw/Spencer_Hackett_Pitches_Franchise_Brands_FRANL_-_HD_1080p6nqfj.mp3) ## [Avi Fisher Pitches Pro-Dex (PDEX) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/avi-fisher-pitches-pro-dex-pdex-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Avi Fisher, Founder of Long Cast Advisers, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/ub7xpz435q6krzz5/Avi_Fisher_Pitches_Pro-Dex_PDEX_-_HD_1080pbd1ma.mp3) ## [Artem Fokin Pitches Haypp Group (HAYPP.ST) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/artem-fokin-pitches-haypp-group-hayppst-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Artem Fokin, founder of Caro-Kann Capital, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/u4ga94yf97byzagm/Artem_Fokin_Pitches_Haypp_Group_HAYPPST_-_HD_1080p7tqir.mp3) ## [David Bastian Pitches Beasley Broadcast Group (BBGI) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/david-bastian-pitches-beasley-broadcast-group-bbgi-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ David Bastian, co-founder of Kingdom Capital Advisors, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect,… [Listen](https://mcdn.podbean.com/mf/web/5kkewy9gj8iih53s/David_Bastian_Pitches_Beasley_Broadcast_Group_BBGI_-_HD_1080p8b0fn.mp3) ## [Ryan Irvine Pitches Dynacor Group (DNG.TO) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/ryan-irvine-pitches-dynacor-group-dngto-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Ryan Irvine, Founder of KeyStone Financial, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/56p88ygeriknqvck/Ryan_Irvine_Pitches_Dynacor_Group_DNGTO_-_HD_1080p6nyxn.mp3) ## [Henry Lutes Shares about Quartr at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/henry-lutes-shares-about-quartr-at-planet-microcap-vegas-2026/) _2026-06-27 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Henry Lutes, Account Executive at Quartr, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/ygn9ie7ged6k46r9/Henry_Lutes_Shares_about_Quartr_-_HD_1080pbi4gp.mp3) ## [Crypto Payments, No Custody (Sponsored)](https://crawlproof.com/a/tK8Juw0H7Yv5) _2026-06-27 · **Sponsored**_ Send crypto to merchant wallets via API with real-time updates and automatic fees. ## [The Reality of AI by Sean Iddings](https://planetmicrocap.podbean.com/e/the-reality-of-ai-by-sean-iddings/) _2026-06-27 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Sean Iddings presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.com This… [Listen](https://mcdn.podbean.com/mf/web/pvq7ukveu739ij7u/riverside_the_reality_of_ai_by_s_planet_microcap8qimx.mp3) ## [The Ecology of Ergodicity by Jason Buck](https://planetmicrocap.podbean.com/e/the-ecology-of-ergodicity-by-jason-buck/) _2026-06-25 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Jason Buck, CIO at Mutiny Fund, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ For more information about Mutiny Fund, please visit: https://mutinyfund.com/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors,… [Listen](https://mcdn.podbean.com/mf/web/utsipbrugcrnxxvk/riverside_the_ecology_of_ergodic_planet_microcap86t20.mp3) ## [Obsession by Ian Cassel](https://planetmicrocap.podbean.com/e/obsession-by-ian-cassel/) _2026-06-23 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/c8nmz94fq8urvwjc/riverside_obsession_by_ian_cassel_planet_microcap9w2c0.mp3) ## [Evolution of Information Arbitrage with Maj Soueidan, Founder of GeoInvesting and MS MicroCaps](https://planetmicrocap.podbean.com/e/evolution-of-information-arbitrage-with-maj-soueidan-founder-of-geoinvesting-and-ms-microcaps/) _2026-06-22 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan, founder of GeoInvesting and MS MicroCaps, to dig into what three decades of micro-cap investing actually teaches you - including the lessons that only come from painful round trips and hard resets. We break down his current stance on speaking with management and what that's revealed about hunting in the right universe, how… [Listen](https://mcdn.podbean.com/mf/web/33942f2z2c8cynem/riverside_planet_microcap_podcas_planet_microcap_1_9ax75.mp3) ## [Management Meetings Edge with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments](https://planetmicrocap.podbean.com/e/management-meetings-edge-with-sam-namiri-partner-and-portfolio-manager-at-ridgewood-investments/) _2026-06-03 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments, to dig into how his conference and management meeting process has evolved - and why he thinks 1x1 meetings with management teams are one of the most underrated research tools in micro-cap investing. We break down how he uses AI to screen companies before a conference,… [Listen](https://mcdn.podbean.com/mf/web/ngbaednt7w83ygx4/riverside_sam_namiri_x_planet_mi_planet_microcap9le6i.mp3) ## [Compounding Without Ego with Jean Philippe Tissot, Founder & Fund Manager at Arauca Capital](https://planetmicrocap.podbean.com/e/compounding-without-ego-with-jean-philippe-tissot-founder-fund-manager-at-arauca-capital/) _2026-05-29 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Jean Philippe Tissot, Founder and Fund Manager at Arauca Capital, to dig into his behavioral framework for investing and why he believes managing your psychology is the real edge in micro-cap markets - not finding the next great setup. We break down how his tolerance for "hairiness" shifts depending on position size and company stage,… [Listen](https://mcdn.podbean.com/mf/web/bwwtvvu8ki4uc4uv/riverside_jean_robert_planet_microcapben8g.mp3) ## [Emergency Board Meeting Test with Ralph Molina, Founder & Editor of the High Conviction Investing Newsletter](https://planetmicrocap.podbean.com/e/emergency-board-meeting-test-with-ralph-molina-founder-editor-of-the-high-conviction-investing-newsletter/) _2026-05-21 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Ralph Molina, Founder and Editor of the High Conviction Investing newsletter on Substack, to dig into his framework for owning stocks the way a private business owner would - and why he thinks most investors never truly test their own conviction. We break down his Emergency Board Meeting Test, how his time on the inside at Parks! America… [Listen](https://mcdn.podbean.com/mf/web/zvcw3kk3xjh39fb5/riverside_planet_microcap_podcas_planet_microcap86vhv.mp3) ## [Trust, Then Verify with Leo Trudel, Co-Founder of Aurelion Research](https://planetmicrocap.podbean.com/e/trust-then-verify-with-leo-trudel-co-founder-of-aurelion-research/) _2026-05-16 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Leo Trudel, Co-Founder of Aurelion Research, to dig into his global, top-down approach to finding mispriced companies across micro, small, and mid-cap markets - and why he built a firm where the research and the portfolio are one and the same. We break down his obsession with free cash flow over adjusted EBITDA, how he uses AI to hold… [Listen](https://mcdn.podbean.com/mf/web/hdc3ch5229wc8k5m/riverside_leo_trudel_aurelion_02_planet_microcap7pqs4.mp3) ## [Hunting Deep Value with Lee Roach, Editor/Founder of The Value Road Newsletter](https://planetmicrocap.podbean.com/e/hunting-deep-value-with-lee-roach-editorfounder-of-the-value-road-newsletter/) _2026-05-09 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Lee Roach, Editor/Founder of The Value Road Newsletter on Substack, to dive into his deep value approach in the micro-cap space, focusing on uncovering massive disconnects between price and underlying asset value. Lee breaks down why writing is central to maintaining discipline, how management quality is often the biggest risk in these… [Listen](https://mcdn.podbean.com/mf/web/z8en2zmwsqj4aszc/riverside_lee_roach_x_planet_mic_02_planet_microcapa7jyu.mp3) ## [Quirky Value Plays with David Bastian, CIO of Kingdom Capital Advisors](https://planetmicrocap.podbean.com/e/quirky-value-plays-with-david-bastian-cio-of-kingdom-capital-advisors/) _2026-05-01 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with David Bastian, CIO of Kingdom Capital Advisors, to explore how he uncovers “quirky” opportunities in the microcap market where investor interest has disappeared but internal catalysts remain. David walks through why he focuses on self-help stories - businesses that can unlock value through asset sales, operational improvements, or debt… [Listen](https://mcdn.podbean.com/mf/web/s8z59rt436uhvjpk/riverside_david_robert_may_01_2026_002_planet_microcap5yys3.mp3) ## [Chovy's Blog: Agentic Coding (Sponsored)](https://crawlproof.com/a/xmBrv33QJhcM) _2026-05-01 · **Sponsored**_ Personal posts on agentic coding, moshcode CLI, and security findings. ## [Market Disconnects with Tim Travis, Founder and CIO of T&T Capital Management](https://planetmicrocap.podbean.com/e/market-disconnects-with-tim-travis-founder-and-cio-of-tt-capital-management/) _2026-04-24 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Tim Travis, Founder and CIO of T&T Capital Management, to discuss where today’s biggest market disconnects may be creating opportunity - from REITs and BDCs trading at distressed valuations to overlooked microcaps priced for far worse outcomes than fundamentals suggest. Tim shares how his value investing approach has evolved beyond… [Listen](https://mcdn.podbean.com/mf/web/6cyet2cdwqgb2m4p/riverside_tim_robert_magic_episode_apr_21_2026_planet_microcap7vro8.mp3) ## [Thesis Drift with Sebastian Krog, Founder & Editor of Treasure Hunting Newsletter on Substack](https://planetmicrocap.podbean.com/e/thesis-drift-with-sebastian-krog-founder-editor-of-treasure-hunting-newsletter-on-substack/) _2026-04-17 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Sebastian Krog, Founder & Editor of Treasure Hunting Newsletter on Substack, to unpack the evolution of his process from stock picker to true portfolio manager. We dive into the hard lessons from recent portfolio companies, how “thesis drift” and position sizing can make or break returns, and why he’s shifted toward more predictable,… [Listen](https://mcdn.podbean.com/mf/web/8e5iw5uiddzfa54y/riverside_sebastian_krog_x_plane_apr_15_2026_002_planet_microcap7yi2y.mp3) ## [Asian Investment Landscape with Michael Fritzell, Editor of Asian Century Stocks](https://planetmicrocap.podbean.com/e/asian-investment-landscape-with-michael-fritzell-editor-of-asian-century-stocks/) _2026-04-10 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Michael Fritzell, Editor of Asian Century Stocks Newsletter. We break down the evolving opportunity set across Asia - from China’s state-driven economic shift and ongoing property fallout to the corporate governance unlocks happening in Japan and South Korea. We also dig into why Southeast Asia may be one of the most overlooked pockets… [Listen](https://mcdn.podbean.com/mf/web/s67dkyt3s5uivvc5/riverside_michael_robert_apr_09_2026_002_planet_microcapbc6fl.mp3) ## [Seismic Market Rotations with Travis Prentice, CIO of Informed Momentum Company](https://planetmicrocap.podbean.com/e/seismic-market-rotations-with-travis-prentice-cio-of-informed-momentum-company/) _2026-04-03 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Travis Prentice, CIO of Informed Momentum Company, to break down what he’s seeing beneath the surface of today’s market—and where capital is actually flowing next. We dive into the concept of “Informed Momentum,” where price meets fundamentals, and why a faster, more disciplined approach is critical in a market increasingly driven by AI,… [Listen](https://mcdn.podbean.com/mf/web/shedvp79ay3dunmx/riverside_travis_robert_apr_02_2026_002_planet_microcap9p9jy.mp3) ## [Quiet Compounders with Aaron Monroe, Tyler Ventura, and John Loesch, Diamond Hill Micro Cap Strategy](https://planetmicrocap.podbean.com/e/quiet-compounders-with-aaron-monroe-tyler-ventura-and-john-loesch-diamond-hill-micro-cap-strategy/) _2026-03-27 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, we dive into the Diamond Hill Micro Cap Strategy with Aaron Monroe, Tyler Ventura, and John Loesch to break down how they’re finding alpha in one of the most underfollowed parts of the market. With a concentrated, long-term approach and a “three heads are better than one” framework, they focus on simple, durable businesses with strong balance sheets… [Listen](https://mcdn.podbean.com/mf/web/4ggvezq7dsnetzsk/riverside_diamond_hill_x_planet_mar_26_2026_002_planet_microcap6jvr1.mp3) ## [Underlying Value with Andrew Pogue, Founder of Underlying Value Substack](https://planetmicrocap.podbean.com/e/underlying-value-with-andrew-pogue-founder-of-underlying-value-substack/) _2026-03-20 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I’m joined by Andrew Pogue, Founder of the Underlying Value Substack, to break down his differentiated approach to microcap investing that blends deep fundamental work with an operator’s mindset and the use of AI. Andrew walks us through how he evaluates businesses with a sharp focus on management quality and capital allocation, why he sees massive… [Listen](https://mcdn.podbean.com/mf/web/f2nbp6sr8pbx5e4p/riverside_andrew_pogue_x_planet_mar_05_2026_001_planet_microcap_2_927jq.mp3) ## [Beyond Mega Caps with John Petrides, Portfolio Manager at Tocqueville Asset Management](https://planetmicrocap.podbean.com/e/beyond-mega-caps-with-john-petrides-portfolio-manager-at-tocqueville-asset-management/) _2026-03-13 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with John Petrides, Portfolio Manager at Tocqueville Asset Management. We take a step back and examine the broader market landscape—from record concentration in mega-cap tech to the evolving AI investment thesis and the growing geopolitical and fiscal risks shaping today’s capital markets. We discuss why the S&P 500’s historic concentration… [Listen](https://mcdn.podbean.com/mf/web/afw8t8iyx57ich3f/riverside_john_petrides_x_planet_mar_12_2026_002_planet_microcap7b67r.mp3) ## [Staying Objective with Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital](https://planetmicrocap.podbean.com/e/staying-objective-with-artem-fokin-founder-and-portfolio-manager-at-caro-kann-capital/) _2026-03-06 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I’m joined by Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital, to reflect on more than a decade of running a concentrated small- and micro-cap strategy focused on finding multibagger opportunities. Artem shares how his bottoms-up approach centers on deeply understanding a handful of businesses, engaging thoughtfully with management… [Listen](https://mcdn.podbean.com/mf/web/7673fijgcabg6vzi/riverside_artem_fokin_x_planet_m_mar_04_2026_001_planet_microcap_1_6t9ia.mp3) ## [Fort Knox Balance Sheets with Jim Zimmerman and Abby Zimmerman, Lowell Capital Management](https://planetmicrocap.podbean.com/e/fort-knox-balance-sheets-with-jim-zimmerman-and-abby-zimmerman-lowell-capital-management/) _2026-02-27 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I’m joined by Jim Zimmerman, Founder & Fund Manager, and Abby Zimmerman, Research Analyst, of Lowell Capital Management to talk about their disciplined small-cap strategy built around what they call the “Fort Knox” balance sheet. At its core, it’s about owning resilient, cash-generative businesses with little to no debt—companies that can not only… [Listen](https://mcdn.podbean.com/mf/web/bwq7294eq5vrzkd8/riverside_lowell_capital_x_plane_feb_26_2026_003_planet_microcapa1l4p.mp3) ## [Power Plays with Luis Sanchez, Founder of LVS Advisory](https://planetmicrocap.podbean.com/e/power-plays-with-luis-sanchez-founder-of-lvs-advisory/) _2026-02-20 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I’m joined by Luis Sanchez, Founder of LVS Advisory, to discuss his firm’s differentiated event-driven and global growth strategies, and why he sees compelling opportunities emerging outside the crowded large-cap tech trade. Luis walks us through his high-conviction “Power Thesis,” which identifies a massive structural shortage in U.S. electricity… [Listen](https://mcdn.podbean.com/mf/web/2mt2s3nc6bairgav/riverside_luis_sanchez_robert_feb_19_2026_002_planet_microcap88xmi.mp3) ## [Quality of Earnings and Dilution Risk with Ryan Telford, Head of Evidence-Based Research at MicroCapClub](https://planetmicrocap.podbean.com/e/quality-of-earnings-and-dilution-risk-with-ryan-telford-head-of-evidence-based-research-at-microcapclub/) _2026-02-13 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Ryan Telford, Head of Evidence-Based Research at MicroCapClub, where he breaks down why headline profitability and earnings beats can be misleading, and how investors should instead focus on quality of earnings—cash flow support, reinvestment discipline, and earnings stability—along with dilution risk as the true predictors of… [Listen](https://mcdn.podbean.com/mf/web/je7xg4vwwyaf4xu6/riverside_ryan_telford_x_planet_feb_09_2026_002_planet_microcap9le8e.mp3) ## [Public Venture Advantage with Chris Marlett, Co-Founder & CEO of MDB Capital Holdings](https://planetmicrocap.podbean.com/e/public-venture-advantage-with-chris-marlett-co-founder-ceo-of-mdb-capital-holdings/) _2026-02-07 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I'm joined by Chris Marlett, Co-Founder and CEO of MDB Capital Holdings (NASDAQ: MDBH), to unpack the firm’s differentiated “public venture” model and why he believes the traditional venture capital and private equity ecosystem is breaking down. Chris explains how MDB operates as a hands-on merchant bank—building and taking early-stage, big-idea… [Listen](https://mcdn.podbean.com/mf/web/fdc4zgptz2e7qfku/riverside_mdb_holdings_x_planet_feb_02_2026_002_planet_microcap76jy6.mp3) ## [Value Investing Playbook with Tobias Carlisle, Co-Host, Value After Hours, and Portfolio Manager, Acquirers Funds](https://planetmicrocap.podbean.com/e/value-investing-playbook-for-2025-2026-with-tobias-carlisle-co-host-value-after-hours-and-portfolio-manager-acquirers-funds/) _2026-01-30 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap podcast, I spoke with Tobias Carlisle, a seasoned investor and co-host of Value After Hours. We delve into the 2025 value investing playbook, discussing key themes such as the importance of valuation metrics, the cyclical versus structural decline in businesses, and the significance of buying with a margin of safety. Tobias emphasizes the need for investors… [Listen](https://mcdn.podbean.com/mf/web/2cigtfywyqngkr52/riverside_tobias_carlisle_x_robe_jan_19_2026_002_planet_microcap60hdt.mp3) ## [Investing Around Catalysts and Knowing When to Trust Management with Christian Schmidt, Private Investor and Co-Founder of Tracktacle](https://planetmicrocap.podbean.com/e/investing-around-catalysts-and-knowing-when-to-trust-management-with-christian-schmidt-private-investor-and-co-founder-of-tracktacle/) _2026-01-22 · Planet MicroCap Podcast | MicroCap Investing Strategies_ My guest on the show today is Christian Schmidt, a private investor and co-founder of Tracktacle, a financial data and alerts platform that provides real-time alerts on filings and news, plus full-text search across U.S. and Canadian market documents. In this episode, Christian walks us through his unconventional path from banking and e-commerce to becoming a full-time private investor, and how a… [Listen](https://mcdn.podbean.com/mf/web/8b6iduv5mx4g7gyp/PMP_with_Christian_Schmidt_AUDIO_ONLY75wdf.mp3) ## [Why International MicroCaps Resemble the U.S. Opportunity of the 1990s with Robert Gardiner, Chairman & Co-Founder of Grandeur Peak Global Advisors](https://planetmicrocap.podbean.com/e/why-international-microcaps-resemble-the-us-opportunity-of-the-1990s-with-robert-gardiner-chairman-co-founder-of-grandeur-peak-global-advisors/) _2026-01-13 · Planet MicroCap Podcast | MicroCap Investing Strategies_ My guest today is Robert Gardiner, Chairman and Co-Founder of Grandeur Peak Global Advisors. Robert has over four decades of experience investing in small and micro-cap companies across global markets, and in this conversation, he shares how his core investment philosophy has remained remarkably consistent over that entire period. His approach is rooted in bottom-up research — identifying… [Listen](https://mcdn.podbean.com/mf/web/5r9h9kv3qahmfmbv/PMP_with_Robert_Gardiner_AUDIO_ONLYb190d.mp3) ## [electroCore (NASDAQ: ECOR): Non-Invasive Nerve Stimulation Products to Rebalance Autonomic Nervous System](https://planetmicrocap.podbean.com/e/electrocore-nasdaq-ecor-non-invasive-nerve-stimulation-products-to-rebalance-autonomic-nervous-system/) _2025-12-22 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Welcome to the Planet MicroCap Podcast’s Due Diligence series. I’m your host, Robert Kraft. My guest today is Dan Goldberger, CEO of electroCore (NASDAQ: ECOR). electroCore is a commercial-stage neuromodulation company developing a suite of non-invasive vagus nerve stimulation devices—delivering a two-minute therapy session designed to rebalance the autonomic nervous system. Built around its nVNS… [Listen](https://mcdn.podbean.com/mf/web/kzgvg756427dj3bb/DD_with_electroCore_AUDIO_ONLY7af8p.mp3) ## [D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello, Founder and Portfolio Manager at Marrello Capital](https://planetmicrocap.podbean.com/e/d-box-technologies-dboto-and-premium-formats-in-the-theatrical-ecosystem-with-dylan-marrello-founder-and-portfolio-manager-at-marrello-capital/) _2025-12-18 · Planet MicroCap Podcast | MicroCap Investing Strategies_ My guest today is Dylan Marrello, Founder and Portfolio Manager at Marrello Capital. In this episode, we take a deep dive into D-BOX Technologies (TSX: DBO), a haptic technology company that's been discussed quite a bit recently. The movie theater industry has been through a dramatic reset over the past few years — from streaming pressure and COVID shutdowns to consolidation, higher ticket prices,… [Listen](https://mcdn.podbean.com/mf/web/7bzpj9gyej4w63w5/PMP_with_D-BOX_audio_only6zlsg.mp3) ## [The Anatomy of a Fallen Angel: Management, Mispricing, and Turnarounds + Weight Watchers $WW Thesis with Paul Cerro, Founder and CIO of Cedar Grove Capital Management](https://planetmicrocap.podbean.com/e/the-anatomy-ofa-fallen-angelmanagement-mispricingand-turnaroundsweightwatchersww-thesiswithpaulcerrofounderand-cio-ofcedar-grove-capitalmanagement/) _2025-12-10 · Planet MicroCap Podcast | MicroCap Investing Strategies_ [Listen](https://mcdn.podbean.com/mf/web/m29hjm3jmbay36hv/PMP_with_Paul_Cerro_AUDIO_ONLYah2f4.mp3) ## [Thinking like Private Owners in the Public Markets with Jason Kirsch, Portfolio Manager at Rosen Partnership](https://planetmicrocap.podbean.com/e/thinking-like-private-owners-in-the-public-markets-with-jason-kirsch-portfolio-manager-at-rosen-partnership/) _2025-12-05 · Planet MicroCap Podcast | MicroCap Investing Strategies_ My guest on the show today is Jason Kirsch, Portfolio Manager at Rosen Partnership and co-architect of the firm’s Active Value Strategy — a concentrated, long-only, private-owner-style approach to investing in micro-cap companies across Canada, the U.S., and Europe. In this episode, Jason walks us through Rosen Partnership’s philosophy of thinking like private owners in the public markets: buying… [Listen](https://mcdn.podbean.com/mf/web/nybfvhgdp6ccmecc/PMP_with_Jason_Kirsch_AUDIO_ONLY7l6rb.mp3) ## [Capital Cycles, Moats, and Margin of Safety + Thoughts on $AAP $TRBR.V with Kenny Chan, Founder & Portfolio Manager of Korwell Capital](https://planetmicrocap.podbean.com/e/capital-cycles-moats-and-margin-of-safety-thoughts-on-aap-trbrv-with-kenny-chan-founder-portfolio-manager-of-korwell-capital/) _2025-11-26 · Planet MicroCap Podcast | MicroCap Investing Strategies_ My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he’s built an investment philosophy rooted in the classics — Peter Lynch, Joel Greenblatt, Warren Buffett — and adapted with a modern, high-conviction approach. His north star: “Buy Phil Fisher–like businesses at Graham-like prices.” Kenny walks us through the four categories that… [Listen](https://mcdn.podbean.com/mf/web/zyeziabbzscx6g2g/PMP_with_Kenny_Chan_AUDIO_ONLY8bm8z.mp3)