Planet Microcap Podcast | Microcap Investing Strategies

For this episode of the Planet MicroCap Podcast, I spoke with Sharon Wang, Senior Investment Analyst at PenderFund. We originally met when Sharon moderated a panel, titled, "MicroCap Technology Growth Companies" at our virtual event in December 2021 (highly recommend checking that out), and I wanted to get to know Sharon and her investing philosophy better. Assuming that you've been following the news, or better yet seen the performance from the MicroCap Review Index, the broader markets have been taking a bit of a shellacking with MicroCaps taking the brunt of this beatdown. With all this in mind, the best investors see market drawdowns as a chance to find and/or add to quality positions. That's what Sharon and I discuss today; what she looks for and her small and MicroCap criteria during market drawdowns. For more information about Sharon Wang and PenderFund, please visit: https://www.penderfund.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and

My guest on the show today is Dr. Carr Bettis, Executive Chairman of AudioEye (NASDAQ: AEYE). AudioEye is a digital accessibility platform delivering ADA and WCAG compliance at scale. By combining technology and subject matter expertise, AudioEye is helping companies and content creators solve every aspect of web accessibility—from finding and resolving issues to navigating legal compliance, to ongoing monitoring and upkeep. AudioEye delivers automated remediations and continuous monitoring for accessibility issues without making fundamental changes to website architecture, source code, or browser-based tools. AudioEye's thesis is a relatively simple and painfully obvious problem on so many levels that needs a solution. We talk about this and: AudioEye's technology platform to make the digital landscape fully accessible for all participants Capital allocation decision making process; and, What investors get most confused about with the company. With that, please enjoy my conversation with Dr. Carr Bettis, Ex

For this episode of the Planet MicroCap Podcast, I spoke with Entrepreneur, Venture Capitalist, and Host of "Panic with Friends" podcast, Howard Lindzon. When I was first getting my feet wet in the business and learning about the stock market, StockTwits was one of the first platforms I used. This was back in 2011 before Twitter and Fintwit became what it is today. So, to say I've been a fan of Howard is an understatement. I don't care what anyone says, the idea of Fintwit (for better or worse) began with Howard. In our conversation, we chatted about a wide variety of topics, including: what staying in the (investing) game looks like for him, his criteria for new potential investments and his thoughts on current events in finance. This was an awesome experience for me and I'm stoked Howard took the time to talk with me. For more information about Howard Lindzon, please visit: www.HowardLindzon.com You can Follow Howard Lindzon on Twitter @howardlindzon: https://twitter.com/howardlindzon Today's episode is spo

For this episode of the Planet MicroCap Podcast, I spoke with Michael Melby, Founder and Portfolio Manager at Gate City Capital Management. I've met Michael at multiple MicroCapClub Leadership Summits, where I think he's participated in multiple stock pitches at those events. I'd been wanting to chat with Michael for a while on the pod, and I'm stoked that we could make it happen. Michael is a deep value microcap investor. Simply put, we spend our time breaking down what that means and going through some examples that demonstrate that philosophy. For more information about Gate City Capital Management, please visit: https://www.gatecitycap.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people look at Investor Relations,

My guest on the show today is Lyron Bentovim, President & CEO of The Glimpse Group, Inc. (NASDAQ: VRAR). The company is a diversified Virtual and Augmented Reality platform company, comprised of multiple VR and AR software & services companies, and designed with the specific purpose of cultivating companies in the emerging VR/AR industry. The metaverse, virtual reality, augmented reality all comprise what's known as "Immersive Technologies", which, as I learned from Lyron, we are in the first phase of this technology cycle. I wanted to chat with Lyron about all of this, especially since we're in the early innings, as well as how The Glimpse Group is addressing: Emerging immersive technology cycle Where we are at in the cycle and why, and; The Glimpse Group's corporate strategy to mitigate the growth aspect associated with new tech With that, please enjoy my conversation with Lyron Bentovim, President & CEO of The Glimpse Group, Inc. For more information about The Glimpse Group, please visit: http

For this episode of the Planet MicroCap Podcast, I spoke with Adam Mead, CEO and CIO of Mead Capital Management, Author of “The Complete Financial History of Berkshire Hathaway”, Founder of Watchlist Investing Newsletter. As the title indicates, "Patience is Your Friend"; we know this phrase, and some of us truly embrace the meaning behind it. Adam's main takeaway from going to this year's Berkshire meeting was this phrase. When one of your heroes or person that you highly respect uses phrases like this, I don't know about you, but I most definitely listen and want to better understand why. In our conversation, Adam and I try to answer that question. For more information about Mead Capital Management, please visit: https://meadcm.com/ You can Follow Adam Mead on Twitter @BRK_Student: https://twitter.com/BRK_Student Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinp

My guest on the show today is Doug Gaylor, President and COO of Crexendo, Inc. (NASDAQ: CXDO). The company is a provider of Unified Communications as a Service (UCaaS), Call Center as a Service (CCaaS), communication platform software solutions, and collaboration services designed to provide enterprise-class cloud communication solutions to any size business through their business partners, agents, and direct channels. Crexendo's solutions currently support over two Million end users globally and was recently recognized as the fastest growing UCaaS platform in the United States. Crexendo has been written up in some MicroCap newsletters I respect, and Doug did an interview with Maj Soueidan on one of our pods a while back. I invited Doug to join me for this conversation to discuss: Where he sees the company in 3-5 years the inflection points that will get them to that point, and; How COVID impacted Crexendo With that, please enjoy my conversation with Doug Gaylor, President and COO of Crexendo, Inc. For more

For this episode of the Planet MicroCap Podcast, I spoke with Nathan Weinstein, Head of Healthcare Equity Research at Aegis Capital Corp. I asked a few companies in my network to connect me with Nathan because I wanted to learn more about the Psychedelics sector. I remember quite vividly when the Cannabis sector started to gain traction in public markets, for me that was back in 2014. Psychedelics companies have come on the public markets scene in the last 18-24 months, and how its performance is very reminiscent of how Cannabis got its start. We've had a number of psychedelics companies present at our events, and thought it was time to figure out if this was a passing fad or here to stay. For more information about Aegis Capital Corp., please visit: https://www.aegiscapcorp.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Sta

My guest on the show today is Carl Wolf, Chairman and CEO of MamaMancini's (NASDAQ: MMMB). The company is a marketer and distributor of specialty pre-prepared, all-natural foods. MamaMancini’s product portfolio consists of meatballs, meatloaf, sausages and pasta bowls with beef, turkey, chicken and pork varieties – as well as an assortment of chicken-based dishes, olives, savory products and salads through its T&L Creative Salads and Olive Branch subsidiaries. The Company’s products are sold in over 45,000 locations nationwide, including at regional delis and retailers such as Sam’s Club, ALDI Markets, Schnuck Markets, Whole Foods, Publix, ShopRite, Stop & Shop, Costco and Albertsons – as well as through national distributors such as Sysco and United Natural Foods. The Company also maintains a direct-to-consumer presence on QVC and through Amazon Fresh. I've known Carl a long time, and have sampled many meatballs at conferences over the years. So I invited in him on to discuss: Capital allocation stra

For this episode of the Planet MicroCap Podcast, I spoke with Chris Bernatz, better known as @jj_shipley on Twitter. I've been following Chris for a while on Twitter and sent him a message to see if he'd be interested in jumping on the pod. After initially declining, he decided to come on the podcast and I'm really glad he did. I've had many guests that started out as shareholders and eventually became more involved with their holdings, most often as a Board Member. Chris' story is unique to this podcast in that he went to work at one of his portfolio companies, Etsy. So, I wanted to learn more about his background, and some of the investing lessons learned going from shareholder to employee. You can Follow Chris Bernatz on Twitter @jj_shipley: https://twitter.com/jj_shipley Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start yo

My guest on the show today is Geoffrey Gwin, CEO and CFO of Eastside Distilling (NASDAQ: EAST). The company has been producing high-quality, award-winning craft spirits in Portland, Oregon, since 2008 with a product lineup that includes Azuñia Tequilas, Burnside Whiskeys, Hue-Hue Coffee Rum, and Portland Potato Vodkas. Eastside's Craft Canning + Bottling subsidiary is one of the Northwest's leading independent ready-to-drink canners. Geoffrey and I talk quite a bit about Eastside's Craft Canning + Bottling subsidiary, and I learned more about canning in our conversation than I ever thought I would know. All jokes aside, we also discuss: Managing supply chain issues Why the industry is running out of aluminum cans What makes Eastside unique and different compared to their peers With that, please enjoy my conversation with Geoffrey Gwin, CEO and CFO of Eastside Distilling. For more information about Eastside Distilling, please visit: https://www.eastsidedistilling.com/ This podcast was recorded and is being ma

My guest on the show today is Cameron Reynolds, President and CEO of VolitionRx Limited (NYSE AMERICAN: VNRX). Volition is a multi-national epigenetics company that applies its Nucleosomics™ platform through its subsidiaries to develop blood tests to help diagnose and monitor a range of life-altering diseases including some cancers and diseases associated with NETosis such as sepsis and COVID-19. While the company has been primarily focused on human diagnostics and monitoring, it also has a subsidiary focused on animal diagnostics and monitoring. Even though Volition's animal diagnostics and monitoring subsidiary is relatively new, the company recently announced a $28M deal with Heska Corporation for their low cost animal cancer screening and monitoring tests. I've known Volition for a long time, and want to chat with Cameron about: Animal diagnostics and monitoring subsidiary How this subsidiary fits with Volition's strategy moving forward Current status on their clinical trials for their blood tests What Ca

For this episode of the Planet MicroCap Podcast, I'm sharing with you the Planet MicroCap Podcast: LIVE panel recording that we did last week at the Planet MicroCap Showcase 2022 at Bally's Hotel & Casino in Las Vegas. Joining me on this panel are: Brandon Mackie (Smallcap Discoveries), Jason Hirschman (@EightTrack180), Emily Paxhia (@empax1) and Gary Ribe (@EnterprisingInv). For those tracking MicroCap Stocks in 2022, it hasn't been a pretty picture (MicroCap Review Index MCRI was down 16.56% YTD at the time of this recording), so we wanted to answer the question: are we in a bear market for MicroCap Stocks? Have there been any other times in recent history reminiscent of what we're seeing today in MicroCaps? And, what our panelists' strategies would be if we were in fact in a MicroCap bear market? Please enjoy! Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pi

My guest on the show today is Jeff Thramann, Executive Chairman of Auddia Inc. (NASDAQ: AUUD). Auddia is focused on reinventing how consumers engage with audio through the development of a proprietary AI platform for audio and technologies for podcasts. Auddia offers two industry firsts-the ability to listen to any AM/FM radio station with added personalized content and no commercials, as well as podcasts with an interactive digital feed that supports deeper stories and delivers digital revenue to podcasters. As a podcaster myself, I'm always interested in learning about new technologies that could benefit our audience's listening experience, so I interested in diving deeper with Jeff about: faidr and Vodacast applications Reactions to the applications so far, and the marketing plan to reach critical mass The barriers to entry from other larger audio streamers With that, please enjoy my conversation with Jeff Thramann, Executive Chairman of Auddia Inc. For more information about Auddia Inc., please visit: ht

For this episode of the Planet MicroCap Podcast, I spoke with Mariusz Skonieczny, the Founder of MicroCap Explorations. We were connected on Twitter when I put out a tweet asking for MicroCap investors that I haven't had on the show yet, quite a few of you suggested Mariusz. I really enjoyed getting to know Mariusz, his background, how MicroCap investing fit his personality and how he was able to turn $10,000 investment in 2009 to $7 Million in 12 years.  For more information about Mariusz Skonieczny and MicroCap Explorations, please visit: https://microcapexplosions.com/ You can Follow Mariusz Skonieczny on Twitter @ClassicValueInv: https://twitter.com/ClassicValueInv Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people lo

My guest on the show today is John Swallow, CEO and President of Idaho Strategic Resources, Inc. (NYSE American: IDR). Idaho Strategic Resources. Headquartered in North Idaho, Idaho Strategic Resources (IDR) is one of the few resource-based companies (public or private) possessing the combination of officially recognized U.S. domestic rare earth element properties (in Idaho) and Idaho-based gold production in an established mining community. IDR’s strategic two-pronged approach as a gold producer with a focus on rare earth elements and other strategic resources gives them a unique foundation of cash flows and future business plans. Idaho Strategic Resources is not your normal mining company, at least not the kind I'm used to interviewing in my career, and my goal for this interview was to understand the DNA for why. In addition, John and I discuss: Gold Production asset in North Idaho Why IDR is excited about their Rare Earth Elements projects What it's like going from a nobody's heard of us company on OTC to

For this episode of the Planet MicroCap Podcast, I spoke with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence. This interview was a selfish pursuit on my part because I felt a disconnect between the mainstream idea that we need more battery metals for EV and other applications, and what the reality of the situation looks like right now: are we using the right technology for EV batteries, the actual problem with procurement of these raw materials, why the issues are greater than securing sources of these materials. The Benchmark Mineral Intelligence team and Caspar are at the forefront of doing research and data monitoring covering all these questions and more.    For more information about Benchmark Mineral Intelligence, please visit: https://www.benchmarkminerals.com/    You can Follow Caspar Rawles on Twitter @CDMRawles: https://twitter.com/CDMRawles    Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summari

My guest on the show today is Michael Toporek, CEO of Soluna Holdings, Inc. (NASDAQ: SLNH). Soluna Holdings is a leading developer of green data centers that convert excess renewable energy into global computing resources. Soluna builds modular, scalable data centers for computing intensive, batchable applications such as cryptocurrency mining, AI and machine learning. We recorded the interview on March 28, 2022, and since then, the company has announced the MTI Instruments subsidiary to Vitrek LLC. The company, as it states in their announcement, "expects that it will be solely focused on developing and monetizing green, zero-carbon computing and cryptocurrency mining facilities." Michael and I discuss the company's focus and: Why the company is thrown into the crypto mining bucket, when as the title states, their a "Solutions Provider to the Renewable Energy Generating Business" Description of their suite of services and how they helping energy providers What investors tend to misunderstand about Soluna Wi

For this episode of the Planet MicroCap Podcast, I spoke with Sid Grover, Founder and Managing Partner at Canterbury Lane Holdings. A recent guest on Planet MicroCap, when pitching Sid to be a guest on the show, said to me that he expects him to be the next Billionaire that started in the MicroCap ranks. After meeting Sid and our conversation you're about to hear, I can see why. I really enjoyed learning about Sid's approach to investing - taking a macro view of the world, and trying to express that thesis in equities. Simple concept in theory, but I learned quite a lot when trying to understand what that means and his way of answering those questions: what is going on the world economically and how do I leverage this information to make money. For more information about Canterbury Lane Holdings, please visit: https://www.canterburyln.com/ You can Follow Sid Grover on Twitter @canterbury_sid: https://twitter.com/canterbury_sid Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcri

My guest on the show today is Justin Hales, CEO of Camplify Holdings Limited (ASX: CHL). Camplify, based in Australia, is a peer-to-peer digital marketplace platforms connecting recreational vehicle (RV) Owners to Hirers. Camplify’s platform allows for consumers (potential RV hirers) to connect with RV Owners and SMEs with a fleet of RVs. Having grown its community in Australia, Camplify expanded its operations into the United Kingdom, New Zealand and Spain. At the time of recording, I recently returned from an RV trip with my kids and hope to do more, so I was looking forward to chatting with Justin about: How Camplify's marketplace platform works and the barrier to entry launching the technology Competitive landscape for Camplify Current market penetration and expansion into Europe With that, please enjoy my conversation with Justin Hales, CEO of Camplify. For more information about Camplify, please visit: https://www.camplify.com.au/  This podcast was recorded and is being made available by SNN, Inc. (tog