Planet Microcap Podcast | Microcap Investing Strategies

For this episode of the Planet MicroCap Podcast, I spoke with Matthew Cochrane, Lead Advisor at 7Investing. I had been following Matthew a while now, and I invited him on to get to know him better, as well as his investing philosophy. We chatted about how he got his start investing, how his strategy evolved over time, and how his full-time job has influenced his due diligence process. In proper true crime form, the clue is in the title. For more information about 7Investing, please visit: https://7investing.com/ You can Follow Matthew Cochrane on Twitter @Matt_Cochrane7: https://twitter.com/Matt_Cochrane7 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, and create a completely new bridge betw

For this episode of The Investors Roundtable (#44), I invited on three speakers from our upcoming in-person investor conference, the Planet MicroCap Showcase, May 3-5, 2022 at Bally's Hotel & Casino in Las Vegas. To register (complimentary for investors), please go to: https://planetmicrocapshowcase.com/signup This year, we are incorporating the metals and mining sector on a bit larger scale as part of our programming with a Metals & Mining track, plus these incredibly talented folks (plus Bill Powers from MiningStockEducation.com) hosting a keynote and panel. Gwen Preston, Tavi Costa and David Erfle are some of the best investors and thought leaders in the Metals & Mining industry, and I invited them on today to me answer the questions: Why Mining and Metals? Why Now? Joining me today was: Tavi Costa, Crescat Capital Twitter: https://twitter.com/TaviCosta Website: https://www.crescat.net/ David Erfle, Self-Taught Junior Resource Investor, Analyst & Writer Website: https://www.juniorminerjunky

My guest on the show today is Rick Van Kirk, CEO of Pro-Dex, Inc. (NASDAQ: PDEX). Pro-Dex, Inc. specializes in the design, development, and manufacture of autoclavable, battery-powered and electric, multi-function surgical drivers and shavers used primarily in the orthopedic, thoracic, and maxocranial facial markets. The company has patented adoptive torque-limiting software and proprietary sealing solutions, and it also provides engineering, quality, and regulatory consulting services; and manufactures and sells rotary air motors to various industries. Pro-Dex's products are found in hospitals and medical engineering labs around the world. I asked Rick to join me today to discuss: Why folks over-complicate Pro-Dex  Describing the company's IP and why that's important to understanding Pro-Dex Target customer base With that, please enjoy my conversation with Rick Van Kirk, CEO of Pro-Dex, Inc. For more information about Pro-Dex, Inc., please visit: https://www.pro-dex.com/ This podcast was recorded and is bei

For this episode of the Planet MicroCap Podcast, I spoke with Bill Powers, Host of the MiningStockEducation.com Podcast and Full time investor in resource stocks. He will be moderating a panel at the event called, “Expert Tips and Strategies for Profitably Investing in Junior Mining Stocks” with Gwen Preston and David Erfle. I was a guest on Bill's podcast recently, so we wanted to do a "home-and-home" to discuss his upcoming appearance in Vegas, as well as dig into the topic of investing in Junior Mining Stocks. As you know, I try and be judicious to all MicroCap investing strategies and specialities, from the more value approaches to growth-y stuff, to cannabis, crypto, mining and more revenue generating, Lynch-ian type businesses. Whether you like it or not, metals and mining makes up a huge (with a "Y") swath of the MicroCap space. With gold not far off its all time highs and macro pressures to increase domestic production for most metals, if you want to start educating yourself on how to play some tailwi

My guest on the show today is Andy Astor, President and CEO of Nephros, Inc. (NASDAQ: NEPH). Nephros, Inc. develops and sells water solutions to the medical and commercial markets in the United States. The company operates through three segments: Water Filtration, Pathogen Detection, and Renal Products. Its ultrafilters are used in dialysis centers for the removal of biological contaminants from water and bicarbonate concentrate; and in hospitals for the prevention of infection from waterborne pathogens, such as legionella and pseudomonas, as well as in military and outdoor recreation, commercial, and other healthcare facilities. The company is a pure play in water filtration and water pathogen detection in healthcare facilities. In their latest earnings call they mentioned a $250,000 order supplying filters to a large quick service restaurant chain with a couple thousand units and they recently launched a new water pathogen detection system. With that said, I wanted to chat with Andy about: Filtration and Pa

For this episode of the Planet MicroCap Podcast, I spoke with Manuel Mauricio, Founder and Editor of AllInStocks.com. We've talked at length on this podcast about investing is more an art than science, where sometimes, even a disciplined investor may slightly alter their criteria because there was something about an idea that caused them to dive deeper or ignore entirely. That's what Manuel and I try to unpack in today's episode, the concept of "Je Ne Sais Quoi", the inexplicable about a potential investment. And, since Manuel is based in Portugal, we closed out today's pod with how I can make my dream of moving to Portugal (at some point) happen. For more information about AllInStocks.com, please visit: https://allinstocks.com/ You can Follow Manuel Mauricio on Twitter @manuelbean: https://twitter.com/manuelbean 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 pinpoi

My guest on the show today is Todd Cravens, CEO of Galaxy Gaming, Inc. (OTCQB: GLXZ). Galaxy Gaming, Inc. is a gaming company that designs, develops, acquires, assembles, markets, and licenses proprietary casino table games and associated technology, platforms, and systems for the gaming industry. The company’s proprietary table games comprise side bets, which are proprietary features and wagering options added to public domain games, such as poker, baccarat, pai gow poker, craps, and blackjack table games; and premium games, which are stand-alone games with their own unique set of rules and strategies. It offers side bets under the Lucky Ladies, 21+3, and Bonus Craps titles; and premium games under the Heads Up Hold ’em, High Card Flush, Cajun Stud, and Three Card Poker. I think Galaxy Gaming has always stood out in my mind because at one of my first investor conferences, they had a blackjack table set up in the sponsor area. And, when I was getting my start on this MicroCap journey, I got to network and cha

For this episode of the Planet MicroCap Podcast, I spoke with Alex Gurevich, the Founder and Chief Investment Officer at HonTe Advisors. Alex's new book, "The Trades of March", which is currently on sale, focuses on how his decision making evolved throughout the on-set of the COVID-19 crisis and beyond. Crises are inevitable, unfortunately, we're in the middle of a horrible one right now with the humanitarian crisis and despicable invasion of Ukraine. Alex discusses managing the psychological turmoil of trading through crises, and doing one's best to overcome irrational thinking. I am certain you will find a strategy or two that can help your investing process. For more information about HonTe Advisors, please visit: https://honteinv.com/ You can Follow Alex Gurevich on Twitter @agurevich23: https://twitter.com/agurevich23 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 quic

My guest on the show today is Larry Heaton, CEO of Zomedica (NYSE American: ZOM), a veterinary health company creating therapeutic and diagnostic products for companion animals. The company engages in the development and commercialization of TRUFORMA platform, which offers point-of-care diagnostic products for disease states in dogs and cats; and PulseVet, provides for treatment of various musculoskeletal issues, such as broken bones, tendonitis, and torn ligaments in horses and small animals. Zomedica has collaboration agreements with Celsee, Inc. for the development and commercialization of liquid biopsy assays and related consumables for the detection of cancer in companion animals; and Seraph Biosciences, Inc. for development and markets a novel pathogen detection system. According to a 2018 research report by Grand View Research, "The global pet care market size was estimated at USD 131.7 billion in 2016 and is expected to grow with a CAGR of 4.9% from 2016 to 2025." Furthermore, a 2021 ASPCA report no

My guest on the show today is Jeremiah Fleming, CEO of Altigen Communications, Inc. (OTCQB: ATGN). The company is a leading provider of cloud-based Customer Experience (CXaaS) solutions built on the Microsoft platform and designed to improve customer engagement and employee productivity in every aspect of today's connected world. Altigen delivers fully managed Unified Communications services, offering Hosted Skype for Business, Teams Phone System, Advanced Cloud PBX, and Innovative Cloud Contact Center applications. Currently, ~90% of the company's revenue comes from their legacy business, and we happen to speak with Jerry at a unique time in the company's life cycle as they are looking to deploy their cloud solutions. We talk at length about how this will work using their partnership with Fiserv as an example, as well as the following topics: Why the company chose to build all their solutions on the Microsoft platform Building components to enhance the PBX experience Altigen's go-to-market strategy Comp

For this episode of the Planet MicroCap Podcast, I spoke with Edwin Dorsey, Author of The Bear Cave Newsletter. As long as it's not illegal, if you're making money in the stock market either trading, shorting, long-term investor, whatever it is, that's awesome and I hope you continue to do so. One strategy that I think gets unfairly thought of is Short Selling; the idea of making a bet that a company will fail or overtime decrease in value. I think this is unfair because some of the best investors in the world are short sellers, and provide insightful, valuable research to help us avoid serious mistakes. Now, some of you may be under the impression that Edwin's newsletter is all about short reports and exposing frauds, but what I learned the most from Edwin, who I think is a superstar and the sky's the limit for him, is that he's exposing companies, that may in time be frauds and/or good shorts, but more importantly, are providing bad customer experiences. No matter the strategy, if it involves some qualitati