Planet Microcap Podcast | Microcap Investing Strategies

My guest on the show today is Jerry Flum, Chairman and CEO, and Michael Flum, President and COO, of CreditRiskMonitor.com, Inc. (OTCQX: CRMZ). CreditRiskMonitor® (creditriskmonitor.com) sells a suite of web-based, SaaS subscription products providing access to comprehensive commercial credit reports, bankruptcy risk analytics, financial and payment information, and curated news on public and private companies worldwide. The products help corporate credit and procurement professionals stay ahead of and manage financial risk more quickly, accurately, and cost-effectively. The Company’s newest platform, SupplyChainMonitor™, leverages its financial risk analytics expertise to create a risk management solution built specifically for procurement, supply chain, sourcing, and finance personnel involved in the supplier lifecycle, risk assessment, and ongoing risk monitoring. Users can assess counterparty risks at the aggregate and granular levels under a variety of categories including geography and industry, as well

Speaking of Vegas, we just announced initial speakers and sponsors for our event, a list that includes my guest today on the show, Andrew Walker, Host of the Yet Another Value Podcast. Andrew will be hosting three (3) LIVE podcast conversations, three separate guests with three different ideas being discussed. We are about TWO MONTHS AWAY now, so be sure to register at www.PlanetMicroCapShowcase.com.    Andrew and I also recently announced our collaboration on his show, Yet Another Value Podcast. I truly think that he has the best show breaking down investors' ideas, and in my opinion, in a world where there's enough "guru"-like pods out there, I think Yet Another Value Pod provides so much value as a listener to hear quality conversations about investment ideas. Today, we chat about working together, how this came out, our own takes on the financial podcast arena (already alluded to my main take here), as well as a debrief on what he learned from his investment in Twitter last year, corporate governance take

My guest on the show today is Carol Craig, Chairwoman and CEO of Sidus Space (NASDAQ: SIDU). Sidus Space (NASDAQ: SIDU), located in Cape Canaveral, Florida, operates from a 35,000-square-foot manufacturing, assembly, integration, and testing facility focused on commercial satellite design, manufacture, launch, and data collection. The company’s rich heritage includes the design and manufacture of many flight and ground component parts and systems for various space-related customers and programs. Sidus Space has a broad range of Space-As-a-Service offerings including space-rated hardware manufacturing, design engineering, satellite manufacturing and platform development, launch and support services, data analytics services and satellite constellation management. Sidus Space has a mission of Bringing Space Down to Earth™ and a vision of enabling space flight heritage status for new technologies while delivering data and predictive analytics to domestic and global customers. Ok yes, there was at least one balloo

For today's show, I invited back on Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital. Last time I had Yaron on the show, it was in July 2022 chatting about the First Half 2022 MicroCap bloodbath, which of course we all know, got worse (Planet MicroCap Index was down ~40% for the year). I've had a few investors on here to start 2023, where we dissected 2022, what worked, what didn't, and while Yaron and I start off the conversation that way, the reason I always enjoy having him on the show is that he has a unique ability to simplify. I just have to ask one question on what happened in 2022, and I think Yaron covers that question as succinctly and clearly as anyone; in 15 minutes no less. So, we chat about 2022, recognizing mistakes, improving his process, his 2023 outlook and a short back and forth about morality with investing. For more information about 1 Main Capital, please visit: https://www.1maincapital.com/  You can Follow Yaron Naymark on Twitter @1MainCapital: https://twitter.com/1MainCa

For today's show, I invited on David Wenger, Founder and CEO of ShareIntel. Since the start of 2023, I've started seeing more news releases saying, "ABCD Company Reports on Ongoing Investigation into Potentially Improper and Illegal Trading Activity in the Company’s Common Stock." This was a first for me, and a trend that I wanted to understand better: is this the same fight as the AMC/Gamestop short squeeze that galvanized retail investors to fight back against Wall Street? If so, are select MicroCaps taking advantage of these same retail investors - the idea being that Wall Street is potentially illegally naked shorting our stocks too, come join us in the fight. Or, are select MicroCaps utilizing tools, like ShareIntel, to genuinely understand what is happening in their company's stock in order to do something about it, protect long-term shareholders, or perhaps stop the bleeding because they'll need to raise more growth capital, which will already be dilutive. I invited on David to help me understand these

My guest on the show today is Mark Walker, Chairman and CEO of Direct Digital Holdings (NASDAQ: DRCT).Direct Digital Holdings, owner of operating companies Colossus SSP, Huddled Masses, and Orange 142, brings state-of-the-art sell- and buy-side advertising platforms together under one umbrella company. Direct Digital Holdings' sell-side platform, Colossus SSP, offers advertisers of all sizes extensive reach within general market and multicultural media properties. The company's subsidiaries Huddled Masses and Orange142 deliver services for middle market advertisers by providing data-optimized programmatic solutions at scale for businesses in sectors that range from energy to healthcare to travel to financial services. Direct Digital Holdings' sell- and buy-side solutions manage approximately 90,000 clients monthly, generating over 100 billion impressions per month across display, CTV, in-app and other media channels. Direct Digital Holdings is the ninth black-owned company to go public in the U.S and was name

For today's show, I invited on Brent Cook, Founder of Exploration Insights. The first conferences I went to in my career was going to junior mining conferences back in 2011 - I think I went to 3 or 4. Sentiment was extremely high, gold crossed the $1,800/oz threshold and every newsletter writer and gold bug espoused that $5,000/oz was not out of the question by the end of 2012. Sounds eerily familiar, eh? In any case, resources markets have had a rocky 10+ years - some ups and downs mostly driven by hype, i.e., materials needed for EV markets, ESG issues in mining, etc... And, here we are in 2023, and the price of gold has stayed above $1,800/oz to start the year. Brent is a frequent guest that I turn to when I have questions about the mining industry, especially right now, where there seems to be some real tailwinds lifting the industry right now (which we discuss in our chat). Brent will also be sharing his thoughts live on a panel at our conference, the Planet MicroCap Showcase on April 25-27, 2023, so if

My guest on the show today is Gerry Jacobs, CEO, and Nick Warrender, COO, LFTD Partners, Inc. (OTCQB: LIFD). LFTD Partners Inc., Jacksonville, FL (OTCQB ticker symbol LIFD) is the parent corporation of Lifted Made, Kenosha, WI (www.LiftedMade.com), which manufactures and sells hemp-derived and psychoactive products under its Urb Finest Flowers and Silly Shruum brands. LFTD Partners Inc. also owns 4.99% of CBD-infused beverage and products maker Ablis Holding Company (www.AblisBev.com), and of craft distillers Bendistillery Inc. d/b/a Crater Lake Spirits (www.CraterLakeSpirits.com) and Bend Spirits, Inc. (www.Bendistillery.com) all located in Bend, OR.   I was made aware of LFTD Partners by Scott Weis from Semco Capital, and after doing a quick dive into the company, I invited them on to better understand how LFTD has gotten to where they are today.   You hear me gush a little bit in this interview, not a recommendation nor do I own LFTD Partners, but I've been interviewing cannabis companies for 8-9+ years

For today's show, I invited on Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC. I met him recently when he participated in the Stock Pitch World Cup on Team Europe. Also a US-resident, he was on Team Europe because he was pitching a video game development company based in Europe. I started thinking about my own experience with video games, and it took me a minute because my heyday was playing FIFA and Madden on Playstation 2. Safe to say, the gaming industry has grown A LOT since then. I've also interviewed a number of MicroCap companies that would describe themselves as gaming or gaming-adjacent, and while it doesn't take a rocket scientist to recognize the explosion of video games, some of the newer entrants and business models haven't quite made a whole lot of sense to me. So, I brought on Hermann, who has 20+ years experience working and investing in the gaming industry, to cure me of my old man syndrome, and hopefully help all of us better understand how to think

For today's show, I invited on Eden Rahim, Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund. It's been a bloodbath for biotech in the last two years - according to the S&P Biotechnology Select Industry Index, the sector has been down ~45-50%. At the same time, in 2023, also according to the S&P Biotechnology Select Industry Index, the sector is up about 4-5% already on the year (as of January 20, 2023). Whether this is a sign that things are looking up for biotech is still too early to tell, but I felt its worth discussing why its been hard times in biotech in 2021 and 2022. Eden and I also discuss what he's looking for amongst the biotech rubble, in particular, why it's so important to pay attention to how Phase 2b clinical trials are constructed. We close out with his biotech predications for 2023. For more information about Eden Rahim and Next Edge Capital, please visit: https://www.nextedgecapital.com/funds/next-edge-biotech-and-life-sciences-opportunities-fund/over

For today's show, I invited on Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors. Avi and I start off the conversation reflecting on 2022, and that quickly evolved into how Avi's experience in 2020 set him up for a year, like 2022, was for MicroCaps. Specifically, he shares the best advice he received in the midst of a tough 2020 - "Don't Let Long-term Investing Blur into Entropy"; I think this phrase works for all investors and, in my opinion, can be a helpful concept when assessing and reassessing your portfolio. Following our conversation about 2022 and looking ahead to 2023, Avi and I discuss Research Solutions, RSSS on NASDAQ, which, as Avi points out, articulates his investing process in MicroCaps. For more information about Avi Fisher and Long Cast Advisers, please visit: http://www.longcastadvisers.com/  You can Follow Avi Fisher on Twitter @LongCastAdviser: https://twitter.com/longcastadviser  Today's episode is sponsored by: Stream by AlphaSense, an expert interview tra

My guest on the show today is Aurora Davidson, President and CEO of Amerigo Resources Ltd. (TSX: ARG) / (OTCQX: ARREF). Amerigo is an innovative copper producer with a long-term relationship with Corporación Nacional del Cobre de Chile (“Codelco”), the world’s largest copper producer. Amerigo produces copper concentrate and molybdenum concentrate as a by-product at the MVC operation in Chile by processing fresh and historic tailings from Codelco’s El Teniente mine, the world's largest underground copper mine. Despite the copper price being down from it's all-time high in late February 2022, copper has been back to 2011 levels and consistently been above $4 since 2021. In a Reuters column published on January 17, titled, "Funds jump back into copper, betting on Chinese recovery", writer Andy Home states, "Investors played copper from the short side for much of last year, if they were prepared to engage at all. Rolling lockdowns in China, an energy crisis in Europe and aggressive rate hikes in the United States

For today's show, I invited back on Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management. It's still January, it's still time to reflect on the year that was, and so, we did just that. Last time I had Adam on was about 4 years ago, and since then his fund has grown, as well as his experience as a MicroCap investor. We jam on a few topics here today: what worked for him in 2022, specifically: businesses doing accretive M&A (which we get into more) and activist involvement, what didn't work, managing mental and emotional side of investing, especially in a year like 2022, capital raising in this environment and positioning himself heading into 2023. Speaking to the headline of today's show, we also discuss why his investment in Polished.com has, "been one of the more frustrating investments I've ever made", and the idea of frustrating investments in general. For more information about Adam Wilk and Greystone Capital Management, please visit: https://www.greystonevalue.com/  You can Follow

As of Sunday, January 8, 2023, China has re-opened its doors to travellers. In the previous few months, while the rest of the world has gone back to pre-pandemic guidelines and everything has opened up, China had remained on very strict lockdowns, and from a international business perspective, folks were wondering what are we supposed to do about this - will China ever re-open? If so, what will the new restrictions be? Also, how do we think about China within the international business community when you compound lockdowns with their association with allegations of supporting Putin in the Ukraine War and the crackdown on Chinese tech companies. Nevertheless, China has re-opened, and I wanted to put this news into context as some institutions start to look at investing overseas to park capital if the U.S. is to go into a recession. To help me answer all these questions, I invited on Michael Fritzell, Editor of Asian Century Stocks. Michael is Swedish citizen who has been living in Asia since 2009, currently re

My guest on the show today is William Trainer, CEO, President, Director of Vicinity Motor Corp. (NASDAQ: VEV) (TSX-V: VMC). Vicinity Motor Corp. is a North American supplier of electric vehicles for both public and commercial enterprise use. The Company leverages a dealer network and close relationships with world-class manufacturing partners to supply its flagship electric, CNG and clean-diesel Vicinity buses, the VMC 1200 electric truck and a VMC Optimal-EV shuttle bus. I've known Vicinity for a long time now, since they were known as Grande West Transportation, and I invited Will on to share their journey, as well as: Recently announced $100M+ Purchase Order for 1,000 VMC 1200 Electric Trucks, and what that means for the company Diversifying their product offering beyond Electric Buses for municipalities into Electric Trucks Managing supply chain disruptions that they and most auto manufacturers experienced, and; How 2023 is all about executing their business model With that, please enjoy my conversation

I invited Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital to do our version of a 2022 wrap-up in MicroCaps and whether or not our observations could be indicators of trends for 2023. 2022 was a difficult year for almost everyone's portfolio across the board, especially if you are an active MicroCap investor, and so we reflect on events that could've been catalysts for steep declines in MicroCap stock prices. Artem and I also provide our observations, including our thoughts on who the biggest winners and losers were for 2022.  For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.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 Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be p

Stock Pitch World Cup™ - Team Canada hosted by Paul Andreola at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Sharon Wang, PenderFund Harold Leishman, Canaccord Genuity Ryan Irvine, Keystone Financial @RyanIrvine75 Mathieu Martin, Rivemont MicroCap Fund @espacemc Video version of the Stock Pitch World Cup™ - Team Canada, can be viewed here: https://www.youtube.com/watch?v=w16dgPQpvcM  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 inves

Stock Pitch World Cup™ - Team USA hosted by Maj Soueidan at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Quim Abril @AbrilQuim Jan Svenda @JanSvenda Scott Weis, Semco Capital Video version of the Stock Pitch World Cup™ - Team USA, can be viewed here: https://www.youtube.com/watch?v=-rJq7o9Za1I  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 i

Stock Pitch World Cup™ - Team Asia hosted by Kelvin Seetoh at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Michael Fritzell @Fritz88 Tan Jun Hao @jhcapitall Video version of the Stock Pitch World Cup™ - Team Asia, can be viewed here: https://www.youtube.com/watch?v=7Hq8qVNqGEo  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

Stock Pitch World Cup™ - Team Europe hosted by Jason Hirschman at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Luke Wolgram @LukeWolgram Hermann Peterscheck @petershk Rukun Duggal, Chandern Capital LP Video version of the Stock Pitch World Cup™ - Team Europe, can be viewed here: https://www.youtube.com/watch?v=wleBE7HLRaU  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, v