Planet Microcap Podcast | Microcap Investing Strategies

Stock Pitch World Cup™ - Team Australia hosted by Fadi Diab at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Matt Joass, Maven Funds Michael Wu, Full-time Private Investor David Pevcic, 62 Capital Video version of the Stock Pitch World Cup™ - Team Australia, can be viewed here: https://youtu.be/dLyzPBNU6Ms 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

My guest on the show today is Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI). AgriFORCE Growing Systems is an AgTech company focused on the development and acquisition of crop production know-how and intellectual property augmented by advanced AgTech facilities and solutions. Looking to serve the global market, the Company’s current focus is on North and Central America, Europe, and Asia. The AgriFORCE vision is to be a leader in delivering plant-based foods and products through advanced and sustainable AgTech solution platforms that make positive change in the world—from seed to table.   Agriculture technology or "AgTech" sector has garnered a lot more attention in recent years due to growing demand to feed a growing global population with entrepreneurs around the globe working tirelessly for solutions to this problem. AgriFORCE is right there in the fight, and we dive into:  AgriFORCE's technology solutions and brands GrowHOUSE facilities opportunity The company's business strategy, and;

For this episode of the Planet MicroCap Podcast, I spoke with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast. A few short weeks ago, Jake and his team did a soft launch of Journalytic, an online investment journaling tool that was born from Jake's desire to have something not only to track his ideas, but that included many additional features.    2022 has been quite a year in the investing world - the list of events that happened is too long to go over here - but, even when things aren't as hectic as they were, this is a good time to self-reflect, think about what worked, what didn't work. What better way to start practicing introspection than by doing it, and I think Journalytic is a really interesting tool to help with that. We spend most of the episode talking about Journalytic and how it works - in fact, if you watch the video version of today's pod, we did a screen share for Jake to demo the product.    We close out with Jake's own reflection on 2022 and the year that was, a

For this episode of the Planet MicroCap Podcast, I spoke with Nat Stewart, Full-time private investor, Founder of NAS Capital and Editor of the Nat Stewart - Stock Picking Newsletter on Substack. At the time of the recording, only a couple weeks ago, it seemed there was a never ending stream of bad news in finance. So, Nat and I wanted to share with you a good ole fashioned MicroCap conversation. Tune out all the noise by joining Nat and I talking about our mutual love of MicroCap stocks, as well as his investing philosophy with an idea that demonstrates his strategy in action. For me, the best advice Nat gave here was how he uses his stock watchlist - we talk about it all the time on pod, almost everyone we talk to uses one, but Nat clearly outlines a simple, useful way to leverage a watchlist. For more information about Nat Stewart, NAS Capital and his newsletter, please visit: https://stockpicking.substack.com/ You can Follow Nat Stewart on Twitter @natstewart5: https://twitter.com/natstewart5 Today's epis

My guest on the show today is Bryan Freeman, Executive Chairman of The Real Good Food Company (NASDAQ: RGF). Real Good Foods is a leading health and wellness frozen foods company, providing a better way to enjoy your favorite foods. The Company’s mission is to provide “Real Food You Feel Good About Eating”, making delicious, nutritious foods that are low in sugar, low in carbohydrates and high in protein. The Real Good Foods family of products includes breakfast, lunch, dinner, and snacks – available in over 16,000 stores nationwide with additional direct-to-consumer options. I have interviewed companies in the frozen foods space over the years, and I wanted to chat with Bryan today about the industry as it exists today, especially since COVID, as well as: How RGF positions their frozen food products and the Frozen Foods total addressable market Real Good Foods product differentiation Digital marketing strategy by working with social media influencers; and, Growth strategy and path to profitability With that

My guest on the show today is Daren Trousdell, Chairman and CEO of NowVertical Group (TSX-V: NOW). NOW is a vertical intelligence "VI" software and solutions company growing organically and through acquisition. NOW’s VI solutions are organized by industry vertical and are built upon a foundational set of data technologies that fuse, secure, and mobilize data in a transformative and compliant way. The NOW product suite enables the creation of high-value VI solutions that are predictive in nature and drive automation specific to each high-value industry vertical. Periodically, I crowdsource what companies you'd like to hear me interview on here, and NowVertical came up a few times, and they also are a constituent in the Planet MicroCap Index this quarter. With all that said, I invited Daren on the show to discuss: NowVertical's acquisition strategy and criteria Vertical Intelligence, what this means and suite of software and solutions available to their target customer base, as well as, who is their target cust

For this episode of the Planet MicroCap Podcast, I spoke with Vanck Zhu, full-time private investor. Prior to becoming a full-time investor, as well as working at Etsy, Vanck previously covered the Freight Transports sector on the sell-side and parlayed that experience and launched a substack called, "Planes, Trains, &...Trucks." Even though he hasn't updated his substack for little bit, he still has a wealth of knowledge about the space and thought it'd interesting to learn more about the freight transports sector. He also happened to compete on Season 29 of the Amazing Race, so I guess it's all very appropriate that not only did Vanck compete on THE reality competition show around traveling, he covered the travel (albeit on the freight side) for a living.  You can Follow Vanck Zhu on Twitter @vanckzhu: https://twitter.com/vanckzhu 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 cl

My guest on the show today is Sam Klepfish, Chairman and CEO of Innovative Food Holdings (OTCQB: IVFH). IVFH is a leading end-to-end direct-to-consumer e-commerce platform and direct-to-chef platform connecting the world’s best artisan food makers with top chefs and epicurean consumers nationwide. Innovative Food Holdings has presented at all the main MicroCap events, so you may have heard about this company before. I've known Sam for a long time, and I wanted to invite Sam on here to dive deeper into IVFH as it exists today, and provide an opportunity for Sam to give you his unfettered perspective on the business. I'm thankful that Sam took the time to speak with me here today in this format. With that, please enjoy my conversation with Sam Klepfish, Chairman and CEO of Innovative Food Holdings. For more information about Innovative Food Holdings, please visit: https://www.ivfh.com/ This video contains certain forward-looking statements and information relating to Innovative Food Holdings, Inc. (the “Company

My guest on the show today is Brian Balbirnie, CEO of Issuer Direct Corporation (NYSE American: ISDR). Issuer Direct® is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals. Our comprehensive solutions are used by thousands of customers from emerging startups to multi-billion dollar global brands, ensuring their most important moments are reaching the right audiences, via our industry leading newswire, IR website solutions, events technology, and compliance solutions. For full disclosure, we're a customer of Issuer Direct's, using their events software and webcast solutions for our investor conferences, as well as publishing press releases through the Accesswire platform. I've also known Brian for pretty much my entire career working in MicroCaps and would consider him both a friend and colleague, and have always admired how he's gone about building and running Issuer Direct over the years. We've done a couple interviews over the

For this episode of the Planet MicroCap Podcast, I spoke with Brian Weber, General Partner at BRW Investors. I've known Brian for a few years now, and we actually did a fun panel in 2021 with fellow guests of the show, Chris Krug and Artem Fokin, discussing MicroCap Due Diligence in the virtual world. Brian is as active a MicroCap investor as it gets, who has the record, or is right up there for doing the most 1x1 meetings (at least at our events) in the last few years. In our discussion, we talk about his background, where we have similar inspirations for getting into MicroCaps (our dads!). One key part of the conversation and why I titled this episode what I did is because MicroCap companies can have a tendency to chase that carrot or trend that investors are flocking to. We chat about what separates the companies that are prepared to carrot chase vs. those who are just going to keep chasing. For more information about Brian Weber, you can connect with him on LinkedIn here: https://www.linkedin.com/in/brian

My guest on the show today is Chia-Lin Simmons, CEO of LogicMark, Inc. (NASDAQ: LGMK). LogicMark, Inc. provides personal emergency response systems (PERS), health communications devices and technologies to create a Connected Care Platform. The Company’s devices give people the ability to receive care at home and confidence to age in place. LogicMark revolutionized the PERS industry by incorporating two-way voice communication technology directly into its medical alert pendant and providing this life-saving technology at a price point everyday consumers can afford. The Company’s PERS technologies are sold through the United States Veterans Health Administration and dealers/distributors.  LogicMark has been awarded a contract by the U.S. General Services Administration that enables the Company to distribute its products to federal, state, and local governments.  I recently met Chia-Lin at a conference and wanted to have her on to discuss: Turn-around strategy and pivoting to LogicMark from NXT-ID LogicMark's cu

For this episode of the Planet MicroCap Podcast, I spoke with Fadi Diab @TheGladiatorHC on Twitter and Billy Duberstein from Stone Oak Capital. We recently published the Q3 2022 issue of the Planet MicroCap Review magazine, which is now available on SCRIBD, ISSUU and Substack. The theme for this issue is "Time to Look for “Fallen Angels” Stocks?". According to the Planet MicroCap Index, from Jan 2022 to the end of Q3, MicroCaps are down 34.74%, not too far off from all major indices. Almost every MicroCap company you look at is down at least 30%-50% on average. As my friend and colleague, Rick Rule, loves to remind me, "Bear Markets are the Authors of Bull Markets", thus I sought after a few authors to help me answer if now is the time to look at some of the most beaten up names out there. Special thank you to Ben Claremon and Tim Travis, who although couldn't join our chat today, contributed great pieces discussing Fallen Angels as well. Fadi and Billy jumped on to talk more about "Fallen Angels", what that

For this episode of the Planet MicroCap Podcast, I spoke with Andrew Martin and Nick Peters, CEO and CIO of Fairlight Capital LLC. Fairlight Capital LLC is an alternative investment manager with exposure to Small and MicroCap stocks that I've been following for a while, and its long overdue to have Andrew and Nick on the show. They recently published the Q3 2022 investor letter, so I wanted to dive in to a bunch of topics they brought up in there: value in US community banks, LDI Pension Crisis, outlook for the remainder of 2022, plus their investing strategy and research process, where we talk about their investment in RCI Hospitality. For more information about Fairlight Capital, please visit: https://www.fairlightcapital.com/  You can Follow Fairlight Capital on Twitter @Fairlight_Cap: https://twitter.com/Fairlight_Cap  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 Jacob Suen, President and CEO of Airgain (NASDAQ: AIRG). Airgain is a leading provider of wireless connectivity solutions, creating and delivering products that include embedded components, external antennas, and integrated systems, across the globe. The company's mission is to connect the world through optimized integrated wireless solutions. Airgain’s expertise in custom cellular and antenna system design pairs with their focus on high-growth technologies and our dedication to simplifying the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, Airgain helps to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Jacob has been with the company for 15+ years and seen the company grow to where it is today and is now steering the ship since taking over as CEO in 2019. We talk about his full expe

For this episode of the Planet MicroCap Podcast, I spoke with Jeremy Deal, Managing Partner of JDP Capital Management. I last chatted with Jeremy on the podcast back in September 2020, back when stonks only go up. Safe to say, the world was a little different then, and things have shifted quite a bit. We got to chatting offline about the current environment, specifically how he's approaching investing in the eye of the storm. Jeremy was an active investor back in the 2008-2009 time period, so I wanted his take on how things are compared to then. Also, he sent me a paper by Meritech Capital about “Durable Growth”, and he's using this framework to help him through this difficult investing environment. We wrap up talking about how Jeremy would deploy this framework in MicroCaps. For more information about Jeremy Deal and JDP Capital Management, please visit: https://jdpcap.com/ You can Follow Jeremy Deal on Twitter @Jeremy_Deal: https://twitter.com/Jeremy_Deal Today's episode is sponsored by: Stream by AlphaSens

My guest on the show today is Ann Hand, CEO of Super League Gaming (NASDAQ: SLGG). Super League Gaming (Nasdaq: SLGG) builds and operates networks of games, monetization tools and content channels across metaverse gaming platforms that empower developers, energize players, and entertain fans. The company’s solutions provide incomparable access to an audience consisting of players in the largest global metaverse environments, fans of hundreds of thousands of gaming influencers, and viewers of gameplay content across major social media and digital video platforms.   We've had a couple gaming companies on Due Diligence thus far, and I wanted to invite Ann because, as you'll hear, we are still in the early innings with many ways entrepreneurs are looking to capitalize on all the tailwinds for the industry. Ann and I discuss all of this, plus: Super League Gaming's platform connecting gamers, game creators and advertisers What deploying an advertising campaign looks like Ann Hand's background and how she's channel

For this episode of the Planet MicroCap Podcast, I spoke with Shreekkanth (“Shree”) Viswanathan, President and Portfolio Manager at SVN Capital, Steven Kiel, Founder and CIO of Arquitos Capital and Keith Smith, Portfolio Manager of Bonhoeffer Capital Management. We did a similar Willow Oak roundtable conversation back in 2020, and thought I'd bring the crew back together for a temperature check on 2022. I really appreciate everyone's take, and I think you will too, on what we're experiencing in 2022, how we got here, what's ahead and why all three guests are embracing the idea, to one degree or another, that the Special Situation right now is finding Growth-Oriented Firms Using Value Framework. For more information about Willow Oak Asset Management, please visit: https://willowoakfunds.com/ Shree Viswanathan Website: https://www.svncapital.com/  Twitter: https://twitter.com/SvnCapital  Steven Kiel Website: https://www.arquitos.com/  Twitter: https://twitter.com/Steven_Kiel  Keith Smith Website: https://www.bo

My guests on the show today are Chairman and CEO, Andrew Duncan, and CFO and Director, Charlie Glavin, at Boardwalktech Software Corp. (TSX-V: BWLK) (OTCQB: BWLKF). Boardwalktech has developed a patented Digital Ledger Technology Platform currently used by Fortune 500 companies running mission-critical applications worldwide. Boardwalktech's digital ledger technology and its unique method of managing vast amounts of structured and unstructured data is the only platform on the market today where multiple parties can effectively work on the same data simultaneously while preserving the fidelity and provenance of the data. Boardwalktech can deliver collaborative, purpose-built enterprise information management applications on any device or user interface with full integration with enterprise systems of record in a fraction of the time it takes other non-digital ledger technology-based platforms. I've done some short form video interviews with Andrew Duncan for our channel over the last year, and I wanted to dive

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC. In our last interaction, we discussed his background, journey to the US, his book - "The Joys of Compounding", and his stint as portfolio manager at Summit Global Investments. After leaving Summit Global July last year, where Gautam was a portfolio manager for the last 5 years, he set out to start his own fund focused on Indian equities. In our discussion we talk about Gautam's new endeavor at Stellar Wealth Partners, why Indian-listed equities only, why US investors looking to get exposure outside the US should consider India, understanding the Indian economy and growth prospects, plus why now is the time to get exposure to Indian equities.  For more information about Gautam Baid and Stellar Wealth Partners India Fund, please visit: https://stellarwealthindia.com/  You can Follow Gautam Baid on Twitter @Gautam_Baid: https://twitter.com/Gautam__Baid  Today's episode is spons

My guest on the show today is John Young, CEO of Boat Rocker Media (TSX: BRMI). Boat Rocker Media is the home for creative visionaries. An independent, integrated global entertainment company, Boat Rocker's purpose is to tell stories and build iconic brands across all genres and mediums. With offices around the world, Boat Rocker's creative and commercial capabilities include Scripted, Unscripted, and Kids & Family television production, distribution, brand & franchise management, a world-class animation studio, and talent management through Untitled Entertainment. A selection of Boat Rocker's projects include: Invasion (Apple TV+), Orphan Black (BBC AMERICA, CTV Sci-Fi Channel), Dear... (Apple TV+), Billie Eilish: The World's a Little Blurry (Apple TV+), The Next Step (BBC, Family Channel, CBC), Daniel Spellbound (Netflix), and Dino Ranch (Disney+, Disney Junior, CBC). Boat Rocker Media went public in March 2021 on the TSX, so they are relatively newer public company, and I wanted to learn more about