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Planet MicroCap Podcast | MicroCap Investing Strategies: Daily Summaries Delivered
by Planet MicroCap
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- 3 days ago56 min
Trust, Then Verify with Leo Trudel, Co-Founder of Aurelion Research
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 management teams accountable to years of past guidance, why tankers may still be more compelling than people think, and his contrarian take on where the AI capex buildout is headed. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Aurelion Research, please visit: https://aurelionresearch.com/ Chapters: 00:00 Introduction to Leo Trudeau and Aurelion Research 01:58 Leo's Investment Journey and Philosophy 06:42 The Aha Moment: Founding Aurelion Research 08:37 Defining Mispricing in Investments 10:57 Top-Down Approach to Investment Selection 13:05 Identifying Quality Companies in Trending Industries 15:16 Navigating Mispricings and Investment Philosophy 18:52 The Importance of Cash Flow Over Adjusted EBITDA 22:55 Red Flags in Accounting Practices 23:56 Finding Opportunities in Crowded Industries 28:10 The Shipping Industry's Demand Surge 31:02 Navigating Chemical Market Challenges 32:20 Timing and Sentiment Indicators 36:56 Evaluating Management: Green and Red Flags 41:53 Qualitative Due Diligence: Real-World Insights 47:14 The Power of Being Contrarian 50:35 Evolving Beliefs: Lessons from Experience Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
- 1 weeks ago46 min
Hunting Deep Value with Lee Roach, Editor/Founder of The Value Road Newsletter
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 setups, and why he prioritizes tangible assets and “stupid low” enterprise values over traditional metrics. We also explore what actually unlocks value - from asset sales to M&A - and how to avoid common pitfalls like dilution, empire building, and thesis drift when investing in the market's most ignored corners. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about The Value Road Newsletter, please visit: https://thevalueroad.substack.com/ Chapters: 00:00 Introduction to Microcap Investing 04:20 Leland Roach's Journey into Investing 07:38 Transitioning to Full-Time Investing 10:22 Investing Philosophy and Strategy 13:37 Evaluating Investment Opportunities 16:26 Research Process and Due Diligence 19:35 Understanding Management and Investor Relations 21:38 Identifying Risks in Microcap Investments 22:17 Exploring Investment Missteps 26:34 Identifying Successful Investment Opportunities 31:56 Catalysts for Value Unlocking 33:21 Navigating Patience and Thesis Drift 39:35 The Importance of Writing in Investing 43:44 Lessons Beyond Books and Screens Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
- 2 weeks ago49 min
Quirky Value Plays with David Bastian, CIO of Kingdom Capital Advisors
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 reduction - rather than waiting on macro tailwinds, and shares real-world examples of turnarounds, restructurings, and special situations where narrative disconnects created compelling setups. We also dive into the risks of leverage, the importance of management incentives, and why finding value in microcaps often means getting comfortable where the market is not. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Kingdom Capital Advisors, please visit: https://www.kingdomcapitaladvisors.com/ Chapters: 00:00 Introduction and Context 00:11 Market Opportunities and Quirky Investments 04:38 Identifying Inflection Points 14:06 Management Quality and Value Traps 18:09 Narrative Dislocations in the Market 20:59 Market Confidence and Strategic Investments 24:31 Understanding Turnarounds and Management Impact 28:51 Identifying Key Performance Indicators 34:15 Navigating Risks in Micro Cap Investing 41:09 Evaluating Non-Financial Metrics for Investment Decisions Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
- 3 weeks ago46 min
Market Disconnects with Tim Travis, Founder and CIO of T&T Capital Management
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 traditional “cigar butt” investing toward a more dynamic, sum-of-the-parts framework, why options strategies can create an edge in volatile markets, and how he’s thinking about management quality, survivability, and AI’s growing impact on both investing and entrepreneurship. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about T&T Capital Management, please visit: https://ttvalueinvesting.com/ Chapters: 00:00 Introduction and Market Reflections 02:01 Identifying Opportunities in Real Estate and Private Credit 05:22 Margin of Safety in Today's Market 07:49 The Importance of Patience in Investing 10:31 Understanding Market Sentiment and Investment Conviction 12:39 Catalysts vs. Buying Cheap Assets 18:17 Investing in Microcaps and Overlooked Characteristics 21:34 Thematic Investing and Long-Term Strategies 23:40 The Importance of Process in Investing 24:14 Timing Risk and Deep Value Investing 26:24 The Unique Advantage of Options in Portfolio Management 27:58 Micro Caps: Opportunities and Challenges 29:54 Identifying Promising Micro Cap Investments 32:56 The Current State of Value Investing 35:24 The Impact of AI on Investing and Business 37:50 Common Misconceptions in Value Investing 39:31 Investing Without Valuation Multiples 41:50 Long-Term Perspectives in Investing Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
- Apr 17, 202649 min
Thesis Drift with Sebastian Krog, Founder & Editor of Treasure Hunting Newsletter on Substack
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, profitable businesses over speculative turnarounds. Sebastian also shares how industry dynamics often matter more than management, how he’s using AI to uncover themes, and why in microcaps, what you do after you buy the stock is often the difference between winning and losing. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Treasure Hunting Newsletter on Substack, please visit: https://treasure-hunting.co/ Chapters: 00:00 Introduction and Background 02:03 Investment Philosophy Evolution 05:28 Case Study: Innovative Food Holdings 11:16 Lessons Learned from Investment Mistakes 17:15 Navigating Management Conversations 22:27 Evaluating Turnaround Situations 25:49 Market Dynamics and Company Performance 27:40 Portfolio Construction and Position Management 30:23 Identifying Compounders and Investment Styles 33:18 Idea Generation and Industry Analysis 36:49 Holding Periods and Investment Expectations 41:20 Managing Behavioral Biases in Investing 46:10 Future Insights on Microcap Opportunities Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
- Apr 10, 202650 min
Asian Investment Landscape with Michael Fritzell, Editor of Asian Century Stocks
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 of value globally, with “old economy” businesses trading at compelling valuations while capital chases AI elsewhere. The conversation highlights where inefficiencies exist today, how to think about insider alignment and currency tailwinds, and the key risks - from VIE structures to related-party transactions - that investors need to navigate when hunting for microcap alpha across the region. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Asian Century Stocks, please visit: https://www.asiancenturystocks.com/ Chapters: 00:00 Introduction and Context of the Conversation 01:10 China's Economic Landscape: Opportunities and Risks 11:58 Shifts in Investment Focus: Southeast Asia and Beyond 18:21 Japan's Market Dynamics and Corporate Governance Reforms 24:21 South Korea: Emerging Opportunities and Corporate Changes 27:47 Market Sentiment: The Shift Towards US Stocks 31:56 Inefficiencies in Asian Microcaps vs. US Microcaps 36:02 Red Flags in Asian Investments 38:52 The Concept of Asian Companies Listing Abroad 44:43 Final Thoughts: Finding Value in Overlooked Markets Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
- Apr 3, 202649 min
Seismic Market Rotations with Travis Prentice, CIO of Informed Momentum Company
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, infrastructure, and a shift back to the physical economy. Travis shares why breadth matters more than ever in capturing outsized winners, how to spot high-quality momentum versus noise, and why microcaps—after a long stretch of underperformance—may be setting up for a meaningful turn. This is a conversation focused on process, discipline, and staying aligned with what the market is doing—not what you think it should do. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Informed Momentum Company, please visit: https://www.informedmomentum.com/ Chapters: 00:00 Welcome to Planet Micro Cap 02:33 Evolving Momentum Strategies 05:31 The Importance of Breadth in Momentum 07:21 Current Momentum Trends in Micro Caps 09:27 Understanding Momentum vs. Narrative 13:56 Challenges of Momentum in Micro Caps 16:22 AI and Structural Shifts in the Market 20:21 Comparing Current Changes to Past Disruptions 23:02 The Changing Landscape of Private Equity and Credit 28:18 Momentum Strategies in Micro Cap Investing 38:31 Navigating Trends and Exits in Momentum Investing Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
- Mar 27, 20261h 2m
Quiet Compounders with Aaron Monroe, Tyler Ventura, and John Loesch, Diamond Hill Micro Cap Strategy
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 and aligned management. We dig into why illiquidity and lack of coverage are features—not bugs—in microcaps, how they build positions through their “graduation model,” and why “boring but beautiful” companies can quietly compound capital over time. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Diamond Hill MicroCap Strategy, please visit: https://www.diamond-hill.com/investment-strategies/us-equity/micro-cap/separate-account/ Chapters: 00:00 Introduction to the Diamond Hill Microcap Team 02:31 Investor Origin Stories 07:59 Investment Philosophy in Micro Cap 12:01 Exploiting Market Inefficiencies 16:23 Identifying Misunderstood Micro Caps 22:35 Ideal Investment Setup 27:04 Managing Group Think in Investment Decisions 28:28 Understanding Conviction in Investment Strategies 31:08 Evaluating Management in Micro Cap Companies 34:03 Identifying Change Agents in Management 38:12 Structural Market Insights and Opportunities 42:27 Behavioral Changes in Investing 46:51 Position Sizing and Risk Management 51:47 Lessons Learned from Micro Cap Investing 57:11 Building a Sustainable Edge in Micro Cap Investing Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
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