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Planet MicroCap Podcast | MicroCap Investing Strategies: Daily Summaries Delivered
by Planet MicroCap
Educating the Next Generation of Investors in MicroCap and Emerging Growth Companies with Host Robert Kraft, CEO of Planet MicroCap, The Official MicroCap News Source
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- 1 weeks ago53 min
The Independent Edge with Jeremie Boyer, Co-Founder and Lead Research Analyst at Aurelion Research
In this episode of the Planet MicroCap Podcast, I spoke with Jeremie Boyer, Co-Founder and Lead Research Analyst at Aurelion Research, for a conversation on what it looks like to build an independent research firm in your early twenties - and how staying outside traditional institutional constraints can be a genuine edge. We break down his process for identifying ideas before the broader market catches on - from tracking global elections as a timing signal to uncovering shipping cycles that large funds won't touch - and why he believes a simple, well-timed price target beats a full DCF model almost every time. We also get into why Aurelion keeps its portfolio concentrated but sector-diversified, what he learned from his early calls in oil tankers and Canadian consumer brands, and the internship pitch that didn't land but set everything else in motion. For more information about Aurelion Research, please visit: https://aurelionresearch.com/ Chapters: 00:00 Introduction to Jeremie Boyer and his research approach 02:10 Jeremie's background and early investment experiences 04:46 The advantages of independent research and quick decision-making 05:13 Jeremie's start in investing during 2020 and initial influences 06:25 Lessons from early investment mistakes and successes 07:50 Influence of Mathieu Martin and Rivemont process 10:16 Adapting strategies from Rivemont to independent research 14:29 Key criteria for discovering investment ideas 19:21 Using political and macro analysis to identify opportunities 26:49 Case study: Shipping industry cycles and overlooked opportunities 32:10 Learning from investment experiences and managing risk 43:52 Focus on overlooked sectors like healthcare and uranium 52:08 Jeremie's independent research process and future outlook 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 ago1h 18m
2026 Mid-Year MicroCap Review with Maj Soueidan, Tim Heitman and Mathieu Martin
In this episode of the Planet MicroCap Podcast, we brought back the Investors Roundtable - our first since 2022 - with Maj Soueidan of GeoInvesting, Tim Heitman of Investing 501, and Mathieu Martin of the Rivemont MicroCap Fund. With the Russell MicroCap up roughly 27% year to date, we dig into what's actually driving that move, what's worked and what hasn't for our panelists, and whether this rally feels earned or fragile. We run through the Good, Bad, and Ugly from August 2026 earnings season - including a report that looked ugly on the surface but told a very different story underneath. We also close out with each guest's highest conviction idea right now and where they're looking heading into 2027. For more information about GeoInvesting, Investing 501 and Rivemont MicroCap Fund, please visit: https://geoinvesting.com/ | https://substack.com/@investing501 | https://rivemont.ca/en/alternative-funds/rivemont-microcap-fund/ Chapters: 00:00 Introduction to the Investors Roundtable 02:10 Market Overview and Rally Drivers 03:41 Discipline in the Current Rally 05:09 Value Investing in the Age of AI 07:03 Russell MicroCap Composition and Performance 08:30 Sector Contributions to MicroCap Rally 14:14 Portfolio Strategies and Sector Challenges 17:37 Cannabis Stocks and Sector Opportunities 22:05 What Has Worked and What Hasn't in 2026 44:53 Earnings Season Highlights and Key Reports 01:07:25 Looking Ahead to 2027: Trends and Themes 01:17:41 Follow the Experts: Social and Newsletter Links 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 ago45 min
Physical Infrastructure Tech Thesis with Lucas Sacerdote, Founder and CIO of Valora Investment Group
In this episode of the Planet MicroCap Podcast, I spoke with Lucas Sacerdote, Founder and CIO of Valora Investment Group, for his first-ever podcast appearance. We break down his focus on real, tangible assets trading at steep discounts to book value, why he believes the technology frontier is currently being bottlenecked by the physical frontier, and how he thinks about building concentrated positions in energy and infrastructure names. We get into his biggest current position, Canadian Solar, why he thinks the hate on solar is overblown, and how he differentiates between value traps and genuine opportunity. We also touch on EOS Energy, LibertyStream, Comstock, Adecoagro, and his broader thesis on Argentina. We mention several companies during this conversation, and Lucas is a current shareholder in Canadian Solar, EOS Energy, LibertyStream, Comstock, and Adecoagro. For more information about Valora Investment Group, please visit: https://www.valoraig.com/ Chapters 00:00 Introduction to Lucas Sacerdote and his background 01:58 Lucas's investment philosophy and focus on tangible assets 03:58 His journey from KIG Investment Management to founding Ballora 08:01 Argentina's capital markets ecosystem and opportunities 12:05 Filtering process from 53,000 companies to 50 stocks 19:00 Case study: Canadian Solar and due diligence process 23:01 Managing conviction and position sizing in microcap investing 29:53 Market run-ups, valuation, and behavioral biases 37:07 Lessons from 2022 and downside protection 39:58 Argentina’s macro outlook and investment thesis 44:09 Advice for young investors and where to follow Lucas 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.
- Aug 22, 20261h 16m
The Board Member Trick with Tim Heitman, Full-time MicroCap Investor
In this episode of the Planet MicroCap Podcast, I spoke with Tim Heitman - full-time private investor, MicroCap Club member, and longtime Dallas Stars team photographer - for a wide-ranging conversation that started at the World Cup and ended up deep in the weeds of microcap due diligence. We break down how his time at Fidelity during the Lynch era and later at David Tice's Behind the Numbers shaped a simple but durable framework: understand the business first, the numbers take care of themselves. We get into his approach to management interviews - including why he tells CEOs to treat him like a new board member, how he uses Claude to grade his own interview performance, and why asking the jerk question is sometimes the most important thing you can do. We also cover why obsessing over models is the most common mistake smart new investors make, and what sports photography taught him about controlling emotions under pressure. We mention several companies during this conversation, and Tim is a current shareholder in Mama Creations, Noble Romans, and Innovative Foods. For more information about Tim and Investing 501 Newsletter, please visit: https://investing501.substack.com/ Chapters: 00:00 Introduction and guest background 39:28 The Role of Management Changes and Management Quality 40:36 Case Study: Mama Creations and Management Turnarounds 41:42 Assessing Management Genuineness and Track Record 43:10 The Importance of Asking Hard Questions 44:28 Using AI to Prepare for Management Calls 45:50 Techniques from Negotiation Expert Chris Voss 46:51 Analyzing Conference Call Transcripts with AI 48:11 Grading Your Own Interview Performance 50:19 Post-Interview Follow-up and Deepening Insights 51:47 Reflections on Microcap Investment Strategies 52:03 The Evolution of Microcap Information Access 54:01 The Power of Information Arbitrage in Microcaps 55:29 Advice for Young Microcap Investors 56:35 Common Mistakes in Microcap Analysis 57:16 Building Better Models and Valuations 58:46 Controlling Emotions and Having a Process 01:00:07 Rethinking Assumptions About Boards and Management 01:01:27 How to Approach Management as a Potential Board Member 01:03:28 Shifting Focus from Pitch to Strategy 01:04:55 Using Questions to Uncover Management Incentives 01:07:22 Managing Cultural Change in Microcap Companies 01:08:20 Advice for Younger Investors and Analyzing Management 01:09:40 Leveraging Conference Decks and Transcripts for Insights 01:11:36 Controlling Emotions and Having a Clear Plan 01:12:17 Interrelation of Photography and Investing Mindsets 01:12:48 The Importance of Basic Accounting and Behavioral Finance 01:13:17 Controlling Emotions and Consistent Process in Investing 01:14:05 Where to Follow Tim Heitman and Engage 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.
- Aug 15, 20261h 4m
S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management
In this episode of the Planet MicroCap Podcast, I spoke with Shawn Behnam and Gabriel Etessami, Co-Founders of Garden Capital Management, for their first-ever investing podcast appearance. We break down their S-curve framework for identifying technologies at the early stages of adoption, how they think about position sizing when the outcome is clear but the timing isn't, and why they run a concentrated portfolio in a space where most people default to diversification. We also get into their current conviction on energy infrastructure as an AI tailwind, a deep look at Joby Aviation and the eVTOL (electric vertical takeoff and landing) space, and where they think market consensus is simply wrong right now. For more information about Garden Capital Management, please visit: https://www.gardencapitalmanagement.com/ Chapters: 00:00 Introduction to Garden Capital and the Podcast 02:06 Backgrounds of Shawn and Gab and their investment philosophies 06:55 The origin of their interest in equity analysis and early-stage tech 15:06 Understanding the S-curve and its significance in investing 21:10 Differentiating real inflection points from false signals 27:48 Managing uncertainty and sizing positions in long-term bets 32:10 Focus on smaller companies and the investment universe 38:09 Emerging themes like energy demand and quantum computing 41:51 Market consensus and identifying mispriced opportunities 49:59 The role of social media and fan engagement in investing 54:51 The importance of management quality and team alignment 01:01:52 Key experiences shaping their investment approach 01:02:53 How to find undervalued companies on the S-curve 01:04:11 Closing thoughts and contact information for Garden Capital 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.
- Aug 8, 202642 min
Real Catalyst Or Good Story with Hugo Navarro, Founder & Editor of Undervalued and Undercovered Newsletter
In this episode of the Planet MicroCap Podcast, I spoke with Hugo Navarro - Founder and Editor of the Undervalued and Undercovered newsletter on Substack and fund advisor at PEQUITY U&U Global Opportunities - to dig into how a 19-year-old from Spain built a six-figure research business and a fund advisory role by going where almost no one else was looking. We break down his process for finding names that look bad on the surface but are cheap for the wrong reasons, how he thinks about separating a real catalyst from a story that just sounds good, and a hard lesson from Intellego that taught him when a sniff test beats 100 hours of due diligence. We also get into two current ideas he's watching closely. For more information about the Undervalued and Undercovered newsletter, please visit: https://smallcaptreasures.substack.com/ Chapters: 00:00 Introduction and guest background 02:00 Hugo's journey from Spain to microcap investing 04:02 How Hugo started his research newsletter 06:06 The success and growth of Hugo's research business 07:54 Hugo's investment philosophy and approach 10:56 Finding ideas through screening and networking 14:00 Deep dive research process and thesis validation 18:13 Examples of catalysts and undervalued opportunities 23:06 Lessons from a failed investment in Intellego 25:59 Separating real catalysts from stories 28:57 Passing on ideas and risk management 32:54 Influence of investor interactions and experience 35:04 Hugo's future goals and investment outlook 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.
- Aug 1, 202649 min
The Most Misread Commodity Setup with Rick Rule, Founder & CEO of Rule Investment Media
In this episode of the Planet MicroCap Podcast, recorded a couple weeks ahead of Planet MicroCap Las Vegas, I spoke with Rick Rule - founder and CEO of Rule Investment Media and co-founder of Battle Bank - for a wide-ranging conversation on natural resources, gold, and where Rick thinks the smart money is quietly moving next. A note worth flagging before you listen: when we recorded this, Rick called gold north of $3,000 and said we were 20 years into a 30-year bull market. Gold has since crossed $4,000 - make of that what you will. We break down why Rick thinks the bull run still has a decade left, why he trimmed his junior miners and redeployed into royalty streamers, what he considers the most misread commodity setup right now, and why uranium's fundamental case has quietly changed in a way most investors still haven't caught up to. We also get into rare earths, copper, and his new venture, Battle Bank. For more information about Rule Investment Media, please visit: https://www.ruleinvestmentmedia.com/ Chapters: 00:00 Introduction and Rick Rule's Market Perspective 00:21 Rick Rule's Background and Investment Philosophy 01:24 Gold Price Surge and Market Cycles 03:30 Why Generalist Capital Is Still Hesitant in Juniors 04:56 The Long-Term Bull Market in Gold and Resources 06:18 US Debt, Inflation, and Gold's Future 08:44 The Role of Political Risk in Resource Investing 23:55 Uranium's Resurgence and Energy Security 28:16 Rare Earths: Myths, Realities, and Opportunities 34:14 AI and Its Impact on Commodities and Resources 38:59 Introduction to Battle Bank and Its Unique Features 43:54 What Could Make Rick Rule Bearish on Gold 45:34 The Future of US Debt and Currency Deterioration 46:38 How to Connect with Rick Rule and Resources 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.
- Jul 25, 202643 min
Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers
In this episode of the Planet MicroCap Podcast, recorded just ahead of Planet MicroCap Las Vegas, I spoke with Dan Rasmussen, Founder and Manager Partner of Verdad Advisers, to dig into where we actually stand on the value and microcap cycle - and whether the last few years of pain are finally turning into opportunity. We break down why microcap deep value has lagged since the release of ChatGPT and what that means going forward, why Dan thinks the private equity unwind is still in its early innings, and why Japan remains his highest conviction trade right now despite how well-known the setup has become. We also get into Korea, Europe, and where AI capex spending is likely to disappoint. We mention several companies and sectors during this conversation, and I am not a shareholder in any of them. For more information about Verdad Advisers, please visit: https://verdadcap.com/ Chapters: 00:00 Introduction and guest background 00:26 Overview of the microcap cycle and recent pain 01:25 The 2018-2020 value apocalypse and conviction 02:50 When does value and microcap work best? 03:44 Impact of ChatGPT and AI on value performance 05:17 International vs. US value performance post-AI 09:04 The small cap amplifier and recent market trends 10:06 Eternal truths about market cycles and CAPEX 11:49 Market bubbles, equity issuance, and private markets 21:24 The Japan opportunity and market structure 27:18 Korea's market structure and unique opportunities 34:04 Europe's valuation and macroeconomic challenges 35:52 AI adoption, market outlook, and microcap positioning 38:45 Managing wrong calls and investment discipline 40:30 Final thoughts: Japan as a key opportunity 41:06 Where to find more about Dan Rasmussen 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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