Podcast Episodes
Back to SearchInvesting Around Catalysts and Knowing When to Trust Management with Christian Schmidt, Private Investor and Co-Founder of Tracktacle
Episode 477
My guest on the show today is Christian Schmidt, a private investor and co-founder of Tracktacle, a financial data and alerts platform that provides …
2 months, 1 week ago
Why International MicroCaps Resemble the U.S. Opportunity of the 1990s with Robert Gardiner, Chairman & Co-Founder of Grandeur Peak Global Advisors
Episode 476
My guest today is Robert Gardiner, Chairman and Co-Founder of Grandeur Peak Global Advisors. Robert has over four decades of experience investing in …
2 months, 3 weeks ago
electroCore (NASDAQ: ECOR): Non-Invasive Nerve Stimulation Products to Rebalance Autonomic Nervous System
Episode 475
Welcome to the Planet MicroCap Podcast’s Due Diligence series. I’m your host, Robert Kraft. My guest today is Dan Goldberger, CEO of electroCore (NAS…
3 months, 1 week ago
D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello, Founder and Portfolio Manager at Marrello Capital
Episode 474
My guest today is Dylan Marrello, Founder and Portfolio Manager at Marrello Capital. In this episode, we take a deep dive into D-BOX Technologies (TS…
3 months, 2 weeks ago
The Anatomy of a Fallen Angel: Management, Mispricing, and Turnarounds + Weight Watchers $WW Thesis with Paul Cerro, Founder and CIO of Cedar Grove Capital Management
Episode 473
My guest on the show today is Paul Cerro, Founder and CIO of Cedar Grove Capital Management, and today’s conversation is all about fallen angels — on…
3 months, 3 weeks ago
Thinking like Private Owners in the Public Markets with Jason Kirsch, Portfolio Manager at Rosen Partnership
Episode 472
My guest on the show today is Jason Kirsch, Portfolio Manager at Rosen Partnership and co-architect of the firm’s Active Value Strategy — a concentra…
3 months, 4 weeks ago
Capital Cycles, Moats, and Margin of Safety + Thoughts on $AAP $TRBR.V with Kenny Chan, Founder & Portfolio Manager of Korwell Capital
Episode 471
My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he’s built an investment philosophy…
4 months, 1 week ago
Crypto at a Crossroads: Institutional Viability and Remaining Risks with Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets
Episode 470
My guest on the show today is Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets. He recently authored a “Crypto Industry” white p…
4 months, 2 weeks ago
Financial Archaeology: Deep Research and Uncommon Insights with Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial
Episode 469
My guest on the show today is Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial. In this episode, Gwen walks us through her unique researc…
4 months, 4 weeks ago
The Case for MicroCaps and Why We're in the Early Innings of a New Cycle that Favors Smaller Companies with Doug Porter, Portfolio Manager and Senior Research Analyst at Acuitas Investments
Episode 468
My guest on the show today is Doug Porter, Portfolio Manager and Senior Research Analysts at Acuitas Investments. Doug and his team recently publishe…
5 months ago