Podcast Episodes

On the Road: Why Site Visits Matter - MicroCap Fieldwork in Canada with Anthony Perala and James Hannack, Research Analysts at Punch & Associates

Episode 457

My guests on the show today are Anthony Perala and James Hannack, research analysts at Punch & Associates. Anthony and James recently returned from a…

8 months, 3 weeks ago

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The 2025 Turnaround in Canadian Cannabis with Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund

Episode 456

My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund. I've known Mathieu a long time, and he's a regular guest o…

9 months, 1 week ago

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Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @UzoCapital

Episode 455

My guest on the show today is Jerome, Portfolio Manager at Uzo Capital. Jerome brings a unique lens to public equity investing—shaped by his experien…

9 months, 2 weeks ago

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Constructing a Software Investing Thesis in the Age of AI with Ben Brostoff, Editor/Writer of the Stock Talk Newsletter

Episode 454

My guest on the show today is Ben Brostoff, software engineer at Klaviyo and the writer behind the Stock Talk newsletter on Substack. Ben has a fasci…

9 months, 3 weeks ago

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MicroCap Investing is a Team Sport with Cameron @onecentinvest, Founder of Common Sense Investing

Episode 453

My guest on the show today is Cameron, Founder of Commonsense Investing and author of the Substack microcapstocks.substack.com. Cameron is a microcap…

9 months, 4 weeks ago

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Europe’s Hidden Gems: MicroCap Investing with Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion

Episode 452

My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into…

10 months ago

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Planet MicroCap Podcast: LIVE! with Thomas Bachrach, Jason Hirschman, Whit Huguley + SPECIAL GUEST: Kevin Shea!

Episode 451

Today, I'm sharing with you our annual Planet MicroCap Podcast: LIVE! panel from the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCa…

10 months, 4 weeks ago

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PLBY Group, Inc. (NASDAQ: PLBY): Managing the Turnaround at Playboy

Episode 450

My guest on the show today is Ben Kohn, President and CEO of PLBY Group, Inc. (NASDAQ: PLBY). PLBY Group, Inc. is a global pleasure and leisure compa…

1 year ago

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Ascent Industries (NASDAQ: ACNT): Industrial Manufacturing Company Focused on Specialty Chemicals and Stainless Steel Tubular Products

Episode 449

My guest on the show today is Brian Kitchen, President & CEO, Ryan Kavalauskas CFO of Ascent Industries Co. (NASDAQ: ACNT). Ascent Industries Co. is …

1 year ago

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The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management

Episode 448

My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investme…

1 year ago

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