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Thesis Drift with Sebastian Krog, Founder & Editor of Treasure Hunting Newsletter on Substack

Episode 489

In this episode of the Planet MicroCap Podcast, I spoke with Sebastian Krog, Founder & Editor of Treasure Hunting Newsletter on Substack, to unpack t…

3 months, 3 weeks ago

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Asian Investment Landscape with Michael Fritzell, Editor of Asian Century Stocks

Episode 488

In this episode of the Planet MicroCap Podcast, I spoke with Michael Fritzell, Editor of Asian Century Stocks Newsletter. We break down the evolving …

3 months, 4 weeks ago

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Seismic Market Rotations with Travis Prentice, CIO of Informed Momentum Company

Episode 487

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 beneat…

4 months ago

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Quiet Compounders with Aaron Monroe, Tyler Ventura, and John Loesch, Diamond Hill Micro Cap Strategy

Episode 486

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…

4 months, 1 week ago

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Underlying Value with Andrew Pogue, Founder of Underlying Value Substack

Episode 485

In this episode of the Planet MicroCap Podcast, I’m joined by Andrew Pogue, Founder of the Underlying Value Substack, to break down his differentiate…

4 months, 2 weeks ago

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Beyond Mega Caps with John Petrides, Portfolio Manager at Tocqueville Asset Management

Episode 484

In this episode of the Planet MicroCap Podcast, I spoke with John Petrides, Portfolio Manager at Tocqueville Asset Management. We take a step back an…

4 months, 3 weeks ago

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Staying Objective with Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital

Episode 483

In this episode of the Planet MicroCap Podcast, I’m joined by Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital, to reflect on more tha…

5 months ago

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Fort Knox Balance Sheets with Jim Zimmerman and Abby Zimmerman, Lowell Capital Management

Episode 482

In this episode of the Planet MicroCap Podcast, I’m joined by Jim Zimmerman, Founder & Fund Manager, and Abby Zimmerman, Research Analyst, of Lowell …

5 months, 1 week ago

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Power Plays with Luis Sanchez, Founder of LVS Advisory

Episode 481

In this episode of the Planet MicroCap Podcast, I’m joined by Luis Sanchez, Founder of LVS Advisory, to discuss his firm’s differentiated event-drive…

5 months, 2 weeks ago

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Quality of Earnings and Dilution Risk with Ryan Telford, Head of Evidence-Based Research at MicroCapClub

Episode 480

In this episode of the Planet MicroCap Podcast, I spoke with Ryan Telford, Head of Evidence-Based Research at MicroCapClub, where he breaks down why …

5 months, 3 weeks ago

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