Podcast Episodes
Back to SearchWhy "Old Boring Companies” Benefiting from Data Center and AI Trends + MSM Quality Index Mid-Year 2025 Review with Maj Soueidan, Founder & Editor of GeoInvesting / MS MicroCaps
Episode 459
My guest on the show today is Maj Soueidan, Founder, Editor, and Chief Portfolio Officer at MS MicroCaps and GeoInvesting. In this episode, Maj share…
1 year ago
How the MC GUTS Microcap Index Is Beating the Market: Mid-Year 2025 MicroCap Update with Ryan Telford, Head of Evidence-based Research at MicroCapClub
Episode 458
My guest on the show today is Ryan Telford, Head of Evidence-Based Research at MicroCapClub. In this episode, Ryan breaks down the performance and me…
1 year ago
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…
1 year, 1 month ago
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…
1 year, 1 month ago
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…
1 year, 1 month ago
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…
1 year, 1 month ago
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…
1 year, 2 months ago
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…
1 year, 2 months ago
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…
1 year, 3 months ago
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, 4 months ago