Podcast Episodes
Back to SearchGARRRP: Growth at a Reasonable Reasonable…Reasonable Price with Roger Fan, Founder and CIO of RF Capital Management
Episode 439
My guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the intro…
1 year, 7 months ago
Conceptualizing the Future with Deiya Pernas, Co-Founder and Analyst at Pernas Research
Episode 438
My guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current m…
1 year, 8 months ago
Buying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc.
Episode 437
My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we've all seen…
1 year, 8 months ago
Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate
Episode 436
My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. …
1 year, 8 months ago
Owning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leon
Episode 435
My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As hi…
1 year, 9 months ago
Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap
Episode 434
My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to in…
1 year, 9 months ago
It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management
Episode 433
My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast havin…
1 year, 9 months ago
MicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE International
Episode 432
My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private t…
1 year, 9 months ago
kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF): Enables Highly Regulated Industries to Streamline and Automate Validation Processes
Episode 431
My guests on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highl…
1 year, 9 months ago
The Cockroach Approach and the Art of Portfolio Construction with Jason Buck, CIO of Mutiny Funds
Episode 430
My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic rando…
1 year, 10 months ago