Planet MicroCap
232 episodes listed below
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Educating the Next Generation of Investors in MicroCap and Emerging Growth Companies with Host Robert Kraft, CEO of Planet MicroCap, The Official MicroCap News Source
Short reviews from the PlayNext desk, based on the episodes we processed.
A measured case for active selection when index construction distorts small-cap valuation.
John Petrides frames small-cap investing as a question of index construction as much as stock selection. He argues that passive indexing can distort performance and valuation, and he makes the case for looking first at business models, cash flows, earnings, and balance-sheet…
A bottom-up microcap process built from screens and event catalysts.
The piece follows a microcap thesis coming together from the ground up, not from a big macro call. Luis Sanchez describes LVS Advisory as a two person team leaning on screens, daily news flow, and a lot of rock turning, then letting the companies show the larger theme.
A grounded microcap conversation about where catalysts come from and why management still matters.
This episode makes a solid case for how microcap value can surface, with Andrew Pogue tying catalysts to management quality, activist pressure, and capital allocation.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Host Robert Kraft interviews Artem Fokin, founder of Carrocan Capital, about his over-a-decade experience in concentrated microcap investing.
Host Robert Kraft interviews John Petrides, a portfolio manager, to discuss market concentration risks, AI investment shifts, and geopolitical threats like Taiwan.
Robert Kraft talks with Andrew Pogue, founder of the Underlying Value Substack, about how his background at Accenture, Platinum Equity, and a search-fund acquisition shaped his microcap process.
Robert Kraft interviews Sebastian Krogh about his evolution from stock picker to portfolio manager, covering lessons from portfolio companies, thesis drift, position sizing, and using AI to uncover investment themes in microcaps.
Robert Kraft interviews Jim Zimmerman, founder and fund manager, and Abby Zimmerman, research analyst at Lowell Capital Management, about their 'Fort Knox balance sheet' approach to microcaps.
On Planet MicroCap Podcast, Robert Kraft and Ryan Telford examine why a profitable microcap can beat estimates yet see its stock sell off, using quality-of-earnings and dilution-risk scorecards.
Robert Kraft interviews Chris Marlett about MDB Capital's public venture model and microcap investing opportunities.
Robert Kraft interviews Tobias Carlisle about value investing in 2025, focusing on microcap opportunities and the Acquirer's Multiple framework.
An interview with Christian Schmidt about his microcap investing approach, emphasizing catalysts and valuation work before news hits.
Host Robert Kraft interviews analyst Sam McColgan about microcap investing strategies and promotes an upcoming investor conference.
Host Robert Kraft interviews James Emanuel about his book Fabric of Success and discusses microcap investing strategies.
Host Robert Kraft discusses microcap investing, announces upcoming events, and thanks listeners and team members.
Host Robert Kraft interviews Jacob Rowe about microcap investing strategies focused on special situations and catalysts.