Gå offline med appen Player FM !
Podcaster värda att lyssna på
SPONSRAD


1 Advancing Cardiology and Heart Surgery Through a History of Collaboration 20:13
Small Caps Are BACK + Aerospace Opportunities, Info Arb is Everywhere with Maj Soueidan, (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting
Manage episode 430393318 series 2501033
My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroCap Twitter/X to declare, "WE ARE BACK." Maybe we are, maybe we're not, but Maj, Jan and I discuss this most recent breakout. We discuss opportunities in Aerospace, how there's info arbitrage opportunities everywhere and more!
We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.
For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
298 episoder
Manage episode 430393318 series 2501033
My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroCap Twitter/X to declare, "WE ARE BACK." Maybe we are, maybe we're not, but Maj, Jan and I discuss this most recent breakout. We discuss opportunities in Aerospace, how there's info arbitrage opportunities everywhere and more!
We discussed a number of stocks during our interview today, Maj and Jan also may or may not own companies that comprise their Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.
For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/
For more information about GeoInvesting, please visit: https://geoinvesting.com/
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
298 episoder
Alla avsnitt
×
1 The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital 54:33

1 Cleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of Invariant 53:02

1 Locafy Limited (NASDAQ: LCFY): Focus on Location-based Digital Marketing 38:02

1 Quality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study Billionaires 55:06

1 We (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital Management 39:58

1 A+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks Capital 56:53

1 Special Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations Newsletter 46:04

1 MicroCap Year-End Review: Round Trips, Unexpected Winners, InfoArb, Raising Growth Capital + $TSSI $LFVN $ACFN $TATT with Maj Soueidan, GeoInvesting & MS MicroCaps 1:44:24

1 GARRRP: Growth at a Reasonable Reasonable…Reasonable Price with Roger Fan, Founder and CIO of RF Capital Management 43:54

1 Conceptualizing the Future with Deiya Pernas, Co-Founder and Analyst at Pernas Research 46:16

1 Buying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc. 40:23

1 Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate 53:16

1 Owning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leon 43:29

1 Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap 47:22

1 It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management 39:25
Välkommen till Player FM
Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.