Shows / MicroCapClub

MicroCapClub
MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s…
Episodes
MicroCapClubThe AI Masterclass for Microcap Investors | Kevin Schoovaerts
Kevin is the founder of Atomical Capital, where he writes the 100 Bagger Hunting newsletter on under-the-radar microcaps and teaches investors to use Claude…
MicroCapClubFind the Bull Market by Ian Cassel
Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and…
MicroCapClubThe World’s Cheapest Stocks by Dan Rasmussen
Dan Rasmussen, founder of Verdad Advisors, gave this presentation at Planet MicroCap Toronto 2026 powered by MicroCapClub. Planet Microcap hosts the highest…
MicroCapClubFrom 30¢ to $30+: How Brad Bourne Built FTG Into a Defence Winner
Jeff Tory, Chair of Pembroke Management, sits down with Brad Bourne, CEO of Firan Technology Group (FTG.TO / FTGFF) to discuss the rise of the company. This…
MicroCapClubHow great stocks drop 50% | John Huber
John Huber is the portfolio manager of Saber Capital Management, which he founded in 2013 after a journalism degree and about eight years buying foreclosed…
MicroCapClubIan Cassel Pitches Golconda Gold $GG.V at Planet MicroCap Toronto 2026
Ian Cassel, CIO at IFCM and founder of MicroCapClub, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the MicroCapClub community?…
MicroCapClubJason Kirsch Pitches Vertex Resource Group $VTX.V at Planet MicroCap Toronto 2026
Jason Kirsch, Portfolio Manager at Rosen Partnership, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the MicroCapClub community?…
MicroCapClubMathieu Martin Pitches Wi2Wi $YTY.V at Planet MicroCap Toronto 2026
Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the MicroCapClub…
MicroCapClubBrent Todd Pitches EverGen Infrastructure $EVGN.V at Planet MicroCap Toronto 2026
Brent Todd, Senior Investment Advisor at Canaccord Genuity Wealth Management, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the…
MicroCapClubGerry Wimmer Pitches Caldwell Partners $CWL.TO at Planet MicroCap Toronto 2026
Gerry Wimmer, investor, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us…
MicroCapClubJesse Gamble Pitches Blue Ant Media $BAMI.TO at Planet MicroCap Toronto 2026
Jesse Gamble, Senior Vice President and Portfolio Manager at Donville Kent Asset Management, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub…
MicroCapClubJason Senensky Pitches Currency Exchange International $CXI.TO at Planet MicroCap Toronto 2026
Jason Senensky, Investor and Writer at Chapter Twelve Capital, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the MicroCapClub…
MicroCapClubRyan Irvine Pitches Groupe Dynamite $GRGD.TO at Planet MicroCap Toronto 2026
Ryan Irvine, President and CEO of Keystone Financial, Keystocks.com, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the…
MicroCapClubSharon Wang Pitches Tantalus Systems $GRID.TO at Planet MicroCap Toronto 2026
Sharon Wang, Senior Investment Analyst at PenderFund Capital Management, presents at Planet MicroCap Toronto 2026 Powered by MicroCapClub. Not part of the…
MicroCapClubKyle McPhee Pitches Dexterra Group $DXT.TO at Planet MicroCap Toronto 2026
Kyle McPhee, Managing Director of Institutional Equity Research at ATB Cormark Capital Markets, presents at Planet MicroCap Toronto 2026 Powered by…
MicroCapClubThe 150 bagger no one knows about | John Barr
John Barr is a portfolio manager at Needham Funds, where he runs small- and mid-cap growth strategies. Before Wall Street, he spent fourteen years in…
MicroCapClubWhy Exchanges Beat the Market | James Davolos
James Davolos is a portfolio manager at Horizon Kinetics, where he has spent nearly 21 years studying exchanges and what the firm calls croupier businesses…
MicroCapClubLindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
In this Business Breakdowns, David Barbato sits down with Lindbergh’s (LDB.MI) CEO Michele Corradi and COO Andrea Allegrini. The company was originally…
MicroCapClubFrom Speculation to Investment by Ian Cassel
In this episode, Ian Cassel talks about crossing the chasm of speculation to investment in microcap stocks. You can also read it as an article here…
MicroCapClubA Decade of Oil and Gas Investing in One Hour | Alejandro Yela
Alejandro Yela is the founder of Hermit Ventures and the author of The Hermit, a Substack focused on nano- and microcap companies. He began as a debt investor…
MicroCapClubStrata Critical Medical (SRTA): The Organ Transplant Logistics Roll-Up
In this Business Breakdown, David Barbato and Adam Wilk sit down with Strata Critical Medical’s (SRTA) co-CEO and CFO Will Heyburn and VP of Finance and…
MicroCapClubIs AI Making Us Dumber? | Michael Fritzell
Michael Fritzell writes Asian Century Stocks, a research service covering undercovered equities across Asia. He spent sixteen years on the buy side in Hong…
MicroCapClub30 Years of Berkshire Meetings in 60 Minutes
Alex Morris is the author of Buffett and Munger Unscripted, a topic-by-topic organization of three decades of Berkshire Hathaway shareholder meetings, and he…
MicroCapClubIs AI Coming for Accounting and Law? $KPG.AX $AFL.AX
Tristan is a tax accountant in Australia and a member of MicroCap Club. He is a long-time shareholder of Kelly Partners Group ($KPG.AX), the accounting firm…
MicroCapClubWidePoint Corporation (WYY): Securing the Government
In this Business Breakdown, David Barbato, Sergio Heiber, and Lindsay Leeds sit down with WidePoint Corporation’s (WYY) CEO Jin Kang and COO Todd Dzyak. The…
MicroCapClubClub Conversation with Joe Kaye, Small Niches, Big Returns
Joe Kaye is a former actuary who now runs a concentrated separately managed account and is preparing to launch a standalone fund. Since 2023, he's compounded…
MicroCapClubLibertyStream Infrastructure (LIB.V/VLTLF): Inside the US Lithium Tech Disruption
In this Business Breakdown, David Barbato and Joel Kirkpatrick sit down with LibertyStream Infrastructure’s (LIB.V/VLTLF) CEO Alex Wylie. The company was…
MicroCapClubUpdate with Kelly Partners Group (KPG.AX/KPGHF): The Buy and Build Leaders in Accounting Services
In this Business Breakdown, David Barbato sits down with Kelly Partners Group’s (KPG.AX/KPGHF) CEO Brett Kelly. The company was originally profiled by Adrián…
MicroCapClubClub Conversation with Leland Roach, Hidden Value in $MAYS, $BUKS, and $EVC
This discussion took place live on July 22nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubTeqnion AB (TEQ.ST): Inside a Nordic Serial Acquirer
In this Business Breakdown, David Barbato sits down with Teqnion's (TEQ.ST) CXO, Daniel Zhang. Daniel Zhang is CXO at Teqnion, a Swedish serial acquirer of…
MicroCapClubClub Conversation with Deiya and Dean Pernas, 30% Net CAGR Since 2017
This discussion took place live on July 1st, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubIt Checks All the Boxes, Except the One that Matters
In this episode, Ian Cassel talks about how even companies that check all the boxes can still go wrong. You can also read it as an article here…
MicroCapClubClub Conversation with Clare Flynn Levy, Helping Fund Managers Outperform
This discussion took place live on June 29th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubHigh Expectations
In this episode, Ian Cassel talks about how high expectations are a killer of future returns. can also read it as an article here…
MicroCapClubUpdate with Paragon Advanced Labs (PALS.V): High-Speed Mineral Testing Toll Booth
In this Business Breakdown, David Barbato, Sergio Heiber, and Lindsay Leeds sit down with Paragon Advanced Labs (PALS.V) CEO Peter Shippen. This discussion…
MicroCapClubPlayboy (PLBY): Cultural Icon, Back to Its Licensing Roots
In this Business Breakdown, David Barbato and “uzocapital” sit down with Playboy’s (PLBY) CEO Ben Kohn. This discussion took place live on July 8th, 2026, on…
MicroCapClubSame Process. Different Outcomes.
In this episode, Ian Cassel talks about the cruel reality of stock picking where the same process produces different outcomes. You can also read it as an…
MicroCapClubRenoworks Software (RW.V / ROWKF): The Visualization Layer for Home Remodeling
In this Business Breakdown, David Barbato and Joshua Cohen sit down with Renoworks Software’s (RW.V / ROWKF) CEO Doug Vickerson. This discussion took place…
MicroCapClubClub Conversation with Sean Westropp, Deep Sail Capital's Microcap Playbook
Sean Westropp is the CIO of Deep Sail Capital, a long/short fund focused on growth, with most of the long book in microcaps and the balance in established…
MicroCapClubADF Group (DRX.TO): The Backbone of America's Biggest Builds
In this Business Breakdown, David Barbato and co-host Sébastien Charland, President of Agave Capital, sit down with ADF Group’s (DRX.TO) CFO Jean-François…
MicroCapClubObsession by Ian Cassel
Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us…
MicroCapClubClub Conversation with Dylan Marrello, Asymmetric Bets in Hated Industries
Dylan Marello is CIO of Marello Capital, a fund he launched after a career as a corporate litigator. He runs a concentrated, long-only portfolio of roughly 12…
MicroCapClubClub Conversation with Pedro Sousa, Private Equity Meets Microcaps
This discussion took place live on April 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubClub Conversation with Jeffrey Tory, 40 Years Investing in Canadian Microcaps
This discussion took place live on April 22nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubCareRx Corporation (CRRX.TO): Care Home Pharmacy
In this Business Breakdown, David Barbato and Jason Senensky sit down with CareRx Corporation’s (CRRX.TO) President and CEO, Puneet Khanna, and Suzanne Brand…
MicroCapClubThe Coach Who Never Stopped Rebuilding
In this episode, Ian Cassel compares successful stock picking and portfolio management to being a great basketball coach. You can also read it as an article…
MicroCapClub1Stdibs.Com (DIBS): The Curated Luxury Marketplace
In this Business Breakdown, David Barbato and Jamil Tahir sit down with 1Stdibs’ (DIBS) Chairman/CEO, David Rosenblatt. This discussion took place live on May…
MicroCapClubClub Conversation with Charlie Youakim, 85x Return in 3 Years
Charlie Youakim is the co-founder and CEO of Sezzle (SEZL), a buy-now-pay-later company now valued at over $3 billion. He previously co-founded Passport, a…
MicroCapClubWe Are Vikings
In this presentation, Ian Cassel presents on the Viking Age and the parallels with successful microcap investing. MicroCapClub is an exclusive forum for…
MicroCapClubBOS Better Online Solutions (BOSC): Defense Supply Chain Integrator
In this Business Breakdown, David Barbato and Scott Weis, CIO of Semco Capital, sit down with Better Online Solutions’ (BOSC) CEO Eyal Cohen. This discussion…
MicroCapClubInvesting is Not a Game of Perfect
In this episode, Ian Cassel talks about how investing is not a game of perfect. You can also read it as an article here: https://microcapclub.com/newsletter/…
MicroCapClubUpdate with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer
In this Business Breakdown, Ian Cassel and David Barbato sit down with Golconda Gold’s (GG.V/GGGOF) Chairman, Founder, and CEO, Ravi Sood. The company was…
MicroCapClubThe Last Moat by Ian Cassel
In this episode, Ian Cassel talks about the last moat in investing. You can also read it as an article here: https://microcapclub.com/newsletter/ MicroCapClub…
MicroCapClubPrecipio (PRPO): Advanced Blood Diagnostics
In this Business Breakdown, David Barbato and Sean Westropp from Deep Sail Capital sit down with Precipio’s (PRPO) CEO Ilan Danieli. The company was originally…
MicroCapClubClub Conversation with Paul Andreola, Buying & Riding 100 Baggers
This discussion took place live on March 17th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubA Club Conversation with Rich Beaven, Cyclicals with a Catalyst
This discussion took place live on March 16th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubClub Conversation with Lee Freeman-Shor & Clare Flynn Levy, Stock Market Maestros
This discussion took place live on March 19th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in…
MicroCapClubEnterprise Group (E.TO/ETOLF): Infrastructure Services Specialist
In this Business Breakdown, David Barbato and Erik Voss sit down with Enterprise Group’s (E.TO/ETOLF) President & Director Desmond O'Kell. The company was…
MicroCapClubClub Conversation with Thomas J. Bachrach, The Frontier Investor
This discussion took place live on February 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live…
MicroCapClubEVS Broadcast Equipment SA (EVS.BR): The Backbone of Live Broadcasting
In this Business Breakdown, David Barbato and Geert Campaert sit down with EVS Broadcast Equipment’s (EVS.BR) CEO Serge Van Herck. The company was originally…