Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Kayser Pravia, Founder of El Planeta Financiero. In this episode, Kayser shares his mission to expand financial literacy and microcap investing for Spanish-speaking investors worldwide. We discuss his evolution from day trading losses to a Buffett- and Lynch-inspired value investor, why he runs a concentrated portfolio, and his focus on recession-proof businesses with strong balance sheets. Kayser also talks about building El Planeta Financiero into a growing educational platform and investing community for Spanish speakers. For more information about El Planeta Financiero, you can subscribe to the YouTube channel here: https://www.youtube.com/@elplanetafinanciero [https://www.youtube.com/@elplanetafinanciero]  You can Follow Kayser Pravia on Twitter/X @elplanetaf: https://x.com/elplanetaf [https://x.com/elplanetaf] Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel [https://www.youtube.com/user/SNNWire]. 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 [https://www.youtube.com/redirect?q=http%3A%2F%2Fbit.ly%2F1Q5Yfym&redir_token=KM-Hq0C5IQrdTA4S7U1Ev9MzTOV8MTU1Nzk1NTY1NUAxNTU3ODY5MjU1] Click here to rate and review the Planet MicroCap Podcast [https://itunes.apple.com/us/podcast/planet-microcap-podcast/id1024217659?mt=2] 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 [https://twitter.com/BobbyKKraft]

My guest on the show today is Asif Suria, Founder of Inside Arbitrage and Co-Host of the Special Situations Report podcast. In this episode, Asif shares his evolution from traditional value investing to a diversified, event-driven strategy that includes merger arbitrage, spin-offs, buybacks, insider activity, and more. We dive into his “three-legged stool” process — combining event triggers, a 14-factor quant model, and deep qualitative research — and how it’s helped him navigate both opportunities and challenges in special situations. Asif also walks through real-world examples, highlighting lessons learned from his biggest wins and most humbling setbacks. For more information about Inside Arbitrage and the Special Situations Report Podcast, please visit: https://www.insidearbitrage.com/ [https://www.insidearbitrage.com/] You can Follow Asif Suria on Twitter/X @AsifSuria: https://x.com/asifsuria [https://x.com/asifsuria] Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel [https://www.youtube.com/user/SNNWire]. 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 [https://www.youtube.com/redirect?q=http%3A%2F%2Fbit.ly%2F1Q5Yfym&redir_token=KM-Hq0C5IQrdTA4S7U1Ev9MzTOV8MTU1Nzk1NTY1NUAxNTU3ODY5MjU1] Click here to rate and review the Planet MicroCap Podcast [https://itunes.apple.com/us/podcast/planet-microcap-podcast/id1024217659?mt=2] 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 [https://twitter.com/BobbyKKraft]

My guest on the show today is Jordan Zinberg, President & CEO of Bedford Park Capital. Jordan leads the Bedford Park Opportunities Fund, a highly concentrated, Canada-focused small and mid-cap equity strategy. In this episode, Jordan shares how his fund delivered a 58.6% return in 2024, net of fees and expenses, and was named Best One-Year Return at the Canadian Hedge Fund Awards with a 73% return over the 12 months ended June 30, 2024. We also discuss the firm’s annualized return of 18.4% since inception in 2018. Jordan walks us through the firm’s signature approach—identifying high-growth companies trading at reasonable valuations in a deeply inefficient market. We talk about how he builds conviction through intensive research, how he sizes positions (starting small and pyramiding up), and why bad average-down decisions are rare. We take a close look at his biggest winners—Propel Holdings, Source Energy Services, and Enterprise Group—and examine how early theses, growth acceleration, and multiple expansion fueled outsized returns in 2024. Jordan emphasizes building your edge, knowing what you own, and structuring your portfolio with conviction and concentration. For more information about Bedford Park Capital, please visit: https://bedfordparkcapital.com/ [https://bedfordparkcapital.com/] You can follow Jordan Zinberg on Twitter/X @BedfordParkCap: https://x.com/BedfordParkCap [https://x.com/BedfordParkCap] Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel [https://www.youtube.com/user/SNNWire]. 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 [https://www.youtube.com/redirect?q=http%3A%2F%2Fbit.ly%2F1Q5Yfym&redir_token=KM-Hq0C5IQrdTA4S7U1Ev9MzTOV8MTU1Nzk1NTY1NUAxNTU3ODY5MjU1] Click here to rate and review the Planet MicroCap Podcast [https://itunes.apple.com/us/podcast/planet-microcap-podcast/id1024217659?mt=2] 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 [https://twitter.com/BobbyKKraft]

My guest on the show today is Maj Soueidan, Founder, Editor, and Chief Portfolio Officer at MS MicroCaps and GeoInvesting. In this episode, Maj shares a comprehensive update on his investment philosophy, including the performance and evolution of the MSM Quality Index, a passive, factor-driven approach to finding high-quality microcap stocks with multibagger potential. We discuss how the MSM Index blends qualitative and quantitative analysis, what separates it from traditional model portfolios, and the role of occasional rebalancing. Maj also walks us through how the index achieved over 100% returns since inception and why it’s built for long-term staying power. We also dive into the differences between MS Micro Caps and GeoInvesting — one serving as a pipeline of ideas, the other as a deeper research platform — and how Maj thinks about conviction levels, diversification, and information edge. From spotting opportunities in “old boring companies” benefiting from data center and AI trends to reading between the lines in press releases and earnings transcripts, Maj offers a masterclass in info arbitrage and microcap idea generation. For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/ [https://mscliffnotes.substack.com/] For more information about GeoInvesting, please visit: https://geoinvesting.com/ [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 [https://www.youtube.com/user/SNNWire]. 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 [https://www.youtube.com/redirect?q=http%3A%2F%2Fbit.ly%2F1Q5Yfym&redir_token=KM-Hq0C5IQrdTA4S7U1Ev9MzTOV8MTU1Nzk1NTY1NUAxNTU3ODY5MjU1] Click here to rate and review the Planet MicroCap Podcast [https://itunes.apple.com/us/podcast/planet-microcap-podcast/id1024217659?mt=2] 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 [https://twitter.com/BobbyKKraft]

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 methodology behind the MC Guts MicroCap Index — a quant-driven benchmark launched by MicroCapClub to track microcap stocks in the U.S., Canada, and Europe. We discuss why Canada and Europe are outperforming while the U.S. lags in 2025, sector rotation, and how Ryan’s “GUTS” framework — Growth, Undervalued, Timing, and Sentiment — identifies overlooked opportunities in the microcap universe. Ryan also shares how the index filters for quality, liquidity, and momentum, and how his research is challenging some of the conventional wisdom around dividend payers, ROIC, and the 52-week low strategy. For more information about MicroCapClub, please visit: https://microcapclub.com/ [https://microcapclub.com/] You can Follow Ryan Telford on Twitter/X @RTelford_invest: https://x.com/RTelford_Invest [https://x.com/RTelford_Invest] Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel [https://www.youtube.com/user/SNNWire]. 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 [https://www.youtube.com/redirect?q=http%3A%2F%2Fbit.ly%2F1Q5Yfym&redir_token=KM-Hq0C5IQrdTA4S7U1Ev9MzTOV8MTU1Nzk1NTY1NUAxNTU3ODY5MjU1] Click here to rate and review the Planet MicroCap Podcast [https://itunes.apple.com/us/podcast/planet-microcap-podcast/id1024217659?mt=2] 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 [https://twitter.com/BobbyKKraft]