Planet MicroCap

🎙️NEW PODCAST: Beyond Mega Caps with John Petrides, Portfolio Manager at Tocqueville Asset Management on the @PlanetMicroCap Podcast We discuss: • Top 10 = ~40% of the S&P 500 — historically high concentration. • The AI story may shift from builders → adopters. • Taiwan remains a key semiconductor risk. • Valuation gaps between mega caps and smaller stocks persist. 📺Watch: youtube.com/watch?v=6kSGlh… 🎧Listen: podcasts.apple.com/us/podcast/bey… 📝Blog: planetmicrocap.com/beyond-mega-ca…

@MemeOnIcp @iancassel About one month before start of the event

@iancassel @PlanetMicroCap Do you know around when we will be able to schedule 1 on 1 meeting?

92 companies now confirmed for @PlanetMicroCap Las Vegas, June 16-18th Added $PALS.V $PDEX $EONR this week REGISTER: microcapclub.com/300-investors-…

🎙️NEW PODCAST: Staying Objective with Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital on @PlanetMicroCap Podcast We discuss: • Concentrated microcap investing focused on potential multibaggers • Why investors should be “friendly, not friends” with management • Diligence goes beyond the CEO/CFO — evaluate the full team • AI may automate research, shifting the edge to qualitative judgment 📺Watch: youtube.com/watch?v=bX6HHM… 🎧Listen: podcasts.apple.com/us/podcast/sta… 📝Blog: planetmicrocap.com/staying-object…

I'm excited for the pitch session at @PlanetMicroCap Las Vegas. We've got a great lineup of fund managers, analysts, and individual stock pickers pitching their favorite idea at the current price on the main stage. microcapclub.com/300-investors-…

This week we added: $BLZE $DLPN $ETST $IVF $IRIX $SKYX Planet MicroCap Las Vegas, June 16-18th MORE INFO: planetmicrocap.com

🎙️Enjoyed discussing our "Fort Knox" approach with @BobbyKKraft on @PlanetMicroCap — prioritizing strong balance sheets and real cash flow.

Don't miss the microcap event of the year. @PlanetMicroCap is only 104 days away. Block it out on the calendar. Tell your spouse, partner, dog you'll miss them, but not really.😄 300+ companies already registered 80+ companies confirmed REGISTER: microcapclub.com/300-investors-…

🎙️NEW PODCAST: Power Plays with Luis Sanchez, Founder of LVS Advisory @LuisVSanchez777 on the @PlanetMicroCap Podcast We discuss: • Two strategies: diversified event-driven (merger arb, restructurings) + concentrated global growth • “Power Thesis”: structural gap emerging between U.S. electricity demand and grid capacity • Focus on power + energy infrastructure tied to AI/data center demand • 2026 outlook: expects stronger M&A activity and improved setup for merger arbitrage 📺Watch: youtube.com/watch?v=8uXuhv… 🎧Listen: podcasts.apple.com/us/podcast/pow… 📝Blog: planetmicrocap.com/power-plays-wi…

📢We are now at 75 companies for Las Vegas Latest editions: $WATT $IEHC $KLNG $NEWT $TMG.V $USIO Register here: planetmicrocap.com

250+ investors registered now for @PlanetMicroCap Las Vegas in June. The event is FREE for all microcap investors. MCC Community gets access to our on-site Club House, early access to company 1x1's, and more. planetmicrocap.com

This past weekend Sean Iddings used AI to recreate a bolder narrative for @PlanetMicroCap, and then code a better more professional website. In 24 hours from concept to full implementation. What took 2-months, now takes 24 hours and 5x better. Crazy. planetmicrocap.com

🎙️NEW PODCAST: Quality of Earnings and Dilution Risk with @RTelford_invest, Head of Evidence-Based Research @MicroCapClub on the @PlanetMicroCap Podcast We discuss: • Quality of Earnings matters more than headline EPS • Dilution Risk is one of the strongest predictors of returns • Cash flow—not accounting earnings—is what drives long-term value • Low dilution risk companies significantly outperform over time 📺Watch: youtube.com/watch?v=5BL7JA… 🎧Listen: podcasts.apple.com/us/podcast/qua… 📝Blog: planetmicrocap.com/quality-of-ear…

We are at 250+ investors and 60+ companies signed up for Planet MicroCap Las Vegas on June 16-18th! REGISTER: planetmicrocap.com Don't worry, all presentations will be inside! 😁☀️

New Podcast Public Venture Advantage with Chris Marlett, Co-Founder & CEO of MDB Capital Holdings $MDBH planetmicrocap.com/public-venture…

Now at 230 investors registered for Planet MicroCap Las Vegas 2026. FREE TO ATTEND for retail, institutional, family office, and allocators. ✅Company presentations ✅1x1 management meetings ✅Network with peers Join @MicroCapClub for onsite perks. planetmicrocap.com

@maxwellhouse99 @BobbyKKraft @Greenbackd

@BobbyKKraft @Greenbackd @PlanetMicroCap Really enjoyed this podcast guys!

[NEW PODCAST] Value Investing Playbook with Tobias Carlisle @Greenbackd on @PlanetMicroCap Podcast In this episode, we cover: - What actually worked — and didn’t — for value investors in 2025 - How prolonged small- and micro-cap underperformance may be shaping future return dynamics - The role of capital flows and institutional behavior in creating mispricing - Where Tobias sees relative value across U.S., international markets, and energy - How the Acquirer’s Multiple frames valuation through financial statements, not narratives - Why balance sheets, asset intensity, and patience may matter more in 2026 Watch: youtube.com/watch?v=glxyz9… Listen: podcasts.apple.com/us/podcast/pla… Blog: planetmicrocap.com/value-investin…

It's always cool to see the breakdown of investors by geography. We already have investors from 14 countries attending.. 🇺🇸159 🇨🇦42 🇬🇧3 🇪🇸3 🇧🇸2 <-Bahamas ⛱️ 🇵🇦2 8 other countries..

⚡️We launched a new website, logo, branding, and Planet MicroCap Las Vegas 2026 off to a record start. 200 + investors and 50+ companies already confirmed. Check out our new website and join us in Vegas! planetmicrocap.com/register-today…

[NEW PODCAST] Investing Around Catalysts and Knowing When to Trust Management with @finance_schmidt, Private Investor & Co-Founder @Tracktacle_app We discuss: - How catalyst-driven micro-cap investing creates edge for private investors - Why doing valuation work before filings matters - When management matters—and when assets matter more - Lessons from real wins, mistakes, and turnarounds 🎧 Listen: microcapnewsletter.substack.com/p/investing-ar… 📺 Watch here: youtube.com/watch?v=aSKA_6…