SNN Network

[NEW PODCAST] D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello, Founder & Portfolio Manager at Marrello Capital @ragingbullcap We discuss: - How premium formats are reshaping movie economics - D-BOX’s royalty-driven model and operating leverage - Screen expansion, pricing power, and key growth levers - Risks, valuation, and where D-BOX fits vs peers Watch here: youtube.com/watch?v=rHJp3n… Listen here: microcapnewsletter.substack.com/p/d-box-techno…

🎙️ [NEW PODCAST] Compounders, Value Today, and Value Tomorrow with Balkar Sivia, Founder & Portfolio Manager @WhiteFalconCap 🔑 Key takeaways: - Why Balkar runs an unconstrained, opportunistic strategy - The three engines powering White Falcon’s portfolio - Real-world examples of narrative shifts and turnaround opportunities - Lessons on value traps, AI, and evolving as an investor 🎧 Listen: microcapnewsletter.substack.com/p/compounders-… 📺 Watch now: youtube.com/watch?v=lXMoze… #Investing #Compounders

Now 400 investors registered 🔥 500+ 1x1 management meeting requests in the first few days. Here are the top requested companies so far.

🚨 New Podcast Alert! 🚨 Deep Value in Europe, Shareholder Activism, Stag Hunts & Value Traps with Iggy on Investing 🎙️ @IggyOnInvesting - Why Europe is fertile ground for deep value 🌍 - The role of writing & “learning in public” ✍️ - Lessons from shareholder activism & governance ⚖️ - How to avoid value traps 🪤 🎧 Listen: microcapnewsletter.substack.com/p/deep-value-i… 📺 Watch: youtube.com/watch?v=XWxVXo…

🚨 New Podcast Alert 🚨 Happy Belly Food Group Inc. (CSE: HBFG | OTCQB: HBFGF): Consolidator of Emerging Food Brands with CEO, Sean Black @extremesb @happybellyfg Happy Belly is a Canadian consolidator of emerging Quick Serve Restaurant (QSR) brands, with expansion plans into the U.S. The company started as Plantingco, a niche plant-based CPG business, but under Sean’s leadership pivoted to become food agnostic—focused on scalable, cash flow positive QSR concepts. The model is straightforward: acquire small, profitable, debt-free brands, grow corporate stores with free cash flow, and scale through franchising. The portfolio is intentionally diversified with no duplication—think Rosie’s Burgers as a Shake Shack equivalent, IQ Foods as Canada’s Sweet Green, and Pyro as a Cava-style concept. I spoke with Sean to learn more about the company, as well as: - The pivot from Plantingco to QSR consolidation - M&A model and brand strategy - Growth targets and the $100 million milestone - Risks, alignment, and long-term vision 🎧 Listen: microcapnewsletter.substack.com/p/happy-belly-… 📺 Watch: youtube.com/watch?v=kxfmru…

*EVENT ANNOUNCEMENT* Initial Presenting Companies, Speakers, Sponsors Planet MicroCap Showcase: TORONTO 2025  in partnership with @MicroCapClub NOW AVAILABLE We are now THREE MONTHS AWAY from our next investor conference, Planet MicroCap Showcase: TORONTO in partnership with MicroCapClub on October 21-23, 2025, at the Arcadian Loft in Downtown Toronto. We're excited to share with you our initial list of Presenting Companies, Sponsors and Speakers see below: PRESENTING COMPANIES: meetmax.com/sched/event_12… SPONSORS: meetmax.com/sched/event_12… REGISTER: meetmax.com/sched/event_12… Our initial speakers joining us to provide our audience with their insights and stock pitches are: - Meredith Brill, @LockStockBarrl on MicroCapClub and Twitter/X - Jared Fehr, Analyst at Pathfinder Asset Management - Jesse Gamble, Senior Vice President & Portfolio Manager at Donville Kent Asset Management - Ryan Irvine @RyanIrvine75, Founder of Keystone Financial - Mathieu Martin, CFA, @Stocks_Stones Portfolio Manager at Rivemont Investments - Ryan Telford @RTelford_invest, Head of Evidence-Based Research at MicroCapClub - Dean Trottier @Petty__Cash, Founder/Editor of Petty Cash newsletter - Gerry Wimmer @IFGerryWimmer See you in TORONTO, REGISTER HERE: meetmax.com/sched/event_12…

Going to be 🔥

🎙️ New Podcast Alert: "On the Road: Why Site Visits Still Matter - MicroCap Fieldwork in Canada" with Anthony Perala and James Hannack, Research Analysts at Punch & Associates 🔍 How boots-on-the-ground research shapes conviction 🏢 What office culture can reveal about leadership 📉 How direct observation sharpens investment judgment 📍 Why Western Canada offers unique small-cap opportunities 🎧 Listen now: microcapnewsletter.substack.com/p/on-the-road-… 📷Watch on YouTube: youtube.com/watch?v=ufVm6q… #MicroCap #Investing

🎙️ New Podcast Episode: MicroCap Investing is a Team Sport with Cameron of Common Sense Investing Cameron @onecentinvest, Founder of Common Sense Investing and author of microcapstocks(dot)substack(dot)com, shares a grounded, educational approach to navigating the volatile world of #microcaps. Key themes we cover: 🔹 The power of community & collaboration 🔹 How to build a smart filtering process 🔹 Common red flags & management trust 🔹 Why flexibility is a retail investor’s edge Sound quality is not the greatest, but did our best to up the volume, and invite you to read the summary on our Substack post. YouTube: youtube.com/watch?v=2F1HX5… Substack: microcapnewsletter.substack.com/p/microcap-inv…

🎙️ New Podcast Episode: Europe’s Hidden Gems with Thomas Richard, CFA Thomas Richard, Portfolio Manager at Philippe Hottinguer Gestion (Paris), shares unique insights into the overlooked world of European #microcaps. Key themes we cover: 🔹 Why Spain, Italy & Greece are rich with opportunity 🔹 Navigating governance & delisting risks 🔹 How global investors can enter this underfollowed market 🔹 Specific ideas like Euroconsultants, Shelly Group, ALA & Reway #MicroCapInvesting #EuropeanMarkets #FinancePodcast #AssetManagement #CFA YouTube: youtube.com/watch?v=vO6CMe… Apple: podcasts.apple.com/us/podcast/eur… Substack: microcapnewsletter.substack.com/p/europes-hidd…

[NEW PODCAST] The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital #MicroCap #Investing #ActivistInvesting YouTube: youtube.com/watch?v=yZRV7T… Apple: podcasts.apple.com/us/podcast/the… Substack: microcapnewsletter.substack.com/p/the-unintent…

[NEW PODCAST] Cleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with @DevinLaSarre, Founder & Editor of Invariant #Investing #Education YouTube: youtube.com/watch?v=gAqLNl… Apple: podcasts.apple.com/us/podcast/cle… Substack: microcapnewsletter.substack.com/p/cleaning-up-…

We are now at 400+ investors. This will be the largest gathering of microcap investors in the United States. Join us. microcapclub.com/join-400-inves…

[NEW PODCAST] Locafy Limited (NASDAQ: LCFY): Focus on Location-based Digital Marketing | Due Diligence Series with $LCFY CEO, Gavin Burnett #MicroCap #Investing YouTube: youtube.com/watch?v=HZCaMU… Apple: podcasts.apple.com/us/podcast/loc… Substack: microcapnewsletter.substack.com/p/locafy-limit…

We're excited to share with you our initial list of presenting companies that will be showcasing their businesses at the Planet MicroCap Showcase: VEGAS 2025 in partnership with @MicroCapClub. PRESENTING COMPANIES: meetmax.com/sched/event_11… Investors (if Non-MicroCapClub member/subscriber, this includes: Family Offices (non-structured direct investor), Buy-side, Private Equity, Private Investor, Wealth Management, RIAs) and MicroCapClub members/subscribers can register to attend complimentary. Click here to REGISTER for the event: meetmax.com/sched/event_11… Along with 12-15 stock pitches and the Planet MicroCap Podcast: LIVE panel, joining us to share their insights on Tuesday, April 22, 2025 (Day 1 of the event) are the following speakers: Adam J. Epstein, Founder at Third Creek Advisors will be sharing a Keynote Presentation titled, “A Candid Buy-Side Perspective on Transformative Microcap Storytelling”. Premium microcap valuations are products of fundamentals and storytelling; both are mandatory. Former institutional investor, Adam J. Epstein, is going to share what great microcap storytelling looks like… and what it definitely does not look like. Whether it’s via the WSJ, Nasdaq, Small-Cap Institute, testimony in Washington, his blog, or his books (The Perfect Corporate Board was #1 on Amazon in its vertical), Adam is renowned for directness and practicality. @cromwellc, President & CEO of OTC Markets Group, Inc. (OTCQX: OTCM) will participate in a Keynote Q&A session. @AndrewRangeley, Portfolio Manager at Rangeley Capital and Host of the Yet Another Value Podcast, will host a Keynote Q&A with Artem Fokin, Portfolio Manager at Caro-Kann Capital. Dates: April 22-24, 2025 Venue: Paris Hotel & Casino in Las Vegas (room block rate $105/night before taxes and resort fees) Format/Agenda: Tuesday, April 22, 2025 (event day starts at 12:00pm): Keynotes and Stock Pitch Sessions, then Networking Event to follow starting at 6:00pm Wednesday, April 23, 2025 (event day starts at 8:00am): Company Presentations Day, then Cocktail Event to follow Thursday, April 24, 2025 (event day starts at 8:00am): 1x1 Meetings Day until 5:00pm Thank you to all our SPONSORS for their support: meetmax.com/sched/event_11… If you invest in MicroCap stocks, even have a fleeting passive interest in the space, you do not want to miss this event. It will be a unique conference unlike anything you’ve experienced. Don't miss this event. See you in Vegas!

[NEW PODCAST] Quality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study Billionaires #MicroCap #Investing #Education @IrrationalMrkts YouTube: youtube.com/watch?v=ocWTFf… Apple: podcasts.apple.com/us/podcast/qua… Substack: microcapnewsletter.substack.com/p/quality-busi…

We are now at 330+ investors registered, and 75+ companies confirmed. Latest companies confirmed: $LCFY $NCI.V $TATT $BILD.V $DCGO $RW.V $OSS $ACNT $KITS.TO $KSI.TO $AXIL If you are a micro/smallcap investor, join us microcapclub.com/register-today…

[NEW PODCAST] We (Investors / Shareholders) Will Find You with @AKWilk, Founder & Portfolio Manager at Greystone Capital Management #MicroCap #Investing #Education YouTube: youtube.com/watch?v=SmOnWb… Apple: podcasts.apple.com/us/podcast/we-… Substack: microcapnewsletter.substack.com/p/we-investors…

[NEW PODCAST] A+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks Capital @Whit_Huguley #MicroCap #Investing #Education YouTube: youtube.com/watch?v=1FxErE… Apple: podcasts.apple.com/us/podcast/a-c… Substack: microcapnewsletter.substack.com/p/a-capital-al…

[NEW PODCAST] Special Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire @ValueSituations #MicroCap #Investing #Education #SpecialSituations YouTube: youtube.com/watch?v=3e17IO… Apple: podcasts.apple.com/us/podcast/spe… Substack: microcapnewsletter.substack.com/p/special-situ…