Best SNN Network Podcasts (2025)

1
The 2025 Turnaround in Canadian Cannabis with Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund 52:14

8d ago52:14

52:14

My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund. I've known Mathieu a long time, and he's a regular guest on the show. He's a generalist microcap investor who recently started exploring a sector many investors have written off entirely: Canadian cannabis. After years of avoiding the space due to its specula…

1
Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @UzoCapital 52:53

16d ago52:53

52:53

My guest on the show today is Jerome, Portfolio Manager at Uzo Capital. Jerome brings a unique lens to public equity investing—shaped by his experience on the equity trading floor at Merrill Lynch during the financial crisis, his global perspective, and a profitable venture in music royalties. In this episode, we dive into Jerome’s barbell investme…

1
Constructing a Software Investing Thesis in the Age of AI with Ben Brostoff, Editor/Writer of the Stock Talk Newsletter 49:43

23d ago49:43

49:43

My guest on the show today is Ben Brostoff, software engineer at Klaviyo and the writer behind the Stock Talk newsletter on Substack. Ben has a fascinating perspective on investing—he started out in investment banking, taught himself to code, and now spends his free time researching microcap companies, especially in the software and tech space. In …

1
MicroCap Investing is a Team Sport with Cameron @onecentinvest, Founder of Common Sense Investing 51:32

30d ago51:32

51:32

My guest on the show today is Cameron, Founder of Commonsense Investing and author of the Substack microcapstocks.substack.com. Cameron is a microcap investor focused on education, community, and a disciplined research process — bringing a common-sense approach to navigating this often volatile corner of the market. In our conversation, Cameron sha…

1
Europe’s Hidden Gems: MicroCap Investing with Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion 49:32

1M ago49:32

49:32

My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into European microcaps – a market segment he describes as “so unloved and uncovered,” with unique inefficiencies and opportunities. In our conversation, Thomas lays out why Southern Europe – especially co…

1
Planet MicroCap Podcast: LIVE! with Thomas Bachrach, Jason Hirschman, Whit Huguley + SPECIAL GUEST: Kevin Shea! 56:33

2M ago56:33

56:33

Today, I'm sharing with you our annual Planet MicroCap Podcast: LIVE! panel from the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub. Joining me this year are: Thomas Bachrach, PFH Capital Website: https://www.pfhcap.com/ Twitter/X: https://x.com/PFHCapital Jason Hirschman, Hudson 215 Capital Twitter/X: https://x.com/EightTrac…

1
PLBY Group, Inc. (NASDAQ: PLBY): Managing the Turnaround at Playboy 54:14

3M ago54:14

54:14

My guest on the show today is Ben Kohn, President and CEO of PLBY Group, Inc. (NASDAQ: PLBY). PLBY Group, Inc. is a global pleasure and leisure company connecting consumers with products, content, and experiences that help them lead more fulfilling lives. PLBY Group’s flagship consumer brand, Playboy, is one of the most recognizable brands in the w…

1
Ascent Industries (NASDAQ: ACNT): Industrial Manufacturing Company Focused on Specialty Chemicals and Stainless Steel Tubular Products 27:57

4M ago27:57

27:57

My guest on the show today is Brian Kitchen, President & CEO, Ryan Kavalauskas CFO of Ascent Industries Co. (NASDAQ: ACNT). Ascent Industries Co. is a company that engages in a number of diverse business activities including the production of specialty chemicals and industrial tubular products. Ascent will be joining us in Las Vegas, and I invited …

1
The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management 1:17:11

4M ago1:17:11

1:17:11

My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in …

1
The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital 54:33

4M ago54:33

54:33

My guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes over the years on Activist Investing, and I'd say all the investors that end up going activist, it's a reluctant endeavour; they basically, with all the circumstances happening in that particular company,…

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

4M ago53:02

53:02

My guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the "ways of seeing" bucket, meaning, e…

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

5M ago38:02

38:02

My guest on the show today is Gavin Burnett, CEO of Locafy (NASDAQ: LCFY). Locafy is a software-as-a-service technology company specializing in local search engine marketing. Founded in 2009, Locafy's mission is to revolutionize the US$700 billion SEO sector. SEO, also known as Search Engine Optimization, is phrase you have probably heard a million…

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

5M ago55:06

55:06

My guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor's Podcast Network. I've been a fan from afar and had the chance to hang with Kyle at our conference in Vancouver last year. We had a blast and thought we should bring that energy to the podcast. I wanted to learn more about his background and how he got…

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

5M ago39:58

39:58

My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with t…

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

5M ago56:53

56:53

My guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I've known Whit for a few years now, first having met him at one of my own conferences in Vegas, and have gotten to know and appreciate Whit's investing style. He launched his Fund, River Oaks Capital, about 5 years ago now, and while he's in the middle of writing his a…

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

6M ago46:04

46:04

My guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, inve…

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

6M ago1:44:24

1:44:24

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. 2024 is in the books, and like every good podcaster, we had to do our version of a year-in-review, and in the MicroCap world, there's no shortage of things to cover. So much so, this might be Maj and I's longest pod ever - an hour and 40 minutes worth of mostly what I t…

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

6M ago43:54

43:54

My guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the introduction. Roger runs a long-biased investment firm in LA that invests primarily in equities, and focuses on nanocaps and special situations. Their objective is to compound at 15-20%+ over the long term …

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

7M ago46:16

46:16

My guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current market penetration, competitive landscape: these are all concepts we need to think about when looking at MicroCaps, and we've talked at length on this show about. The idea, or the ability, to conceptual…

1
Ep 3. Sim News Now 11-20-2024 6:20

8M ago6:20

6:20

Welcome to SNN: Sim News Now! In today’s episode, we bring you the latest from the ever-unpredictable Simulated universe. Politics: Metro City faces heated protests over the controversial Recycling Mandate. Is it saving the environment or driving Sims to creative rebellion? Feature Story: Bread Mountain mysteriously rises in Sim Valley, leaving off…

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

8M ago40:23

40:23

My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we've all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they'll show you how they did it. All…

1
Ep 2. Sim News Now 11-19-2024 6:21

8M ago6:21

6:21

Welcome to Episode 2 of SNN: Sim News Now! In today’s episode, Mayor Defacto delivers the most pressing headlines from the simulated world. From traffic light confusion in Ludicropolis to a Simternet outage that left Sims scrambling, SNN covers all the stories shaping our unique reality. Whether it’s floating fog in Llamatown or the latest entertai…

1
Ep 1. Sim News Now 11-18-2024 7:01

8M ago7:01

7:01

Welcome to the First Episode of SNN: Sim News Now! In this inaugural episode, Mayor Defacto brings you the top stories from the simulated world. From a heated political debate in Metro City over the Llama Preservation Tax to the technological breakthroughs of robo-llamas in Ludicropolis, and the shocking upsets at the Annual Simmy Awards, we’ve got…

1
Welcome to SNN: Sim News Network 3:19

8M ago3:19

3:19

Welcome to SNN: Sim News Network Your trusted source for the latest updates from a world that feels both familiar and entirely unique. In this special trailer episode, meet your host, the ever-dedicated Mayor Defacto, as we introduce you to SNN: Sim News Network, a daily podcast delivering sharp reporting and insightful updates—all with a serious t…

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

8M ago53:16

53:16

My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more spe…

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

8M ago43:29

43:29

My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understan…

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

8M ago47:22

47:22

My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, in…

1
It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management 39:25

8M ago39:25

39:25

My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invit…

1
MicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE International 40:25

9M ago40:25

40:25

My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially close…

1
kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF): Enables Highly Regulated Industries to Streamline and Automate Validation Processes 44:03

9M ago44:03

44:03

My guests on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any v…

1
The Cockroach Approach and the Art of Portfolio Construction with Jason Buck, CIO of Mutiny Funds 1:03:51

10M ago1:03:51

1:03:51

My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover…

1
PREVIEW: Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries with Paul Andreola, Founder & Editor of Small Cap Discoveries 20:05

10M ago20:05

20:05

My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We're serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few c…

1
End of Summer MicroCap Wrap, $TSSI, Aerospace + Growth Capital for Quality Companies with Maj Soueidan, Founder and Editor at GeoInvesting 52:52

10M ago52:52

52:52

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more! We discussed a number of stocks during our interview…

1
Momentum, Margin of Safety, Management, Monopoly with Sam McColgan, Analyst at Breakout Investors 44:54

10M ago44:54

44:54

My guest on the show today is Sam McColgan, Analyst at Breakout Investors. While Sam is relatively new to his investing journey, he has dived right in, getting his reps in, and doing what some of the best investors in our community do: share their ideas to get as much feedback as possible. That's how you grow, that's how you become a better investo…

1
Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF): Specialty Pharmaceuticals Focused on Dermatology Products 37:33

11M ago37:33

37:33

My guests on the show today is Craig Mull (CEO), Bryan Jacobs (President) of Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF). Cipher Pharmaceuticals (TSX: CPH) (OTCQX: CPHRF) is a specialty pharmaceutical company with a robust and diversified portfolio of commercial and early to late-stage products, mainly in dermatology. Cipher acquires products …

1
The “Golden Threads” that Make Up the Fabric of Success with James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company 52:00

11M ago52:00

52:00

My guest on the show today is James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company. Quick synopsis of James' book: most businesses are mediocre at best, but a small percentage stand out as exceptional. One thing that distinguishes one type from the other - the management. "Fabric of Success" unravels…

1
Tilting the Odds in Your Favor with Yale Bock, Owner of Y H & C Investments 47:20

11M ago47:20

47:20

My guest on the show today is Yale Bock, Owner of Y H & C Investments. As a Las Vegas local, Yale is all about assessing his odds in any potential investment, and in our conversation we discuss how he tilts the odds in his favor. I've known Yale for a long time and consider him a great friend. He does a ton of management meetings, loves turning ove…

1
Special Situations are Fun: Heavy Debt, Unidentified Moats, Lumpy Revenue, Uranium with Jacob Rowe, Founder and CIO of Rogue Funds 55:16

11M ago55:16

55:16

My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, w…

1
Small Caps Are BACK + Aerospace Opportunities, Info Arb is Everywhere with Maj Soueidan, (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting 34:18

12M ago34:18

34:18

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 MicroC…

1
VirTra, Inc. (NASDAQ: VTSI): Global Provider of Judgmental Use of Force Training Simulators and Firearms Training Simulators 55:58

12M ago55:58

55:58

My guest on the show today is John Givens, CEO of VirTra (NASDAQ: VTSI). VirTra is a global provider of judgmental use of force training simulators and firearms training simulators for the law enforcement, military, educational and commercial markets. The company’s patented technologies, software, and scenarios provide intense training for de-escal…

1
Energy Drinks, $KEQU $CNO.V $TSRI + Mid-Year 2024 Wrap with Maj Soueidan (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting 1:02:43

1y ago1:02:43

1:02:43

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. We're half way through 2024, and it's time to take stock of the year that has been. Quick teaser - in MicroCaps, it's mostly the same as how things ended last year. Having said that, we had a bunch to talk about: energy drinks, a …

1
Sow Good (NASDAQ: SOWG): Freeze Dried Candy and Snack Manufacturer 32:27

1y ago32:27

32:27

My guest on the show today is Ira Goldfarb, Founder and Executive Chairman of Sow Good (NASDAQ: SOWG). Sow Good Inc. is a U.S.-based freeze dried candy and snack manufacturer dedicated to providing consumers with freeze dried treats. Sow Good has harnessed the power of our proprietary freeze-drying technology and product-specialized manufacturing f…

1
Discovering Canadian MicroCaps in 2024 + Planet MicroCap Showcase: VANCOUVER 2024 Now Open with Paul Andreola, Founder and Editor of Small Cap Discoveries 23:33

1y ago23:33

23:33

My guest on the show today is Paul Andreola, Founder and Editor of Small Cap Discoveries. I invited Paul on the show today for two reasons: 1. I always enjoy hearing Paul's perspective on what's happening north of the border in MicroCaps, which we cover, and 2. I'm excited to announce that the Planet MicroCap Showcase: VANCOUVER in association with…

1
Controversial Opinions on MicroCap Investing: Future Performance and Fund Flows with Artem Fokin, Portfolio Manager at Caro-Kann Capital 1:07:22

1y ago1:07:22

1:07:22

My guest on the show today is Artem Fokin, Portfolio Manager at Caro-Kann Capital. Even though I just had Artem on the pod for the live podcast panel we did at the Planet MicroCap Showcase: VEGAS, his answer to one of the questions about what his most controversial microcap investing opinion is right now inspired today's invitation back on. Tune in…

1
MSM Tier One Quality Index Review: $TSSI Victory Lap + GARP/Value Bull Market Just Getting Started with Maj Soueidan, (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting 41:12

1y ago41:12

41:12

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we discuss $TSSI and its YTD performance of more than 600% (as of today's recording) and why. We then break down their Tier One Quality MicroCap Index overall performance and why the GARP/Value bull market is j…

1
Company Transformations, Efficient Tracking + $IVFH Pitch with Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack 42:29

1y ago42:29

42:29

My guest on the show today is Sebastian Krog, Founder and Editor of Treasure Hunting Newsletter on Substack. We actually had met a few years ago at our conference in Vegas, the Planet MicroCap Showcase, where he made the long trip from Europe to join us. I invited him on the podcast because he's recently started his Substack, the Treasure Hunting N…

1
Planet MicroCap Podcast: LIVE in VEGAS! with Artem Fokin, Ben Claremon, Sam Namiri and Michael Liu 58:52

1y ago58:52

58:52

PANEL: “Planet MicroCap Podcast: LIVE” at the Planet MicroCap Showcase: VEGAS | April 30-May 2, 2024 Moderator: Robert Kraft, Planet MicroCap Twitter: https://twitter.com/BobbyKKraft Participants: Artem Fokin, Caro-Kann Capital Website: https://caro-kann-capital.com/ Linkedin: https://www.linkedin.com/in/artem-fokin-1a5479/ Sam Namiri, Ridgewood In…

1
VEGAS 2024 Recap: Stand-out Management Q&As, Presentations and 1x1s with Maj Soueidan (GeoInvesting) and Mathieu Martin (Rivemont MicroCap Fund) 50:15

1y ago50:15

50:15

There was so much that happened at the Planet MicroCap Showcase: VEGAS 2024, that I thought it would be fun to do a post-event debrief. Joining me were arguably the two busiest people at the event besides our staff, Maj Soueidan from GeoInvesting and Mathieu Martin from the Rivemont MicroCap Fund, who between them did 14 fireside chats with managem…

1
Eclectic Value, Intelligent Diversification, MicroCap Turnarounds + $VTNR $ASPI $LFMD $CSSE $JYNT $RITM with Chris Abbott, CIO of 1035 Capital Management 45:54

1y ago45:54

45:54

My guest on the show today is Chris Abbott, CIO of 1035 Capital Management. As it states on the 1035 Capital Management website, "our passion is to uncover these opportunities [companies undergoing fundamental business improvements that should drive future stock returns] before the ramifications of a positive catalyst become evident to the majority…

1
MSM Tier One Quality Index Review (April 11-18, 2024): Weekly Stats + Q&A Preview and Stocks to Watch at the Planet MicroCap Showcase: VEGAS with Maj Soueidan and Jan Svenda, GeoInvesting 1:02:11

1y ago1:02:11

1:02:11

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. In today's episode, we start off with the weekly breakdown of top gainers and decliners from the Tier One Quality MicroCap Index, and a quick look at TSS Inc., ticker $TSSI. Then, Maj, Jan and I spend some time breaking down all t…

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