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Planet MicroCap

Planet MicroCap

Get the latest news and information from the most overlooked, underserved and unloved asset class, but where all the great investors build wealth: MicroCap stocks.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues572SubscribersRead microcapnewsletter.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Anatomy of a Fallen Angel: Management, Mispricing, and Turnarounds + Weight Watchers $WW Thesis with Paul Cerro, Founder and CIO of Cedar Grove Capital Management

My guest on the show today is Paul Cerro, Founder and CIO of Cedar Grove Capital Management, and today’s conversation is all about fallen angels — once high-profile companies that collapse due to poor execution, leverage, or macro pressure,...

18 days ago
1
0

Thinking like Private Owners in the Public Markets with Jason Kirsch, Portfolio Manager at Rosen Partnership

My guest on the show today is Jason Kirsch, Portfolio Manager at Rosen Partnership and co-architect of the firm’s Active Value Strategy — a concentrated, long-only, private-owner-style approach to investing in micro-cap companies across Can...

23 days ago
4
1

Capital Cycles, Moats, and Margin of Safety + Thoughts on $AAP $TRBR.V with Kenny Chan, Founder & Portfolio Manager of Korwell Capital

My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he’s built an investment philosophy rooted in the classics — Peter Lynch, Joel Greenblatt, Warren Buffett — and adapted with a...

a month ago
2
0

Crypto at a Crossroads: Institutional Viability and Remaining Risks with Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets

My guest on the show today is Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets. He recently authored a “Crypto Industry” white paper, and I invited him on to break it down. In this episode, Jacob lays out why digital as...

a month ago
1
1

Authors

The writers behind this newsletter.

  • Planet MicroCap

    Planet MicroCap is a global multimedia financial news and publishing company that focuses on delivering news, information and data for public and pre-public microcap companies.

  • Frequently Asked Questions

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