Planet MicroCap Podcast | MicroCap Investing Strategies

Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ 

Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.com 

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

In this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan, founder of GeoInvesting and MS MicroCaps, to dig into what three decades of micro-cap investing actually teaches you - including the lessons that only come from painful round trips and hard resets.

We break down his current stance on speaking with management and what that's revealed about hunting in the right universe, how he's using AI to sharpen his information arbitrage edge without losing the manual process that built it, and what the 120-bagger experience of KORU Medical Systems really required psychologically to hold through. We also touch on the one thing he wishes he'd understood earlier in his career — risk management. We mention several companies during this conversation and I'm not a shareholder in any of them.

For more information about GeoInvesting and MS MicroCaps, please visit: https://geoinvesting.com/ and https://msmicrocaps.com/

Chapters:

00:00 Introduction to Microcap Investing
01:56 Lessons from Past Investments
04:34 The Importance of Management in Investing
07:48 Navigating Market Trends and Complacency
10:57 The Role of AI in Investment Strategies
16:45 Information Arbitrage and AI Tools
22:44 Engaging with Management Teams
26:37 Innovative Investment Strategies
30:15 The Role of Management Interviews
35:31 Understanding Risk Management in Investing
43:06 Lessons from a 120-Bagger Investment
47:26 Exploring New Investment Platforms

Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

In this episode of the Planet MicroCap Podcast, I spoke with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments, to dig into how his conference and management meeting process has evolved - and why he thinks 1x1 meetings with management teams are one of the most underrated research tools in micro-cap investing.

We break down how he uses AI to screen companies before a conference, why he treats management meetings as a second-level filter rather than a deep dive, the one question he now asks every management team that actually makes them think, and a real example from last year's Planet MicroCap event that turned into one of his best ideas. We mention several companies during this conversation, and I'm not a shareholder in any of them.

For more information about Ridgewood Investments, please visit: https://ridgewoodinvestments.com/

Chapters:

00:00 Introduction and Catching Up
01:50 Market Trends and Volatility
04:44 Investment Criteria and SaaS Challenges
09:50 Utilizing AI in Investment Research
15:34 Conference Preparation and Meeting Management
19:39 Advice for New Investors
24:42 Red Flags and Green Flags in Investing
29:35 Post-Conference Strategies and Networking

Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

In this episode of the Planet MicroCap Podcast, I spoke with Jean Philippe Tissot, Founder and Fund Manager at Arauca Capital, to dig into his behavioral framework for investing and why he believes managing your psychology is the real edge in micro-cap markets - not finding the next great setup.

We break down how his tolerance for "hairiness" shifts depending on position size and company stage, why he treats trust in management like a relationship that erodes slowly then breaks all at once, and his deep dive into Sofwave — a non-invasive aesthetics device company, the symbol is SOFW on the Tel Aviv Stock Exchange. Jean will be hosting a Fireside Q&A with Sofwave management at our event in Las Vegas. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them.

For more information about Arauca Capital, please visit: https://www.araucacapital.com/

Chapters

00:00 Introduction and Background
02:40 Investing Philosophy and Behavioral Insights
05:36 Managing Emotions in Investing
08:46 Tolerance for Sloppiness in Investments
11:48 Minimizing Permanent Loss vs. Volatility
14:55 Understanding Company Dynamics and Management Trust
17:49 Introduction to Sofwave and Its Market Position
30:31 Understanding Skin Treatments and Technologies
33:47 Market Penetration and Growth Trends
37:06 Identifying Market Opportunities and Risks
43:22 Evaluating SoftWave's Competitive Edge
46:22 Addressing Risks and Market Perception
48:42 Navigating Social Media and Investor Relations
59:45 Investment Philosophy and Final Thoughts

Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

In this episode of the Planet MicroCap Podcast, I spoke with Ralph Molina, Founder and Editor of the High Conviction Investing newsletter on Substack, to dig into his framework for owning stocks the way a private business owner would - and why he thinks most investors never truly test their own conviction.

We break down his Emergency Board Meeting Test, how his time on the inside at Parks! America and Armanino Foods reshaped the way he evaluates management, why he filters for capital allocation before anything else, and what finally changed his mind about which microcap companies are actually worth owning. We mention several companies and sectors during this conversation, and I am not a shareholder in any of them.

For more information about the High Conviction Investing Newsletter, please visit: https://highconvictioninvesting.substack.com/ 

Chapters:

00:00 Introduction to Ralph Molina and His Journey
03:44 The Evolution of Ralph's Investing Philosophy
06:21 Insights from Insider Experience
09:32 Understanding High Conviction Investing
12:33 The Role of Management in Investment Decisions
15:30 Capital Allocation and Its Importance
18:31 Identifying Quality Companies
21:31 The Institutional Imperative in Business
24:24 Lessons from Cheesecake Factory's Strategy
27:30 Ralph's Research Process and Key Metrics
30:26 Revising Beliefs About Micro Cap Investing

Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.