MicroCapClub

MicroCapClub

By MicroCapClubBusinessInvesting
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MicroCapClub episodes

  • Kelly Partners Group - The Buy and Build Leaders in Accounting Services

    Adam Wilk joins Aakash Vanchi Nath of P&R Investment Management Limited to have a conversation with CEO Brett Kelly and CFO Kenneth Ko of Kelly Partners Group (KPG.AX / KPGHF). This MicroCap Business Breakdowns discussion aired on September 26th on the MicroCapClub Community. https://microcapclub.com/join-now/


    Kelly Partners Group provides accounting services for small and medium businesses. KPG has a buy and build strategy of acquiring accounting firms in Australia and the US and are planning to expand their playbook to new geographies. The have compounded revenues above 20% for over 15 years. Founder and CEO, Brett Kelly is key to the business and owns 49%. Brett will continue to apply the KPG acquisition and business improvement playbook to a fragmented accounting market. This should enable KPG to continue to compound capital at high rates of return for a long period of time. https://www.kellypartnersgroup.com.au/


    About Aakash Vanchi Nath 

    MicroCapClub: @Aakash Vanchi Nath

    LinkedIn: https://www.linkedin.com/in/aakash-vanchi-nath-9a41788/

    Firm: https://www.pr-realvalue.com


    About Adam Wilk

    Founder of Greystone Capital Management

    MicroCapClub: @Greystone Capital Management

    X: https://x.com/AKWilk

    LinkedIn: https://www.linkedin.com/in/adam-wilk-64791a139/

    Firm Website: https://www.greystonevalue.com


    MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 1-2 weeks after the live discussion. https://microcapclub.com


    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.


    1 hr 1 min
  • A Conversation with Jason Hirschman

    In this conversation Ian Cassel sits down with Jason Hirschman. Jason Hirschman is on Ian Cassel's Mount Rushmore of private investors. Why? He was a small business owner that parlayed that and some investing success into becoming a full-time private investor, and now manages capital for his family office at Hudson 215 Capital. He is one of the few private investors that has turned a small personal portfolio into a large nine figure portfolio. Jason's investments typically feature high return on invested capital, superior management, and secular growth tailwinds. He focuses on non-resource microcap equities domiciled in the U.S., Canada, and Europe.

    Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/


    Find Jason here:

    MicroCapClub: @EightTrack – Member since 2014

    X: https://x.com/EightTrack180

    Family Office: http://hudson215capital.com

    About MicroCapClub MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1200+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information: https://microcapclub.com

    Chapters:

    00:00 Disclaimer

    00:15 Intro

    02:12 Jason’s Background

    05:16 Talking about Investment history

    08:25 First big win

    10:57 When start looking at MicroCaps

    12:57 Evolving as capital has grown

    16:49 What type of situation attracted to

    22:49 Find something to buy something - how long to make position

    27:11 How determine to invest and start position

    29:00 Build position

    31:41 Establishing relationship with management team

    34:17 What did you think about potential of XPEL at beginning

    40:50 Thinking about selling

    42:50 Concentration

    47:10 Investing and working with family

    50:23 Q&A - How many positions do you hold?

    52:07 Evolution of spending time investing as operator vs now as full time investor

    53:50 How do you source ideas

    55:20 How does what you look for evolved?

    57:18 Are there some differences between European companies and North American ones?

    1:01:25 How has been being a small business owner impacted investing?

    1:03:47 Personality make you an above average investor?

    1:05:08 How does a position become a real one?

    1:11:05 Slugging percentage vs batting average


    Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements.

    1 hr 16 min
  • Quest Resource Holding Corporation (QRHC)

    Adam Wilk joins Greg Kitt and Jordan Salim from the Pinnacle Family Office to have a conversation with CEO Ray Hatch of Quest Resource Holding Corporation (QRHC). This MicroCap Business Breakdowns discussion aired on August 22nd on the MicroCapClub Community. https://microcapclub.com/join-now/

    Quest Resource Holding Corp (QRHC) is an asset-light waste and recycling services provider benefitting from increased interest to divert waste away from the landfill because of external regulatory drivers and internal ESG mandates. Quest boasts long standing relationships with a diversified base of blue chip customers, and provides data and reporting to customers to meet internal ESG and regulatory requirements. QRHC diverts 80% of waste away from the landfill by recovering the salvage value for these commodities, meaning customers benefit from increased landfill diversion, reduced operational complexity, and modest cost savings. Quest’s waste hauler partners gain access to large volume waste generator customers that they could not otherwise win. These waste haulers benefit from high margin incremental volume and offer Quest attractive pricing in exchange for these large, dependable customers. Quest’s business has true flywheel effects. Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel. Scale drives network effects that improve QRHC’s value proposition to customers and haulers. www.qrhc.com
    About Greg Kitt
    MicroCapClub: @porge
    LinkedIn: https://www.linkedin.com/in/gregkitt/
    About Jordan Salim
    MicroCapClub: @Jordan Salim
    LinkedIn: https://www.linkedin.com/in/jordansalim/
    About Adam Wilk
    Founder of Greystone Capital Management
    MicroCapClub: @Greystone Capital Management
    X: https://x.com/AKWilk
    LinkedIn: https://www.linkedin.com/in/adam-wilk-64791a139/
    Firm Website: https://www.greystonevalue.com
    MicroCap Business Breakdowns (MCBB), powered by MicroCapClub, is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode 1-2 weeks after the live discussion. https://microcapclub.com
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    1 hr
  • The Skills of Stock Picking by Ian Cassel

    Ian Cassel gave this presentation at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/

    The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    35 min
  • Stock Pitch Session at MicroCap Leadership Summit 2024

    We had eight members pitch their favorite stocks at the current price at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/

    Time stamps, member, and company pitched:
    00:00:20 - Aldeyra (ALDX) - Daron Evans - MCC: @DeBio - Twitter: @DaronEvans3
    00:09:49 - Zomedica (ZOM) - Andrew Rem - MCC: @Andrew Rem
    00:18:39 - Shelly Group (SLYG.F) - Jean Phillipe Tissot - MCC: @Jean - Twitter: @jptissot1
    00:26:40 - Kraken Robotics (PNG.V) - Geert Campaert - MCC: @geertcampaert - Twitter: @CampaertGeert
    00:34:08 - Net Lease Office Properties (NLOP) - David Bastian - MCC: @kingdomcapital - Twitter: @kingdomcapadv
    00:43:15 - Citizens Bancshares (CZBS) - Tim Eriksen - MCC: @Tim Eriksen - Twitter: @eriksen_tim
    00:52:29 - Prospect Ridge Resources (PRR.CN) - John LaGourgue - MCC: @John Lagourgue - Twitter: @lagourgue1
    00:59:28 - Jeil Technos Co, Ltd. (038010) - Sean Iddings - MCC: @Sean Iddings
    The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    1 hr 11 min
  • Building Platform Companies by Ron Nixon

    Ron Nixon, founder of The Catalyst Group and CEO of Sanara MedTech (SMTI), presented at MicroCap Leadership Summit 2024 at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/

    Ron Nixon founded The Catalyst Group in 1990 for one primary reason: to assist good companies achieve their long-term potential. Over his career, he has participated in over 200 separate transactions while managing TCG’s eight previous limited partnerships. https://www.tcgfunds.com
    The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    55 min
  • Solitron Devices Presents at MicroCap Leadership Summit 2024

    Tim Eriksen, CEO of Solitron Devices (SODI) and portfolio manager at Cedar Creek Partners, presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/

    Solitron Devices (SODI) designs, develops, manufactures, and markets solid state semiconductor components and related devices primarily for the military and aerospace markets. Tim Eriksen has led the turnaround of the company. https://solitrondevices.com
    The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    34 min
  • KITS Eyecare Presents at MicroCap Leadership Summit 2024

    Joseph Thompson, co-founder and COO of KITS Eyecare (KITS.TO), presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/

    KITS Eyecare (KITS.TO) is a leading vertically integrated digital eyecare brand providing eyewear for eyes everywhere. KITS efficient digital platform, backed by industry-leading manufacturing and designs, removes intermediaries, and enables KITS to be a low-cost provider of personalized eyecare products with incredible care and accuracy. The company is growing 25% YoY and generating cash. www.kits.com
    The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    41 min
  • Innovative Food Holdings Presents at MicroCap Leadership Summit 2024

    Bill Bennett, CEO of Innovative Food Holdings (IVFH), presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/

    Innovative Food Holdings (IVFH) is a gourmet food marketplace that connects the world’s best artisan food makers with top professional chefs nationwide. Additional information is available at www.ivfh.com.
    The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    37 min
  • PCS Edventures Presents at MicroCap Leadership Summit 2024

    Michael Bledsoe (President) and Todd Hackett (CEO) of PCS Edventures (PCSV) presented at the MicroCap Leadership Summit on August 1st, 2024, at the Coeur d’Alene Resort in Coeur d’Alene, Idaho. The MicroCap Leadership Summit can only be attended by members and subscribers of the MicroCapClub community. Join Us https://microcapclub.com/join-now/

    PCS Edventures!, Inc. (PCSV) is a Boise, Idaho company that designs and delivers technology-rich products and services for the K-12 market that develop 21st-century skills. PCS programs emphasize experiential learning in Science, Technology, Engineering, and Math (“STEM”). The business is a turnaround story that has been transformed under the leadership of Michael and Todd and is now a growing, profitable business. https://edventures.com/.
    The MicroCap Leadership Summit is an annual event hosted by MicroCapClub. MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Investors can join our community by applying to become a member or subscribing to gain access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit http://microcapclub.com and https://microcapclub.com/summit/
    Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

    46 min

About MicroCapClub

From the publisher's feed

MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets.…

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