In today’s episode of Small Cap Insights, we sit down with Joseph Vidich, Managing Director and Portfolio Manager at Manalapan Oracle. Joe shares insights from more than four decades in the equity markets, including his experience trading and investing in small caps, his long-short approach, and how he thinks about position sizing, cutting losses, and removing emotion from the investment process.

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Joe Vidich

Website: ⁠https://manalapanoracle.com/

Darrow Associates

Website: ⁠https://www.darrowir.com/⁠

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In today’s episode of Small Cap Insights, we sit down with Mario Tufano, Portfolio Manager at CS McKee and author of The Golden Age of Bullshit. Mario shares insights into his behavioral-finance-driven investment philosophy, why investor psychology still dominates market outcomes, and why he believes small caps may be entering a generational opportunity for outperformance. He also discusses the inspiration behind his book and the market distortions that motivated him to write it.

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Mario Tufano

LinkedIn: https://www.linkedin.com/in/mario-tufano-cfa%C2%AE-cfp%C2%AE-27618313/

Book: https://www.amazon.com/Golden-Age-Bull-hit-Commandments/dp/B0FJ6G3599

Website: https://www.csmckee.com/

Darrow Associates

Website: https://www.darrowir.com/

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In this episode of Small Cap Insights, we sit down with Jeff Christensen, Managing Director at Darrow Associates, to discuss what truly drives effective investor relations. Drawing on decades of experience, Jeff outlines how management teams can use measurable milestones, priorities, and trackable results to improve their messaging and build stronger credibility with investors.

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Darrow Associates

Website: ⁠https://www.darrowir.com/⁠

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In today’s episode of Small Cap Insights, we sit down with Tobias Carlisle, Principal and Chief Investment Officer of The Acquirers Funds. Tobias explains the framework he developed to identify undervalued companies, how he evaluates business quality and earnings integrity, and why he believes current market conditions may set the stage for a powerful resurgence in small and micro-cap value investing.

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Acquirer's Funds

Website: ⁠https://acquirersmultiple.com/⁠

Twitter: https://x.com/Greenbackd

Darrow Associates

Website: ⁠https://www.darrowir.com/⁠

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In today’s episode of Small Cap Insights, we sit down with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management. Adam discusses his transition from NBA scouting to investing, the qualities he looks for in exceptional businesses, and why he believes the micro and small-cap universe offers compelling opportunities for long-term investors.

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Greystone Capital Management

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

Darrow Associates

Website: https://www.darrowir.com/

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In today's episode of Small Cap Insights, we sit down with Peter Sidoti, Founder Chairman, and CEO of Sidoti & Company.

Peter is a veteran of over 40 years in the capital markets. He shares candid insights on how decades of poor underwriting, conflicted research, and short-term thinking have shaped today's small-cap landscape, and why he believes the industry is due for a major reset.

Small Cap Insights is powered by Darrow Associates.

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Sidoti & Company

Website: https://www.sidoti.com/

Darrow Associates

Website: https://www.darrowir.com/

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In today’s episode of Small Cap Insights, we sit down with Eric Kuby, Chief Investment Officer, and Brooke Kuby, Research Analyst, of North Star Investment Management. Eric and Brooke share insights into the firm’s investment philosophy, what investors often overlook about the small-cap universe, and the sectors they find most compelling looking ahead.

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North Star Investment Management

Blog: https://nsinvest.com/kubys-commentary/

Podcast: https://open.spotify.com/show/4lLaWPbRGtqYSmDG5Ri6Ht?si=ba9f34c2bd904c22

Darrow Associates

Website: https://www.darrowir.com/

Disclaimer: https://www.darrowir.com/social-media-disclaimer/

In today’s episode of Small Cap Insights, we sit down with Chris Abbott, CIO and Founder of 1035 Capital Management. Chris shares his perspective on identifying catalysts in small-cap investing, balancing conviction with discipline, and why valuation gaps between small and large caps continue to create opportunity.

Small Cap Insights is Powered by Darrow Associates.

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In today’s episode of Small Cap Insights, we sit down with Jesse Gamble, Portfolio Manager at Donville Kent Asset Management. Jesse shares how he evaluates high-quality small-cap companies, the importance of ownership alignment between management and shareholders, and why focus and capital discipline are critical for long-term success.

Small Cap Insights is Powered by Darrow Associates.

For more: https://www.darrowir.com/

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In today’s episode of Small Cap Insights, we sit down with Michael Wetherington, Managing Director at Darrow Associates. Michael shares how he approaches investor relations, what makes a company stand out to investors, and how IR can companies help navigate market volatility. He also discusses current sentiment toward micro- and small-cap equities.

Small Cap Insights is Powered by Darrow Associates.

For more: https://www.darrowir.com/

Disclaimer: https://www.darrowir.com/social-media-disclaimer/