🎙️NEW PODCAST: AI Shortens The Moat with @ToddWenning, President and CIO of KNA Capital Management on the @PlanetMicroCap Podcast
We discuss:
- Why AI is shortening the time a moat buys a company, and which sources are most at risk
- How agentic commerce tools target businesses built on consumer inertia
- Why the UK market may be presenting some of the most compelling valuations he’s seen in years
- What teaching corporate finance keeps reminding him about first principles investing
📺Watch: https://t.co/YTTKoYagTr
🎧Listen: https://t.co/atBkjxqmeW
📝Blog: https://t.co/GTYASCXYKu
We have @PlanetMicroCap TORONTO coming up in a couple weeks. 1,600 1x1 meeting requests are in. Here are the top 10 most requested.
REGISTER: https://t.co/1uhVD6V6Mp
We have @PlanetMicroCap Toronto in a few weeks.
900+ meeting requests so far. Here are the top 15 most requested. $BRM.V $RX.V $GRID.TO $ZTE.CN $NURS.V $KITS.TO $BAMI.TO $BQE.V $CYBT.CN
Register: https://t.co/6pMLxxw0mN
📗Stock Picker is officially published! https://t.co/SxPFqb5B0P
The world didn't need another "invest like me" or instruction manual for successful investing. What time has proven is all great investors and stock pickers invest differently. In fact, that is what makes them great. I wrote this book to inspire and motivate you to invest like you. To do it your own way. That is my story and it can be your story too.
I also wrote the book to educate the masses on microcap investing, a space that has been largely forgotten by most of the financial industry. My mission is to pull quality investors, companies, stakeholders into microcap. That is how we make a positive impact on this investment class.
Help me spread the word. Tell a friend. Leave a positive review. Thank you. 🙏
🎙️NEW PODCAST: 2026 Mid-Year MicroCap Review with Maj Soueidan [@majgeoinvesting], Tim Heitman [@Investing501] and Mathieu Martin [@Stocks_Stones] on the @PlanetMicroCap Podcast
We discuss:
- What's driving 2026 MicroCap performance
- Good, Bad, and Ugly from August 2026 earnings season
- What worked and what didn't thus far in 2026
- Current highest conviction ideas
📺Watch: https://t.co/VMWfqDAFK9
🎧Listen: https://t.co/48U8F9mMzL
📝Blog: https://t.co/3qA94kZcUp
Join us at @PlanetMicroCap Toronto on Oct 27-29th.
We are now at 88 companies confirmed. A cool variety of GARP to Resources to Hypergrowth represented.
1x1 scheduling will open up in a few weeks!
https://t.co/Rx79YqU1NV
🎙️NEW PODCAST: Physical Infrastructure Tech Thesis with Lucas Sacerdote [@LucasSacerdote_], Founder and CIO of Valora Investment Group on the @PlanetMicroCap Podcast
We discuss:
- Why the technology frontier may be bottlenecked by the physical frontier
- How he filters down to a concentrated five to fifteen stock portfolio
- Why the hate on solar may be misplaced
- What 2022 permanently changed about how he thinks about downside risk
📺Watch: https://t.co/iVyD59WHPP
🎧Listen: https://t.co/Sa1B5XYh3s
📝Blog: https://t.co/pISeJ0cjzt
We are up to 83 companies confirmed for @PlanetMicroCap Toronto!
I love the investor attendee breakdown:
🇨🇦72%
🇺🇸27%
Our leaders may try to divide us but microcap will bring us together.
Join us!
https://t.co/AeAbC5scee
🎙️NEW PODCAST: The Board Member Trick with Tim Heitman [@Investing501], Full-time MicroCap Investor on the @PlanetMicroCap Podcast
We discuss:
- Why he tells every CEO to treat him like a new board member - and what that unlocks.
- The most common mistake smart new investors make in microcaps
- How he uses AI to hold management accountable to every forward-looking statement they've ever made.
- What sports photography and microcap investing have in common
📺Watch: https://t.co/D2fjLiqfMx
🎧Listen: https://t.co/tYGnI0f0up
📝Blog: https://t.co/bZAOTNrU0T
Had a great time joining @PlanetMicroCap to discuss how we use the S-curve framework to identify emerging technologies and investment opportunities before institutional consensus forms. Thanks to @BobbyKKraft for having us on!
🎙️NEW PODCAST: S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management [@GardenCapitalM] on the @PlanetMicroCap Podcast
We discuss:
- How they use the S-curve to find technologies before institutional consensus forms
- Why they let winners grow — even when a position becomes 20-30% of the portfolio
- Their current read on the eVTOL space and what they think the market is missing
📺Watch: https://t.co/nsXbthvkp8
🎧Listen: https://t.co/GMbxBg9JLu
📝Blog: https://t.co/jkUu423goX