Podcast
MicroCapClub
Hosted by MicroCapClub · EN
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 900+ 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.
43episodes
Episodes
Newest firstAll episodes
We Are Vikings
May 1200:20:33Tap to summarizeIn this presentation, Ian Cassel presents on the Viking Age and the parallels with successful microcap investing. MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/ 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →BOS Better Online Solutions (BOSC): Defense Supply Chain Integrator
May 1100:56:16Tap to summarizeIn this Business Breakdown, David Barbato and Scott Weis, CIO of Semco Capital, sit down with Better Online Solutions’ (BOSC) CEO Eyal Cohen.This discussion took place live on May 4th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join Eyal Cohen is the CEO of Better Online Solutions, an Israeli integrator listed on NASDAQ. He joined the company 25 years ago, served in financial roles before being appointed CEO in 2020, and is a certified public accountant in both Israel and the United States.In this Business Breakdown, Eyal walks through the three divisions behind BOS, supply chain integration of electromechanical connectors and wires, RFID, and robotic cells, and the company's defense customer base, anchored by Israel Aerospace Industries, Elbit Systems, and Rafael. He addresses the flat 2026 guidance that followed a record 2025, the operating leverage that drove EPS growth six times faster than revenue, the India expansion, and an M&A roadmap targeting an acquisition of up to $20 million on the path to $100 million in revenue.✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Introduction to the CEO14:31 Understanding Better Online Solutions20:12 Business Model and Revenue Streams26:42 Market Dynamics and Revenue Projections32:24 Operational Efficiency and Growth42:28 International Expansion and Challenges48:23 Financial Health and Future OutlookDisclaimer: 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →Investing is Not a Game of Perfect
May 600:11:42Tap to summarizeIn this episode, Ian Cassel talks about how investing is not a game of perfect. You can also read it as an article here: https://microcapclub.com/newsletter/ MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/ 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →Update with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer
May 300:59:46Tap to summarizeIn this Business Breakdown, Ian Cassel and David Barbato sit down with Golconda Gold’s (GG.V/GGGOF) Chairman, Founder, and CEO, Ravi Sood. The company was originally profiled by Ian Cassel on August 28, 2025, at $0.95 USD/$1.30 CAD per share. This discussion took place live on April 29th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this follow-up conversation, Ravi covers the 2025 turning point at Golconda's Galaxy gold mine in South Africa, paying down the credit facility and unsecured note, repairing the balance sheet, and opening additional mining faces to push production from roughly 10k gold ounces in 2025, to 18k oz in 2026, and toward 30k oz by 2029. He walks through the planned June restart of the Summit mine in New Mexico under a capital-light contract mining model, the Banner mill ramp, and the longer-term resource and mill expansion potential across the Steeple Rock district. He also lays out the case for spinning Summit out as a standalone US-listed gold and silver producer beginning in late 2026, TSX Venture first, then OTC, then a full US listing, and shares his thinking on a programmatic VWAP buyback once Summit is de-risked.✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Introduction to the Guests and Their Backgrounds05:53 Transition from Fund Management to Gold Mining11:43 2025 Financial Performance and Growth Strategy19:56 Scaling Production and Financial Implications25:46 Impact of Oil Prices on Operations28:33 Restarting the Summit Mine31:55 Outsourcing and Contract Mining Benefits33:21 Mining Operations and Mill Setup35:43 Cash Flow and Resource Expansion Plans38:23 Permitting Challenges and Opportunities41:04 Exploration Potential and Historical Context46:46 Spin-Out Strategy for Summit51:40 Path to Public Listing and Shareholder Value55:27 Buyback Strategy and Financial OutlookDisclaimer: 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →The Last Moat by Ian Cassel
Apr 2800:10:58Tap to summarizeIn this episode, Ian Cassel talks about the last moat in investing. You can also read it as an article here: https://microcapclub.com/newsletter/MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/ 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →Precipio (PRPO): Advanced Blood Diagnostics
Apr 2700:51:52Tap to summarizeIn this Business Breakdown, David Barbato and Sean Westropp from Deep Sail Capital sit down with Precipio’s (PRPO) CEO Ilan Danieli. The company was originally profiled by Sean Westropp, aka "Deepsailcapital" on June 26, 2025, at $11.20 USD per share. This discussion took place live on April 22nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join Ilan Danieli is co-founder and CEO of Precipio, a New Haven-based diagnostics company he started in 2011. Precipio runs a pathology services lab focused on blood-related cancers alongside a products division that develops molecular diagnostic assays, including a four-hour AML panel that replaces the industry-standard 10-to-15-day wait for genetic results.In this Business Breakdown, Ilan walks through Precipio's dual model, how the clinical lab funds and accelerates product R&D (the recent BCR-ABL assay was developed for under $100,000, versus a $5–10M industry norm), and the company's 2025 inflection to profitability on 30% revenue growth. Sean Westropp, CIO of Deep Sail Capital, joins David for the Q&A, pressing Ilan on execution risk after the recent buildout of the product's sales team, unit economics, and capacity on both sides of the business, distributor go-to-market through McKesson, Fisher, Cardinal, and Medline, and the path to a 50/50 revenue mix and 80% product gross margins.✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Introduction to Precipio and Leadership Background05:36 Pathology Services and Product Development Synergy11:21 Unique Business Model and Profitability18:29 Challenges and Growth Limitations25:58 Closing Thoughts and Industry Insights29:16 Sales Team Success and Metrics34:25 Identifying Niche Opportunities36:05 Navigating Sales Cycles37:32 Revenue Potential and Market Size37:59 Intellectual Property and Trade Secrets39:33 Path to Profitability40:28 Growth Projections and Product Development41:40 M&A Considerations43:18 Achieving Gross Margin Targets43:51 Internal Priorities for Growth45:19 Barriers to Entry for Competitors46:29 Economic Advantages of Products48:03 Execution Risks and Market Penetration48:31 Annual Product Development and R&D50:48 Future Vision for the CompanyDisclaimer: 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →Club Conversation with Paul Andreola, Buying & Riding 100 Baggers
Apr 2001:07:04Tap to summarizeThis discussion took place live on March 17th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#joinIn this in-depth interview, the founder of Small Cap Discoveries and CEO of NameSilo, Paul Andreola, shares his evolving investing philosophy, focusing on microcaps, growth stocks, and strategic decision-making. Discover his approach to due diligence, managing biases, and leveraging relationships to identify high-potential opportunities in the Canadian market and beyond.✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Investing Philosophy Evolution04:00 Microcap Investment Strategy07:08 Geographic Focus and Market Expertise09:54 Team Dynamics in Investing13:30 Biases in Investment Decisions16:05 Managing Stock Performance and Selling Strategies19:14 Learning from Past Investment Decisions21:26 Overview of NameSilo and Business Strategy33:53 Strategic Acquisitions and Growth Opportunities39:22 Navigating Market Trends and Sector Opportunities45:12 Lessons from Successful Investments56:26 Balancing Conviction and Opportunity in InvestingDisclaimer: 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →A Club Conversation with Rich Beaven, Cyclicals with a Catalyst
Apr 1301:04:04Tap to summarizeThis discussion took place live on March 16th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#joinIn this in-depth interview, Rich Beaven, principal and co-owner of Signia Capital shares his journey into value investing, his approach to catalysts, industry focus, and how AI is transforming investment research. Gain insights into his investment philosophy, portfolio management, and the evolving landscape of small-cap investing. Signia Capital ranks in the top 1% of all US equity strategies in eVestment database trailing 5.25 years as of 12/31/2025.Signia Capital’s Website - https://www.signiacapital.com/ ✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Introduction to Rich and Value Investing03:44 Catalysts in Value Investing07:01 Identifying Secular Growth vs. Fads09:51 Transitioning to Principal and Co-Owner12:32 Investment Strategy and Position Sizing15:59 Execution and Management Interaction18:53 Portfolio Management and Turnover21:55 Determining Intrinsic Value Targets32:47 Investment Strategies Across Industries33:46 Qualities of an Ideal Business Partner35:00 Insights from Board Membership36:32 Maintaining Objectivity as an Investor39:55 Current Investment Focus: Commodities and Industries44:36 Navigating Liquidity in Investments46:51 Idea Generation and Portfolio Management50:46 Scaling a Fund: Advice for Emerging Managers52:35 Leveraging AI in Investment Analysis56:43 The Future of Investment Roles with AI01:00:21 Personal Evolution as an InvestorDisclaimer: 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →Club Conversation with Lee Freeman-Shor & Clare Flynn Levy, Stock Market Maestros
Apr 601:11:50Tap to summarizeThis discussion took place live on March 19th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this insightful interview, co-authors Lee Freeman-Shor and Clare Flynn Levy talk about their new book, Stock Market Maestros and the winning habits, strategies, and mindsets of the world's best investors. They explore how data analytics, behavioral metrics, and disciplined processes can distinguish skill from luck among top fund managers, offering practical tools and frameworks to improve investment performance. Useful LinksLee’s LinkedIn - https://www.linkedin.com/in/l-f-s/ Clare’s LinkedIn - https://www.linkedin.com/in/clareflynnlevy/ Stock Market Maestros (not sponsored) - https://www.amazon.com/dp/1804091464/?bestFormat=true&k=stock%20market%20maestros%20lee%20freeman-shor%2C%20clare%20flynn%20levy&ref_=nb_sb_ss_w_scx-ent-bk-ww_k1_1_17_de&crid=2C68NH42ZH57K&sprefix=stock%20market%20maes ✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) -https://x.com/Valuehunte Chapters00:00 Introduction and Backgrounds12:53 Luck vs. Skill in Investing26:17 Understanding the Behavioral Alpha Score37:03 The Emotional Challenge of Cutting Losses37:30 The Importance of Running Winners38:37 Strategies for Selling: The 15-Month Rule39:50 Decision-Making: Should I Stay or Should I Go?43:06 Position Sizing: The Key to Managing Losses47:53 John Barr: The Lumberjack Investor55:21 Guardrails for Investment Decisions01:05:24 Measuring Skill vs. Luck in Fund ManagementDisclaimer: 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
Transcribe →Enterprise Group (E.TO/ETOLF): Infrastructure Services Specialist
Mar 3001:13:01Tap to summarizeIn this Business Breakdown, David Barbato and Erik Voss sit down with Enterprise Group’s (E.TO/ETOLF) President & Director Desmond O'Kell. The company was originally profiled on MicroCapClub by member James Emanuel.This discussion took place live on March 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this detailed interview, Desmond O'Kell, President & Director of Enterprise Group, shares insights into the company's operations, growth strategies, and the future of natural gas and site power solutions in Canada. Discover how Enterprise is leveraging innovative turbine technology, market opportunities, and strategic initiatives to drive sustainable growth in the resource and construction industries.✉️ Share your feedback - david@microcapclub.com✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Introduction to Enterprise Group and Daz O'Kell01:58 Overview of Enterprise Group's Operations and Financials05:46 Strategic Positioning in the Natural Gas Market11:07 Innovative Power Solutions and Sustainability16:16 Client Base and Market Expansion Opportunities21:23 Financial Snapshot and Future Outlook23:33 Discussion on Natural Gas Production Outlook27:06 Business Development Strategies and Challenges32:44 Customer Relations and Revenue Impact37:39 Flex Turbine Acquisition and Financial Insights39:43 CapEx Management and Future Projections41:08 Navigating Financial Visibility and CapEx Strategy45:32 Sales Initiatives and Market Focus49:29 Pricing Strategy and Market Penetration51:50 Diversifying Customer Base and Utilization Rates57:17 Buyback Strategies and Legacy Contracts01:05:58 Opportunities for Growth and Competitive LandscapeDisclaimer: 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. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
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