HeyJaredPlanet MicroCap Podcast | MicroCap Investing Strategies
Educating the Next Generation of Investors in MicroCap and Emerging Growth Companies with Host Robert Kraft, CEO of Planet MicroCap, The Official MicroCap News Source
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 25, 2026
Latest episodes
Four Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital (opens the original)
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In this episode of the Planet MicroCap Podcast, I spoke with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital, to dig into his four pillars framework for finding exceptional growth companies - and why running both sides of the book makes him a sharper long investor. We break down how he balances quality, management, growth prospects, and valuation across a portfolio split between emerging and established growth names, why outstanding management is the one pillar he refuses to co
The Independent Edge with Jeremie Boyer, Co-Founder and Lead Research Analyst at Aurelion Research (opens the original)
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In this episode of the Planet MicroCap Podcast, I spoke with Jeremie Boyer, Co-Founder and Lead Research Analyst at Aurelion Research, for a conversation on what it looks like to build an independent research firm in your early twenties - and how staying outside traditional institutional constraints can be a genuine edge. We break down his process for identifying ideas before the broader market catches on - from tracking global elections as a timing signal to uncovering shipping cycles that larg
2026 Mid-Year MicroCap Review with Maj Soueidan, Tim Heitman and Mathieu Martin (opens the original)
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In this episode of the Planet MicroCap Podcast, we brought back the Investors Roundtable - our first since 2022 - with Maj Soueidan of GeoInvesting, Tim Heitman of Investing 501, and Mathieu Martin of the Rivemont MicroCap Fund. With the Russell MicroCap up roughly 27% year to date, we dig into what’s actually driving that move, what’s worked and what hasn’t for our panelists, and whether this rally feels earned or fragile. We run through the Good, Bad, and Ugly from August 2026 earnings season
Physical Infrastructure Tech Thesis with Lucas Sacerdote, Founder and CIO of Valora Investment Group (opens the original)
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In this episode of the Planet MicroCap Podcast, I spoke with Lucas Sacerdote, Founder and CIO of Valora Investment Group, for his first-ever podcast appearance. We break down his focus on real, tangible assets trading at steep discounts to book value, why he believes the technology frontier is currently being bottlenecked by the physical frontier, and how he thinks about building concentrated positions in energy and infrastructure names. We get into his biggest current position, Canadian Solar,
The Board Member Trick with Tim Heitman, Full-time MicroCap Investor (opens the original)
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In this episode of the Planet MicroCap Podcast, I spoke with Tim Heitman - full-time private investor, MicroCap Club member, and longtime Dallas Stars team photographer - for a wide-ranging conversation that started at the World Cup and ended up deep in the weeds of microcap due diligence. We break down how his time at Fidelity during the Lynch era and later at David Tice’s Behind the Numbers shaped a simple but durable framework: understand the business first, the numbers take care of themselve
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