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Planet MicroCap Podcast
≈ 2–3 a week
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Microcap-focused interviews with small-company investors.

In the last 30 days, Planet MicroCap Podcast produced 39 attributed ideas; most-discussed: ECO, NRP, CSU.TO.

9
Ideas · 7d
39
Ideas · 30d
462
Ideas · all time
86
Episodes
Names this show discusses most
30D
NRP · 1CSU.TO · 1HCA · 1ORLY · 1SNWV · 1PRPO · 1DUOL · 1TPB · 1
90D
ECO · 2NRP · 1CSU.TO · 1HCA · 1ORLY · 1SNWV · 1PRPO · 1DUOL · 1

Theses first heard here · 21

Higher rates stress small-caps with weak balance sheetsFIRST HEARD 3 OCT
Management trust as a non-negotiable filterFIRST HEARD 29 AUG
Defensive and momentum are concepts, not sectorsFIRST HEARD 25 MAR
Stay calm and invested during market drawdownsFIRST HEARD 13 MAR
Market valuations are dear, warranting cautionFIRST HEARD 26 FEB
Latest attributed ideas · most recent first
18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
Rising real yields pull capital from stocks
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
AI questions software switching costs
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
AI shortens the time a moat buys
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
Human creativity as a durable advantage
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
Teaching reinforces first-principles investing
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
Network effects most at risk from AI
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
Strong balance sheets enable aggression
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
Culture as defense against AI disruption
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18 OCTYESTERDAYAI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management
Revolutions eventually simmer
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3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
Concentrated portfolio of 15 high-quality businesses
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3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
NRP's debt-free transition as a quality inflection
NRPOpen in Zortix →
3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
Vertical software's moat against AI disruption
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDECSU.TOOpen in Zortix →
3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
HCA's operational edge in a regulated industry
HCAOpen in Zortix →
3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
Small-cap metals and mining as a low-quality spectrum
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3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
AI as a research and productivity tool
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3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
AI as a research efficiency accelerant
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3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
Know when to fold: poker's investing analogy
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3 OCT2W AGOOwn Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
Quality over cheapness: the O'Reilly lesson
ORLYOpen in Zortix →
26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Medtech's regulatory and pricing risks
SNWVOpen in Zortix →
26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Active portfolio optimization as a source of alpha
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26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Four pillars framework for growth investing
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26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Growth investing for tax-efficient buy-and-hold
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26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Defense microcaps benefit from industry disruption
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26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Microcap alpha from good management at cheap valuation
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26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Precipio's management-driven turnaround to profitability
PRPOOpen in Zortix →
26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Growth deceleration as a major short catalyst
DUOLOpen in Zortix →
26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Overvaluation alone is a poor short timing signal
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26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Avoiding headline and regulatory risk
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Outstanding management as the non-negotiable pillar
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26 SEP3W AGOFour Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital
Defense tech's new drone-driven cycle
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION