The MicroCap Wrap: February 10-16, 2025
Sharing with you content from the MicroCap universe + podcasts/content you may have missed from Planet MicroCap.
Articles/Substacks/Blogs:
Miners over Metal (Gold edition) (Jason Rotenberg - Irrational Exuberance)
Quipt Home Medical Q1 F25 Update - $QIPT.to (Dean Trottier - Petty Cash)
The Conviction that Inspires Us (Ian Cassel - MicroCapClub)
Five Key Questions (Mathieu Martin - Stocks & Stones)
Closing the Valuation Gap with Leon's Furniture (Adam Wilk - Pound the Rock Investing)
Pulse Seismic Q4 '24 Update - $PSD.to (Dean Trottier - Petty Cash)
Q4 2024 Investor Letters:
Greystone Capital Management (Adam Wilk)
Longcast Advisors LLC (Avram Fisher)
Rogue Funds (Jacob Rowe)
Smoak Capital Management (Daniel Smoak)
River Oaks Capital (Whit Huguley)
Pernas Research (Deiya Pernas)
Cedar Creek Partners (Tim Erikson)
North Beach Holdings (Russell Moenich)
Planet MicroCap / Podcast Network Content:
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers (podcast #289) (Yet Another Value Podcast)
Quality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study Billionaires (Planet MicroCap Podcast)
Employing an Investigative Journalist's Process within an Investment Firm with Tania Pouschine, Founder & Portfolio Manager at Fithian (Compounders Podcast)
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon GRPN 0.00%↑ (episode #290) (Yet Another Value Podcast)
Locafy Limited (NASDAQ: LCFY): Focus on Location-based Digital Marketing (Due Diligence Series)
Upcoming Events
Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub - April 22-24, 2025
Post: Join us at the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub
For more information, please visit: planetmicrocapshowcase.com
Planet MicroCap Review Magazine - Winter 2024/2025 Issue
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