The MicroCap Wrap: February 24 - March 2, 2025
Sharing with you content from the MicroCap universe + podcasts/content you may have missed from Planet MicroCap.
Articles/Substacks/Blogs:
Environmental Treatment Company Unlocks Hidden Value In Under Capitalized Acquisition By Doubling Manufacturing Capacity (MS MicroCaps - Maj Soueidan)
Best In-Class Technology Sets Up Company To Inflect To Profitability In 2025. (MS MicroCaps - Maj Soueidan)
Fire Retardant + Printed Circuit Boards = A Mess (Aaron Edelheit)
The Wildest Arbitrage Story You've Ever Heard (Dirtcheapstocks)
Contrarian Idea: Canadian Cannabis (Stocks & Stones - Mathieu Martin)
The Inevitable Capital Cycle (Flyover Stocks - Todd Wenning)
Bel Fuse Update and Intrinsic Value Estimate (Pound the Rock Investing - Adam Wilk)
The future of telecom- expert interview with former FCC Chair Tom Wheeler (part 3 of 3: broadcasters) (Yet Another Value Blog - Andrew Walker)
Boyar's Research Digest #79 (Boyer Research - John Boyar)
Q4 2024 Investor Letters:
Greystone Capital Management (Adam Wilk)
Greenhaven Road Capital (Scott Miller)
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:
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings (podcast #293) (Yet Another Value Podcast)
The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital (Planet MicroCap Podcast)
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research (podcast #294) (Yet Another Value Podcast)
Upcoming Events
Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub - April 22-24, 2025
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JOIN 400+ INVESTORS - Planet MicroCap Las Vegas 2025 (Ian Cassel - MicroCapClub)
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Planet MicroCap Review Magazine - Winter 2024/2025 Issue
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