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Artwork for MicroCapClub

MicroCapClub

MicroCapClub
Microcap Investing
Investing
Microcap Investments
Tantalus Systems
Microcapclub
Enterprise Group
Investment Strategies
Ascent Industries
Cannabis Industry
Research Solutions
DIRTT Environmental Solutions
Natural Gas Industry
Laird Superfood
Zedcor Inc.
AUXLY Cannabis Group
Truesense Gateway
Kingsway Financial Services
Harris Perlman
EBITDA
Namesilo Technologies

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 ... more

PublishesTwice weeklyEpisodes107Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for MicroCapClub

Latest Episodes

Sean Westropp is the CIO of Deep Sail Capital, a long/short fund focused on growth, with most of the long book in microcaps and the balance in established mid-cap growth. He launched the fund to outside investors in 2022, after running a predecessor ... more

In this Business Breakdown, David Barbato and co-host Sébastien Charland, President of Agave Capital, sit down with ADF Group’s (DRX.TO) CFO Jean-François Boursier. The company was originally profiled by "Flipper" on February 16, 2021, at $1.72 CAD p... more

Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us microcapclub.com/join-now/

Planet Microcap hosts the highest quality microcap in-person events in... more

Dylan Marello is CIO of Marello Capital, a fund he launched after a career as a corporate litigator. He runs a concentrated, long-only portfolio of roughly 12 to 15 names, market-cap agnostic, but skewed toward asymmetric setups in hated or overlooke... more

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Recent Guests

Jean-François Boursier
CFO of ADF Group
ADF Group
Episode: ADF Group (DRX.TO): The Backbone of America's Biggest Builds
Dylan Marello
CIO of Marello Capital
Marello Capital
Episode: Club Conversation with Dylan Marrello, Asymmetric Bets in Hated Industries
Pedro Sousa
Partner at Oxy Capital
Oxy Capital
Episode: Club Conversation with Pedro Sousa, Private Equity Meets Microcaps
Jeffrey Tory
Partner at Pembroke Management, Montreal
Pembroke Management
Episode: Club Conversation with Jeffrey Tory, 40 Years Investing in Canadian Microcaps
Puneet Khanna
President & CEO of CareRx
CareRx
Episode: CareRx Corporation (CRRX.TO): Care Home Pharmacy
Suzanne Brand
CFO of CareRx
CareRx
Episode: CareRx Corporation (CRRX.TO): Care Home Pharmacy
Bobby Kraft
Host of in-program invitation and events pitch
MicroCapClub
Episode: CareRx Corporation (CRRX.TO): Care Home Pharmacy
David Rosenblatt
CEO and chairman of 1stdibs
1stdibs
Episode: 1Stdibs.Com (DIBS): The Curated Luxury Marketplace
Jamil Tahir
Portfolio Manager, Turnmark Capital; Board Member, audi.ai
Turnmark Capital
Episode: 1Stdibs.Com (DIBS): The Curated Luxury Marketplace

Host

Ian Cassel
Host of MicroCapClub podcast series, primarily steering conversations with founders, investors, and industry experts.

Reviews

4.9 out of 5 stars from 38 ratings
  • Must-listen

    The MicroCapClub podcast is a must-listen for anyone passionate about investing, whether you're a seasoned investor or just getting started. The hosts keep the conversations engaging and do an excellent job breaking down complex investing topics and companies.

    Apple Podcasts
    5
    Starhunk
    Canada2 years ago
  • Top Industry Content

    Unbelievable amount of insight and value this group provides! Listening to members, industry experts or company leaders - all top notch!

    Apple Podcasts
    5
    Bman475379
    United States2 years ago
  • Phenomenal Microcap Content Now Available Anytime, Anywhere with MicroCapClub's Podcast!

    I've been an active member of MicroCapClub (MCC) for the past 10 years, and I can't say enough about how incredible this community has been. The content has always been phenomenal, providing deep insights, discussions, networking and invaluable information on microcap investing. It's been my go-to resource for years, and now, with the addition of the podcast, MCC has truly outdone itself.

    Having the content accessible in podcast form is an absolute game-changer. I love that I can now listen to ... more

    Apple Podcasts
    5
    Sean_I
    United States2 years ago
  • An Excellent Pod!

    The MicrocapClub has done an excellent job curating interviews and stock pitches from some of the best microcap companies / microcap managers out there. These companies (IDR, PCSV, IVFH, SODI, SMTI etc.) and managers are unique and doing something a little different.

    Well worth the time!

    Apple Podcasts
    5
    Rukun Duggal
    United States2 years ago
  • Great content

    The amount of value you get from listening to the MicroCapClub content is invaluable. Highly recommend for any investor.

    Apple Podcasts
    5
    GalahadCapital
    Norway2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise practical diligence and actionable takeaways.
Community and live-event integration noted as valuable for networking.
Episodes spotlight nuanced discussions beyond hype, aiding due diligence.
Guests praised for high-quality expertise and real-world experience.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#66
Argentina/Business/Investing
Apple Podcasts
#167
Sweden/Business/Investing
Apple Podcasts
#180
Norway/Business/Investing
Apple Podcasts
#210
Argentina/Business
Apple Podcasts
#227
Colombia/Business/Investing
Apple Podcasts
#237
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Club Conversation with Pedro Sousa, Private Equity Meets Microcaps
Q: Let's start with your background. How did you get interested in investing?
Pedro explains growing up near Porto, studying economics in Lisbon, interning at Oxy, and then evolving into a role where public markets were approached with a private equity mindset, including a stint at Bain and a return to Oxy to build the public side.
CareRx Corporation (CRRX.TO): Care Home Pharmacy
Q: Puneet, can you talk about your use of technology and advantages you have as the largest player in Canada?
We are the largest Canadian player with about 18% market share. We built a unique tech stack around three pillars, including high-volume robotic packaging and an in-house dev team to create interoperable clinical apps and data dashboards. This enables faster, more accurate filling and scalable operations that smaller rivals can't match, and supports our hub-and-spoke expansion strategy.
1Stdibs.Com (DIBS): The Curated Luxury Marketplace
Q: How has AI been integrated into the product roadmap and what early results have you seen?
AI is embedded across discovery, pricing, shipping, and service, with early results including a 4% uplift in search success and a 25% drop in null search results. They expect faster, more cost-effective growth as AI capabilities mature, including semantic and natural language search and visual search.
1Stdibs.Com (DIBS): The Curated Luxury Marketplace
Q: What are the core growth strategies you've pursued since 2011?
The three growth strategies are: (1) refining the transactional nature to reduce friction; (2) expanding categories beyond vintage antique furniture into new verticals; (3) geographic expansion beyond the US, with a global marketplace and a focus on high-margin, asset-light operations.
1Stdibs.Com (DIBS): The Curated Luxury Marketplace
Q: Could you give a brief overview of your background and how you ended up leading 1stdibs?
David Rosenblatt describes a 30-year career in consumer internet, including CEO of DoubleClick, a stint at Google, board roles, and joining 1stdibs in 2011, where he helped pivot from a Craigslist-like model to a transactional marketplace and focus on growth through product and category expansion.

Audience Metrics

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Frequently Asked Questions About MicroCapClub

What is MicroCapClub about and what kind of topics does it cover?

A concise overview of the microcap investing conversations, focusing on founder-led growth stories, disciplined investing frameworks, and industry-specific catalysts. Episodes frequently center on fintech, software, mining, cannabis, defense tech, and live-broadcast tech, with heavy emphasis on management quality, capital allocation, operational leverage, and AI-enabled research aids. Noteworthy are deep-dive founder interviews, detailed business-model dissections, and pragmatic takeaways for investors and founders alike, including pricing power, backlogs, margins, and strategic use of acquisitions. The show often blends investor education with hands-on company specifics, creating a practical resource for advanced microcap investors seeking... more

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Which podcasts are similar to MicroCapClub?

These podcasts share a similar audience with MicroCapClub:

1. Yet Another Value Podcast
2. Value Hive Podcast
3. The Acquirers Podcast
4. Excess Returns
5. Chit Chat Stocks

How many episodes of MicroCapClub are there?

MicroCapClub launched 2 years ago and published 107 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact MicroCapClub?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for MicroCapClub?

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What guests have appeared on MicroCapClub?

Recent guests on MicroCapClub include:

1. Jean-François Boursier
2. Dylan Marello
3. Pedro Sousa
4. Jeffrey Tory
5. Puneet Khanna
6. Suzanne Brand
7. Bobby Kraft
8. David Rosenblatt

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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