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Artwork for MicroCapClub

MicroCapClub

MicroCapClub
Microcap Investing
Investing
Microcap Investments
Microcapclub
Tantalus Systems
Enterprise Group
Investment Strategies
Artificial Intelligence
Ascent Industries
Cannabis Industry
Research Solutions
DIRTT Environmental Solutions
Stock Picking
Natural Gas Industry
Laird Superfood
Zedcor Inc.
Auxly Cannabis Group
Truesense Gateway
Lindbergh
Canada

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 weeklyEpisodes130Founded2 years ago
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InvestingBusiness

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Artwork for MicroCapClub

Latest Episodes

John Barr is a portfolio manager at Needham Funds, where he runs small- and mid-cap growth strategies. Before Wall Street, he spent fourteen years in electronic design automation software. He then spent seven years as a sell-side analyst covering tha... more

James Davolos is a portfolio manager at Horizon Kinetics, where he has spent nearly 21 years studying exchanges and what the firm calls croupier businesses. These are companies that earn fees on trading volume without putting their own capital at ris... more

In this Business Breakdowns, David Barbato sits down with Lindbergh’s (LDB.MI) CEO Michele Corradi and COO Andrea Allegrini. The company was originally profiled by MicroCapClub member "mavix" on October 2nd, 2023, at $2.09 EUR per share.

This discus... more

In this episode, Ian Cassel talks about crossing the chasm of speculation to investment in microcap stocks. You can also read it as an article here: microcapclub.com/newsletter/

MicroCapClub is an exclusive forum for experienced microcap inv... more

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Recent Guests

James Davolos
Portfolio manager and research director at Horizon Kinetics
Horizon Kinetics
Episode: Why Exchanges Beat the Market | James Davolos
Michele Corradi
CEO and co-founder of Lindbergh
Lindbergh
Episode: Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
Andrea Allegrini
Board member of Lindbergh
Lindbergh
Episode: Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
Alejandro Yela
Founder of Hermit Ventures and author of The Hermit
Hermit Ventures
Episode: A Decade of Oil and Gas Investing in One Hour | Alejandro Yela
Will Heyburn
Co-CEO and CFO of Strata Critical
Strata Critical
Episode: Strata Critical Medical (SRTA): The Organ Transplant Logistics Roll-Up
Mat Schneider
VP of Finance and Investor Relations and CFO of Clinical Services, Strata Critical
Strata Critical
Episode: Strata Critical Medical (SRTA): The Organ Transplant Logistics Roll-Up
Michael Fritzell
Writer of the Asian Century Stocks newsletter
Asian Century Stocks
Episode: Is AI Making Us Dumber? | Michael Fritzell
Alex Morris
Writes TSOH Investment Research; author of Buffett and Munger Unscripted
TSOH Investment Research
Episode: 30 Years of Berkshire Meetings in 60 Minutes
Tristan Wayne
Tax accountant in Australia and member of MicroCap Club
Kelly Partners Group (KPG); AFL Legal
Episode: Is AI Coming for Accounting and Law? $KPG.AX $AFL.AX

Host

Ian Cassel
Founder of MicroCapClub; Host of MicroCapClub podcast; long-standing community leader in microcap investing.

Reviews

4.9 out of 5 stars from 41 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.

Great for learning real-world due diligence and deal contexts.
Community-driven discussions offer diverse viewpoints on microcap opportunities.
Guests and hosts deliver clear frameworks and growth/contact points for sponsorships.
High-value, practical insights into microcap investing.
Listeners praise the depth and actionable case studies.

Chart Rankings

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

Apple Podcasts
#31
Russia/Business/Investing
Apple Podcasts
#38
India/Business/Investing
Apple Podcasts
#107
Finland/Business/Investing
Apple Podcasts
#162
India/Business
Apple Podcasts
#164
Russia/Business
Apple Podcasts
#167
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why Exchanges Beat the Market | James Davolos
Q: What is MIAX and what does it do?
MIAX is the Miami International Exchange, operating four venues for multi-listed options. Davolos says it entered a competitive, relatively low-margin market with strong technology and incentives for market makers, helping it grow from no market share to nearly 17%.
Why Exchanges Beat the Market | James Davolos
Q: Could you break down Horizon's Croupier framework for people that might not be as familiar with it?
Davolos describes croupier businesses as companies that earn fees from activity without taking proprietary risk. Exchanges provide infrastructure for transferring risk and earn revenue largely from trading volume, with operating leverage as costs remain relatively fixed.
Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
Q: What size of deals would prompt raising more capital or pursuing larger financings to fast-track growth?
Deals typically start from around 0.5–0.7 million euro turnover up to 5–6 million turnover, with preference for targets that already have structure in place in the territory. If a larger deal is needed to accelerate expansion in a given region, capital would be considered, but only if it aligns with the territory strategy and operational integration plans.
Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
Q: How is the M&A pipeline shaping up and are you still pursuing HVAC targets in the same geographies?
The strategy remains unchanged: expand presence in current territories, stay selective with targets, and leverage vendor loans where appropriate to finance acquisitions without over-leveraging. A healthy pipeline exists with several opportunities, but deals are being pursued carefully to ensure strategic fit and financial stability.
Is AI Making Us Dumber? | Michael Fritzell
Q: Is AI making us dumber or smarter, and how do you actually use it in your research workflow?
AI makes us smarter and faster by providing deep, structured explorations of topics; however, the technology requires careful prompting, context, and human judgment, especially for due diligence and governance aspects in Asia.

Audience Metrics

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Frequently Asked Questions About MicroCapClub

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

MicroCapClub features in-depth conversations with microcap investors, operators, and analysts who share hands-on approaches to finding value in sub-$500M companies across major markets. Episodes typically drill into screening methods, catalyst-driven theses, due diligence, and real-world case studies, with a strong emphasis on structure, risk controls, and the evolving role of data, AI, and management insight in small-cap investing. A standout aspect is the community-driven, practitioner-first format that blends investment theory with tactical playbooks, enabling listeners to model ideas, evaluate management, and translate insights into portfolio decisions. This show often attracts seasoned investors, operators, and researchers, and can be ... 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. The Acquirers Podcast
3. Planet MicroCap Podcast | MicroCap Investing Strategies
4. Excess Returns
5. Chit Chat Stocks

How many episodes of MicroCapClub are there?

MicroCapClub launched 2 years ago and published 130 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on MicroCapClub?

Recent guests on MicroCapClub include:

1. James Davolos
2. Michele Corradi
3. Andrea Allegrini
4. Alejandro Yela
5. Will Heyburn
6. Mat Schneider
7. Michael Fritzell
8. Alex Morris

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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