Planet MicroCap Podcast | MicroCap Investing Strategies

VANCOUVER 2023 Investor Keynotes with Paul Andreola / Dave Barr / Harold Leishman / Ryan Irvine / Hamed Shahbazi / Brent Todd

Sep 21, 2023

Guest

Harold Leishman

Investor keynotes from the VANCOUVER 2023 event: Paul Andreola shares his microcap investing strategies, Dave Barr discusses finding successful microcap companies, Harold Leishman talks about investing in microcap stocks, Hamed Shahbazi highlights the growth of Well Health Technologies, Brent Todd explores opportunities for investing in microcap companies, and Ryan Irvine discusses analyzing micro cap valuations and risks in the market.

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ADVICE

Micro-cap Investment Strategy

Consider micro-caps as semi-private equity with limited liquidity and long illiquid stretches.
Have a 3-year timeframe, assess self-funding ability, and always consider the macro liquidity cycle.

INSIGHT

Well Health's Success

Well Health's success comes from tech-enabling healthcare providers who need modernization.
The pandemic accelerated this need, shifting from resistance to seeking digital tools for efficiency and patient outcomes.

ADVICE

Acquisition Discipline

Maintain financial discipline, establish a framework, and prioritize culture in acquisitions.
Resist pressure for quick decisions and stick to your criteria, even if you miss some deals.

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For this episode, I compiled all the investor keynotes into one extra long audio episode for you to consume (each individual keynote is on the Planet MicroCap YouTube Channel). Quick note on audio, this was all recorded live at the event with live Q&A, so please excuse any time lapses in between questions during the Q&A portion and keep in mind for quality purposes. Each speaker provided incredible insights, and the order for each segment goes:

1. Paul Andreola (SmallCap Discoveries): https://www.youtube.com/watch?v=q-K1i4hTwVY

2. Dave Barr (PenderFund): https://www.youtube.com/watch?v=8oVfaLurCVI

3. Harold Leishman (Canaccord Genuity): https://www.youtube.com/watch?v=apkFD3gDwYk

4. Fireside Q&A with Hamed Shahbazi (WELL Health Technologies): https://www.youtube.com/watch?v=cZ6ZESXEySohttps://www.youtube.com/watch?v=cZ6ZESXEySo

5. Brent Todd (Canaccord Genuity): https://www.youtube.com/watch?v=3zUggFndKe4

6. Ryan Irvine (Keystone Financial): https://www.youtube.com/watch?v=Z_JjbZTJ6kI

Links to each individual keynote is next to the speaker.

SAVE THE DATE, the Planet MicroCap Showcase: VEGAS will be April 30 - May 2, 2024. See you in Vegas!

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