
Planet MicroCap Podcast | MicroCap Investing Strategies Mid-Year 2023 MicroCap Review with Andrew Walker (Yet Another Value Podcast) Jason Hirschman (Hudson 215 Capital) Maj Soueidan (GeoInvesting)
Jun 29, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 3min
The Depressed Microcaps Market in 2022
02:33 • 2min
The Uncertainty of the BDB Market
04:45 • 6min
The Bull Market Current for Boring Traditional and Garp Stocks
10:33 • 3min
The Cost of Capital
13:09 • 5min
Major Sector Collapses in the First Half of 2023
18:05 • 3min
The Importance of Retail Deposits in Banking
21:04 • 4min
The Convenience Factor in Microcaps
25:32 • 4min
How to Deal With Multi-Year Drawdown Sideways Movement on a Stock
29:47 • 2min
How to Deal With Drawdowns
32:09 • 4min
How to Make Money in the Short Term
35:44 • 3min
The Importance of Personal Pursuit in Micro Nano Cap Investing
38:51 • 5min
How to Hold Our Monstrous Level
43:52 • 2min
The Red Flattery Diggles on Celsius
45:49 • 4min
The Rise of Microcap Tech in Australia
49:37 • 3min
The Risk of Private Equity Takeouts in North America
52:32 • 2min
The Cost of Being Public in Micro Caps
54:49 • 3min
How to Invest in Small Cap Value Opportunities
57:33 • 3min
How to Be a Successful Investor in 2023
01:00:46 • 4min
Musk vs. Zuck in the Cage Match
01:04:19 • 2min
How to Handicap Zuck vs Elon Musk
01:05:56 • 3min
