MicroCap Investing

MicroCap Investing


Latest Episodes

MI 39: Interview With Tobias Carlisle of Greenback’d and Carbon Beach AM
October 14, 2016

Check out our second interview with Tobias Carlisle of the blog Greenback’d and partner at Carbon Beach Asset Management. Carlisle has authored three value investing books, which he discusses. This interview is a deep dive into his background and philo...

MI 38: Interview With John Huber of Base Hit Investing – Part 2
July 20, 2016

Check out our latest interview with John Huber of the investing blog Base Hit Investing and portfolio manager at Saber Capital. This is our second interview with Huber and he takes time to elaborate on our earlier discussion of companies that are compo...

MI 37: Interview With Christian Ryther of Cureen Capital, Attending Board Meetings
June 07, 2016

In this episode we interview Christian Ryther of Cureen Capital. Ryther is a portfolio manager and also a contributor at the Value Investing Conferences. He discusses the importance of attending board meetings and his recent trip to The Berkshire Hatha...

MI 36: Second Interview With David Waters Of Alluvial Capital
May 10, 2016

In this episode we interview David Waters, Cheif Investment Officer at Alluvial Capital and author of OTC Adventures. Waters touches on everything from where to look for investments to his thoughts on global warming.

MI 33: Interview With Dale Wettlaufer, CIO and Columbia Business School Professor
February 15, 2016

Importance of DCF, calculating WACC, Short selling

MI 32: Interview With Andy Schornack, President of Flagship Bank
February 06, 2016

Buying and improving a private bank

MI 30: Interview With Jacob Ma-Weaver of Cable Car Capital on Healthcare Stocks
January 19, 2016

Drug Pricing, Retrophin, and Hedging a Portfolio