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MicroCapClub

MicroCapClub

MicroCapClub 124 Episodes Oct 14, 2026

MicroCapClub is a podcast and community for experienced investors focused on microcap companies, generally those with market capitalizations under $500 million. It covers stocks trading on United States, Canadian, European, and Australian markets, with members sharing and discussing investment ideas. Since 2011, members have profiled more than 900 microcap companies. The show is aimed at investors who want in-depth, peer-driven analysis of small and thinly covered public companies. Access is available through membership or a subscription with view-only privileges.

Episodes

Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update] Oct 14, 2026 01:05:39 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 discussion took place live on October 13th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate
From Speculation to Investment by Ian Cassel
From Speculation to Investment by Ian Cassel Oct 7, 2026 00:06:08 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: https://microcapclub.com/newsletter/MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1500+ microc
A Decade of Oil and Gas Investing in One Hour | Alejandro Yela
A Decade of Oil and Gas Investing in One Hour | Alejandro Yela Oct 5, 2026 00:53:20 Alejandro Yela is the founder of Hermit Ventures and the author of The Hermit, a Substack focused on nano- and microcap companies. He began as a debt investor in Latin American oil and gas bonds, later worked in restructuring, project finance, and M&A.This discussion took place live on October 2nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and part
Strata Critical Medical (SRTA): The Organ Transplant Logistics Roll-Up
Strata Critical Medical (SRTA): The Organ Transplant Logistics Roll-Up Sep 30, 2026 00:59:08 In this Business Breakdown, David Barbato and Adam Wilk sit down with Strata Critical Medical’s (SRTA) co-CEO and CFO Will Heyburn and VP of Finance and Investor Relations and CFO of Clinical Services, Mat Schneider. This discussion took place live on September 29th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions -
Is AI Making Us Dumber? | Michael Fritzell
Is AI Making Us Dumber? | Michael Fritzell Sep 21, 2026 00:27:54 Michael Fritzell writes Asian Century Stocks, a research service covering undercovered equities across Asia. He spent sixteen years on the buy side in Hong Kong, Singapore, and Indonesia before leaving in 2021 to publish full-time, and now writes deep dives on companies that receive almost no analyst coverage.This discussion took place live on September 2nd, 2026, on the MicroCapClub Community. Jo
30 Years of Berkshire Meetings in 60 Minutes
30 Years of Berkshire Meetings in 60 Minutes Sep 14, 2026 01:05:41 Alex Morris is the author of Buffett and Munger Unscripted, a topic-by-topic organization of three decades of Berkshire Hathaway shareholder meetings, and he writes TSOH Investment Research, where he publishes his portfolio and discloses every change before he makes it. He spent roughly twenty years investing, most recently at a firm managing over a billion dollars, before going independent in 202
Is AI Coming for Accounting and Law? $KPG.AX $AFL.AX
Is AI Coming for Accounting and Law? $KPG.AX $AFL.AX Sep 8, 2026 00:37:47 Tristan is a tax accountant in Australia and a member of MicroCap Club. He is a long-time shareholder of Kelly Partners Group ($KPG.AX), the accounting firm rolling up small practices in Australia and now overseas, and of AF Legal Group ($AFL.AX), the listed family law firm expanding into criminal law and contested wills. He also spent part of his career working inside a Kelly Partners firm.This d
WidePoint Corporation (WYY): Securing the Government
WidePoint Corporation (WYY): Securing the Government Aug 31, 2026 01:02:19 In this Business Breakdown, David Barbato, Sergio Heiber, and Lindsay Leeds sit down with WidePoint Corporation’s (WYY) CEO Jin Kang and COO Todd Dzyak. The company was originally profiled by Sergio Heiber on April 13, 2025, at $2.82 USD per share. This discussion took place live on August 26th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate
Club Conversation with Joe Kaye, Small Niches, Big Returns
Club Conversation with Joe Kaye, Small Niches, Big Returns Aug 24, 2026 01:03:00 Joe Kaye is a former actuary who now runs a concentrated separately managed account and is preparing to launch a standalone fund. Since 2023, he's compounded client capital at close to 40% a year, holding ten positions or fewer, filtered for low valuation, low debt, and a strong position in a niche market.This discussion took place live on July 17th, 2026, on the MicroCapClub Community. Join M
LibertyStream Infrastructure (LIB.V/VLTLF): Inside the US Lithium Tech Disruption
LibertyStream Infrastructure (LIB.V/VLTLF): Inside the US Lithium Tech Disruption Aug 21, 2026 00:58:37 In this Business Breakdown, David Barbato and Joel Kirkpatrick sit down with LibertyStream Infrastructure’s (LIB.V/VLTLF) CEO Alex Wylie. The company was originally profiled by John LaGourgue on October 14, 2025, at $0.40 CAD per share. This discussion took place live on August 20, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these
Update with Kelly Partners Group (KPG.AX/KPGHF): The Buy and Build Leaders in Accounting Services
Update with Kelly Partners Group (KPG.AX/KPGHF): The Buy and Build Leaders in Accounting Services Aug 17, 2026 00:58:42 In this Business Breakdown, David Barbato sits down with Kelly Partners Group’s (KPG.AX/KPGHF) CEO Brett Kelly. The company was originally profiled by Adrián Hernández on April 7, 2021, at $2.01 AUD per share.This discussion took place live on August 12th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://mic
Club Conversation with Leland Roach, Hidden Value in $MAYS, $BUKS, and $EVC
Club Conversation with Leland Roach, Hidden Value in $MAYS, $BUKS, and $EVC Aug 16, 2026 00:41:37 This discussion took place live on July 22nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join Leland Roach writes The Value Road on Substack, where he covers nano and micro-cap value stocks he finds by screening OTC Markets for hidden asset value and near-term catalysts. He walks thro

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