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I recently had a conversation with Bobby Kraft from Planet Microcap where we discussed what a Tier One Microcap is and announced the Planet Microcap Showcase in Las Vegas that will be taking place from April 25 to 27, 2023. I made it clear to Bobby that if he wanted me to attend this year he would have to carve out a Top Tier Track. We came to an agreement. 🙂
On Wednesday, April 26, I will be moderating presentations by the management teams of Top Tier Microcap or those possibly on their way to meeting the requirements indicative of top tier companies
We plan to give each company the floor for 10-15 minutes, followed by a Q&A for a live audience.
Bobby asked me to extend an invitation to the GeoInvesting network. It’s free to attend.
If you are in the area or want to get away for a few days, stop by and check out my Top Tier Track.
Other Topics I Discussed With Bobby
In my conversation with Bobby, we reminisced about some of the stocks that I pitched at one of his past in-person events. One of them was Rand Worldwide (OTC: RWWI). RWWI has seen a 300% peak return since its addition to our “Favorite Stocks’ Model Portfolio in April 2019, and a 250% return since I pitched the stock at another one of his events in June of that same year.
We also talked about a Fireside chat style conversation session I did at last year’s Vegas event with the CEO of Intouch Insight Communications (OTC: INXSF). To my surprise, Bobby clued me in that it was to THE most well-attended portion of the entire event!
Bobby and I are expanding on this and trying to make it a more formal kind of track at the Planet Microcap conferences to help bring awareness to companies that meet some Important tenets of the Tier One Criteria that we set in GeoInvesting.
We will also mix in a few names that could be on their way to making the grade in future years.
My goal is to help the attendees see these Tier One Companies, as it can be hard to identify which companies to look at when attending these conferences.
While I’m not saying they’re all great picks, they all have a few common qualities: if they execute their stated business plans they have the potential to generate substantial revenue, are at or near profitability, and have clean capital structures.
Some other qualities of these Tier One Microcap Companies include strong management, healthy insider ownership, profitability, and long operating histories.
By the way, an advantage of considering companies that do not meet all of our Tier One qualities is that as investors, we want to identify some soon-to-be-great companies before they attain Tier One status and are discovered by the “crowd”.
Bobby and I also discussed a few other items of introspection that feeds a bit into the Growth At A Reasonable Price (GARP) theme that is coming into more of our focus. In the last couple of years, we’ve decided to mostly depart from speculative plays. We are looking for substantial companies that you can value on earnings, and not on just revenues and/or business prospects. We also talked about:
The current state of the microcap market
A new product launch highlighting my daily and weekly CliffsNotes on microcaps.
My CliffsNotes cover key points from company filings and press releases. However, I am most excited about the upcoming rollout of a suite of special microcap research tools, which you’ll get more information on soon.
Have a great week!
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