In this episode of the Planet MicroCap Podcast, we brought back the Investors Roundtable - our first since 2022 - with Maj Soueidan of GeoInvesting, Tim Heitman of Investing 501, and Mathieu Martin of the Rivemont MicroCap Fund.
With the Russell MicroCap up roughly 27% year to date, we dig into what's actually driving that move, what's worked and what hasn't for our panelists, and whether this rally feels earned or fragile. We run through the Good, Bad, and Ugly from August 2026 earnings season - including a report that looked ugly on the surface but told a very different story underneath. We also close out with each guest's highest conviction idea right now and where they're looking heading into 2027.
For more information about GeoInvesting, Investing 501 and Rivemont MicroCap Fund, please visit: https://geoinvesting.com/ | https://substack.com/@investing501 | https://rivemont.ca/en/alternative-funds/rivemont-microcap-fund/
Chapters:
00:00 Introduction to the Investors Roundtable
02:10 Market Overview and Rally Drivers
03:41 Discipline in the Current Rally
05:09 Value Investing in the Age of AI
07:03 Russell MicroCap Composition and Performance
08:30 Sector Contributions to MicroCap Rally
14:14 Portfolio Strategies and Sector Challenges
17:37 Cannabis Stocks and Sector Opportunities
22:05 What Has Worked and What Hasn't in 2026
44:53 Earnings Season Highlights and Key Reports
01:07:25 Looking Ahead to 2027: Trends and Themes
01:17:41 Follow the Experts: Social and Newsletter Links
You can listen to the Planet MicroCap Podcast on Spotify, Apple Podcasts, YouTube, or wherever you get your podcasts.
Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.
This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.
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