MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community.
MicroCapClub
Claim This Podcastby MicroCapClub
4.9(31 reviews)
107 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
35
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality50
Social0
YouTube0
Engagement51
Podcast Overview
MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community.
Language
🇺🇲
Publishing Since
8/31/2024
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Recent Episodes
June 25, 2026
ADF Group (DRX.TO): The Backbone of America's Biggest Builds
<p>In this Business Breakdown, David Barbato and co-host Sébastien Charland, President of Agave Capital, sit down with ADF Group’s (DRX.TO) CFO Jean-François Boursier. The company was originally profiled by "Flipper" on February 16, 2021, at $1.72 CAD per share, representing a gain of 735% since then.</p><p>This discussion took place live on June 18th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - <a href="https://microcapclub.com/#join"><u>https://microcapclub.com/#join</u></a> </p><p>Jean-François Boursier is the CFO of ADF Group, a Quebec-based fabricator of complex steel structures with plants in Terrebonne, Great Falls, Montana, and the Lac-Saint-Jean region. After nearly 16 years at ADF, he's set to retire at the end of 2026, and this Business Breakdown covers where the company stands heading into that transition.</p><p>✉️ Share your feedback - david@microcapclub.com</p><p>✉️ David’s X (Twitter) - <a href="https://x.com/Valuehunte"><u>https://x.com/Valuehunte</u> </a></p><p>Chapters</p><p>00:00 Introduction to ADF Group and Leadership</p><p>03:31 Overview of ADF Group's History and Operations</p><p>14:01 Financial Highlights and Market Positioning</p><p>22:33 Future Growth and Strategic Acquisitions</p><p>28:32 Q&A Session: Backlog and Tariff Impacts</p><p>40:40 Understanding the Family Buyback Dynamics</p><p>51:39 Leadership Transition and Future Outlook</p><p>57:17 Market Demand and Strategic Positioning</p><p>01:07:57 Consolidation Opportunities in the Industry</p><p>Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.</p><p><br></p>
June 23, 2026
Obsession by Ian Cassel
<p>Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2h0NE9hZmltcjNlbVRLd2ktRVNxM2RhSWhtd3xBQ3Jtc0tsbTRVckhwdGNFMUVWVzNQaC15cTFadHVud1FvdE9ONWFpUHJOcTNGWUtLRmYwekowekxOZmlWbTN1OFJZODJyR3hJX0ZIcU5VVTdTZkROS1hoSXFqV3FxWmZ1Snp0dmNLREVzRDMxYjZDZDRVVmRtSQ&q=https://microcapclub.com/join-now/&v=eFNsNUzFQ4k"><u>https://microcapclub.com/join-now/</u></a></p><p><br></p><p>Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. <a href="https://planetmicrocap.com"><u>https://planetmicrocap.com</u></a></p><p><br></p><p>Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.</p>
June 22, 2026
Club Conversation with Dylan Marrello, Asymmetric Bets in Hated Industries
<p>Dylan Marello is CIO of Marello Capital, a fund he launched after a career as a corporate litigator. He runs a concentrated, long-only portfolio of roughly 12 to 15 names, market-cap agnostic, but skewed toward asymmetric setups in hated or overlooked sectors.</p><p>This discussion took place live on May 6th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - <a href="https://microcapclub.com/#join"><u>https://microcapclub.com/#join</u></a> </p><p>In this episode, Dylan discusses how his legal background shapes the way he writes and structures investment theses, why he sizes his ideas between 5 and 10 percent, and how he thinks about capital cycles in industries like offshore drilling, cinemas, and cannabis. He also walks through two of his largest positions: Entravision Communications, which moved sharply during the recording on a strong print from its Smadex ad-tech segment, and MIAX, the options exchange he frames as a royalty on growing derivatives volumes, including its stake in Robinhood's prediction markets venture.</p><p>✉️ Share your feedback - david@microcapclub.com</p><p>✉️ David’s X (Twitter) - <a href="https://x.com/Valuehunte"><u>https://x.com/Valuehunte</u> </a></p><p>Chapters</p><p>00:00 Introduction to Dylan Marello and His Investment Philosophy</p><p>04:24 The Journey of Starting Marello Capital</p><p>07:56 Investment Strategy and Management Fees</p><p>10:47 The Impact of Legal Background on Investment Analysis</p><p>13:46 Writing Investment Theses and the Role of AI</p><p>17:01 Case Study: EVC and Its Growth Potential</p><p>25:57 Understanding Hated Industries and Investment Opportunities</p><p>35:59 Market Sentiment and Its Impact</p><p>37:06 Capital Cycles and Industry Restructuring</p><p>38:51 Opportunities Amidst Market Negativity</p><p>40:42 The Resurgence of Movie Theaters</p><p>42:06 Supply and Demand Dynamics in Offshore Drilling</p><p>44:31 Patience in Investing: The Waiting Game</p><p>47:38 MIAX: A High-Quality Business Overview</p><p>48:41 The Growth of Derivatives and Options Trading</p><p>53:25 MIAX's Unique Market Position</p><p>58:14 Future Prospects and Strategic Partnerships</p><p>01:02:59 Valuation and Market Potential of MIAX</p><p>01:08:46 Legal Considerations and Insider Confidence</p><p>Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.</p>
107 total episodes available
Recent guests on MicroCapClub
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Naveen Prasad
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Michael Liu
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Justin Leger
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Justin Lagier
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Dave Waters
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Dennison Hambling
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Shenin Singh
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Peter Shippen
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Michele Corradi
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Marco Pomé
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Seth Yon
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Elizabeth Tayler
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