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High Expectations
In this episode, Ian Cassel talks about how high expectations are a killer of future returns. can also read it as an article here: https://microcapclub.com/newsletter/ MicroCapClub is an exclusive forum for experienced microcap investors
Update with Paragon Advanced Labs (PALS.V): High-Speed Mineral Testing Toll Booth
In this Business Breakdown, David Barbato, Sergio Heiber, and Lindsay Leeds sit down with Paragon Advanced Labs (PALS.V) CEO Peter Shippen. This discussion took place live on July 9th, 2026, on the MicroCapClub Community. Join MicroCapClub
Playboy (PLBY): Cultural Icon, Back to Its Licensing Roots
In this Business Breakdown, David Barbato and “uzocapital” sit down with Playboy’s (PLBY) CEO Ben Kohn. This discussion took place live on July 8th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and
Same Process. Different Outcomes.
In this episode, Ian Cassel talks about the cruel reality of stock picking where the same process produces different outcomes. You can also read it as an article here: https://www.youtube.com/redirect?event=video_description&redir_token=QUF
Renoworks Software (RW.V / ROWKF): The Visualization Layer for Home Remodeling
In this Business Breakdown, David Barbato and Joshua Cohen sit down with Renoworks Software’s (RW.V / ROWKF) CEO Doug Vickerson. This discussion took place live on July 6th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock
Club Conversation with Sean Westropp, Deep Sail Capital's Microcap Playbook
Sean Westropp is the CIO of Deep Sail Capital, a long/short fund focused on growth, with most of the long book in microcaps and the balance in established mid-cap growth. He launched the fund to outside investors in 2022, after running a pr
ADF Group (DRX.TO): The Backbone of America's Biggest Builds
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 $
Obsession by Ian Cassel
Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2h0NE9hZmltcjNlbVR
Club Conversation with Dylan Marrello, Asymmetric Bets in Hated Industries
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
Club Conversation with Pedro Sousa, Private Equity Meets Microcaps
This discussion took place live on April 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join Pedro Sousa is a partner at Ox
Club Conversation with Jeffrey Tory, 40 Years Investing in Canadian Microcaps
This discussion took place live on April 22nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join Jeffrey Tory is the Chair of P
CareRx Corporation (CRRX.TO): Care Home Pharmacy
In this Business Breakdown, David Barbato and Jason Senensky sit down with CareRx Corporation’s (CRRX.TO (http://crrx.to/)) President and CEO, Puneet Khanna, and Suzanne Brand, CFO. CareRx delivers prescriptions to long-term care and retire
The Coach Who Never Stopped Rebuilding
In this episode, Ian Cassel compares successful stock picking and portfolio management to being a great basketball coach. You can also read it as an article here: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhq
1Stdibs.Com (DIBS): The Curated Luxury Marketplace
In this Business Breakdown, David Barbato and Jamil Tahir sit down with 1Stdibs’ (DIBS) Chairman/CEO, David Rosenblatt. This discussion took place live on May 11th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the abili
Club Conversation with Charlie Youakim, 85x Return in 3 Years
Charlie Youakim is the co-founder and CEO of Sezzle (SEZL), a buy-now-pay-later company now valued at over $3 billion. He previously co-founded Passport, a mobile payments business for parking, and built Sezzle into one of the largest BNPL
We Are Vikings
In this presentation, Ian Cassel presents on the Viking Age and the parallels with successful microcap investing. MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion
BOS Better Online Solutions (BOSC): Defense Supply Chain Integrator
In this Business Breakdown, David Barbato and Scott Weis, CIO of Semco Capital, sit down with Better Online Solutions’ (BOSC) CEO Eyal Cohen. This discussion took place live on May 4th, 2026, on the MicroCapClub Community. Join MicroCapClub
Investing is Not a Game of Perfect
In this episode, Ian Cassel talks about how investing is not a game of perfect. You can also read it as an article here: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmgzc3gybklxclFEeVVCcS1mUkd0R0VCTWxhZ3xBQ3
Update with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer
In this Business Breakdown, Ian Cassel and David Barbato sit down with Golconda Gold’s (GG.V/GGGOF) Chairman, Founder, and CEO, Ravi Sood. The company was originally profiled by Ian Cassel on August 28, 2025, at $0.95 USD/$1.30 CAD per shar
The Last Moat by Ian Cassel
In this episode, Ian Cassel talks about the last moat in investing. 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 mic
Precipio (PRPO): Advanced Blood Diagnostics
In this Business Breakdown, David Barbato and Sean Westropp from Deep Sail Capital sit down with Precipio’s (PRPO) CEO Ilan Danieli. The company was originally profiled by Sean Westropp, aka "Deepsailcapital" on June 26, 2025, at $11.20 USD
Club Conversation with Paul Andreola, Buying & Riding 100 Baggers
This discussion took place live on March 17th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this in-depth interview, th
A Club Conversation with Rich Beaven, Cyclicals with a Catalyst
This discussion took place live on March 16th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join (https://www.youtube.com/redir
Club Conversation with Lee Freeman-Shor & Clare Flynn Levy, Stock Market Maestros
This discussion took place live on March 19th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions -https://www.youtube.com/redirect?event=video_description&redir
Enterprise Group (E.TO/ETOLF): Infrastructure Services Specialist
In this Business Breakdown, David Barbato and Erik Voss sit down with Enterprise Group’s (E.TO/ETOLF (http://e.to/ETOLF)) President & Director Desmond O'Kell. The company was originally profiled on MicroCapClub by member James Emanuel. This
Club Conversation with Thomas J. Bachrach, The Frontier Investor
This discussion took place live on February 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions -https://microcapclub.com/join-now/ (https://www.youtube.com
EVS Broadcast Equipment SA (EVS.BR): The Backbone of Live Broadcasting
In this Business Breakdown, David Barbato and Geert Campaert sit down with EVS Broadcast Equipment’s (EVS.BR (http://evs.br)) CEO Serge Van Herck. The company was originally profiled on MicroCapClub by Geert Campaert on April 28, 2025. This
Iridex Corp (IRIX): Transforming Eye Care
In this Business Breakdown, David Barbato and Christian Schmidt sit down with Iridex’s (IRIX) CEO Patrick Mercer and CFO Romeo Dizon. This discussion took place live on February 27th, 2026, on the MicroCapClub Community. Join MicroCapClub a
NeurAxis, Inc. (NRXS): Growth-Stage Medtech
In this Business Breakdown, David Barbato and Sergio Heiber sit down with NeurAxis’s (NRXS) CEO Brian Carrico. The company was originally profiled by Sergio Heiber on August 18, 2024, at $3.14 USD per share. This discussion took place live
High Tide Inc (HITI): Inside the Costco of Cannabis
In this Business Breakdown, David Barbato and Ian Cassel sit down with High Tide Inc’s (HITI) CEO Raj Grover and Capital Market Advisor Vahan Ajamian. The company was originally profiled by Ian Cassel on November 10, 2025, at $3.00 USD per
