Club Conversation with Charlie Youakim, 85x Return in 3 Years
Charlie Youakim, co‑founder and CEO of Sezzle, discussed how the buy‑now‑pay‑later firm grew from a $35 million market‑cap to a valuation exceeding $3 billion in under three years—an 85‑fold increase. Sezzle raised roughly $120 million, a fraction of the capital deployed by rivals such as Klarna and Afterpay. The company listed on the ASX in 2019 and later direct‑listed on Nasdaq in August 2023, propelling its stock to a 3,900% gain over 2.5 years. The conversation is hosted by MicroCapClub, which offers investors live access to such insights.
BOS Better Online Solutions (BOSC): Defense Supply Chain Integrator
Better Online Solutions (BOSC), an Israeli defense supply‑chain integrator listed on NASDAQ, was featured in a live Business Breakdown with CEO Eyal Cohen. Cohen outlined the company’s three core divisions—electromechanical connector integration, RFID solutions, and robotic cells—serving major defense customers...
Chris Mayer and Ian Cassel on the Edge AI Can’t Replicate
In a recent episode of the Excess Returns podcast, Chris Mayer, author of "100‑Baggers," sat down with Ian Cassel to dissect the limits of AI in investing. The conversation covered long‑term stock picking, micro‑cap strategies, business quality, and the behavioral...
Update with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer
Golconda Gold’s CEO Ravi Sood outlined a strategic turnaround that includes paying down its credit facility and unsecured note, thereby strengthening the balance sheet. Production at the Galaxy mine in South Africa is set to rise from roughly 10,000 ounces...
The Last Moat
Investors are witnessing a rapid flattening of data-driven advantages as AI and fintech tools become ubiquitous. In micro‑cap investing, the remaining edge—what the author calls the "last moat"—is the ability to engage directly with management through live calls, on‑site visits,...
Precipio (PRPO): Advanced Blood Diagnostics
Precipio (PRPO) showcased its dual‑model strategy in a live MicroCapClub interview, highlighting a low‑cost BCR‑ABL assay developed for under $100,000—far cheaper than the $5‑10 million industry norm. The company reported a 30% revenue increase in 2025, achieving its first profitability inflection...
Club Conversation with Paul Andreola, Buying & Riding 100 Baggers
Paul Andreola, founder of Small Cap Discoveries and CEO of NameSilo, sat down for a MicroCapClub conversation on investing in micro‑cap “100‑bagger” stocks. He outlined his evolving philosophy that blends rigorous due‑diligence, bias control, and relationship‑driven sourcing to find high‑growth...
Defending Your Convictions
In 1982 Ray Dalio bet heavily that the Federal Reserve’s anti‑inflation campaign would trigger a deflationary crash, a view he publicly championed before testifying before the Senate. When Fed Chairman Paul Volcker unexpectedly cut rates later that year, the S&P...
A Club Conversation with Rich Beaven, Cyclicals with a Catalyst
Rich Beaven, principal and co‑owner of Signia Capital, discusses his value‑investing journey, catalyst‑driven approach, and the role of artificial intelligence in small‑cap research during a MicroCapClub interview. He highlights Signia Capital’s focus on cyclical sectors with strong balance sheets and...
Club Conversation with Lee Freeman-Shor & Clare Flynn Levy, Stock Market Maestros
Lee Freeman‑Shor and Clare Flynn Levy discuss their new book, Stock Market Maestros, in a MicroCapClub interview. The conversation delves into the winning habits, strategies, and mindsets that separate the world’s top investors from average players. They argue that rigorous...
Enterprise Group (E.TO/ETOLF): Infrastructure Services Specialist
Enterprise Group (E.TO/ETOLF) discussed its infrastructure services strategy in a live interview with CEO Desmond O'Kell on March 23, 2026. The company is targeting Canada’s natural‑gas and site‑power markets by deploying advanced turbine technology for resource and construction projects. O'Kell...