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Planet MicroCap Podcast

SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
6
Episodes analysed
53
Ideas extracted
17
Tickers covered
20
Theses first heard here

Top names · share of all tracked discussion

ECO2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
ANET1 OF 2 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
CLPT1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
CLS1 OF 2 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
DRH1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION

Theses first heard here, picked up this month

Small cap as a separate asset categoryPICKED UP BY THE LONG VIEW, THE ACQUIRERS PODCAST
IMAX as the premium theater experience winnerPICKED UP BY CNBC FAST MONEY
Energy equities cheap on gold and dollar basisPICKED UP BY PALISADES GOLD RADIO
International microcaps: discovery drives reratingPICKED UP BY THE DERIVATIVE, YET ANOTHER VALUE PODCAST
Boots-on-the-ground research to fill out the thesisPICKED UP BY THE DERIVATIVE

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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION