My guest on the show today is Sam Rebin, President and CEO of LightPath Technologies (NASDAQ: LPTH). LightPath Technologies, Inc. is a leading global, vertically integrated provider of optics, photonics and infrared solutions for the industrial, commercial, defense, telecommunications, and medical industries. LightPath designs and manufactures proprietary optical and infrared components including molded glass aspheric lenses and assemblies, custom molded glass freeform lenses, infrared lenses and thermal imaging assemblies, fused fiber collimators, and proprietary Black DiamondTM (”BD6”) chalcogenide-based glass lenses. LightPath also offers custom optical assemblies, including full engineering design support. The Company is headquartered in Orlando, Florida, with manufacturing and sales offices in Latvia and China. The first time we interviewed management from LightPath was back in 2012. Since that time, the company has gone through quite a bit, and I invited Sam on to discuss the company’s genesis to where they are today, as well as: - How the company and their technology has evolved over time - LightPath’s business strategy and criteria for working with their desired partners; and, - Market opportunity based on their target customer base With that, please enjoy my conversation with Sam Rubin, President & CEO of LightPath Technologies. For more information about LightPath, please visit: www.lightpath.com This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL’S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the list...
For thisepisodeof the Planet MicroCap Podcast, I spoke with Tim Eriksen, Founder and Portfolio Manager at Cedar Creek Partners. We are continuing ”Tim Eriksen”-week here on Planet MicroCap - be sure to check out our interview talking about SolitionDevices (OTC: SODI), where Tim is the CEO. In addition to being CEO of a publicly traded company, Tim runs Cedar Creek Partners that focuses on Micro and Small Cap equities. We answer all your questions that came through on Twitter, and as the title suggests, making a business grow is not easy. Tim has no fear taking larger positions in MicroCap stocks, and enacting change to hopefully unlock value for shareholders, which can be difficult (at any level). We talk about a couple of those experiences, including PharmChem and Tix Corporation, as well as liquidity, position sizing and much more! For more information about Cedar Creek Partners, please visit: https://www.eriksencapitalmgmt.com/ You can Follow Tim Eriksen on Twitter @eriksen_tim...
My guest on the show today is Tim Eriksen, CEO of Solitron Devices (OTC: SODI). Headquartered in West Palm Beach, FL USA, Solitron Devices manufactures power semiconductors and integrated power solutions for systems that demand the ultimate in performance and reliability. Customers in aerospace, defense, industrial and space rely on Solitron’s innovative products to develop smaller, lighter weight, higher efficiency systems level power solutions. Solitron Devices has been requested a few times when I’ve crowd-sourced who y’all want to hear on the show, and Tim did not disappoint. We had a wide-ranging discussion about: - History of Solitron Devices, and how Tim got involved - Crossing over from shareholder to CEO, and understanding the defense industry - Downside risks, OTC Markets, and where he sees the company in 3-5 years With that, please enjoy my conversation with Tim Eriksen, CEO of Solitron Devices. For more information about Solitron Devices, please visit: https://solitro...
For this episode of the Planet MicroCap Podcast, I spoke with Sharon Wang, Senior Investment Analyst at PenderFund. We originally met when Sharon moderated a panel, titled, ”MicroCap Technology Growth Companies” at our virtual event in December 2021 (highly recommend checking that out), and I wanted to get to know Sharon and her investing philosophy better. Assuming that you’ve been following the news, or better yet seen the performance from the MicroCap Review Index, the broader markets have been taking a bit of a shellacking with MicroCaps taking the brunt of this beatdown. With all this in mind, the best investors see market drawdowns as a chance to find and/or add to quality positions. That’s what Sharon and I discuss today; what she looks for and her small and MicroCap criteria during market drawdowns. For more information about Sharon Wang and PenderFund, please visit: https://www.penderfund.com/ This podcast was recorded and is being made available by SNN, Inc. (together ...
My guest on the show today is Dr. Carr Bettis, Executive Chairman of AudioEye (NASDAQ: AEYE). AudioEye is a digital accessibility platform delivering ADA and WCAG compliance at scale. By combining technology and subject matter expertise, AudioEye is helping companies and content creators solve every aspect of web accessibility—from finding and resolving issues to navigating legal compliance, to ongoing monitoring and upkeep. AudioEye delivers automated remediations and continuous monitoring for accessibility issues without making fundamental changes to website architecture, source code, or browser-based tools. AudioEye’s thesis is a relatively simple and painfully obvious problem on so many levels that needs a solution. We talk about this and: - AudioEye’s technology platform to make the digital landscape fully accessible for all participants - Capital allocation decision making process; and, - What investors get most confused about with the company. With that, please enjoy my co...
For this episode of the Planet MicroCap Podcast, I spoke with Entrepreneur, Venture Capitalist, and Host of ”Panic with Friends” podcast, Howard Lindzon. When I was first getting my feet wet in the business and learning about the stock market, StockTwits was one of the first platforms I used. This was back in 2011 before Twitter and Fintwit became what it is today. So, to say I’ve been a fan of Howard is an understatement. I don’t care what anyone says, the idea of Fintwit (for better or worse) began with Howard. In our conversation, we chatted about a wide variety of topics, including: what staying in the (investing) game looks like for him, his criteria for new potential investments and his thoughts on current events in finance. This was an awesome experience for me and I’m stoked Howard took the time to talk with me. For more information about Howard Lindzon, please visit: www.HowardLindzon.com You can Follow Howard Lindzon on Twitter @howardlindzon: https://twitter.com/howa...
For this episode of the Planet MicroCap Podcast, I spoke with Michael Melby, Founder and Portfolio Manager at Gate City Capital Management. I’ve met Michael at multiple MicroCapClub Leadership Summits, where I think he’s participated in multiple stock pitches at those events. I’d been wanting to chat with Michael for a while on the pod, and I’m stoked that we could make it happen. Michael is a deep value microcap investor. Simply put, we spend our time breaking down what that means and going through some examples that demonstrate that philosophy. For more information about Gate City Capital Management, please visit: https://www.gatecitycap.com/ Today’s episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website:https://streamrg.co/PMC Quartr, their mission is to change the way peo...
My guest on the show today is Lyron Bentovim, President & CEO of The Glimpse Group, Inc. (NASDAQ: VRAR). The company is a diversified Virtual and Augmented Reality platform company, comprised of multiple VR and AR software & services companies, and designed with the specific purpose of cultivating companies in the emerging VR/AR industry. The metaverse, virtual reality, augmented reality all comprise what’s known as ”Immersive Technologies”, which, as I learned from Lyron, we are in the first phase of this technology cycle. I wanted to chat with Lyron about all of this, especially since we’re in the early innings, as well as how The Glimpse Group is addressing: - Emerging immersive technology cycle - Where we are at in the cycle and why, and; - The Glimpse Group’s corporate strategy to mitigate the growth aspect associated with new tech With that, please enjoy my conversation with Lyron Bentovim, President & CEO of The Glimpse Group, Inc. For more information about The Glimpse ...
For this episode of the Planet MicroCap Podcast, I spoke with Adam Mead, CEO and CIO of Mead Capital Management, Author of “The Complete Financial History of Berkshire Hathaway”, Founder of Watchlist Investing Newsletter. As the title indicates, ”Patience is Your Friend”; we know this phrase, and some of us truly embrace the meaning behind it. Adam’s main takeaway from going to this year’s Berkshire meeting was this phrase. When one of your heroes or person that you highly respect uses phrases like this, I don’t know about you, but I most definitely listen and want to better understand why. In our conversation, Adam and I try to answer that question. For more information about Mead Capital Management, please visit: https://meadcm.com/ You can Follow Adam Mead on Twitter @BRK_Student: https://twitter.com/BRK_Student Today’s episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technolog...
My guest on the show today is Doug Gaylor, President and COO of Crexendo, Inc. (NASDAQ: CXDO). The company is a provider of Unified Communications as a Service (UCaaS), Call Center as a Service (CCaaS), communication platform software solutions, and collaboration services designed to provide enterprise-class cloud communication solutions to any size business through their business partners, agents, and direct channels. Crexendo’s solutions currently support over two Million end users globally and was recently recognized as the fastest growing UCaaS platform in the United States. Crexendo has been written up in some MicroCap newsletters I respect, and Doug did an interview with Maj Soueidan on one of our pods a while back. I invited Doug to join me for this conversation to discuss: - Where he sees the company in 3-5 years - the inflection points that will get them to that point, and; - How COVID impacted Crexendo With that, please enjoy my conversation with Doug Gaylor, President an...