My guest on the show today is Christian Schmidt, a private investor and co-founder of Tracktacle, a financial data and alerts platform that provides real-time alerts on filings and news, plus full-text search across U.S. and Canadian market documents.

In this episode, Christian walks us through his unconventional path from banking and e-commerce to becoming a full-time private investor, and how a series of market experiences reshaped his approach to risk, valuation, and opportunity selection. We discuss why he believes private investors have a real edge in microcaps, how he builds positions around clearly defined catalysts, and why doing the valuation work before the news hits is critical to acting with conviction.

Christian also shares how painful lessons from turnarounds and management missteps led him to re-prioritize assets and competitive advantage over management narratives — and how those experiences directly inspired the creation of Tracktackle. We dive into how the platform helps investors cut through noise in SEC and SEDAR filings, identify meaningful catalysts faster, and stay on top of microcap developments in real time.

We mention a few names on the show today and I'm not a shareholder in any of them.

For more information about Tracktacle, please visit: https://www.tracktacle.com/

We just announced our full slate of investor conferences for 2026, powered by MicroCapClub. Our next major event is Planet MicroCap: LAS VEGAS, happening June 16–18, 2026, at the Bellagio. Registration is now open for that. And, later in the year, we'll be heading back to Toronto, October 27-29, 2026 at the Arcadian Loft. The mission is to bring the best microcap investors and companies together to gather, connect, and grow. This includes your participation.

We know you are putting your 2026 investor conference calendars together, and we'd like to humbly invite you to join us for one or both of them. Please visit www.planetmicrocapshowcase.com for more information. See you in Vegas and Toronto!

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Investing Around Catalysts and Knowing When to Trust Management with Christian Schmidt, Private Investor and Co-Founder of Tracktacle

Planet MicroCap Podcast | MicroCap Investing Strategies

Investing Around Catalysts and Knowing When to Trust Management with Christian Schmidt, Private Investor and Co-Founder of Tracktacle