In this episode of the Planet MicroCap Podcast, we brought back the Investors Roundtable - our first since 2022 - with Maj Soueidan of GeoInvesting, Tim Heitman of Investing 501, and Mathieu Martin of the Rivemont MicroCap Fund.

With the Russell MicroCap up roughly 27% year to date, we dig into what's actually driving that move, what's worked and what hasn't for our panelists, and whether this rally feels earned or fragile. We run through the Good, Bad, and Ugly from August 2026 earnings season - including a report that looked ugly on the surface but told a very different story underneath. We also close out with each guest's highest conviction idea right now and where they're looking heading into 2027.

For more information about GeoInvesting, Investing 501 and Rivemont MicroCap Fund, please visit: https://geoinvesting.com/ | https://substack.com/@investing501 | https://rivemont.ca/en/alternative-funds/rivemont-microcap-fund/

Chapters:

00:00 Introduction to the Investors Roundtable 02:10 Market Overview and Rally Drivers 03:41 Discipline in the Current Rally 05:09 Value Investing in the Age of AI 07:03 Russell MicroCap Composition and Performance 08:30 Sector Contributions to MicroCap Rally 14:14 Portfolio Strategies and Sector Challenges 17:37 Cannabis Stocks and Sector Opportunities 22:05 What Has Worked and What Hasn't in 2026 44:53 Earnings Season Highlights and Key Reports 01:07:25 Looking Ahead to 2027: Trends and Themes 01:17:41 Follow the Experts: Social and Newsletter Links

Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

2026 Mid-Year MicroCap Review with Maj Soueidan, Tim Heitman and Mathieu Martin

Planet MicroCap Podcast | MicroCap Investing Strategies

2026 Mid-Year MicroCap Review with Maj Soueidan, Tim Heitman and Mathieu Martin