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Special Situations are Fun: Heavy Debt, Unidentified Moats, Lumpy Revenue, Uranium with Jacob Rowe, Founder and CIO of Rogue Funds

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Content provided by Planet MicroCap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Planet MicroCap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you're making a calculated bet on an upcoming catalyst, for example. Today's episode, we cover quite a few examples of what makes MicroCaps and special situations synonymous.

For more information about Rouge Funds, please visit: https://www.rogue-funds.com/

To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

  continue reading

299 episoade

Artwork
iconDistribuie
 
Manage episode 431404359 series 2501033
Content provided by Planet MicroCap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Planet MicroCap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, where you're making a calculated bet on an upcoming catalyst, for example. Today's episode, we cover quite a few examples of what makes MicroCaps and special situations synonymous.

For more information about Rouge Funds, please visit: https://www.rogue-funds.com/

To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

  continue reading

299 episoade

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