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Microcap Conference speakers and company profiles

In a few weeks I'll be hosting the Microcap Conference at the Marriott in Philadelphia on November 4th and 5th.

I wanted to post the speaker list as well as profiles of the companies that will be attending.  If you haven't secured a spot yet please sign up now.  We are almost out of room.  The response has been so strong that Fred Rockwell, the other organizer of this had to work with the hotel to upgrade our space to accommodate everyone.

Sign up now

More information: http://www.microcapconf.com

Speaker List


Investing In Highly Leveraged Companies 

Gene Neavin, Portfolio Manager - Federated Investors 

Eric Green, Director of Research - Penn Capital

Finding Investment Opportunities in Canada 

Paul Andreola, Director of research - SmallCap Discoveries 

Brandon Mackie, Analyst - SmallCap Discoveries
Philippe Belanger, Co-Founder - Espace MicroCaps

Social Data’s Influence on Financial Markets 

Chris Camillio, Private Investor with one of the best audited track records in the past decade

Starting an Activist Campaign 

Damien Park, President - Hedge Fund Solutions, Chairman of the Board - iPass

Financial Blogger Panel on Investing Strategy 
David Waters, Founder OTC Adventures and Alluvial Capital 

Nate Tobik, Founder Oddball Stocks and CompleteBankData.com 

Jennifer Galperin, Partner - Bigger Capital 

Chris DeMuth Jr, Founder and Portfolio Manager - Rangeley Capital
Andrew Walker, Portfolio Manager - Rangeley Capital 

Maj Souiedan, Co-Founder - GeoInvesting Micro-Cap Research

Company Profiles

Benzinga Interview: Small banks plus a niche small cap with incredible ROE's

I wanted to share my most recent interview on the Benzinga PreMarket Pre show.  I discussed a few small bank ideas as well as Kopp Glass, a classic oddball stock.


Kopp Glass is an example of a perfect oddball stock.  It's a very small company that operates in a niche, yet earns extremely high returns on capital.  The problem is they can't scale their market.  So while they have a nice moat, and earn great returns they don't have much growth potential.  The company has paid out most of their earnings as dividends, and shareholders seem content to earn a close to 10% dividend as well as some appreciation.

Kopp Glass first appeared in the Oddball Stocks Newsletter in July 2014.  The write-up is displayed below.  If you're looking for more write-ups like this I'd encourage you to subscribe to the Oddball Stocks newsletter.

Disclosure: Long Kopp