BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

Published: May 21, 2023, 1:51 p.m.

BONUS EPISODE with Michael Liu, Analyst at Intelligent Fanatics Capital Management - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2023. Topics covered: discovery process for MicroCap stocks, building relationships with management, disagreements with management, groupthink, all followed by Q&A from the audience.

\n

For more information about Michael Liu and Intelligent Fanatics Capital Management, please visit: https://if.capital/

\n

You can Follow Michael Liu on Twitter @michael20171 : https://twitter.com/michael2017l

\n

Chapters:

\n

[0:00] Introduction

\n

[1:20] Michael Liu and Intelligent Fanatics Capital Management backgrounds

\n

[2:25] Discovery process for MicroCap stocks

\n

[5:51] Building relationships with management teams

\n

[9:47] How does Michael handle disagreements with management teams

\n

[11:56] Avoiding the MicroCap groupthink echo-chamber (or not, if the collective is right)

\n

[14:29] Herd mentality in MicroCaps and executing on information arbitrage

\n

[19:33] Q&A with audience