Best Stocks 2025: A Conversation with Mathieu Martin (MicroCaps)

Capital Compounders Show

In this episode of the Capital Compounders Show, Robin Speziale interviews Mathieu Martin, the portfolio manager of the Microcap Fund at Rivemont. They discuss the intricacies of microcap investing, including the top reasons to pass on certain opportunities, Mathieu's journey from poker to portfolio management, and the current state of the microcap market. The conversation also covers recent acquisitions, stock selection processes, and the outlook for 2025, including a contrarian view on the cannabis market.

KEY TAKEAWAYS:

• The Canadian microcap universe is vast, with over 2800 companies
• Profitability and revenue growth are critical criteria for microcap investments
• Private equity activity can signal a market turnaround for microcaps
• Valuations in the microcap space are currently attractive for long-term investors
• The cannabis market presents contrarian investment opportunities despite past challenges

#investing #stocks #personalfinance #wealth #podcast Tags: Microcap investing, portfolio management, stock selection, investment strategies, market trends, Canadian stocks, private equity, cannabis industry, financial analysis, risk management

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DISCLAIMER:

This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.