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beyond MD with Dr. Yatin Chadha
beyond MD bridges the gap between medical training and financial literacy.
Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money.
Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.
Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time.
Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.
beyond MD with Dr. Yatin Chadha
Ep #122: The Art of Finding Hidden Gems in MicroCap Stocks, with Mathieu Martin, CFA
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I'm thrilled to interview Mathieu Martin (CFA) to discuss his approach to investing in microcap stocks.
Mathieu is the portfolio manager for the microcap fund at Rivemont.
Discussion points:
- Mathieu's introduction (1:18)
- Lesson's from poker (3:40)
- Why microcaps (5:13)
- Rivemont microcap fund overview (6:32)
- Mathieu's 3 key investing pillars (10:58)
- How to screen for opportunities (14:04)
- Mathieu's research process (16:46)
- Old economy businesses vs software companies (20:26)
- When to sell a losing position (23:45)
- Mathieu's best investment (26:40)
- Unsuccessful investments & lessons (33:01)
- D-Box Technologies, DBO.TO (39:28)
- Zedcor, ZDC.V (46:50)
- Firan Technology Group, FTG.TO (49:50)
- Lotus Creek Exploration, LTC.V (53:48)
- BQE Water, BQE.V (56:09)
- Medicure, MPH.V, (1:01:31)
- Kits eyecare, KITS.TO (1:02:55)
- How to approach investing in microcaps (1:08:20)
- Who should not invest in microcaps? (1:10:00)
- Where you can learn more about Mathieu's fund, blog (1:12:18)
This episode is brought to you by Clever Consult: https://www.cleverconsult.ai/
Mathieu Martin:
Mathieu.martin@rivemont.ca
https://www.linkedin.com/in/mathieu-martin-cfa-abb9a6b0/
https://stocksandstones.substack.com/
Yatin Chadha:
Newsletter: https://www.beyondmd.ca/newsletter
Website: https://www.beyondmd.ca/
LinkedIn: https://www.linkedin.com/in/yatin-chadha/
Email: yatin@beyondmd.ca