Management Meetings Edge with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments

In this episode of the Planet MicroCap Podcast, I spoke with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments, to dig into how his conference and management meeting process has evolved - and why he thinks 1x1 meetings with management teams are one of the most underrated research tools in micro-cap investing. We break down how he uses AI to screen companies before a conference, why he treats management meetings as a second-level filter rather than a deep dive, the one question he now asks every management team that actually makes them think, and a real example from last year's Planet MicroCap event that turned into one of his best ideas. We mention several companies during this conversation, and I'm not a shareholder in any of them. For more information about Ridgewood Investments, please visit: https://ridgewoodinvestments.com/ Chapters: 00:00 Introduction and Catching Up 01:50 Market Trends and Volatility 04:44 Investment Criteria and SaaS Challenges 09:50 Utilizing AI in Investment Research 15:34 Conference Preparation and Meeting Management 19:39 Advice for New Investors 24:42 Red Flags and Green Flags in Investing 29:35 Post-Conference Strategies and Networking Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.