The Microcap Playbook: Finding 10x Stocks Before They Get Discovered

The Microcap Playbook: Finding 10x Stocks Before They Get Discovered

From In the Money with Amber Kanwar by Amber Kanwar

April 23, 2026 · 1h 3m · Episode 130

About this episode

Amber Kanwar interviews microcap investor Mathieu Martin about finding lucrative investment opportunities in underfollowed stocks.

The best opportunities in the market might be the ones no one is paying attention to — and that’s exactly where microcap investor Mathieu Martin is looking. On this episode of In the Money with Amber Kanwar , Amber sits down with Mathieu Martin, Portfolio Manager for the Rivemont MicroCap Fund, to break down one of the most underfollowed — and potentially most lucrative — corners of the market. Martin explains why microcaps, often ignored by institutions and analysts, offer a unique edge for investors willing to do the work. Drawing on his unconventional path from poker to portfolio management, he shares how he identifies high-conviction ideas, builds deep fundamental insight, and finds companies that can grow from under $100 million to multi-billion dollar success stories. He also walks through the mindset required to handle volatility, why liquidity cycles matter more than fundamentals in the short term, and how improving conditions could set the stage for a new wave of microcap outperformance. In the Mailbag, Martin weighs in on some of the most intriguing small-cap names investors are watching right now. He revisits the remarkable run of Kraken Robotics (PNG.TO), explaining…

People in this episode

Host: Amber Kanwar

Guest: Mathieu Martin

Topics covered

  • microcap investing
  • stock market opportunities
  • portfolio management
  • investment strategies
  • volatility management
  • small-cap stocks

Keywords

  • microcap
  • investing
  • portfolio management
  • volatility
  • small-cap stocks
  • investment strategies
  • Kraken Robotics
  • Hydreight Technologies
  • Kits Eyecare
  • ADF Group

Mentioned in this episode

Organizations: Rivemont MicroCap Fund, Kraken Robotics, Hydreight Technologies, Kits Eyecare, ADF Group

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