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

About this episode

Sam Namiri discusses the evolution of management meetings and their importance in micro-cap investing.

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…

People in this episode

Host: Planet MicroCap

Guest: Sam Namiri

Topics covered

• management meetings
• micro-cap investing
• AI in investment research
• investment strategies
• conference preparation
• new investor advice

Keywords

• micro-cap
• investment research
• management meetings
• AI screening
• conference strategies
• investing advice

Mentioned in this episode

Organizations: Ridgewood Investments

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