Company Meeting Notes from Planet Microcap Conference 2025
Summarized notes from our conversation with 13 microcap companies
Disclaimer: All information provided herein by Cedar Grove Capital Management, LLC (“Cedar Grove Capital” or “the fund”) is for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Cedar Grove Capital may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason.
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Hello everyone,
As we mentioned last week, we were able to attend this year's Planet Microcap conference in Las Vegas. The whole point was to get access to company-level presentations and 1:1 meetings with management.
We had the privilege to meet with 13 companies (was 14 but a.k.a brands bailed last minute for everyone) and ask them questions pertaining to their business and outlook.
Below, we’ll share our notes from our 30-minute conversations as well as mark them based on whether we have interest or if they’re a pass.
The companies we met with are:
FitLife Brands (FTLF)
BuildDirect.com Technologies (BILD - CA)
Laird Superfood (LSF)
Innovative Food Holdings (IVFH)
Sanuwave Health (SNWV)
Zoomd Technologies (ZOMD - CA)
Biosyent (RX-CA)
GEN Restaurant (GENK)
Kneat.com (KSI - CA)
KITS Eyewear (KITS - CA)
Ascent Industries (ACNT)
BluMetric Environmental (BLM.V)
Mama’s Creations (MAMA)
We’ll share them in that order and more or less hold the structure the same for each of them. We’ll also mark them with a ⭐ if it’s something we have an interest in or will outright say (Pass) if not.
Remember, these were just quick 30-minute introductory conversations, but we learned quickly whether there was something there or not.
With that, let’s get into it.