Brent Todd Pitches EverGen Infrastructure $EVGN.V at Planet MicroCap Toronto 2026

Kevin is the founder of Atomical Capital, where he writes the 100 Bagger Hunting newsletter on under-the-radar microcaps and teaches investors to use Claude through Invest with AI. He trained in nuclear physics, has been investing for seventeen years, and has spent the last two years building AI into his research process.This discussion took place on October 10th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this episode, Kevin explains how he built that process: Claude skills that use Python to keep the numbers reliable, and four agents that find ideas, write research, push back on his thesis and track his holdings, with him making the decision at every step. ✉️ Share your feedback - [email protected]✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Introduction to Kevin and his background in physics and investing03:09 Kevin’s journey from physics to AI in investing05:24 Richard Feynman’s approach to understanding and distrust of experts07:20 The stairway framework for using AI in investing08:48 Limitations of early AI tools like ChatGPT in equity analysis09:17 The analogy of steering a car with AI as the engine10:18 The early stage of AI adoption and the importance of continuous learning11:13 Survey results on AI usage among investors12:06 Implementing AI in large asset management firms14:00 The three components of AI tools: data, prompt, and model16:10 Understanding the capabilities and limitations of large language models17:26 Building skills and automating processes with Claude and Python19:28 Integrating financial data sources and managing data quality23:05 The concept of AI agents and their role in investment workflows25:38 Using AI for sector analysis and idea generation29:31 Thesis tracking and portfolio management with AI33:19 The importance of context, memory, and giving AI specific roles36:52 Feeding the thesis tracker: data providers and Claude connectors50:17 Staying the driver and not losing control to AI52:11 Learning and evaluating the quality of AI outputs55:11 Building fundamentals before relying on AI56:26 Starting out with AI and learning the basics of investing58:54 The importance of discipline and understanding fundamentals01:00:52 Practical steps to begin implementing AI in investingDisclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.com MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/ 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.

Dan Rasmussen, founder of Verdad Advisors, gave this presentation at Planet MicroCap Toronto 2026 powered by MicroCapClub. Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.comMicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/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.

Jeff Tory, Chair of Pembroke Management, sits down with Brad Bourne, CEO of Firan Technology Group (FTG.TO / FTGFF) to discuss the rise of the company. This conversation took place on October 27th, 2026, at Planet MicroCap Toronto powered by MicroCapClub. Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.comMicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/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.

John Huber is the portfolio manager of Saber Capital Management, which he founded in 2013 after a journalism degree and about eight years buying foreclosed real estate from banks around the financial crisis. He runs Saber as a family partnership modeled on Buffett’s partnership of the 1950s.This discussion took place live on October 23rd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join In this episode, John explains why he moved away from never selling great businesses. He uses Copart to show how a stock at 40 to 50 times earnings can fall 50% on a small hiccup. He also covers how he splits his portfolio between long-term compounders and a basket of Ben Graham-style bargains, how Pitney Bowes moved from one bucket to the other, and how he sizes positions so no single mistake can do serious damage. The conversation opens with his essay on the Tampa Bay Rays and what happens when everyone optimizes for the same metric.✉️ Share your feedback - [email protected]✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters00:00 Intro02:38 What the Tampa Bay Rays teach investors09:58 Home runs vs base hits11:29 When to sell a great business15:41 Lessons from a self-taught investor dad17:28 Why journalism makes better investors19:11 Buying houses at 50 cents on the dollar22:12 Why he walked away from real estate24:16 Compounders vs bargains27:51 When a turnaround becomes a compounder32:04 Why he keeps an investment journal34:14 Margins vs return on capital38:39 Should you look for value overseas?41:19 Inside his Ben Graham basket42:31 How he sizes his biggest positions45:38 Concentrated, but never fragile48:01 Greenblatt, Schloss and many ways to win51:04 How to stay in the game for decades53:24 Why there’s no high-risk version of Saber56:07 Do the work on your deskDisclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Ian Cassel, CIO at IFCM and founder of MicroCapClub, presents at Planet MicroCap Toronto 2026Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.comThis 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.

Jason Kirsch, Portfolio Manager at Rosen Partnership, presents at Planet MicroCap Toronto 2026Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.comThis 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.

Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund, presents at Planet MicroCap Toronto 2026Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.comThis 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.

Brent Todd, Senior Investment Advisor at Canaccord Genuity Wealth Management, presents at Planet MicroCap Toronto 2026Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.comThis 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.

Gerry Wimmer, investor, presents at Planet MicroCap Toronto 2026Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.comThis 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.