What podcasts say about Mathieu Martin
Every statement, with the speaker, the exact quote and the moment it was said.
What Mathieu Martin has said on podcasts
8 statements · 6 positive · 1 negative · 1 neutral
- on Reevemont Microcap Fund cannabis portfolioPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Cannabis holdings drove most of the fund’s year-to-date performance.
“the cannabis portfolio. The cannabis part of the portfolio.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 10:55
- on Canadian microcap takeovers versus IPOsNeutralOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Canadian microcaps have experienced more takeovers than public listings recently.
“we've seen a lot more takeouts than GoPublic the last few years”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 12:02
- on Canadian IPO activityNegativeOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Canadian IPO activity will remain subdued until public valuations exceed private-market valuations.
“Until we see premium valuations in the public markets compared to the private markets, I think it's going to be less active, I guess, in terms of IPOs.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 12:45
Tariffs create opportunities for ADF Group through Canadian diversification and backlog growth.
“I think it creates some opportunities because now they're diversifying and they're increasing their backlog in Canada.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 29:09
- on Mathieu Martin’s portfolioPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Mathieu is positioning his portfolio to minimize cross-border tariff exposure.
“I've been trying to build my portfolio to avoid that cross-border exposure for the most part.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 30:23
Thinkific’s stock doubled after announcing restructuring and cost savings.
“the stock was trading for all like basically it's cash value at the time of the announcement so you saw the stock re-rate immediately it went up 100% the next day”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 34:59
- on Planet Microcap Toronto cannabis lineupPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
The conference includes five of Canada’s seven largest cannabis LPs and its largest retailer.
“you have five of the top seven LPs by market share in Canada and you have the largest retailer as well”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 45:23
Meeting more management teams increases the chance of finding attractive investments.
“meeting many management teams, you increase your chances of finding something that's attractive.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 57:44
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.